OptimizeRx Corp - Common Stock (OPRX) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2018 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
OPRX on Nasdaq
Shares outstanding
18,580,860
Price per share
$12.26
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
13,350,809
Total reported value
$273,689,129
% of total 13F portfolios
0%
Share change
+819,891
Value change
+$21,253,190
Number of holders
123
Price from insider filings
$12.26
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of OptimizeRx Corp - Common Stock (OPRX) based on Schedule 13D/G filings

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% $21,711,734 +$2,813,850 1,059,109 +15% The Vanguard Group 30 Sep 2025
ROYCE & ASSOCIATES LP 4.3% -26% $10,673,640 -$3,765,420 790,640 -26% ROYCE & ASSOCIATES LP 30 Jun 2025
Samjo Management, LLC 0% $433 50 SAMJO MANAGEMENT, LLC 31 Dec 2024

As of 30 Sep 2025, 123 institutional investors reported holding 13,350,809 shares of OptimizeRx Corp - Common Stock (OPRX). This represents 72% of the company’s total 18,580,860 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of OptimizeRx Corp - Common Stock (OPRX) together control 60% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Whetstone Capital Advisors, LLC 8.1% 1,508,303 0% 8.6% $30,920,212
BlackRock, Inc. 6.4% 1,187,841 -2.8% 0% $24,350,742
VANGUARD GROUP INC 5.7% 1,059,109 +15% 0% $21,711,736
ROYCE & ASSOCIATES LP 3.6% 677,330 -14% 0.14% $13,885,265
KENNEDY CAPITAL MANAGEMENT LLC 3.6% 674,918 +43% 0.31% $13,835,819
BLAIR WILLIAM & CO/IL 3.2% 591,139 -6% 0.03% $12,118,355
RICE HALL JAMES & ASSOCIATES, LLC 2.9% 545,816 -10% 0.61% $11,189,218
Parkman Healthcare Partners LLC 2.7% 509,611 +0.43% 1.1% $10,447,026
Manatuck Hill Partners, LLC 2.5% 472,307 +3.8% 3.3% $9,682,294
DIMENSIONAL FUND ADVISORS LP 2.1% 397,302 +3.3% 0% $8,144,711
STATE STREET CORP 2.1% 392,723 +0.95% 0% $8,050,822
GEODE CAPITAL MANAGEMENT, LLC 2.1% 383,177 -4.1% 0% $7,856,822
D. E. Shaw & Co., Inc. 1.7% 321,051 -22% 0.01% $6,581,546
CenterBook Partners LP 1.7% 308,809 0.31% $6,330,585
AWM Investment Company, Inc. 1.2% 230,421 -9.8% 0.44% $4,723,630
Russell Investments Group, Ltd. 1.1% 213,298 +93% 0% $4,372,607
NEXT CENTURY GROWTH INVESTORS LLC 1.1% 210,719 0.31% $4,319,739
Bullseye Asset Management LLC 1.1% 206,527 0% 2.2% $4,234,000
Invesco Ltd. 1.1% 199,091 0% $4,081,366
MORGAN STANLEY 0.98% 182,278 -31% 0% $3,736,700
G2 Investment Partners Management LLC 0.97% 179,736 0.76% $3,684,588
Harvest Investment Services, LLC 0.9% 167,837 0.69% $3,440,659
NORTHERN TRUST CORP 0.87% 162,163 -30% 0% $3,324,342
Squarepoint Ops LLC 0.75% 139,077 0.01% $2,851,079
GOLDMAN SACHS GROUP INC 0.73% 136,464 +179% 0% $2,797,513

Institutional Holders of OptimizeRx Corp - Common Stock (OPRX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,372 $29,081 +$110 $12.26 3
2025 Q3 13,350,809 $273,689,129 +$21,253,190 $20.50 123
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
2020 Q1 7,995,902 $72,440,768 -$3,998,040 $9.06 50
2019 Q4 8,355,176 $85,802,427 +$5,161,402 $10.27 54
2019 Q3 7,553,417 $109,372,908 +$12,894,624 $14.48 62
2019 Q2 6,406,279 $103,764,502 +$32,713,006 $16.20 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 $18.00 29
2018 Q2 2,045,262 $21,270,000 +$21,152,000 $10.40 13