Security key
68401U204
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 14,516
- Total 13F value
- $91,515
- Share change
- +684
- SEC-reported price per share
- $5.72
- Number of holders
- 5
- Value change
- +$6,468
- Number of buys
- 2
- Number of sells
- 4
- Shares outstanding
- 18,580,860
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
5
Top holders
5
OPRX full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 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
15/15
Latest evidence
09 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 8.2%
13D/G row: Whetstone Capital Advisors, LLC
Showing 1-6 of 15 holder rows.
Quick read
Whetstone Capital Advisors, LLC leads the comparable SEC ownership view at 8.2%.
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 Whetstone Capital Advisors, LLC's linked filing trail.
Comparable ownership
Top 5
Whetstone Capital Advisors, LLC
8.2%
ROYCE & ASSOCIATES LP
4.3%
Samjo Management, LLC
0%
James Paul Lang
2.3%
Ellen O'Connor Vos
0.58%
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 |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC |
13D/G
13F
Company
|
8.2%
|
$13,061,904
1,508,303 shares
|
$0 | 18 Apr 2025 |
| ROYCE & ASSOCIATES LP |
13D/G
13F
Company
|
4.3%
|
$10,673,640
790,640 shares
|
-$3,765,420 | 30 Jun 2025 |
| Samjo Management, LLC |
13D/G
|
0%
|
$433
50 shares
|
$0 | 31 Dec 2024 |
| James Paul Lang |
3/4/5
Director
|
2.3%
|
$2,724,496
433,837 shares
|
— | 09 Jun 2026 |
| Ellen O'Connor Vos |
3/4/5
Director
|
0.58%
|
$672,958
107,159 shares
|
— | 09 Jun 2026 |
| Gregory D. Wasson |
3/4/5
Director
|
0.49%
|
$575,876
91,700 shares
|
— | 09 Jun 2026 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
14,516
Rows available
5
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
127
Q2 2026 holders
5
Holder diff
-122
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend