OptimizeRx Corp - Common Stock (OPRX)

Historical Holders from Q2 2018 to Q3 2025

Symbol: OPRX on Nasdaq
Type / Class: Equity / Common Stock
Shares outstanding: 18,580,860
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 13,350,809
Holdings value: $273,689,129
% of all portfolios: 0.001%
Number of holders: 123
Number of buys: 64
Number of sells: -59
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of OptimizeRx Corp - Common Stock (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
VANGUARD GROUP INC	5.7%	+14.4%	$21,711,734	+$2,813,850	1,059,109	+14.9%	The Vanguard Group	30 Sep 2025
ROYCE & ASSOCIATES LP	4.27%	-25.7%	$10,673,640	-$3,765,420	790,640	-26.1%	ROYCE & ASSOCIATES LP	30 Jun 2025
Samjo Management, LLC	0%		$433		50		SAMJO MANAGEMENT, LLC	31 Dec 2024

Institutional Holders of OptimizeRx Corp - Common Stock (OPRX)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	13,350,809	$273,689,129	+$21,253,190	$1,078,300	$3,058,798	$20.5	123
2025 Q2	12,441,866	$167,965,069	+$12,963,384	$1,252,800	$3,017,846	$13.5	109
2025 Q1	11,735,029	$101,625,009	+$5,707,093	$1,266,958	$610,530	$8.66	87
2024 Q4	11,369,292	$55,254,730	-$15,713,691	$113,724	$58,320	$4.86	86
2024 Q3	12,373,367	$95,522,244	-$9,642,842	$139,732	$6,176	$7.72	83
2024 Q2	13,081,968	$130,836,584	+$5,234,123	$414,000	$798,000	$10	91
2024 Q1	12,781,916	$155,381,377	+$2,386,400	$13,365	$225,990	$12.15	97
2023 Q4	12,492,931	$178,771,981	-$2,151,975	$465,075	$1,586,979	$14.31	97
2023 Q3	13,087,897	$101,823,801	-$8,775,758	$389,778	$909,482	$7.78	93
2023 Q2	12,880,600	$184,066,626	-$7,912,910	$227,211	$4,298,432	$14.29	100
2023 Q1	13,414,324	$196,254,482	-$6,872,570	$1,405,943	$5,831,518	$14.63	107
2022 Q4	13,693,554	$230,070,366	+$5,838,296	$288,960	$6,546,520	$16.8	124
2022 Q3	13,097,163	$194,098,103	-$66,348,914	$892,000	$5,962,000	$14.82	111
2022 Q2	15,622,130	$428,054,432	-$2,642,692	$5,407,000	$6,938,000	$27.39	136
2022 Q1	15,502,504	$584,677,541	+$343,651	$10,698,000	$7,309,000	$37.71	143
2021 Q4	14,980,691	$929,848,854	+$61,354,111	$29,036,000	$29,887,000	$62.11	174
2021 Q3	13,874,384	$1,185,956,798	+$112,412,954	$73,813,000	$45,988,000	$85.55	159
2021 Q2	12,293,461	$760,893,487	+$45,249,868	$18,600,000	$26,977,000	$61.9	138
2021 Q1	11,377,401	$554,724,452	+$79,575,154	$8,352,000	$23,525,000	$48.75	117
2020 Q4	9,921,659	$309,572,124	+$7,613,781	$2,128,000	$5,798,000	$31.16	83
2020 Q3	9,425,091	$196,519,511	+$17,946,076	$0	$942,000	$20.85	67
2020 Q2	8,462,455	$110,261,515	+$12,647,036	$306,000		$13.03	52
2020 Q1	7,995,902	$72,440,768	-$3,998,040	$670,000		$9.06	50
2019 Q4	8,355,176	$85,802,427	+$5,161,402	$0	$0	$10.27	54
2019 Q3	7,553,417	$109,372,908	+$12,894,624	$1,032,000	$295,000	$14.48	62
2019 Q2	6,406,279	$103,764,502	+$32,713,006	$399,000		$16.2	53
2019 Q1	4,513,539	$57,409,000	+$4,428,868			$12.72	40
2018 Q4	4,186,490	$45,920,000	+$15,853,802			$10.97	38
2018 Q3	2,682,106	$48,276,000	+$11,549,205			$18	29
2018 Q2	2,045,262	$21,270,000	+$21,152,000			$10.4	13