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OptimizeRx (OPRX) Institutional Ownership

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$11.61 -0.34 (-2.85%)
Closing price 04:00 PM Eastern
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$11.78 +0.17 (+1.50%)
As of 04:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for OptimizeRx (NASDAQ:OPRX)

Current
Institutional Ownership
Percentage
76.47%
Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$36.44M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$13.64M
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OPRX Institutional Buying and Selling by Quarter

OptimizeRx Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Goldman Sachs Group Inc.51,007$442K0.0%-19.1%0.276%
5/16/2025 Parkman Healthcare Partners LLC475,000$4.11M0.5%N/A2.569%
5/16/2025 AWM Investment Company Inc.255,421$2.21M0.3%+18.6%1.381%
5/15/2025 Trexquant Investment LP54,262$470K0.0%N/A0.293%
5/14/2025 MetLife Investment Management LLC11,379$99K0.0%N/A0.062%
5/14/2025 Walleye Capital LLC10,431$90K0.0%-92.5%0.056%
5/14/2025 Whetstone Capital Advisors LLC1,508,303$13.06M5.8%+11.7%8.156%
5/13/2025 American Century Companies Inc.15,783$137K0.0%+9.6%0.085%
5/13/2025 Russell Investments Group Ltd.45,820$397K0.0%+25,355.6%0.248%
5/12/2025 Nuveen LLC52,563$455K0.0%N/A0.284%
5/12/2025 Virtu Financial LLC12,956$112K0.0%N/A0.070%
5/12/2025 Invesco Ltd.293,554$2.54M0.0%N/A1.587%
5/9/2025 Charles Schwab Investment Management Inc.54,228$470K0.0%+30.5%0.293%
5/9/2025 Blair William & Co. IL631,031$5.47M0.0%+4.9%3.412%
5/7/2025 Perkins Capital Management Inc.43,596$378K0.4%-58.8%0.236%
5/6/2025 Royce & Associates LP994,300$8.61M0.1%-7.0%5.377%
5/1/2025 Rice Hall James & Associates LLC576,172$4.99M0.3%-0.3%3.116%
4/29/2025 Bank of New York Mellon Corp89,538$775K0.0%+2.1%0.484%
4/29/2025 Calamos Advisors LLC33,399$289K0.0%N/A0.181%
4/17/2025 Janney Montgomery Scott LLC124,751$1.08M0.0%+47.1%0.675%
4/8/2025 Rhumbline Advisers27,785$241K0.0%+10.5%0.150%
4/7/2025 GAMMA Investing LLC3,845$33K0.0%N/A0.021%
2/18/2025 AWM Investment Company Inc.215,421$1.05M0.1%-79.9%1.169%
2/18/2025 Delta Investment Management LLC30,000$146K0.0%N/A0.163%
2/17/2025 Squarepoint Ops LLC41,712$203K0.0%+298.8%0.226%
2/17/2025 Tang Capital Management LLC221,200$1.08M0.1%N/A1.201%
2/17/2025 Sherbrooke Park Advisers LLC13,643$66K0.0%-62.2%0.074%
2/17/2025 Graham Capital Management L.P.16,632$81K0.0%N/A0.090%
2/17/2025 G2 Investment Partners Management LLC133,167$647K0.2%-45.0%0.723%
2/17/2025 D. E. Shaw & Co. Inc.295,717$1.44M0.0%+12.2%1.605%
2/17/2025 Corton Capital Inc.22,610$110K0.1%N/A0.123%
2/17/2025 Bank of America Corp DE73,934$359K0.0%+54.5%0.401%
2/17/2025 BNP Paribas Financial Markets22,308$108K0.0%+504.6%0.121%
2/14/2025 Manatuck Hill Partners LLC100,000$486K0.2%N/A0.543%
2/14/2025 Jane Street Group LLC72,454$352K0.0%+234.7%0.393%
2/14/2025 Connors Investor Services Inc.59,000$287K0.0%+170.6%0.320%
2/14/2025 Northern Trust Corp189,044$919K0.0%+3.3%1.026%
2/14/2025 Boothbay Fund Management LLC28,875$140K0.0%-43.5%0.157%
2/14/2025 Bullseye Asset Management LLC201,527$980K0.5%-5.8%1.094%
2/14/2025 Dimensional Fund Advisors LP444,167$2.16M0.0%+9.8%2.411%
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2/13/2025 Avenir Corp77,260$375K0.0%-12.5%0.419%
2/13/2025 Marshall Wace LLP134,446$653K0.0%N/A0.730%
2/13/2025 Walleye Capital LLC138,575$673K0.0%N/A0.752%
2/13/2025 XTX Topco Ltd36,674$178K0.0%N/A0.199%
2/13/2025 Barclays PLC30,574$148K0.0%+13.5%0.166%
2/13/2025 Whetstone Capital Advisors LLC1,350,423$6.56M2.1%N/A7.331%
