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OptimizeRx (OPRX) Institutional Ownership

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$4.95 -0.33 (-6.25%)
Closing price 04:00 PM Eastern
Extended Trading
$4.96 +0.01 (+0.30%)
As of 04:10 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)
71
Total
Institutional Inflows
(last 12 months)
$65.02M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$20.42M
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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
5/22/2026 Segall Bryant & Hamill LLC188,704$1.19M0.0%N/A1.006%
5/16/2026 Quantinno Capital Management LP49,022$308K0.0%+180.1%0.261%
5/15/2026 Rice Hall James & Associates LLC601,921$3.78M0.2%+1.9%3.209%
5/14/2026 Renaissance Technologies LLC216,856$1.36M0.0%+633.2%1.156%
5/14/2026 Sei Investments Co.98,633$619K0.0%+83.4%0.526%
5/14/2026 State of Wyoming35,251$221K0.0%+234.6%0.188%
5/13/2026 Cetera Investment Advisers27,544$173K0.0%N/A0.147%
5/7/2026 Dimensional Fund Advisors LP563,570$3.54M0.0%+22.3%3.004%
5/5/2026 Bank of New York Mellon Corp102,374$643K0.0%-10.4%0.546%
5/4/2026 Principal Financial Group Inc.63,790$401K0.0%+131.7%0.340%
4/30/2026 Hsbc Holdings PLC13,286$85K0.0%N/A0.071%
4/21/2026 Aaron Wealth Advisors LLC10,588$66K0.0%N/A0.056%
2/18/2026 Millennium Management LLC43,669$535K0.0%N/A0.234%
2/18/2026 Manatuck Hill Partners LLC422,107$5.18M1.8%-10.6%2.264%
2/18/2026 Inspire Investing LLC95,880$1.18M0.1%N/A0.514%
2/18/2026 Engineers Gate Manager LP18,634$228K0.0%N/A0.100%
2/18/2026 Boothbay Fund Management LLC73,488$901K0.0%+53.1%0.394%
2/18/2026 Bridgeway Capital Management LLC69,029$846K0.0%+16.9%0.370%
2/17/2026 Schonfeld Strategic Advisors LLC98,170$1.20M0.0%+59.2%0.527%
2/17/2026 AQR Capital Management LLC14,514$178K0.0%+18.4%0.078%
2/17/2026 Russell Investments Group Ltd.289,060$3.54M0.0%+35.5%1.551%
2/17/2026 Granahan Investment Management LLC117,122$1.44M0.1%+64.9%0.628%
2/17/2026 State of Wisconsin Investment Board53,094$651K0.0%+92.6%0.285%
2/17/2026 ExodusPoint Capital Management LP12,252$150K0.0%N/A0.066%
2/17/2026 Blair William & Co. IL582,585$7.14M0.0%-1.4%3.125%
2/17/2026 Rice Hall James & Associates LLC590,674$7.24M0.4%+8.2%3.169%
2/16/2026 Squarepoint Ops LLC206,961$2.54M0.0%+48.8%1.110%
2/16/2026 Next Century Growth Investors LLC505,407$6.20M0.4%+139.8%2.711%
2/16/2026 Barclays PLC27,441$336K0.0%+18.7%0.147%
2/13/2026 Marshall Wace LLP19,825$243K0.0%-44.0%0.106%
2/13/2026 Virtus Advisers LLC9,687$119K0.1%-61.5%0.052%
2/13/2026 Charles Schwab Investment Management Inc.81,318$997K0.0%+8.2%0.436%
2/13/2026 State Street Corp477,531$5.86M0.0%+21.6%2.562%
2/13/2026 Wells Fargo & Company MN28,903$354K0.0%+35.5%0.155%
2/12/2026 HRT Financial LP17,295$212K0.0%N/A0.093%
2/12/2026 MetLife Investment Management LLC9,844$121K0.0%-13.5%0.053%
2/12/2026 Renaissance Technologies LLC29,578$363K0.0%-72.6%0.159%
2/12/2026 Dimensional 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%
2/12/2026 Nuveen LLC38,786$476K0.0%-12.1%0.208%
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2/11/2026 GWN Securities Inc.22,358$274K0.1%N/A0.120%
2/11/2026 LPL Financial LLC26,698$327K0.0%-5.9%0.143%
2/11/2026 Franklin Resources Inc.16,284$200K0.0%-43.1%0.087%
2/11/2026 CenterBook Partners LP25,224$309K0.0%-91.8%0.135%
2/11/2026 Los Angeles Capital Management LLC44,577$547K0.0%-8.1%0.239%
2/11/2026 State of Wyoming10,535$129K0.0%-51.7%0.057%
