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Security record · archived quarter

OPRX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
60Tracked holders
-3Δ holders
6.86MShares held
$43.35MReported value
+5New positions
−8Exits
Stable 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.8% · share flow +11.4% · net new positions -5.0% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 n/a
Q3 2025 14 0 4.01M $82.20M +1 −1
Q2 2025 11 +1 3.84M $51.86M +1 n/a
Q1 2025 7 +2 1.58M $13.68M +2 n/a
Q4 2024 5 -1 1.23M $5.97M +1 −2
Q3 2024 5 -1 848.37K $6.55M n/a −1
Q2 2024 6 n/a 1.03M $10.32M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.16M -2.6% $7.31M 0.0% ▼ Trim 4 SEC ↗ ×7
2 Vanguard Capital Management Llc 685.45K n/a $4.30M 0.0% n/c 1 SEC ↗
3 Blair William & Co/Il 614.99K +5.6% $3.86M 0.0% ▲ Add 2 SEC ↗
4 Dimensional Fund Advisors Lp 563.57K +22.3% $3.54M 0.0% ▲ Add 2 SEC ↗ ×4
5 State Street Global Advisors ✦ (passive) 477.78K +0.1% $3.00M 0.0% ▲ Add 6 SEC ↗
6 Geode Capital Management ✦ (passive) 392.13K -1.1% $2.46M 0.0% ▼ Trim 8 SEC ↗ ×2
7 Goldman Sachs Group ✦ 358.44K +182.2% $2.25M 0.0% ▲ Add 3 SEC ↗ ×2
8 Renaissance Technologies ✦ 216.86K +633.2% $1.36M 0.0% ▲ Add 4 SEC ↗
9 AQR Capital Management ✦ 214.95K +1381.0% $1.35M 0.0% ▲ Add 3 SEC ↗ ×6
10 Squarepoint Ops LLC 177.57K -14.2% $1.12M 0.0% ▼ Trim 2 SEC ↗
11 Northern Trust Corp 155.39K -1.0% $975,837 0.0% ▼ Trim 2 SEC ↗ ×3
12 D. E. Shaw & Co. ✦ 142.92K +26.6% $897,556 0.0% ▲ Add 8 SEC ↗
13 LPL Financial LLC 129.61K +385.5% $813,938 0.0% ▲ Add 2 SEC ↗
14 Russell Investments Group, Ltd. 125.49K -56.6% $788,097 0.0% ▼ Trim 2 SEC ↗ ×5
15 Qube Research & Technologies Ltd 120.94K +104.4% $759,522 0.0% ▲ Add 2 SEC ↗
16 Bank of New York Mellon Corp 102.37K -10.4% $642,910 0.0% ▼ Trim 2 SEC ↗ ×5
17 Sei Investments Co 98.63K +83.4% $619,415 0.0% ▲ Add 2 SEC ↗
18 Credit Agricole S A 89.20K 0.0% $560,176 0.0% Held 2 SEC ↗
19 Raymond James Financial Inc 83.16K +0.9% $522,264 0.0% ▲ Add 2 SEC ↗ ×3
20 Charles Schwab Investment… 82.07K +0.9% $515,412 0.0% ▲ Add 2 SEC ↗
21 UBS Group AG 79.26K +126.7% $497,759 0.0% ▲ Add 2 SEC ↗ ×3
22 Alliancebernstein L.P. 39.85K 0.0% $488,561 0.0% Held 2 SEC ↗
23 Morgan Stanley ✦ 76.37K -53.6% $479,591 0.0% ▼ Trim 3 SEC ↗ ×6
24 Fidelity (FMR) ✦ 69.45K +1142.1% $436,131 0.0% ▲ Add 4 SEC ↗ ×3
25 State Of Wisconsin Investment Board 68.49K +29.0% $430,142 0.0% ▲ Add 2 SEC ↗
26 Principal Financial Group Inc 63.79K +131.7% $400,601 0.0% ▲ Add 2 SEC ↗ ×2
27 Quantinno Capital Management LP 49.02K +180.1% $307,858 0.0% ▲ Add 2 SEC ↗
28 Bank Of America Corp /De/ 43.82K +2.9% $275,183 0.0% ▲ Add 2 SEC ↗
29 Prudential Financial Inc 42.70K +35.6% $268,187 0.0% ▲ Add 2 SEC ↗ ×2
30 Nuveen, LLC 39.00K +0.6% $244,908 0.0% ▲ Add 2 SEC ↗ ×2
31 Man Group plc 38.94K New $244,549 0.0% New 1 SEC ↗
32 Marshall Wace ✦ 31.29K +57.8% $196,476 0.0% ▲ Add 6 SEC ↗ ×2