2/13/2025 Kennedy Capital Management LLC594,000$2.89M0.1%+57.8%3.225%
2/13/2025 Wells Fargo & Company MN11,208$54K0.0%+33.3%0.061%
2/12/2025 Geode Capital Management LLC400,621$1.95M0.0%+1.2%2.175%
2/12/2025 Blair William & Co. IL601,383$2.92M0.0%-11.2%3.265%
2/12/2025 JPMorgan Chase & Co.59,952$291K0.0%+670.3%0.325%
2/11/2025 Perkins Capital Management Inc.105,813$514K0.5%+4.4%0.574%
2/10/2025 Royce & Associates LP1,069,560$5.20M0.0%N/A5.807%
2/6/2025 Charles Schwab Investment Management Inc.41,552$202K0.0%-14.2%0.226%
2/6/2025 SBI Securities Co. Ltd.5,123$25K0.0%N/A0.028%
2/5/2025 AMH Equity Ltd125,000$608K0.6%+25.0%0.679%
2/4/2025 Bank of New York Mellon Corp87,712$426K0.0%-8.8%0.476%
1/31/2025 Rice Hall James & Associates LLC577,738$2.81M0.2%-6.1%3.136%
1/27/2025 Greenwood Capital Associates LLC88,596$431K0.1%+31.5%0.481%
1/17/2025 Janney Montgomery Scott LLC84,782$412K0.0%-19.2%0.460%
1/17/2025 SG Americas Securities LLC10,555$51K0.0%N/A0.057%
12/26/2024 JPMorgan Chase & Co.7,783$60K0.0%-93.1%0.042%
11/19/2024 Barclays PLC26,934$208K0.0%+358.5%0.146%
11/16/2024 Geode Capital Management LLC395,800$3.06M0.0%-4.8%2.160%
11/15/2024 Bullseye Asset Management LLC214,046$1.65M0.8%+55.6%1.168%
11/15/2024 Barclays PLC26,934$208K0.0%+358.5%0.147%
11/15/2024 Jane Street Group LLC21,646$167K0.0%-51.2%0.118%
11/13/2024 BNP Paribas Financial Markets3,690$28K0.0%+189.2%0.020%
11/7/2024 Quest Partners LLC9,800$76K0.0%+15,965.6%0.053%
10/30/2024 Greenwood Capital Associates LLC67,356$520K0.1%+8.0%0.369%
10/29/2024 Janney Montgomery Scott LLC104,917$810K0.0%N/A0.574%
10/28/2024 Rice Hall James & Associates LLC615,441$4.75M0.3%+24.0%3.359%
10/10/2024 Essex Investment Management Co. LLC242,025$1.87M0.3%+42.9%1.325%
8/14/2024 Squarepoint Ops LLC28,153$282K0.0%N/A0.154%
8/14/2024 First Light Asset Management LLC1,826,961$18.27M1.6%+5.1%10.000%
8/14/2024 Marshall Wace LLP45,748$457K0.0%N/A0.250%
8/13/2024 Divisadero Street Capital Management LP1,315,913$13.16M2.0%-16.3%7.203%
8/12/2024 Blair William & Co. IL643,757$6.44M0.0%-17.7%3.524%
8/10/2024 Connors Investor Services Inc.19,107$191K0.0%+15.1%0.105%
8/9/2024 Renaissance Technologies LLC142,146$1.42M0.0%+101.8%0.778%
8/9/2024 Dimensional Fund Advisors LP324,130$3.24M0.0%+12.5%1.774%
8/8/2024 American Century Companies Inc.39,384$394K0.0%-48.9%0.216%
8/8/2024 Rice Hall James & Associates LLC496,135$4.96M0.3%+23.5%2.716%
8/1/2024 Rhumbline Advisers31,462$315K0.0%+9.2%0.172%
7/26/2024 Legato Capital Management LLC59,693$597K0.1%+74.0%0.327%
7/26/2024 Summit Securities Group LLC2,504$25K0.0%N/A0.014%
7/26/2024 Bank of New York Mellon Corp111,719$1.12M0.0%+9.9%0.611%
5/16/2024 AWM Investment Company Inc.853,042$10.36M1.4%+4.0%4.692%
5/16/2024 Kennedy Capital Management LLC319,799$3.89M0.1%-34.8%1.759%
5/15/2024 First Light Asset Management LLC1,737,584$21.11M1.6%+0.6%9.558%
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5/11/2024 Hillsdale Investment Management Inc.10,700$130K0.0%-31.8%0.059%
5/10/2024 Connors Investor Services Inc.16,607$202K0.0%-32.2%0.091%
5/10/2024Acadian Asset Management LLC24,562$297K0.0%-45.3%0.135%
5/10/2024 Vanguard Group Inc.1,027,293$12.48M0.0%+0.6%5.649%
5/9/2024 Blair William & Co. IL782,573$9.51M0.0%+5.6%4.305%
5/3/2024 Essex Investment Management Co. LLC86,656$1.05M0.2%N/A0.477%
5/1/2024 BNP Paribas Financial Markets27,910$339K0.0%+283.6%0.154%
5/1/2024 Mirae Asset Global Investments Co. Ltd.44,576$542K0.0%N/A0.245%
4/23/2024 Rice Hall James & Associates LLC401,882$4.88M0.3%+17.3%2.211%
3/5/2024 Greenwood Capital Associates LLC54,675$782K0.1%+58.8%0.301%
(Data available from 1/1/2016 forward)

