OptimizeRx Corp (OPRX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

19,459,877Shares Outstanding

12,916,387Shares held by institutions

$89,639,726Value of institutional holdings

66.37%Institutional ownership %

5.48%Shares Changed QoQ

126No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

OptimizeRx Corp (NASDAQ:OPRX) appears in 126 institutional 13F filings for the quarter ending December 2025.

Collectively, these holders controlled 65.7% of OptimizeRx's outstanding shares in December 2025, down from 69.2% in September 2025.
They increased total shares held in OPRX by 4.87% quarter over quarter, and investors in OptimizeRx increased 43.18% from a year ago.
Of these 126 funds, 61 grew their exposure to OptimizeRx, 40 cut back, and 25 maintained positions.
Altogether, these fund groups held 12.79Mn shares in OPRX by December 2025, up by 593.73K shares quarter on quarter, and up 1.17Mn shares year over year.
Whetstone Capital Advisors, LLC leads ownership in OPRX with 1.51Mn shares as of December 31, 2025, equal to 7.75% of outstanding shares.
Top purchasers of OPRX stock for the quarter ending December 2025 included NEXT CENTURY GROWTH INVESTORS LLC (294.69K), G2 Investment Partners Management LLC (130.26K), Goldman Sachs Group Inc (117.56K), Inspire Investing, LLC (95.88K), CREDIT AGRICOLE S A (89.2K).
The biggest sellers of OptimizeRx for the quarter ending December 2025 included CenterBook Partners LP (283.58K), D. E. Shaw & Co., Inc. (208.18K), Bank Of America Corp /De/ (126.94K), CITADEL ADVISORS LLC (96.82K), RENAISSANCE TECHNOLOGIES LLC (78.32K).
Per Business Quant, the top 10 investors in OPRX for the quarter ending December 2025 include Whetstone Capital Advisors, LLC (1.51Mn), BlackRock, Inc. (1.19Mn), VANGUARD GROUP INC (1.14Mn), ROYCE & ASSOCIATES LP (682.03K), KENNEDY CAPITAL MANAGEMENT LLC (673.92K), RICE HALL JAMES & ASSOCIATES, LLC (590.67K), BLAIR WILLIAM & CO/IL (582.58K), NEXT CENTURY GROWTH INVESTORS LLC (505.41K), State Street Corp (477.53K), DIMENSIONAL FUND ADVISORS LP (460.91K).

126 Institutional Holders

12,916,387 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Whetstone Capital Advisors, LLC	31 Dec, 2025	1,508,303	0	0.00%	$18,491,795.00
BlackRock, Inc.	31 Dec, 2025	1,194,711	6,870	0.58%	$14,647,158.00
VANGUARD GROUP INC	31 Dec, 2025	1,136,933	77,824	7.35%	$13,938,798.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	682,030	4,700	0.69%	$8,361,688.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	673,920	-998	-0.15%	$8,262,259.00
RICE HALL JAMES & ASSOCIATES, LLC	31 Dec, 2025	590,674	44,858	8.22%	$7,241,663.00
BLAIR WILLIAM & CO/IL	31 Dec, 2025	582,585	-8,554	-1.45%	$7,142,493.00
NEXT CENTURY GROWTH INVESTORS LLC	31 Dec, 2025	505,407	294,688	139.85%	$6,196,289.00
State Street Corp	31 Dec, 2025	477,531	84,808	21.59%	$5,854,530.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	460,909	63,607	16.01%	$5,650,997.00
Manatuck Hill Partners, LLC	31 Dec, 2025	422,107	-50,200	-10.63%	$5,175,032.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	396,468	13,291	3.47%	$4,861,660.00
G2 Investment Partners Management LLC	31 Dec, 2025	310,000	130,264	72.48%	$3,800,600.00
Russell Investments Group, Ltd.	31 Dec, 2025	289,060	75,762	35.52%	$3,543,882.00
Goldman Sachs Group Inc	31 Dec, 2025	254,028	117,564	86.15%	$3,114,384.00
AWM Investment Company, Inc.	31 Dec, 2025	230,421	0	0.00%	$2,824,961.00
Squarepoint Ops LLC	31 Dec, 2025	206,961	67,884	48.81%	$2,537,342.00
Bullseye Asset Management LLC	31 Dec, 2025	206,527	0	0.00%	$2,532.00
Morgan Stanley	31 Dec, 2025	164,592	-17,686	-9.70%	$2,017,898.00
Northern Trust Corp	31 Dec, 2025	156,927	-5,236	-3.23%	$1,923,926.00

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