Latest Period
Q2 2026
Security Snapshot
OptimizeRx Corp - Common Stock (OPRX) Institutional Ownership
CUSIP: 68401U204
13F Institutional Holders and Ownership History from Q2 2018 to Q2 2026
Institutions Reporting
113
Shares (Excl. Options)
11,223,910
Price
$5.72
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- Security type / class
- Equity / Common Stock
- Symbol
- OPRX on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 11,223,910
- Total 13F value
- $64,197,498
- Portfolio coverage rank
- 0%
- Share change
- -2,348,733
- Value change
- -$14,137,488
- Number of holders
- 113
- Shares outstanding
- 18,640,284
- SEC-reported price per share
- $7.04
- Insider filing price
- $7.04
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OPRX - OptimizeRx Corp - Common Stock is tracked under CUSIP 68401U204.
- 113 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 127 to 113 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $85,305,663 to $64,197,498.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 113 institutions filings for Q2 2026.
Security key
68401U204
Latest holder period
Q2 2026
13F holders
113
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
OPRX full holder history
OptimizeRx Corp SEC filings
OptimizeRx Corp company facts
OptimizeRx Corp insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 68401U204:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
OPRX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 8.2% | 0% | $13,061,904 | 1,508,303 | 0% | Whetstone Capital Advisors, LLC | 18 Apr 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC | 6.7% | $7,143,702 | 1,248,899 | KENNEDY CAPITAL MANAGEMENT LLC | 07 Jul 2026 | |||
| ROYCE & ASSOCIATES LP | 5.8% | +38% | $6,231,248 | +$1,708,866 | 1,089,398 | +38% | ROYCE & ASSOCIATES LP | 30 Jun 2026 |
| BlackRock, Inc. | 1.8% | $1,957,636 | 342,250 | BlackRock, Inc. | 30 Jun 2026 | |||
| Samjo Management, LLC | 0% | $433 | 50 | SAMJO MANAGEMENT, LLC | 31 Dec 2024 |
As of 30 Jun 2026, 113 institutional investors reported holding 11,223,910 shares of OptimizeRx Corp - Common Stock (OPRX). This represents 60% of the company’s total 18,640,284 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
51%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 8.1% | 1,508,303 | 0% | 2.3% | $8,627,493 |
| ROYCE & ASSOCIATES LP | 5.8% | 1,089,398 | +23% | 0.05% | $6,231,357 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 699,604 | +2.1% | 0% | $4,001,735 |
| KENNEDY CAPITAL MANAGEMENT LLC | 3.5% | 644,150 | -1.8% | 0.07% | $3,684,538 |
| RICE HALL JAMES & ASSOCIATES, LLC | 3.4% | 633,842 | +5.3% | 0.18% | $3,625,576 |
| BLAIR WILLIAM & CO/IL | 3.3% | 607,925 | -1.1% | 0.01% | $3,477,331 |
| AQR CAPITAL MANAGEMENT LLC | 3.1% | 583,956 | +172% | 0% | $3,340,229 |
| DIMENSIONAL FUND ADVISORS LP | 2.6% | 477,687 | -15% | 0% | $2,731,808 |
| BlackRock, Inc. | 2.4% | 445,382 | -62% | 0% | $2,547,585 |
| Parkman Healthcare Partners LLC | 1.9% | 350,347 | -52% | 0.21% | $2,003,985 |
