OPRX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +1.9% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | -7 | 5.21M | $29.80M | +8 | −15 |
| Q1 2026 | 60 | -3 | 6.86M | $43.35M | +5 | −8 |
| Q4 2025 | 63 | +2 | 6.61M | $81.09M | +2 | — |
| Q3 2025 | 14 | 0 | 4.01M | $82.20M | +1 | −1 |
| Q2 2025 | 11 | +1 | 3.84M | $51.86M | +1 | — |
| Q1 2025 | 7 | +2 | 1.58M | $13.68M | +2 | — |
| Q4 2024 | 5 | -1 | 1.23M | $5.97M | +1 | −2 |
| Q3 2024 | 5 | -1 | 848.37K | $6.55M | — | −1 |
| Q2 2024 | 6 | — | 1.03M | $10.32M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 400.62K | +1.2% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 400.62K | +1.2% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 356.86K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 295.72K | +12.2% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 295.72K | +12.2% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Marshall Wace ✦ | 134.45K | New | $653,407 | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 134.45K | New | $653,407 | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 41.05K | -45.8% | $199,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $653,407 | 0.0% |
| Marshall Wace | $653,407 | 0.0% |
Exited
| Renaissance Technologies | $521,100 | was 0.0% |
| Millennium Management | $352,318 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 13.57M shares, $83.94M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.