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
- 19,013,889
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: Q2 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
Samjo Management, LLC
Disclosed value leader
Whetstone Capital Advisor...
Comparable rows
15/15
Latest evidence
31 Dec 2024
13D/G
13F
Lead comparable stake: 0%
13D/G row: Samjo Management, LLC
Showing 1-6 of 15 holder rows.
Quick read
Samjo Management, LLC leads the comparable SEC ownership view at 0%.
15 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 Samjo Management, LLC's linked filing trail.
Comparable ownership
Top 5
Samjo Management, LLC
0%
Whetstone Capital Advisors, LLC
7.1%
BlackRock, Inc.
7%
ROYCE & ASSOCIATES LP
5.6%
VANGUARD GROUP INC
4.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Samjo Management, LLC |
13D/G
|
0%
|
$433
50 shares
|
$0 | 31 Dec 2024 |
| Whetstone Capital Advisors, LLC |
13F
Company
|
7.1%
|
$6,563,000
1,350,423 shares
|
— | 31 Dec 2024 |
| BlackRock, Inc. |
13F
Company
|
7%
|
$6,490,521
1,335,498 shares
|
— | 31 Dec 2024 |
| ROYCE & ASSOCIATES LP |
13F
Company
|
5.6%
|
$5,198,062
1,069,560 shares
|
— | 31 Dec 2024 |
| VANGUARD GROUP INC |
13F
Company
|
4.9%
|
$4,546,806
935,557 shares
|
— | 31 Dec 2024 |
| BLAIR WILLIAM & CO/IL |
13F
Company
|
3.2%
|
$2,922,721
601,383 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