2/10/2026 Goldman 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%
2/10/2026 Hillsdale Investment Management Inc.20,300$249K0.0%+10.9%0.109%
2/9/2026 Geode Capital Management LLC396,468$4.86M0.0%+3.5%2.127%
2/9/2026 Royce & 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%
1/20/2026 Harbor Capital Advisors Inc.24,876$305K0.0%+12.2%0.133%
1/1/2026 JPMorgan Chase & Co.6,564$135K0.0%-20.3%0.035%
11/25/2025 Connors Investor Services Inc.9,819$201K0.0%-55.5%0.053%
11/17/2025 Harvest Investment Services LLC167,837$3.44M0.7%N/A0.900%
11/17/2025 Worth Venture Partners LLC10,750$220K0.6%N/A0.058%
11/17/2025 Virtus Advisers LLC25,187$516K0.3%N/A0.135%
11/17/2025 Qube Research & Technologies Ltd18,583$381K0.0%N/A0.100%
11/17/2025 Parkman Healthcare Partners LLC509,611$10.45M1.1%+0.4%2.734%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,230$148K0.0%-24.4%0.039%
11/17/2025 Granahan Investment Management LLC71,046$1.46M0.1%N/A0.381%
11/17/2025 Bank of America Corp DE84,760$1.74M0.0%+147.5%0.455%
11/17/2025 Boothbay Fund Management LLC47,986$984K0.0%N/A0.257%
11/14/2025 Schonfeld Strategic Advisors LLC61,648$1.26M0.0%-74.7%0.331%
11/14/2025 Creative Planning16,159$331K0.0%N/A0.087%
11/14/2025 Manatuck Hill Partners LLC472,307$9.68M3.2%+3.8%2.534%
11/14/2025 Two Sigma Investments LP63,704$1.31M0.0%-38.0%0.342%
11/14/2025 Bridgeway Capital Management LLC59,029$1.21M0.0%-40.4%0.317%
11/14/2025 Squarepoint Ops LLC139,077$2.85M0.0%N/A0.746%
11/13/2025 Kennedy Capital Management LLC674,918$13.84M0.3%+42.8%3.621%
11/13/2025 Invesco Ltd.199,091$4.08M0.0%N/A1.068%
11/13/2025 UBS Group AG34,086$699K0.0%-66.8%0.183%
11/13/2025 Franklin Resources Inc.28,630$587K0.0%N/A0.154%
11/13/2025 Russell Investments Group Ltd.213,298$4.37M0.0%+92.8%1.144%
11/13/2025 Blair William & Co. IL591,139$12.12M0.0%-6.0%3.171%
11/12/2025 Integrated Quantitative Investments LLC18,483$379K0.1%N/A0.099%
11/12/2025 Dimensional Fund Advisors LP397,302$8.15M0.0%+3.3%2.131%
11/12/2025 Royce & Associates LP677,330$13.89M0.1%-14.3%3.634%
11/10/2025 Hillsdale Investment Management Inc.18,300$375K0.0%N/A0.099%
11/7/2025 CenterBook Partners LP308,809$6.33M0.3%N/A1.663%
11/7/2025Vanguard Group Inc.1,059,109$21.71M0.0%+15.0%5.705%
11/7/2025 JPMorgan Chase & Co.6,564$135K0.0%-20.3%0.035%
11/6/2025 Rhumbline Advisers32,414$664K0.0%-10.2%0.175%
11/6/2025 Wesbanco Bank Inc.10,000$205K0.0%N/A0.054%
11/4/2025 State of Wyoming21,833$448K0.1%N/A0.118%
11/4/2025 Principal 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%
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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%
10/16/2025 Rice Hall James & Associates LLC545,816$11.19M0.6%-10.2%2.940%
10/15/2025 Harbor Capital Advisors Inc.22,168$454K0.0%N/A0.119%
10/10/2025 USA Financial Formulas6,409$131K0.0%N/A0.035%
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%


OPRX Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 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 102 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 4,373,202 shares in the last 24 months. This purchase volume represents approximately $65.02M 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 1,277,062 shares in the last 24 months. This volume of shares sold represents approximately $20.42M in transactions.


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This page (NASDAQ:OPRX) was last updated on 6/3/2026 by MarketBeat.com Staff.
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