OptimizeRx OPRX Institutional Ownership

NASDAQ OPRX

$8.36 +0.55 (+7.04%)

At close: Sep 29, 2026 · 4:00 PM EDT

Institutions by Trading Activity

111 Institutions

Increased 53 47.7%

Unchanged 15 13.5%

Reduced 43 38.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

59.67%

▼-12.41 pp QoQ

Shares Held by Institutions

11.21Mn

of 18.79Mn outstanding

▼-9.02% QoQ

Shares Outstanding

18.79Mn

7.58Mn held outside 13F filers

Institutional Investors

111

filed 13F for Jun 2026

▼-16 vs prior quarter

Net Shares Added (QoQ)

-1.11Mn

distributed since last quarter

Value of Holdings

$87.55Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

OptimizeRx Corp (NASDAQ:OPRX) appears in 111 institutional 13F filings for the quarter ending June 2026.

These investors collectively held 59.7% of OptimizeRx's outstanding shares in June 2026, down from 72.1% in March 2026.
Their total shares held in OPRX decreased -9.02% from the prior quarter, while the number of investors in OptimizeRx increased 2.78% year over year.
Among the 111 funds, 53 bought more OptimizeRx shares, 43 sold down, and 15 held their ground.
Institutional investors collectively held 11.21Mn shares in OptimizeRx as of June 2026, down by 1.11Mn shares quarter on quarter, and down 759.59K shares year over year.
As of June 30, 2026, the biggest holder of OptimizeRx is Whetstone Capital Advisors, LLC at 1.51Mn shares, representing 8.03% of shares outstanding.
The largest buyers of OptimizeRx for the quarter ending June 2026 were AQR CAPITAL MANAGEMENT LLC (369.0K), ROYCE & ASSOCIATES LP (201.37K), CITADEL ADVISORS LLC (157.99K), Mink Brook Asset Management LLC (141.24K), Janney Montgomery Scott LLC (135.97K).
The largest sales of OPRX for the quarter ending June 2026 came from BlackRock, Inc. (718.12K), State Street Corp (397.18K), Parkman Healthcare Partners LLC (379.02K), Goldman Sachs Group Inc (253.41K), GEODE CAPITAL MANAGEMENT, LLC (184.78K).
Per Business Quant, the top 10 investors in OPRX for the quarter ending June 2026 include Whetstone Capital Advisors, LLC (1.51Mn), ROYCE & ASSOCIATES LP (1.09Mn), VANGUARD CAPITAL MANAGEMENT LLC (699.6K), KENNEDY CAPITAL MANAGEMENT LLC (644.15K), RICE HALL JAMES & ASSOCIATES, LLC (633.84K), BLAIR WILLIAM & CO/IL (607.93K), AQR CAPITAL MANAGEMENT LLC (583.96K), DIMENSIONAL FUND ADVISORS LP (477.69K), BlackRock, Inc. (445.38K), Parkman Healthcare Partners LLC (350.35K).

Form 13F Holdings

111 Institutional Holders

Report period 30 Jun, 2026

Total shares held 11.21Mn

Of outstanding 59.67%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Whetstone Capital Advisors, LLC	0001607278	1,508,303	8.03%	0	0.00%	$8.63Mn
2	ROYCE & ASSOCIATES LP	0000906304	1,089,398	5.80%	▲201,368	+22.68%	$6.23Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	699,604	3.72%	▲14,155	+2.07%	$4.00Mn
4	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	644,150	3.43%	▼12,108	-1.85%	$3.68Mn
5	RICE HALL JAMES & ASSOCIATES, LLC	0001230765	633,842	3.37%	▲31,921	+5.30%	$3.63Mn
6	BLAIR WILLIAM & CO/IL	0000902367	607,925	3.24%	▼7,067	-1.15%	$3.48Mn
7	AQR CAPITAL MANAGEMENT LLC	0001167557	583,956	3.11%	▲369,002	+171.67%	$3.34Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	477,687	2.54%	▼85,883	-15.24%	$2.73Mn
9	BlackRock, Inc.	0002012383	445,382	2.37%	▼718,119	-61.72%	$2.55Mn
10	Parkman Healthcare Partners LLC	0001777015	350,347	1.86%	▼379,022	-51.97%	$2.00Mn
11	Bullseye Asset Management LLC	0001513779	258,311	1.38%	▲31,784	+14.03%	$1.48K
12	AWM Investment Company, Inc.	0001535264	240,421	1.28%	▲10,000	+4.34%	$1.38Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	207,345	1.10%	▼184,784	-47.12%	$1.19Mn
14	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	169,538	0.90%	▼161,499	-48.79%	$969.76K
15	RENAISSANCE TECHNOLOGIES LLC	0001037389	167,700	0.89%	▼49,156	-22.67%	$959.24K
16	MARSHALL WACE, LLP	0001318757	162,186	0.86%	▲130,900	+418.40%	$927.70K
17	P.A.W. CAPITAL CORP	0000949853	160,000	0.85%	▲70,000	+77.78%	$915.20K
18	CITADEL ADVISORS LLC	0001423053	157,992	0.84%	▲157,992	0.00%	$903.72K
19	Morgan Stanley	0000895421	156,314	0.83%	▲79,946	+104.69%	$894.12K
20	Mink Brook Asset Management LLC	0002052205	141,235	0.75%	▲141,235	0.00%	$807.86K

Showing 1 to 20 of 111 holders