OptimizeRx OPRX Institutional Ownership

NASDAQ OPRX

$9.16 -0.21 (-2.23%)

As of: Oct 22, 2026 · 11:54 AM 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

59.51%

▼-12.56 pp QoQ

Shares Held by Institutions

11.21Mn

of 18.84Mn outstanding

▼-17.11% QoQ

Shares Outstanding

18.84Mn

7.63Mn held outside 13F filers

Institutional Investors

111

filed 13F for Jun 2026

▼-16 vs prior quarter

Net Shares Added (QoQ)

-2.31Mn

distributed since last quarter

Value of Holdings

$100.10Mn

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

Updated Oct 11, 2026

OptimizeRx Corp (NASDAQ:OPRX) was held by 111 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Together they owned 59.51% of the outstanding stock in Q2 2026, down from 72.07% a quarter earlier.
Total shares held in OptimizeRx fell 17.11% from Q1 2026, while the number of holders rose 4.72% from Q2 2025.
Of the 111 holders, 53 added to their positions, 43 reduced their stakes and 15 left their positions unchanged in Q2 2026.
The aggregate institutional position in OptimizeRx was 11.21Mn shares at the end of Q2 2026, down 2.31Mn from the prior quarter and down 759.59K from a year earlier.
As of June 30, 2026, the biggest holder of OptimizeRx was Whetstone Capital Advisors, LLC with 1.51Mn shares, or 8.01% of shares outstanding.
Among existing holders, the largest additions to OptimizeRx in Q2 2026 came from AQR Capital Management LLC (+369K shares), Royce & Associates LP (+201.37K shares), Marshall Wace, LLP (+130.9K shares), Morgan Stanley (+79.95K shares) and P.A.W. Capital Corp (+70K shares).
Holders that trimmed the most shares of OptimizeRx in Q2 2026 while keeping a position were BlackRock, Inc. (-718.12K shares), State Street Corp (-397.18K shares), Parkman Healthcare Partners LLC (-379.02K shares), Goldman Sachs Group Inc (-253.41K shares) and Geode Capital Management, LLC (-184.78K shares).
Business Quant data shows the 10 biggest positions in OptimizeRx as of Q2 2026 were held by Whetstone Capital Advisors, LLC (1.51Mn shares), Royce & Associates LP (1.09Mn shares), Vanguard Capital Management LLC (699.6K shares), Kennedy Capital Management LLC (644.15K shares), Rice Hall James & Associates, LLC (633.84K shares), Blair William & Co (607.92K shares), AQR Capital Management LLC (583.96K shares), Dimensional Fund Advisors LP (477.69K shares), BlackRock, Inc. (445.38K shares) and Parkman Healthcare Partners LLC (350.35K shares).

Form 13F Holdings

111 Institutional Holders

Report period 30 Jun, 2026

Total shares held 11.21Mn

Of outstanding 59.51%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Whetstone Capital Advisors, LLC	0001607278	1,508,303	8.01%	0	0.00%	$8.63Mn
2	ROYCE & ASSOCIATES LP	0000906304	1,089,398	5.78%	▲201,368	+22.68%	$6.23Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	699,604	3.71%	▲14,155	+2.07%	$4.00Mn
4	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	644,150	3.42%	▼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	3.23%	▼7,067	-1.15%	$3.48Mn
7	AQR CAPITAL MANAGEMENT LLC	0001167557	583,956	3.10%	▲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	2.36%	▼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	1.37%	▲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