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OptimizeRx (OPRX) Institutional Ownership

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$17.33 -1.50 (-7.97%)
Closing price 09/12/2025 04:00 PM Eastern
Extended Trading
$17.74 +0.42 (+2.39%)
As of 09/12/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
59
Total
Institutional Inflows
(last 12 months)
$44.20M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$11.70M
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Skip Chart & View Institutional Buying and Selling Data

OPRX Institutional Buying and Selling by Quarter

OptimizeRx Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Manatuck Hill Partners LLC455,000$6.14M2.3%+139.5%2.450%
8/15/2025 Massar Capital Management LP22,000$297K0.2%N/A0.118%
8/15/2025 BNP Paribas Financial Markets4,074$55K0.0%+119.2%0.022%
8/15/2025 Balyasny Asset Management L.P.156,338$2.11M0.0%N/A0.842%
8/15/2025 Bank of America Corp DE34,242$462K0.0%-7.7%0.184%
8/15/2025 Ameriprise Financial Inc.69,880$943K0.0%N/A0.376%
8/14/2025 Raymond James Financial Inc.84,555$1.14M0.0%N/A0.455%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,562$129K0.0%-10.3%0.051%
8/14/2025 WINTON GROUP Ltd21,208$286K0.0%N/A0.114%
8/13/2025 Marshall Wace LLP111,971$1.51M0.0%-55.4%0.603%
8/13/2025 Kennedy Capital Management LLC472,472$6.38M0.2%-1.2%2.545%
8/13/2025 Quantbot Technologies LP3,292$44K0.0%N/A0.018%
8/13/2025 Panagora Asset Management Inc.12,709$172K0.0%N/A0.068%
8/13/2025 Russell Investments Group Ltd.110,610$1.49M0.0%+141.4%0.596%
8/12/2025 XTX Topco Ltd25,493$344K0.0%N/A0.138%
8/12/2025 American Century Companies Inc.24,069$325K0.0%+52.5%0.130%
8/12/2025 Rhumbline Advisers36,082$487K0.0%+29.9%0.195%
8/12/2025 JPMorgan Chase & Co.8,237$111K0.0%-9.2%0.045%
8/12/2025 P.A.W. Capital Corp50,000$675K1.3%N/A0.270%
8/8/2025 Calamos Advisors LLC46,173$623K0.0%+38.2%0.250%
8/8/2025 Geode Capital Management LLC399,548$5.40M0.0%-2.0%2.160%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.30,944$418K0.0%N/A0.167%
8/7/2025 Los Angeles Capital Management LLC25,823$349K0.0%N/A0.140%
8/5/2025 Corton Capital Inc.10,194$138K0.2%N/A0.055%
7/31/2025 Nisa Investment Advisors LLC2,121$29K0.0%+600.0%0.011%
7/30/2025 Connors Investor Services Inc.22,050$298K0.0%-30.1%0.119%
7/24/2025 Blair William & Co. IL628,926$8.49M0.0%-0.3%3.400%
6/27/2025 Goldman Sachs Group Inc.51,007$442K0.0%-19.1%0.276%
5/29/2025Rhumbline Advisers27,785$241K0.0%+10.5%0.150%
5/16/2025Goldman Sachs Group Inc.51,007$442K0.0%-19.1%0.276%
5/16/2025Parkman Healthcare Partners LLC475,000$4.11M0.5%N/A2.569%
5/16/2025AWM Investment Company Inc.255,421$2.21M0.3%+18.6%1.381%
5/15/2025Trexquant Investment LP54,262$470K0.0%N/A0.293%
5/14/2025MetLife Investment Management LLC11,379$99K0.0%N/A0.062%
5/14/2025Walleye Capital LLC10,431$90K0.0%-92.5%0.056%
5/14/2025Whetstone Capital Advisors LLC1,508,303$13.06M5.8%+11.7%8.156%
5/13/2025American Century Companies Inc.15,783$137K0.0%+9.6%0.085%
5/13/2025Russell Investments Group Ltd.45,820$397K0.0%+25,355.6%0.248%
5/12/2025Nuveen LLC52,563$455K0.0%N/A0.284%
5/12/2025Virtu Financial LLC12,956$112K0.0%N/A0.070%
5/12/2025Invesco Ltd.293,554$2.54M0.0%N/A1.587%
5/9/2025Charles Schwab Investment Management Inc.54,228$470K0.0%+30.5%0.293%
5/9/2025Blair William & Co. IL631,031$5.47M0.0%+4.9%3.412%
5/7/2025Perkins Capital Management Inc.43,596$378K0.4%-58.8%0.236%
5/6/2025Royce & Associates LP994,300$8.61M0.1%-7.0%5.377%
5/1/2025Rice Hall James & Associates LLC576,172$4.99M0.3%-0.3%3.116%
4/29/2025Bank of New York Mellon Corp89,538$775K0.0%+2.1%0.484%
4/29/2025Calamos Advisors LLC33,399$289K0.0%N/A0.181%
4/17/2025Janney Montgomery Scott LLC124,751$1.08M0.0%+47.1%0.675%
4/8/2025Rhumbline Advisers27,785$241K0.0%+10.5%0.150%
4/7/2025GAMMA Investing LLC3,845$33K0.0%N/A0.021%
2/18/2025AWM Investment Company Inc.215,421$1.05M0.1%-79.9%1.169%
2/18/2025Delta Investment Management LLC30,000$146K0.0%N/A0.163%
2/17/2025Squarepoint Ops LLC41,712$203K0.0%+298.8%0.226%
2/17/2025Tang Capital Management LLC221,200$1.08M0.1%N/A1.201%
2/17/2025Sherbrooke Park Advisers LLC13,643$66K0.0%-62.2%0.074%
2/17/2025Graham Capital Management L.P.16,632$81K0.0%N/A0.090%
2/17/2025G2 Investment Partners Management LLC133,167$647K0.2%-45.0%0.723%
