OptimizeRx Corp - Common Stock (OPRX)

Historical Holders 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
+$21,253,189
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% $11,689,348 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% $8,704,946 -$3,070,909 790,640 -26% ROYCE & ASSOCIATES LP 30 Jun 2025
Samjo Management, LLC 0% $388 50 SAMJO MANAGEMENT, LLC 31 Dec 2024
As of 30 Sep 2025, OptimizeRx Corp - Common Stock (OPRX) has 123 institutional shareholders filing 13F forms. They hold 13,350,809 shares. of 18,580,860 outstanding shares (72%) .

Top 25 institutional shareholders own 60% of the company.

Filer Ownership Nb Shares 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 Investors
2025 Q4 2,372 $29,081 +$110 $12.26 3
2025 Q3 13,350,809 $273,689,129 +$21,253,189 $20.50 123
2025 Q2 12,441,866 $167,965,069 +$12,963,400 $13.50 109
2025 Q1 11,735,029 $101,625,415 +$5,707,089 $8.66 87
2024 Q4 11,369,100 $55,253,332 -$15,713,633 $4.86 85
2024 Q3 12,373,367 $95,522,382 -$9,642,840 $7.72 83
2024 Q2 13,081,968 $130,836,244 +$5,234,131 $10.00 92
2024 Q1 12,781,916 $155,381,226 +$1,807,328 $12.15 98
2023 Q4 0 $0 -$101,389 $12.26 0
2023 Q3 13,087,897 $101,823,317 -$8,010,040 $7.78 93
2023 Q2 12,827,000 $183,300,789 -$8,698,803 $14.29 99
2023 Q1 13,273,449 $194,193,757 -$6,842,162 $14.63 106
2022 Q4 13,669,810 $229,671,273 +$941,751 $16.80 122
2022 Q3 13,231,144 $196,091,451 -$65,473,178 $14.82 110
2022 Q2 15,036,893 $412,022,850 -$1,004,190 $27.39 131
2022 Q1 15,401,415 $580,865,890 +$1,660,680 $37.71 139
2021 Q4 14,920,429 $926,164,509 +$61,480,306 $62.11 171
2021 Q3 13,808,637 $1,180,332,516 +$103,070,304 $85.55 156
2021 Q2 12,205,610 $755,454,631 +$44,737,258 $61.90 135
2021 Q1 11,471,137 $561,325,002 +$75,246,623 $48.75 115
2020 Q4 9,915,204 $308,950,062 +$7,619,485 $31.16 81
2020 Q3 8,848,279 $184,492,897 +$17,635,895 $20.85 65
2020 Q2 8,462,455 $110,261,515 +$12,644,995 $13.03 52
2020 Q1 7,285,667 $66,006,768 -$4,237,021 $9.06 48
2019 Q4 8,355,176 $85,802,427 +$5,160,518 $10.27 54
2019 Q3 7,531,090 $109,050,908 +$13,664,938 $14.48 61
2019 Q2 6,369,172 $103,163,502 +$32,622,217 $16.20 51
2019 Q1 4,513,539 $57,409,000 +$4,428,871 $12.72 40
2018 Q4 4,186,490 $45,920,000 +$15,853,801 $10.97 38
2018 Q3 2,682,106 $48,276,000 +$11,549,219 $18.00 29
2018 Q2 2,045,262 $21,270,000 +$21,152,020 $10.40 13