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OptimizeRx (OPRX) Institutional Ownership

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$8.57 0.00 (0.00%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$8.56 -0.01 (-0.14%)
As of 10/2/2026 07:30 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.
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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)
$55.02M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$18.78M
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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
9/9/2026Squarepoint Ops LLC45,064$258K0.0%-74.6%0.239%
8/27/2026Corient Private Wealth LP13,386$77K0.0%N/A0.071%
8/15/2026AWM Investment Company Inc.240,421$1.38M0.1%N/A1.281%
8/6/2026Bank of New York Mellon Corp64,707$370K0.0%N/A0.345%
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%
4/21/2026Aaron 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%
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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%
2/12/2026Campbell & CO Investment Adviser LLC12,908$158K0.0%N/A0.069%
2/12/2026Nuveen LLC38,786$476K0.0%-12.1%0.208%
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%
2/10/2026P.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%
2/4/2026Perkins Capital Management Inc.17,408$213K0.2%-53.7%0.093%
1/29/2026Calamos Advisors LLC97,118$1.19M0.0%+26.1%0.521%
1/23/2026State 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%
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11/6/2025Wesbanco 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%
10/31/2025Perkins Capital Management Inc.37,596$771K0.7%-3.8%0.203%
10/30/2025Strs Ohio24,500$502K0.0%N/A0.132%
10/21/2025Global Retirement Partners LLC2,199$45K0.0%-20.0%0.012%
10/20/2025Calamos Advisors LLC77,002$1.58M0.0%+66.8%0.415%
10/20/2025Brendel 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%


OPRX Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 institutional investors and hedge funds held shares of OptimizeRx. The most heavily invested institutionals were Vanguard Group Inc. ($21.71M), Kennedy Capital Management LLC ($13.84M), Whetstone Capital Advisors LLC ($13.06M), Parkman Healthcare Partners LLC ($10.45M), Royce & Associates LP ($8.36M), Blair William & Co. IL ($7.14M), and Next Century Growth Investors LLC ($6.20M).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 3,816,100 shares in the last 24 months. This purchase volume represents approximately $55.02M in transactions.

Of the 27 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), Squarepoint Ops LLC ($132.51K), 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 1,227,948 shares in the last 24 months. This volume of shares sold represents approximately $18.78M in transactions.


Related Companies

Institutional ownership data for NASDAQ:OPRX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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