OptimizeRx Corp (OPRX) Institutional Ownership

Institutions by Trading Activity

19,475,000Shares Outstanding

3,928Shares held by institutions

$49,493Value of institutional holdings

0.02%Institutional ownership %

0.20%Shares Changed QoQ

4No. of institutional investors

Recent 13F filings as of December 2025 show that 4 institutional investors hold a position in OptimizeRx Corp (NASDAQ:OPRX).

The collective stake of institutional investors in OptimizeRx moved to 0.0% in December 2025, a shift down from the 68.6% reported for September 2025.
In percentage terms, this reflects as a holdings change of 0.20% quarter on quarter, and an unavailable change year over year.
Of these 4 institutional investors, 1 increased their holdings in OptimizeRx, while 0 of them reduced positions, and 3 investors maintained their exposure.
The total number of shares held by institutions in OptimizeRx increased to 4.49K as of December 2025, a net change of up by 9 shares quarter on quarter, and down 12.29Mn shares year over year.
The top institutional stake in OptimizeRx as of December 31, 2025 belongs to NISA INVESTMENT ADVISORS, LLC, which owns 2.12K shares, or 0.01% of the company.
Among the most significant buyers of OptimizeRx during December 2025 were GAMMA Investing LLC (9).
The top 4 institutional holders of OptimizeRx for the quarter ending December 2025 included NISA INVESTMENT ADVISORS, LLC (2.12K), Versant Capital Management, Inc (1.79K), GAMMA Investing LLC (565), True Wealth Design, LLC (14).

3,928 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Whetstone Capital Advisors, LLC	30 Sep, 2025	1,508,303	0	0.00%	$30,920,212.00
BlackRock, Inc.	30 Sep, 2025	1,187,841	-33,992	-2.78%	$24,350,742.00
VANGUARD GROUP INC	30 Sep, 2025	1,059,109	138,224	15.01%	$21,711,736.00
ROYCE & ASSOCIATES LP	30 Sep, 2025	677,330	-113,310	-14.33%	$13,885,265.00
KENNEDY CAPITAL MANAGEMENT LLC	30 Sep, 2025	674,918	202,446	42.85%	$13,835,819.00
BLAIR WILLIAM & CO/IL	30 Sep, 2025	591,139	-37,787	-6.01%	$12,118,355.00
RICE HALL JAMES & ASSOCIATES, LLC	30 Sep, 2025	545,816	-61,744	-10.16%	$11,189,218.00
Parkman Healthcare Partners LLC	30 Sep, 2025	509,611	2,188	0.43%	$10,447,026.00
Manatuck Hill Partners, LLC	30 Sep, 2025	472,307	17,307	3.80%	$9,682,294.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	397,302	12,555	3.26%	$8,144,711.00
STATE STREET CORP	30 Sep, 2025	392,723	3,691	0.95%	$8,050,822.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	383,177	-16,371	-4.10%	$7,856,822.00
D. E. Shaw & Co., Inc.	30 Sep, 2025	321,051	-91,845	-22.24%	$6,581,546.00
CenterBook Partners LP	30 Sep, 2025	308,809	308,809	0.00%	$6,330,585.00
AWM Investment Company, Inc.	30 Sep, 2025	230,421	-25,000	-9.79%	$4,723,630.00
Russell Investments Group, Ltd.	30 Sep, 2025	213,298	102,688	92.84%	$4,372,607.00
NEXT CENTURY GROWTH INVESTORS LLC	30 Sep, 2025	210,719	210,719	0.00%	$4,319,739.00
Bullseye Asset Management LLC	30 Sep, 2025	206,527	0	0.00%	$4,234.00
Invesco Ltd.	30 Sep, 2025	199,091	199,091	0.00%	$4,081,366.00
MORGAN STANLEY	30 Sep, 2025	182,278	-82,444	-31.14%	$3,736,700.00

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