2/17/2025D. E. Shaw & Co. Inc.295,717$1.44M0.0%+12.2%1.605%
2/17/2025Corton Capital Inc.22,610$110K0.1%N/A0.123%
2/17/2025Bank of America Corp DE73,934$359K0.0%+54.5%0.401%
2/17/2025BNP Paribas Financial Markets22,308$108K0.0%+504.6%0.121%
2/14/2025Manatuck Hill Partners LLC100,000$486K0.2%N/A0.543%
2/14/2025Jane Street Group LLC72,454$352K0.0%+234.7%0.393%
2/14/2025Connors Investor Services Inc.59,000$287K0.0%+170.6%0.320%
2/14/2025Northern Trust Corp189,044$919K0.0%+3.3%1.026%
2/14/2025Boothbay Fund Management LLC28,875$140K0.0%-43.5%0.157%
2/14/2025Bullseye Asset Management LLC201,527$980K0.5%-5.8%1.094%
2/14/2025Dimensional Fund Advisors LP444,167$2.16M0.0%+9.8%2.411%
2/13/2025Avenir Corp77,260$375K0.0%-12.5%0.419%
2/13/2025Marshall Wace LLP134,446$653K0.0%N/A0.730%
2/13/2025Walleye Capital LLC138,575$673K0.0%N/A0.752%
2/13/2025XTX Topco Ltd36,674$178K0.0%N/A0.199%
2/13/2025Barclays PLC30,574$148K0.0%+13.5%0.166%
2/13/2025Whetstone Capital Advisors LLC1,350,423$6.56M2.1%N/A7.331%
2/13/2025Kennedy Capital Management LLC594,000$2.89M0.1%+57.8%3.225%
2/13/2025Wells Fargo & Company MN11,208$54K0.0%+33.3%0.061%
2/12/2025Geode Capital Management LLC400,621$1.95M0.0%+1.2%2.175%
2/12/2025Blair William & Co. IL601,383$2.92M0.0%-11.2%3.265%
2/12/2025JPMorgan Chase & Co.59,952$291K0.0%+670.3%0.325%
2/11/2025Perkins Capital Management Inc.105,813$514K0.5%+4.4%0.574%
2/10/2025Royce & Associates LP1,069,560$5.20M0.0%N/A5.807%
2/6/2025Charles Schwab Investment Management Inc.41,552$202K0.0%-14.2%0.226%
2/6/2025SBI Securities Co. Ltd.5,123$25K0.0%N/A0.028%
2/5/2025AMH Equity Ltd125,000$608K0.6%+25.0%0.679%
2/4/2025Bank of New York Mellon Corp87,712$426K0.0%-8.8%0.476%
1/31/2025Rice Hall James & Associates LLC577,738$2.81M0.2%-6.1%3.136%
1/27/2025Greenwood Capital Associates LLC88,596$431K0.1%+31.5%0.481%
1/17/2025Janney Montgomery Scott LLC84,782$412K0.0%-19.2%0.460%
1/17/2025SG Americas Securities LLC10,555$51K0.0%N/A0.057%
12/26/2024JPMorgan Chase & Co.7,783$60K0.0%-93.1%0.042%
11/19/2024Barclays PLC26,934$208K0.0%+358.5%0.146%
11/16/2024Geode Capital Management LLC395,800$3.06M0.0%-4.8%2.160%
11/15/2024Bullseye Asset Management LLC214,046$1.65M0.8%+55.6%1.168%
11/15/2024Barclays PLC26,934$208K0.0%+358.5%0.147%
11/15/2024Jane Street Group LLC21,646$167K0.0%-51.2%0.118%
11/13/2024BNP Paribas Financial Markets3,690$28K0.0%+189.2%0.020%
11/7/2024Quest Partners LLC9,800$76K0.0%+15,965.6%0.053%
10/30/2024Greenwood Capital Associates LLC67,356$520K0.1%+8.0%0.369%
10/29/2024Janney Montgomery Scott LLC104,917$810K0.0%N/A0.574%
(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, 86 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), Blair William & Co. IL ($8.49M), and Kennedy Capital Management LLC ($6.38M).Learn more on OptimizeRx's institutional investors.

What percentage of OptimizeRx's stock is owned by institutional investors?

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

Which institutional investors have been buying OptimizeRx's stock?

Of the 75 institutional investors that purchased OptimizeRx's 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. ($410.30K), Manatuck Hill Partners LLC ($365K), and Invesco Ltd. ($293.55K).

How much institutional buying is happening at OptimizeRx?

Institutional investors have bought a total of 6,288,897 shares in the last 24 months. This purchase volume represents approximately $44.20M in transactions.

Which of OptimizeRx's major shareholders have been selling company stock?

Of the 23 institutional investors that sold OptimizeRx's 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), Marshall Wace LLP ($139.17K), Walleye Capital LLC ($128.14K), G2 Investment Partners Management LLC ($109.04K), JPMorgan Chase & Co. ($105.59K), Blair William & Co. IL ($77.82K), and Royce & Associates LP ($75.26K).

How much institutional selling is happening at OptimizeRx?

Institutional investors have sold a total of 1,790,841 shares in the last 24 months. This volume of shares sold represents approximately $11.70M in transactions.


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This page (NASDAQ:OPRX) was last updated on 9/15/2025 by MarketBeat.com Staff
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