OptimizeRx Corp (OPRX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

19,475,000Shares Outstanding

2,124,679Shares held by institutions

$17,613,589Value of institutional holdings

65.52%Institutional ownership %

6.27%Shares Changed QoQ

124No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for OptimizeRx Corp (NASDAQ:OPRX) includes 124 filers as of the latest reporting cycle ending December 2025.

OptimizeRx saw its institutional ownership percentage fell to 65.5% in December 2025 from 68.6% in September 2025.
Institutional share ownership changed by 6.27% QoQ, while the number of institutional owners saw an increase of 40.91% YoY.
During the quarter, 62 institutions bought more OptimizeRx shares, 38 sold shares, and 24 of the 124 total investors held their position steady.
The aggregate institutional position in OptimizeRx now stands at 12.76Mn shares as of December 2025, after investors increased their holdings (up by 752.90K shares quarter on quarter which is up 1.39Mn shares year over year).
As of December 31, 2025, Whetstone Capital Advisors, LLC held OptimizeRx's largest shareholding position with over 1.51Mn shares, representing 7.74% of total outstanding shares.
Among the most significant buyers of OptimizeRx during December 2025 were NEXT CENTURY GROWTH INVESTORS LLC (294.69K), G2 Investment Partners Management LLC (130.26K), JANE STREET GROUP, LLC (127.78K), Inspire Investing, LLC (95.88K), CREDIT AGRICOLE S A (89.20K).
Leading sellers of OptimizeRx stock in December 2025 included CenterBook Partners LP (283.58K), D. E. Shaw & Co., Inc. (208.18K), CITADEL ADVISORS LLC (96.81K), RENAISSANCE TECHNOLOGIES LLC (78.32K), PRUDENTIAL FINANCIAL INC (54.99K).
The top 10 institutional holders of OptimizeRx for the quarter ending December 2025 included 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 (582.59K), NEXT CENTURY GROWTH INVESTORS LLC (505.41K), STATE STREET CORP (477.53K), DIMENSIONAL FUND ADVISORS LP (460.91K).

124 Institutional Holders

2,124,679 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
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
JANE STREET GROUP, LLC	31 Dec, 2025	141,481	127,781	932.71%	$1,734,558.00

1 - 20 of 124

Research Tools