OptimizeRx Corp (OPRX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

2,295,745Shares held by institutions

$14,864,949Value of institutional holdings

63.44%Institutional ownership %

9.17%Shares Changed QoQ

108No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

OptimizeRx Corp (NASDAQ:OPRX) has 126 institutional investors that have filed 13F reports for the period 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 OptimizeRx by 4.87% from last quarter, and the number of investors in OPRX increased 43.18% annually.
Of these 126 holders, 61 added to their stakes in OptimizeRx, 40 trimmed positions, and 25 made no changes.
Institutional investors collectively held 12.79Mn shares in OptimizeRx as of December 2025, up by 593.73K shares quarter on quarter, and up 1.17Mn shares year over year.
As of December 31, 2025, Whetstone Capital Advisors, LLC held the largest stake in OptimizeRx with 1.51Mn shares, accounting for 7.75% of total shares outstanding.
The biggest buyers of OptimizeRx for the quarter ending December 2025 included NEXT CENTURY GROWTH INVESTORS LLC (294.69K), G2 Investment Partners Management LLC (130.26K), Inspire Investing, LLC (95.88K), CREDIT AGRICOLE S A (89.2K), JANE STREET GROUP, LLC (87.48K).
Top sellers of OPRX stock 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).
Business Quant data shows the 10 biggest positions in OptimizeRx as of December 2025 are held by 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

2,295,745 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	6,870	0.58%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	77,824	7.35%	$0.00
Whetstone Capital Advisors, LLC	31 Dec, 2025	0	0.00%	$0.00
Barclays Plc	31 Dec, 2025	-22,617	-45.18%	$0.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	4,700	0.69%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	75,762	35.52%	$0.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	-998	-0.15%	$0.00
Squarepoint Ops LLC	31 Dec, 2025	67,884	48.81%	$0.00
RICE HALL JAMES & ASSOCIATES, LLC	31 Dec, 2025	44,858	8.22%	$0.00
Schonfeld Strategic Advisors LLC	31 Dec, 2025	36,522	59.24%	$0.00
BLAIR WILLIAM & CO/IL	31 Dec, 2025	-8,554	-1.45%	$0.00
Inspire Investing, LLC	31 Dec, 2025	95,880	0.00%	$0.00
NEXT CENTURY GROWTH INVESTORS LLC	31 Dec, 2025	294,688	139.85%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	40,578	218.36%	$0.00
State Street Corp	31 Dec, 2025	84,808	21.59%	$0.00
Nuveen, LLC	31 Dec, 2025	-5,337	-12.10%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	63,607	16.01%	$0.00
UBS Group AG	31 Dec, 2025	874	2.56%	$0.00
Manatuck Hill Partners, LLC	31 Dec, 2025	-50,200	-10.63%	$0.00
Diametric Capital, LP	31 Dec, 2025	33,263	0.00%	$0.00

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