Go Pro
→ The dollar reset no one told you about (From Porter & Company) (Ad)tc pixel Free OPRX Stock Alerts

OptimizeRx (OPRX) Institutional Ownership

OptimizeRx logo
$6.85 +0.30 (+4.58%)
Closing price 04:00 PM Eastern
Extended Trading
$6.85 0.00 (0.00%)
As of 07:34 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for OptimizeRx (NASDAQ:OPRX)

Current
Institutional Ownership
Percentage
76.47%
Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$64.99M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$20.16M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

OPRX Institutional Buying and Selling by Quarter

OptimizeRx Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Segall Bryant & Hamill LLC188,704$1.19M0.0%N/A1.006%
5/16/2026Quantinno Capital Management LP49,022$308K0.0%+180.1%0.261%
5/15/2026Rice Hall James & Associates LLC601,921$3.78M0.2%+1.9%3.209%
5/14/2026Renaissance Technologies LLC216,856$1.36M0.0%+633.2%1.156%
5/14/2026Sei Investments Co.98,633$619K0.0%+83.4%0.526%
5/14/2026State of Wyoming35,251$221K0.0%+234.6%0.188%
5/13/2026Cetera Investment Advisers27,544$173K0.0%N/A0.147%
5/7/2026Dimensional Fund Advisors LP563,570$3.54M0.0%+22.3%3.004%
5/5/2026Bank of New York Mellon Corp102,374$643K0.0%-10.4%0.546%
5/4/2026Principal Financial Group Inc.63,790$401K0.0%+131.7%0.340%
4/30/2026Hsbc Holdings PLC13,286$85K0.0%N/A0.071%
4/21/2026 Aaron Wealth Advisors LLC10,588$66K0.0%N/A0.056%
2/18/2026Millennium Management LLC43,669$535K0.0%N/A0.234%
2/18/2026Manatuck Hill Partners LLC422,107$5.18M1.8%-10.6%2.264%
2/18/2026Inspire Investing LLC95,880$1.18M0.1%N/A0.514%
2/18/2026Engineers Gate Manager LP18,634$228K0.0%N/A0.100%
2/18/2026Boothbay Fund Management LLC73,488$901K0.0%+53.1%0.394%
2/18/2026Bridgeway Capital Management LLC69,029$846K0.0%+16.9%0.370%
2/17/2026Schonfeld Strategic Advisors LLC98,170$1.20M0.0%+59.2%0.527%
2/17/2026AQR Capital Management LLC14,514$178K0.0%+18.4%0.078%
2/17/2026Russell Investments Group Ltd.289,060$3.54M0.0%+35.5%1.551%
2/17/2026Granahan Investment Management LLC117,122$1.44M0.1%+64.9%0.628%
2/17/2026State of Wisconsin Investment Board53,094$651K0.0%+92.6%0.285%
2/17/2026ExodusPoint Capital Management LP12,252$150K0.0%N/A0.066%
2/17/2026Blair William & Co. IL582,585$7.14M0.0%-1.4%3.125%
2/17/2026Rice Hall James & Associates LLC590,674$7.24M0.4%+8.2%3.169%
2/16/2026Squarepoint Ops LLC206,961$2.54M0.0%+48.8%1.110%
2/16/2026Next Century Growth Investors LLC505,407$6.20M0.4%+139.8%2.711%
2/16/2026Barclays PLC27,441$336K0.0%+18.7%0.147%
2/13/2026Marshall Wace LLP19,825$243K0.0%-44.0%0.106%
2/13/2026Virtus Advisers LLC9,687$119K0.1%-61.5%0.052%
2/13/2026Charles Schwab Investment Management Inc.81,318$997K0.0%+8.2%0.436%
2/13/2026State Street Corp477,531$5.86M0.0%+21.6%2.562%
2/13/2026Wells Fargo & Company MN28,903$354K0.0%+35.5%0.155%
2/12/2026HRT Financial LP17,295$212K0.0%N/A0.093%
2/12/2026MetLife Investment Management LLC9,844$121K0.0%-13.5%0.053%
2/12/2026Renaissance Technologies LLC29,578$363K0.0%-72.6%0.159%
2/12/2026Dimensional Fund Advisors LP460,909$5.65M0.0%+16.0%2.473%
2/12/2026 Campbell & CO Investment Adviser LLC12,908$158K0.0%N/A0.069%
2/12/2026Nuveen LLC38,786$476K0.0%-12.1%0.208%
Ray Dalio: Buy Gold. Get Paid. (Ad)

Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power. A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.tc pixel

