Security key
68401U204
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 11,735,029
- Total 13F value
- $101,625,009
- Share change
- +386,186
- Put/Call ratio
- 208%
- SEC-reported price per share
- $8.66
- Number of holders
- 87
- Value change
- +$5,707,093
- Number of buys
- 42
- Number of sells
- 43
- Shares outstanding
- 18,840,358
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2025
Institutions
87
Top holders
10
OPRX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2026
OptimizeRx Corp SEC filings
OptimizeRx Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 68401U204
Recent filing periods:
Ownership snapshot
Top reported holders of OPRX - OptimizeRx Corp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Whetstone Capital Advisor...
Disclosed value leader
Whetstone Capital Advisor...
Comparable rows
0/15
Latest evidence
14 Feb 2025
13F
3/4/5
Highest disclosed value: $6,563,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Whetstone Capital Advisors, LLC has the largest disclosed position value at $6.56M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Whetstone Capital Advisors, LLC's linked filing trail.
Disclosed position value
Top 5
Whetstone Capital Advisors, LLC
$6.56M
BlackRock, Inc.
$6.49M
Miriam J. Paramore
$5.57M
ROYCE & ASSOCIATES LP
$5.2M
William J. Febbo
$4.61M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$6,563,000
1,350,423 shares
|
— | 31 Dec 2024 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$6,490,521
1,335,498 shares
|
— | 31 Dec 2024 |
| Miriam J. Paramore |
3/4/5
PRESIDENT AND CSO
|
—
mixed-class rows
|
$5,568,610
236,416 shares
mixed-class rows
|
— | 02 Dec 2021 |
| ROYCE & ASSOCIATES LP |
13F
Company
|
—
denominator unverified
|
$5,198,062
1,069,560 shares
|
— | 31 Dec 2024 |
| William J. Febbo |
3/4/5
CEO, Director
|
—
mixed-class rows
|
$4,608,010
658,642 shares
mixed-class rows
|
— | 14 Feb 2025 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$4,546,806
935,557 shares
|
— | 31 Dec 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
87
Shares
11,735,029
Rows available
87
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2025 vs Q1 2025 Across Filers
Q1 2025 holders
87
Q1 2025 holders
87
Holder diff
0
| Investor | Q1 2025 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend