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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
51Tracked holders
-7Δ holders
5.21MShares held
$29.80MReported value
+8New positions
−15Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -12.1% · share flow -24.0% · net new positions -13.7%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 699.60K +2.1% $4.00M 0.0% ▲ Add 2 SEC ↗
2 Blair William & Co/Il 607.92K -1.1% $3.48M 0.0% ▼ Trim 3 SEC ↗
3 AQR Capital Management 583.96K +171.7% $3.34M 0.0% ▲ Add 4 SEC ↗
4 AQR Capital Management 583.96K +171.7% $3.34M 0.0% ▲ Add 4 SEC ↗
5 AQR Capital Management 583.96K +171.7% $3.34M 0.0% ▲ Add 4 SEC ↗
6 AQR Capital Management 583.96K +171.7% $3.34M 0.0% ▲ Add 4 SEC ↗
7 AQR Capital Management 583.96K +171.7% $3.34M 0.0% ▲ Add 4 SEC ↗
8 AQR Capital Management 583.96K +171.7% $3.34M 0.0% ▲ Add 4 SEC ↗
9 Dimensional Fund Advisors Lp 477.69K -15.2% $2.73M 0.0% ▼ Trim 3 SEC ↗
10 Dimensional Fund Advisors Lp 477.69K -15.2% $2.73M 0.0% ▼ Trim 3 SEC ↗
11 Dimensional Fund Advisors Lp 477.69K -15.2% $2.73M 0.0% ▼ Trim 3 SEC ↗
12 Dimensional Fund Advisors Lp 477.69K -15.2% $2.73M 0.0% ▼ Trim 3 SEC ↗
13 BlackRock (passive) 445.38K -61.7% $2.55M 0.0% ▼ Trim 5 SEC ↗
14 BlackRock (passive) 445.38K -61.7% $2.55M 0.0% ▼ Trim 5 SEC ↗
15 BlackRock (passive) 445.38K -61.7% $2.55M 0.0% ▼ Trim 5 SEC ↗
16 BlackRock (passive) 445.38K -61.7% $2.55M 0.0% ▼ Trim 5 SEC ↗
17 BlackRock (passive) 445.38K -61.7% $2.55M 0.0% ▼ Trim 5 SEC ↗
18 Geode Capital Management (passive) 207.34K -47.1% $1.19M 0.0% ▼ Trim 9 SEC ↗
19 Geode Capital Management (passive) 207.34K -47.1% $1.19M 0.0% ▼ Trim 9 SEC ↗
20 Renaissance Technologies 167.70K -22.7% $959,244 0.0% ▼ Trim 5 SEC ↗
21 Marshall Wace 162.19K +418.4% $927,704 0.0% ▲ Add 7 SEC ↗
22 Marshall Wace 162.19K +418.4% $927,704 0.0% ▲ Add 7 SEC ↗
23 Citadel Advisors 157.99K New $903,715 0.0% New 1 SEC ↗
24 Citadel Advisors 157.99K New $903,715 0.0% New 1 SEC ↗
25 Morgan Stanley 156.31K +104.7% $894,116 0.0% ▲ Add 4 SEC ↗
26 Morgan Stanley 156.31K +104.7% $894,116 0.0% ▲ Add 4 SEC ↗
27 Morgan Stanley 156.31K +104.7% $894,116 0.0% ▲ Add 4 SEC ↗
28 Morgan Stanley 156.31K +104.7% $894,116 0.0% ▲ Add 4 SEC ↗
29 Morgan Stanley 156.31K +104.7% $894,116 0.0% ▲ Add 4 SEC ↗
30 Morgan Stanley 156.31K +104.7% $894,116 0.0% ▲ Add 4 SEC ↗
31 D. E. Shaw & Co. 138.08K -3.4% $789,840 0.0% ▼ Trim 9 SEC ↗
32 Jane Street Group, Llc 122.09K New $698,332 0.0% New 1 SEC ↗
33 Jane Street Group, Llc 122.09K New $698,332 0.0% New 1 SEC ↗
34 Goldman Sachs Group 105.04K -70.7% $600,812 0.0% ▼ Trim 4 SEC ↗
35 Goldman Sachs Group 105.04K -70.7% $600,812 0.0% ▼ Trim 4 SEC ↗
36 Quantinno Capital Management LP 99.12K +102.2% $566,989 0.0% ▲ Add 3 SEC ↗
37 Credit Agricole S A 89.20K 0.0% $510,224 0.0% Held 3 SEC ↗
38 State Street Global Advisors (passive) 80.60K -83.1% $461,043 0.0% ▼ Trim 7 SEC ↗
39 Millennium Management 78.79K +211.2% $450,685 0.0% ▲ Add 3 SEC ↗
40 Man Group plc 72.35K +85.8% $413,825 0.0% ▲ Add 2 SEC ↗
41 Principal Financial Group Inc 68.14K +6.8% $389,755 0.0% ▲ Add 3 SEC ↗
42 Qube Research & Technologies Ltd 67.27K -44.4% $384,773 0.0% ▼ Trim 3 SEC ↗
43 Bank of New York Mellon Corp 64.71K -36.8% $370,124 0.0% ▼ Trim 3 SEC ↗
44 Bank of New York Mellon Corp 64.71K -36.8% $370,124 0.0% ▼ Trim 3 SEC ↗
45 Bank of New York Mellon Corp 64.71K -36.8% $370,124 0.0% ▼ Trim 3 SEC ↗
46 Bank of New York Mellon Corp 64.71K -36.8% $370,124 0.0% ▼ Trim 3 SEC ↗
47 Bank of New York Mellon Corp 64.71K -36.8% $370,124 0.0% ▼ Trim 3 SEC ↗
