OptimizeRx Corporation
US ˙ NasdaqCM ˙ US68401U2042

SecurityOPRX / OptimizeRx Corporation
InstitutionCitigroup Inc
Latest Disclosed Ownership828 shares
Latest Disclosed Value $ 5,200
Citigroup Inc reports 131.28% increase in ownership of OPRX / OptimizeRx Corporation

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 828 shares of OptimizeRx Corporation (US:OPRX) valued at $5,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 358 shares of OptimizeRx Corporation. This represents a change in shares of 131.28% during the quarter. The current value of the position is $4,455 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F OPTIMIZERX COM NEW 68401U204 828 470 131.28 5 25.00 0.0000
2026-02-13 2025-12-31 13F OPTIMIZERX COM NEW 68401U204 358 -624 -63.54 4 -80.00 0.0000
2025-11-10 2025-09-30 13F OPTIMIZERX COM NEW 68401U204 982 -5,466 -84.77 20 -77.01 0.0000
2025-08-11 2025-06-30 13F OPTIMIZERX COM NEW 68401U204 6,448 -6,472 -50.09 87 -21.62 0.0000
2025-05-12 2025-03-31 13F OPTIMIZERX COM NEW 68401U204 12,920 -1,251 -8.83 112 63.24 0.0001
2025-02-12 2024-12-31 13F OPTIMIZERX COM NEW 68401U204 14,171 1,500 11.84 69 -29.90 0.0000
2024-11-12 2024-09-30 13F OPTIMIZERX COM NEW 68401U204 12,671 8,849 231.53 98 155.26 0.0001
2024-08-12 2024-06-30 13F OPTIMIZERX COM NEW 68401U204 3,822 1,192 45.32 38 22.58 0.0000
2024-05-10 2024-03-31 13F OPTIMIZERX COM NEW 68401U204 2,630 382 16.99 32 -3.12 0.0000
2024-02-09 2023-12-31 13F OPTIMIZERX COM NEW 68401U204 2,248 -3,941 -63.68 32 -33.33 0.0000
2023-12-06 2023-09-30 13F/A-1 OPTIMIZERX COM NEW 68401U204 6,189 -5,070 -45.03 48 -70.00 0.0000
2023-11-09 2023-09-30 13F OPTIMIZERX COM NEW 68401U204 6,189 -5,070 48 0.0000
2023-08-10 2023-06-30 13F OPTIMIZERX COM NEW 68401U204 11,259 5,023 80.55 161 75.82 0.0001
2023-05-11 2023-03-31 13F OPTIMIZERX COM NEW 68401U204 6,236 -10,326 -62.35 91 -67.27 0.0001
2023-02-09 2022-12-31 13F OPTIMIZERX COM NEW 68401U204 16,562 1,734 11.69 278 26.36 0.0002
2022-11-10 2022-09-30 13F OPTIMIZERX COM NEW 68401U204 14,828 -961 -6.09 220 -49.19 0.0002
2022-08-10 2022-06-30 13F OPTIMIZERX COM NEW 68401U204 15,789 -6,621 -29.54 433 -48.76 0.0003
2022-05-12 2022-03-31 13F OPTIMIZERX COM NEW 68401U204 22,410 -33,851 -60.17 845 -75.82 0.0005
2022-02-10 2021-12-31 13F OPTIMIZERX COM NEW 68401U204 56,261 51,756 1,148.86 3,494 807.53 0.0019
2021-11-10 2021-09-30 13F OPTIMIZERX COM NEW 68401U204 4,505 1,065 30.96 385 80.75 0.0002
2021-08-10 2021-06-30 13F OPTIMIZERX COM NEW 68401U204 3,440 2,360 218.52 213 301.89 0.0001
2021-05-13 2021-03-31 13F OPTIMIZERX COM NEW 68401U204 1,080 -1,726 -61.51 53 -39.08 0.0000
2021-02-11 2020-12-31 13F OPTIMIZERX COM NEW 68401U204 2,806 2,107 301.43 87 480.00 0.0001
2020-11-12 2020-09-30 13F OPTIMIZERX COM NEW 68401U204 699 -1,300 -65.03 15 -42.31 0.0000
2020-08-12 2020-06-30 13F OPTIMIZERX COM NEW 68401U204 1,999 -5,854 -74.54 26 -63.38 0.0000
2020-05-12 2020-03-31 13F OPTIMIZERX COM NEW 68401U204 7,853 5,088 184.01 71 153.57 0.0001
2020-02-12 2019-12-31 13F OPTIMIZERX COM NEW 68401U204 2,765 2,081 304.24 28 180.00 0.0000
2019-11-08 2019-09-30 13F OPTIMIZERX COM NEW 68401U204 684 -2,674 -79.63 10 -81.48 0.0000
2019-08-12 2019-06-30 13F OPTIMIZERX COM NEW 68401U204 3,358 -6,019 -64.19 54 -54.62 0.0000
2019-05-13 2019-03-31 13F OPTIMIZERX COM NEW 68401U204 9,377 9,377 119 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.