OPRX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPRX shares?

During the previous two years, 82 institutional investors and hedge funds held shares of OptimizeRx. The most heavily invested institutionals were First Light Asset Management LLC ($18.27M), Divisadero Street Capital Management LP ($13.16M), Whetstone Capital Advisors LLC ($13.06M), Vanguard Group Inc. ($12.48M), Royce & Associates LP ($8.61M), Wasatch Advisors LP ($6.55M), and Blair William & Co. IL ($5.47M).Learn more on OPRX's institutional investors.

What percentage of OptimizeRx stock is owned by institutional investors?

76.47% of OptimizeRx stock is owned by institutional investors. Learn more on OPRX's institutional investor holdings.

Which institutional investors have been buying OptimizeRx stock?

Of the 71 institutional investors that purchased OptimizeRx stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Whetstone Capital Advisors LLC ($1.51M), Royce & Associates LP ($1.07M), Kennedy Capital Management LLC ($773.35K), Parkman Healthcare Partners LLC ($475K), AWM Investment Company Inc. ($457.33K), Rice Hall James & Associates LLC ($302.40K), and Invesco Ltd. ($293.55K).

How much institutional buying is happening at OptimizeRx?

Institutional investors have bought a total of 7,822,309 shares in the last 24 months. This purchase volume represents approximately $57.60M in transactions.

Which OptimizeRx major shareholders have been selling company stock?

Of the 34 institutional investors that sold OptimizeRx stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AWM Investment Company Inc. ($856.41K), First Light Asset Management LLC ($758.75K), Avenir Corp ($337.31K), Federated Hermes Inc. ($289.44K), Divisadero Street Capital Management LP ($256.99K), Blair William & Co. IL ($223.85K), and Kennedy Capital Management LLC ($170.89K).

How much institutional selling is happening at OptimizeRx?

Institutional investors have sold a total of 3,844,902 shares in the last 24 months. This volume of shares sold represents approximately $37.43M in transactions.



This page (NASDAQ:OPRX) was last updated on 5/21/2025 by MarketBeat.com Staff
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