48 Hsbc Holdings Plc 58.95K +343.7% $326,577 0.0% ▲ Add 2 SEC ↗
49 Point72 Asset Management 55.62K New $318,141 0.0% New 1 SEC ↗
50 UBS Group AG 55.52K -29.9% $317,597 0.0% ▼ Trim 3 SEC ↗
51 UBS Group AG 55.52K -29.9% $317,597 0.0% ▼ Trim 3 SEC ↗
52 Squarepoint Ops LLC 45.06K -74.6% $257,766 0.0% ▼ Trim 3 SEC ↗
53 Sei Investments Co 41.42K -58.0% $236,945 0.0% ▼ Trim 3 SEC ↗
54 Susquehanna International Group, Llp 39.00K +242.9% $223,097 0.0% ▲ Add 3 SEC ↗
55 Northern Trust Corp 37.00K -76.2% $211,640 0.0% ▼ Trim 3 SEC ↗
56 Northern Trust Corp 37.00K -76.2% $211,640 0.0% ▼ Trim 3 SEC ↗
57 Hrt Financial Lp 35.70K New $204,000 0.0% New 1 SEC ↗
58 Bank Of America Corp /De/ 26.55K -39.4% $151,866 0.0% ▼ Trim 3 SEC ↗
59 Franklin Resources Inc 25.16K +4.1% $143,887 0.0% ▲ Add 3 SEC ↗
60 Franklin Resources Inc 25.16K +4.1% $143,887 0.0% ▲ Add 3 SEC ↗
61 Fidelity (FMR) 23.38K -66.3% $133,725 0.0% ▼ Trim 5 SEC ↗
62 Fidelity (FMR) 23.38K -66.3% $133,725 0.0% ▼ Trim 5 SEC ↗
63 Canada Pension Plan Investment Board 19.30K 0.0% $110,396 0.0% Held 3 SEC ↗
64 Barclays Plc 14.98K +226.5% $85,715 0.0% ▲ Add 3 SEC ↗
65 Barclays Plc 14.98K +226.5% $85,715 0.0% ▲ Add 3 SEC ↗
66 Mercer Global Advisors Inc /Adv 13.89K +10.7% $79,468 0.0% ▲ Add 2 SEC ↗
67 Wealth Enhancement Advisory… 12.30K New $78,862 0.0% New 1 SEC ↗
68 Wells Fargo & Company/Mn 11.66K -36.2% $66,701 0.0% ▼ Trim 3 SEC ↗
69 State Of Wisconsin Investment Board 11.39K -83.4% $65,174 0.0% ▼ Trim 3 SEC ↗
70 Mariner, LLC 10.24K New $58,539 0.0% New 1 SEC ↗
71 Rhumbline Advisers 8.02K -60.3% $45,845 0.0% ▼ Trim 3 SEC ↗
72 Citigroup Inc 7.84K +847.0% $44,851 0.0% ▲ Add 3 SEC ↗
73 Pnc Financial Services Group, Inc. 2.03K +1108.9% $11,617 0.0% ▲ Add 3 SEC ↗
74 Pnc Financial Services Group, Inc. 2.03K +1108.9% $11,617 0.0% ▲ Add 3 SEC ↗
75 Pnc Financial Services Group, Inc. 2.03K +1108.9% $11,617 0.0% ▲ Add 3 SEC ↗
76 Osaic Holdings, Inc. 1.16K -10.9% $6,652 0.0% ▼ Trim 3 SEC ↗
77 UBS AM, a distinct business unit of… 940 0.0% $5,377 0.0% Held 3 SEC ↗
78 Russell Investments Group, Ltd. 885 -99.3% $5,062 0.0% ▼ Trim 3 SEC ↗
79 JPMorgan Chase 211 -97.1% $1,145 0.0% ▼ Trim 4 SEC ↗
80 JPMorgan Chase 211 -97.1% $1,145 0.0% ▼ Trim 4 SEC ↗
81 Bnp Paribas Financial Markets 200 -95.3% $1,144 0.0% ▼ Trim 3 SEC ↗
82 Royal Bank Of Canada 273 +4.2% $1,000 0.0% ▲ Add 3 SEC ↗
83 Royal Bank Of Canada 273 +4.2% $1,000 0.0% ▲ Add 3 SEC ↗
84 Simplex Trading, Llc 126 New $720 0.0% New 1 SEC ↗
85 Northwestern Mutual Wealth… 50 New $286 0.0% New 1 SEC ↗
86 Optiver Holding B.V. 4 -97.4% $23 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

Citadel Advisors $903,715 0.0%
Citadel Advisors $903,715 0.0%
Jane Street Group, Llc $698,332 0.0%
Jane Street Group, Llc $698,332 0.0%
Point72 Asset Management $318,141 0.0%
Hrt Financial Lp $204,000 0.0%
Wealth Enhancement Advisory… $78,862 0.0%
Mariner, LLC $58,539 0.0%
Simplex Trading, Llc $720 0.0%
Northwestern Mutual Wealth… $286 0.0%

Exited

LPL Financial LLC $813,938 was 0.0%
Raymond James Financial Inc $522,264 was 0.0%
Charles Schwab Investment… $515,412 was 0.0%
Alliancebernstein L.P. $488,561 was 0.0%
Prudential Financial Inc $268,187 was 0.0%
Nuveen, LLC $244,908 was 0.0%
Cetera Investment Advisers $172,976 was 0.0%
Deutsche Bank Ag\ $77,853 was 0.0%
MIRAE ASSET GLOBAL ETFS… $47,263 was 0.0%
New York State Common… $31,614 was 0.0%
Legal & General Group Plc $8,478 was 0.0%
Group One Trading Llc $8,064 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
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: Q2 2026 · Methodology · Get this via the API