Free Trial
→ Is Elon's empire crumbling? (From Brownstone Research) (Ad) Free OPRX Stock Alerts

OptimizeRx (OPRX) Institutional Ownership

OptimizeRx logo
$13.50 -0.14 (-1.03%)
As of 04:00 PM Eastern
Compare

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)
$36.46M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$13.74M
Get OPRX Insider Trade Alerts

Want to know when executives and insiders are buying or selling OptimizeRx stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

OPRX Institutional Buying and Selling by Quarter

OptimizeRx Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman 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%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
10/28/2024Rice Hall James & Associates LLC615,441$4.75M0.3%+24.0%3.359%
10/10/2024Essex Investment Management Co. LLC242,025$1.87M0.3%+42.9%1.325%
8/14/2024Squarepoint Ops LLC28,153$282K0.0%N/A0.154%
8/14/2024First Light Asset Management LLC1,826,961$18.27M1.6%+5.1%10.000%
8/14/2024Marshall Wace LLP45,748$457K0.0%N/A0.250%
8/13/2024Divisadero Street Capital Management LP1,315,913$13.16M2.0%-16.3%7.203%
8/12/2024Blair William & Co. IL643,757$6.44M0.0%-17.7%3.524%
8/10/2024Connors Investor Services Inc.19,107$191K0.0%+15.1%0.105%
8/9/2024Renaissance Technologies LLC142,146$1.42M0.0%+101.8%0.778%
8/9/2024Dimensional Fund Advisors LP324,130$3.24M0.0%+12.5%1.774%
8/8/2024American Century Companies Inc.39,384$394K0.0%-48.9%0.216%
8/8/2024Rice Hall James & Associates LLC496,135$4.96M0.3%+23.5%2.716%
8/1/2024Rhumbline Advisers31,462$315K0.0%+9.2%0.172%
7/26/2024Legato Capital Management LLC59,693$597K0.1%+74.0%0.327%
7/26/2024Summit Securities Group LLC2,504$25K0.0%N/A0.014%
7/26/2024Bank of New York Mellon Corp111,719$1.12M0.0%+9.9%0.611%
5/16/2024AWM Investment Company Inc.853,042$10.36M1.4%+4.0%4.692%
When This Happens, You Don’t Wait. You Act. (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
5/16/2024Kennedy Capital Management LLC319,799$3.89M0.1%-34.8%1.759%
5/15/2024First Light Asset Management LLC1,737,584$21.11M1.6%+0.6%9.558%
5/11/2024Hillsdale Investment Management Inc.10,700$130K0.0%-31.8%0.059%
5/10/2024Connors Investor Services Inc.16,607$202K0.0%-32.2%0.091%
5/10/2024Acadian Asset Management LLC24,562$297K0.0%-45.3%0.135%
5/10/2024Vanguard Group Inc.1,027,293$12.48M0.0%+0.6%5.649%
5/9/2024Blair William & Co. IL782,573$9.51M0.0%+5.6%4.305%
5/3/2024Essex Investment Management Co. LLC86,656$1.05M0.2%N/A0.477%
5/1/2024BNP Paribas Financial Markets27,910$339K0.0%+283.6%0.154%
5/1/2024Mirae Asset Global Investments Co. Ltd.44,576$542K0.0%N/A0.245%
(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 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 71 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. ($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 5,821,549 shares in the last 24 months. This purchase volume represents approximately $36.46M in transactions.

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

Of the 20 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), Divisadero Street Capital Management LP ($256.99K), Blair William & Co. IL ($214.53K), Walleye Capital LLC ($128.14K), G2 Investment Partners Management LLC ($109.04K), JPMorgan Chase & Co. ($104.75K), and Royce & Associates LP ($75.26K).

How much institutional selling is happening at OptimizeRx?

Institutional investors have sold a total of 2,054,789 shares in the last 24 months. This volume of shares sold represents approximately $13.74M in transactions.


Related Companies

This page (NASDAQ:OPRX) was last updated on 6/30/2025 by MarketBeat.com Staff
From Our Partners
AI Meltdown Imminent: Dump These Stocks Now!
If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new inv...
Paradigm Press | Sponsored
I was wrong about Trump
I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...
Porter & Company | Sponsored
This Crypto Is Set to Explode in January
Free summit: How to profit from the Coinbase-Deribit deal Our hedge fund experts know exactly what this mea...
Crypto 101 Media | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Nvidia’s Huang: AI is going to need 100x more power12
Nvidia CEO Jensen Huang didn't mince words. After Nvidia's latest earnings call, Huang said AI now requires...
Weiss Ratings | Sponsored