| Bullseye Asset Management LLC | 1.4% | 258,311 | +14% | 0.75% | $1,478,000 |
| AWM Investment Company, Inc. | 1.3% | 240,421 | +4.3% | 0.12% | $1,375,208 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 207,345 | -47% | 0% | $1,186,517 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.91% | 169,538 | -49% | 0% | $969,757 |
| RENAISSANCE TECHNOLOGIES LLC | 0.9% | 167,700 | -23% | 0% | $959,244 |
| MARSHALL WACE, LLP | 0.87% | 162,186 | +418% | 0% | $927,704 |
| P.A.W. CAPITAL CORP | 0.86% | 160,000 | +78% | 0.7% | $915,200 |
| CITADEL ADVISORS LLC | 0.85% | 157,992 | 0% | $903,715 | |
| MORGAN STANLEY | 0.84% | 156,314 | +105% | 0% | $894,116 |
| Mink Brook Asset Management LLC | 0.76% | 141,235 | 0.36% | $807,864 | |
| D. E. Shaw & Co., Inc. | 0.74% | 138,084 | -3.4% | 0% | $789,840 |
| Janney Montgomery Scott LLC | 0.73% | 135,969 | 0% | $778,000 | |
| JANE STREET GROUP, LLC | 0.65% | 122,086 | 0% | $698,332 | |
| GOLDMAN SACHS GROUP INC | 0.56% | 105,037 | -71% | 0% | $600,812 |
| Quantinno Capital Management LP | 0.53% | 99,124 | +102% | 0% | $566,989 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
33
Latest
Q2 2026
Rows shown
1-25 of 33
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 11,223,910 | $64,197,498 | -$14,137,488 | $5.72 | 113 |
| 2026 Q1 | 13,583,248 | $85,305,663 | -$8,003,408 | $6.28 | 127 |
| 2025 Q4 | 13,299,950 | $163,058,292 | -$6,316,715 | $12.26 | 128 |
| 2025 Q3 | 13,350,948 | $273,691,979 | +$20,938,290 | $20.50 | 124 |
| 2025 Q2 | 12,441,866 | $167,965,069 | +$12,963,384 | $13.50 | 109 |
| 2025 Q1 | 11,735,029 | $101,625,009 | +$5,707,093 | $8.66 | 87 |
| 2024 Q4 | 11,369,292 | $55,254,730 | -$15,713,691 | $4.86 | 86 |
| 2024 Q3 | 12,373,367 | $95,522,244 | -$9,642,842 | $7.72 | 83 |
| 2024 Q2 | 13,081,968 | $130,836,584 | +$5,234,123 | $10.00 | 91 |
| 2024 Q1 | 12,781,916 | $155,381,377 | +$2,386,400 | $12.15 | 97 |
| 2023 Q4 | 12,492,931 | $178,771,981 | -$2,151,975 | $14.31 | 97 |
| 2023 Q3 | 13,087,897 | $101,823,801 | -$8,775,758 | $7.78 | 93 |
| 2023 Q2 | 12,880,600 | $184,066,626 | -$7,912,910 | $14.29 | 100 |
| 2023 Q1 | 13,414,324 | $196,254,482 | -$6,872,570 | $14.63 | 107 |
| 2022 Q4 | 13,693,554 | $230,070,366 | +$5,838,296 | $16.80 | 124 |
| 2022 Q3 | 13,097,163 | $194,098,103 | -$66,348,914 | $14.82 | 111 |
| 2022 Q2 | 15,622,130 | $428,054,432 | -$2,642,692 | $27.39 | 136 |
| 2022 Q1 | 15,502,504 | $584,677,541 | +$343,651 | $37.71 | 143 |
| 2021 Q4 | 14,980,691 | $929,848,854 | +$61,354,111 | $62.11 | 174 |
| 2021 Q3 | 13,874,384 | $1,185,956,798 | +$112,412,954 | $85.55 | 159 |
| 2021 Q2 | 12,293,461 | $760,893,487 | +$45,249,868 | $61.90 | 138 |
| 2021 Q1 | 11,377,401 | $554,724,452 | +$79,575,154 | $48.75 | 117 |
| 2020 Q4 | 9,921,659 | $309,572,124 | +$7,613,781 | $31.16 | 83 |
| 2020 Q3 | 9,425,091 | $196,519,511 | +$17,946,076 | $20.85 | 67 |
| 2020 Q2 | 8,462,455 | $110,261,515 | +$12,647,036 | $13.03 | 52 |