See how to follow Dalio's gold strategy and collect monthly income
2/11/2026GWN Securities Inc.22,358$274K0.1%N/A0.120%
2/11/2026LPL Financial LLC26,698$327K0.0%-5.9%0.143%
2/11/2026Franklin Resources Inc.16,284$200K0.0%-43.1%0.087%
2/11/2026CenterBook Partners LP25,224$309K0.0%-91.8%0.135%
2/11/2026Los Angeles Capital Management LLC44,577$547K0.0%-8.1%0.239%
2/11/2026State of Wyoming10,535$129K0.0%-51.7%0.057%
2/10/2026Goldman Sachs Group Inc.127,014$1.56M0.0%-6.9%0.681%
2/10/2026 P.A.W. Capital Corp55,000$674K1.5%+10.0%0.295%
2/10/2026Hillsdale Investment Management Inc.20,300$249K0.0%+10.9%0.109%
2/9/2026Geode Capital Management LLC396,468$4.86M0.0%+3.5%2.127%
2/9/2026Royce & Associates LP682,030$8.36M0.1%+0.7%3.659%
2/4/2026 Perkins Capital Management Inc.17,408$213K0.2%-53.7%0.093%
1/29/2026 Calamos Advisors LLC97,118$1.19M0.0%+26.1%0.521%
1/23/2026 State of Alaska Department of Revenue5,067$62K0.0%N/A0.027%
1/20/2026Harbor Capital Advisors Inc.24,876$305K0.0%+12.2%0.133%
1/1/2026JPMorgan Chase & Co.6,564$135K0.0%-20.3%0.035%
11/25/2025Connors Investor Services Inc.9,819$201K0.0%-55.5%0.053%
11/17/2025Harvest Investment Services LLC167,837$3.44M0.7%N/A0.900%
11/17/2025Worth Venture Partners LLC10,750$220K0.6%N/A0.058%
11/17/2025Virtus Advisers LLC25,187$516K0.3%N/A0.135%
11/17/2025Qube Research & Technologies Ltd18,583$381K0.0%N/A0.100%
11/17/2025Parkman Healthcare Partners LLC509,611$10.45M1.1%+0.4%2.734%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,230$148K0.0%-24.4%0.039%
11/17/2025Granahan Investment Management LLC71,046$1.46M0.1%N/A0.381%
11/17/2025Bank of America Corp DE84,760$1.74M0.0%+147.5%0.455%
11/17/2025Boothbay Fund Management LLC47,986$984K0.0%N/A0.257%
11/14/2025Schonfeld Strategic Advisors LLC61,648$1.26M0.0%-74.7%0.331%
11/14/2025Creative Planning16,159$331K0.0%N/A0.087%
11/14/2025Manatuck Hill Partners LLC472,307$9.68M3.2%+3.8%2.534%
11/14/2025Two Sigma Investments LP63,704$1.31M0.0%-38.0%0.342%
11/14/2025Bridgeway Capital Management LLC59,029$1.21M0.0%-40.4%0.317%
11/14/2025Squarepoint Ops LLC139,077$2.85M0.0%N/A0.746%
11/13/2025Kennedy Capital Management LLC674,918$13.84M0.3%+42.8%3.621%
11/13/2025Invesco Ltd.199,091$4.08M0.0%N/A1.068%
11/13/2025UBS Group AG34,086$699K0.0%-66.8%0.183%
11/13/2025Franklin Resources Inc.28,630$587K0.0%N/A0.154%
11/13/2025Russell Investments Group Ltd.213,298$4.37M0.0%+92.8%1.144%
11/13/2025Blair William & Co. IL591,139$12.12M0.0%-6.0%3.171%
11/12/2025Integrated Quantitative Investments LLC18,483$379K0.1%N/A0.099%
11/12/2025Dimensional Fund Advisors LP397,302$8.15M0.0%+3.3%2.131%
11/12/2025Royce & Associates LP677,330$13.89M0.1%-14.3%3.634%
11/10/2025Hillsdale Investment Management Inc.18,300$375K0.0%N/A0.099%
11/7/2025CenterBook Partners LP308,809$6.33M0.3%N/A1.663%
11/7/2025Vanguard Group Inc.1,059,109$21.71M0.0%+15.0%5.705%
11/7/2025JPMorgan Chase & Co.6,564$135K0.0%-20.3%0.035%
11/6/2025Rhumbline Advisers32,414$664K0.0%-10.2%0.175%
11/6/2025 Wesbanco Bank Inc.10,000$205K0.0%N/A0.054%
11/4/2025State of Wyoming21,833$448K0.1%N/A0.118%
11/4/2025Principal Financial Group Inc.18,826$386K0.0%N/A0.101%
10/31/2025 Perkins Capital Management Inc.37,596$771K0.7%-3.8%0.203%
He bet half his $9 billion on ONE stock (Ad)

