Whetstone Capital Advisors, LLC

13F Holdings History for OptimizeRx Corp - Common Stock (OPRX)

Symbol: OPRX on Nasdaq
Investment type: Equity / Common Stock
Latest Disclosed Ownership: 1.51M shares
Security Ownership: 8.2%

Shares, Excluding Options vs Price

Value, Excluding Options

Whetstone Capital Advisors, LLC ownership in OptimizeRx Corp Common Stock (OPRX)

2025-04-21 - Whetstone Capital Advisors, LLC has filed an SCHEDULE 13D/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1.51M shares of OptimizeRx Corp Common Stock (OPRX). This represents 8.2% percent ownership of the company.

Reporting Name	Ownership %	Value $	Shares owned	Price	Form	Report date	Filed at
Whetstone Capital Advisors, LLC	8.2%	$11.7M	1.51M	$7.75	13D/A	4/18/2025	21 Apr 2025 14:47:51
Whetstone Capital Advisors, LLC	8.2%	$11.7M	1.51M	$7.75	13D/A	3/6/2025	10 Mar 2025 17:29:00
Whetstone Capital Advisors, LLC	8.2%	$11.7M	1.51M	$7.75	13D	2/3/2025	5 Feb 2025 11:41:41

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	5.75%		$20.4M	1.51M			$13.50	Q2 2025
3/31/2025	5.77%	+0.6%	$13.1M	1.51M	+157,880		$8.66	Q1 2025
12/31/2024	2.5%	+2.5%	$6.56M	1.35M	+1,350,423	NEW	$4.86	Q4 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.