33 Cetera Investment Advisers 27.54K New $172,976 0.0% New 1 SEC ↗
34 Millennium Management ✦ 25.32K -42.0% $158,978 0.0% ▼ Trim 2 SEC ↗
35 Franklin Resources Inc 24.17K +48.4% $151,763 0.0% ▲ Add 2 SEC ↗ ×2
36 Rhumbline Advisers 20.20K -26.4% $126,833 0.0% ▼ Trim 2 SEC ↗
37 Canada Pension Plan Investment Board 19.30K +38.9% $121,204 0.0% ▲ Add 2 SEC ↗
38 Wells Fargo & Company/Mn 18.28K -36.8% $114,773 0.0% ▼ Trim 2 SEC ↗ ×2
39 Hsbc Holdings Plc 13.29K New $84,765 0.0% New 1 SEC ↗
40 Mercer Global Advisors Inc /Adv 12.55K New $78,820 0.0% New 1 SEC ↗
41 Deutsche Bank Ag\ 12.40K 0.0% $77,853 0.0% Held 2 SEC ↗ ×2
42 Susquehanna International Group, Llp 11.37K -61.8% $71,422 0.0% ▼ Trim 2 SEC ↗
43 JPMorgan Chase ✦ 7.37K -9.9% $47,578 0.0% ▼ Trim 3 SEC ↗ ×4
44 MIRAE ASSET GLOBAL ETFS HOLDINGS… 7.53K +2.3% $47,263 0.0% ▲ Add 2 SEC ↗
45 Cwm, Llc 6.56K +860.8% $41,209 0.0% ▲ Add 2 SEC ↗
46 New York State Common Retirement… 5.03K 0.0% $31,614 0.0% Held 2 SEC ↗
47 Barclays Plc 4.59K -83.3% $28,824 0.0% ▼ Trim 2 SEC ↗ ×2
48 Bnp Paribas Financial Markets 4.24K -0.3% $26,646 0.0% ▼ Trim 2 SEC ↗
49 Legal & General Group Plc 1.35K -14.6% $8,478 0.0% ▼ Trim 2 SEC ↗
50 Osaic Holdings, Inc. 1.30K +6.4% $8,194 0.0% ▲ Add 2 SEC ↗
51 Group One Trading Llc 1.28K -84.0% $8,064 0.0% ▼ Trim 2 SEC ↗
52 UBS AM, a distinct business unit of… 940 +47.1% $5,903 0.0% ▲ Add 2 SEC ↗
53 California State Teachers… 855 -12.0% $5,369 0.0% ▼ Trim 2 SEC ↗
54 Citigroup Inc 828 +131.3% $5,200 0.0% ▲ Add 2 SEC ↗ ×2
55 Jones Financial Companies Lllp 760 0.0% $5,016 0.0% Held 2 SEC ↗
56 Royal Bank Of Canada 262 -85.8% $2,000 0.0% ▼ Trim 2 SEC ↗ ×2
57 Pnc Financial Services Group, Inc. 168 +171.0% $1,055 0.0% ▲ Add 2 SEC ↗
58 Optiver Holding B.V. 156 +18.2% $980 0.0% ▲ Add 2 SEC ↗
59 Federated Hermes, Inc. 112 0.0% $703 0.0% Held 2 SEC ↗
60 Fifth Third Bancorp 39 New $245 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Man Group plc $244,549 0.0%
Cetera Investment Advisers $172,976 0.0%
Hsbc Holdings Plc $84,765 0.0%
Mercer Global Advisors Inc… $78,820 0.0%
Fifth Third Bancorp $245 0.0%

Exited

Jane Street Group, Llc $1.07M was 0.0%
Two Sigma Investments $566,179 was 0.0%
Ameriprise Financial Inc $310,804 was 0.0%
Hrt Financial Lp $212,000 was 0.0%
Citadel Advisors $146,826 was 0.0%
Point72 Asset Management $146,691 was 0.0%
Simplex Trading, Llc $50,155 was 0.0%
Northwestern Mutual Wealth… $1,226 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.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Beneficial ownership
Oct 21 SC 13G/A: ROYCE & ASSOCIATES LP

View original SEC filing ↗

Aug 14 SC 13G: KENNEDY CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Jul 29 SC 13G/A: BlackRock, Inc.

View original SEC filing ↗

Jul 22 SC 13G: ROYCE & ASSOCIATES LP

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API