One of the most successful fund managers of the past 50 years put more than $4.5 billion - over half his fund - into a single, little-known company. His firm then bought more shares for 61 straight trading days, and the former CEO of Google soon struck a nine-figure partnership with the same company. This company controls nearly a million acres of scarce, irreplaceable minerals now protected by a White House executive order signed January 14, 2026. It has already outperformed Apple, Amazon, and the S-P 500 combined - and Whitney Tilson believes the biggest gains are still ahead.tc pixel

Watch the free presentation and get the name and ticker now
10/30/2025 Strs Ohio24,500$502K0.0%N/A0.132%
10/21/2025Global Retirement Partners LLC2,199$45K0.0%-20.0%0.012%
10/20/2025 Calamos Advisors LLC77,002$1.58M0.0%+66.8%0.415%
10/20/2025 Brendel Financial Advisors LLC17,054$350K0.2%N/A0.092%
10/16/2025Rice Hall James & Associates LLC545,816$11.19M0.6%-10.2%2.940%
10/15/2025Harbor Capital Advisors Inc.22,168$454K0.0%N/A0.119%
10/10/2025USA Financial Formulas6,409$131K0.0%N/A0.035%
8/15/2025Manatuck Hill Partners LLC455,000$6.14M2.3%+139.5%2.450%
8/15/2025Massar Capital Management LP22,000$297K0.2%N/A0.118%
8/15/2025BNP Paribas Financial Markets4,074$55K0.0%+119.2%0.022%


OPRX Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of OptimizeRx. The most heavily invested institutionals were Vanguard Group Inc. ($21.71M), First Light Asset Management LLC ($18.27M), Kennedy Capital Management LLC ($13.84M), Divisadero Street Capital Management LP ($13.16M), Whetstone Capital Advisors LLC ($13.06M), Parkman Healthcare Partners LLC ($10.45M), and Royce & Associates LP ($8.36M).Learn more on OptimizeRx's institutional investors.

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

Of the 100 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), Invesco Ltd. ($492.65K), Parkman Healthcare Partners LLC ($477.19K), Kennedy Capital Management LLC ($420.12K), Manatuck Hill Partners LLC ($382.31K), and CenterBook Partners LP ($308.81K).

Institutional investors have bought a total of 4,371,384 shares in the last 24 months. This purchase volume represents approximately $64.99M in transactions.

Of the 29 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: CenterBook Partners LP ($283.59K), Schonfeld Strategic Advisors LLC ($182.00K), Marshall Wace LLP ($154.75K), Royce & Associates LP ($113.31K), Renaissance Technologies LLC ($78.32K), UBS Group AG ($68.57K), and Rice Hall James & Associates LLC ($61.74K).

Institutional investors have sold a total of 1,253,441 shares in the last 24 months. This volume of shares sold represents approximately $20.16M in transactions.


Related Companies

This page (NASDAQ:OPRX) was last updated on 8/4/2026 by MarketBeat.com Staff.
From Our Partners
"Second Wave” Hitting Iran Soon? Wall Street Issues Warning
Analysts at Goldman Sachs and Morgan Stanley are warning that a quiet domestic threat - unrelated to overseas ...
TradeSmith | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
1 Stock to Own by July 31st
A scheduled announcement on July 31st could reshuffle the stock market's winners and losers - and one lesser-k...
Chaikin Analytics | Sponsoredtc pixel
Free Stock Pick: The Company First in Line for America’s New Super Fuel
The U.S. Army and Department of Energy are launching Project Janus - a high-priority initiative ordered by Pre...
Banyan Hill Publishing | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
This loan shouldn't be possible
On May 21, 2026, a federal board unanimously approved a roughly 3 billion dollar loan to a single American min...
Behind the Markets | Sponsoredtc pixel
70% of the Fortune 100 depend on this mystery AI stock
Seventy percent of the Fortune 100 already rely on one company's AI cybersecurity platform, which combines mor...
The Oxford Club | Sponsoredtc pixel
Nvidia's CEO says this small device is critical for AI growth
A tiny glass device smaller than a fingertip could redefine AI hardware. Nvidia CEO Jensen Huang calls it esse...
Brownstone Research | Sponsoredtc pixel