OptimizeRx (OPRX) Institutional Ownership

$10.70

0.00 (0.00%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 76.47%
Number of Institutional Buyers (last 12 months): 32
Total Institutional Inflows (last 12 months): $21.12M

Number of Institutional Sellers (last 12 months): 18
Total Institutional Outflows (last 12 months): $23.79M

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OPRX Institutional Buying and Selling by Quarter

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OptimizeRx Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Legato Capital Management LLC	59,693	$597K	0.1%	+74.0%	0.327%
7/26/2024	Summit Securities Group LLC	2,504	$25K	0.0%	N/A	0.014%
7/26/2024	Bank of New York Mellon Corp	111,719	$1.12M	0.0%	+9.9%	0.611%
5/16/2024	AWM Investment Company Inc.	853,042	$10.36M	1.4%	+4.0%	4.692%
5/16/2024	Kennedy Capital Management LLC	319,799	$3.89M	0.1%	-34.8%	1.759%
5/15/2024	First Light Asset Management LLC	1,737,584	$21.11M	1.6%	+0.6%	9.558%
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5/11/2024	Hillsdale Investment Management Inc.	10,700	$130K	0.0%	-31.8%	0.059%
5/10/2024	Connors Investor Services Inc.	16,607	$202K	0.0%	-32.2%	0.091%
5/10/2024	Acadian Asset Management LLC	24,562	$297K	0.0%	-45.3%	0.135%
5/10/2024	Vanguard Group Inc.	1,027,293	$12.48M	0.0%	+0.6%	5.649%
5/9/2024	Blair William & Co. IL	782,573	$9.51M	0.0%	+5.6%	4.305%
5/3/2024	Essex Investment Management Co. LLC	86,656	$1.05M	0.2%	N/A	0.477%
5/1/2024	BNP Paribas Financial Markets	27,910	$339K	0.0%	+283.6%	0.154%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	44,576	$542K	0.0%	N/A	0.245%
4/23/2024	Rice Hall James & Associates LLC	401,882	$4.88M	0.3%	+17.3%	2.211%
3/5/2024	Greenwood Capital Associates LLC	54,675	$782K	0.1%	+58.8%	0.301%
2/20/2024	Quarry LP	3,735	$53K	0.0%	-52.9%	0.021%
2/15/2024	G2 Investment Partners Management LLC	468,120	$6.70M	2.0%	+26.0%	2.579%
2/14/2024	First Light Asset Management LLC	1,727,298	$24.72M	2.0%	-30.5%	9.517%
2/14/2024	Avenir Corp	88,260	$1.26M	0.1%	-71.3%	0.486%
2/13/2024	Tower Research Capital LLC TRC	6,765	$97K	0.0%	+407.5%	0.037%
2/12/2024	Millrace Asset Group Inc.	133,936	$1.92M	1.9%	N/A	0.738%
2/9/2024	Hillsdale Investment Management Inc.	15,700	$225K	0.0%	N/A	0.087%
2/5/2024	Victory Capital Management Inc.	58,707	$840K	0.0%	-16.9%	0.323%
2/1/2024	Cetera Trust Company N.A	5,400	$77K	0.0%	N/A	0.030%
1/31/2024	Federated Hermes Inc.	182,985	$2.62M	0.0%	-47.3%	1.008%
1/25/2024	Nisa Investment Advisors LLC	2,142	$31K	0.0%	+215.0%	0.012%
1/22/2024	Perkins Capital Management Inc.	105,463	$1.51M	1.3%	+3.5%	0.581%
12/6/2023	Citigroup Inc.	6,189	$48K	0.0%	-45.0%	0.034%
11/22/2023	Connors Investor Services Inc.	22,500	$175K	0.0%	+21.6%	0.124%
11/15/2023	Kennedy Capital Management LLC	555,675	$4.32M	0.1%	N/A	3.339%
11/15/2023	Avenir Corp	307,549	$2.39M	0.2%	-19.4%	1.848%
11/14/2023	Quadrature Capital Ltd	20,916	$162K	0.0%	N/A	0.126%
11/14/2023	AWM Investment Company Inc.	782,571	$6.09M	0.9%	+75.8%	4.703%
11/13/2023	Federated Hermes Inc.	347,328	$2.70M	0.0%	-26.5%	2.088%
11/9/2023	Blair William & Co. IL	836,498	$6.51M	0.0%	-1.1%	5.027%
11/8/2023	L2 Asset Management LLC	12,170	$95K	0.1%	N/A	0.073%
11/7/2023	Quantbot Technologies LP	6,303	$49K	0.0%	N/A	0.038%
11/7/2023	Jump Financial LLC	13,032	$101K	0.0%	N/A	0.078%
11/6/2023	Los Angeles Capital Management LLC	29,782	$232K	0.0%	+22.8%	0.179%
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11/2/2023	Rice Hall James & Associates LLC	387,377	$3.01M	0.2%	-1.4%	2.328%
11/1/2023	Jacob Asset Management of New York LLC	370,330	$2.88M	4.1%	+30.1%	2.226%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	42,520	$331K	0.0%	-6.0%	0.256%
10/26/2023	Strs Ohio	21,500	$167K	0.0%	+48.3%	0.129%
10/24/2023	Bank of New York Mellon Corp	105,085	$818K	0.0%	-1.9%	0.632%
10/18/2023	Greenwood Capital Associates LLC	34,430	$268K	0.0%	-29.0%	0.207%
9/21/2023	Barclays PLC	3,305	$47K	0.0%	-60.9%	0.020%
9/1/2023	Portside Wealth Group LLC	115,605	$1.65M	0.1%	N/A	0.695%
8/11/2023	AWM Investment Company Inc.	445,268	$6.36M	0.9%	+11.8%	2.599%
8/11/2023	Avenir Corp	381,660	$5.45M	0.5%	-7.9%	2.228%
8/11/2023	S Squared Technology LLC	17,021	$243K	0.1%	N/A	0.099%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	45,222	$646K	0.0%	-2.1%	0.264%
8/8/2023	Wasatch Advisors LP	458,641	$6.55M	0.0%	-2.3%	2.677%
8/7/2023	Acadian Asset Management LLC	2,799	$39K	0.0%	N/A	0.016%
8/3/2023	Premier Fund Managers Ltd	35,415	$503K	0.0%	N/A	0.207%
8/1/2023	Kornitzer Capital Management Inc. KS	225,489	$3.22M	0.1%	-36.1%	1.316%
8/1/2023	Portside Wealth Group LLC	115,605	$1.65M	0.0%	N/A	0.675%
7/31/2023	Strs Ohio	14,500	$207K	0.0%	+126.6%	0.085%
7/27/2023	Victory Capital Management Inc.	70,618	$1.01M	0.0%	-25.7%	0.412%
7/24/2023	Rice Hall James & Associates LLC	392,994	$5.62M	0.3%	+8.2%	2.294%
5/16/2023	First Light Asset Management LLC	1,010,931	$14.79M	1.3%	+179.8%	5.905%
5/16/2023	G2 Investment Partners Management LLC	536,409	$7.85M	2.2%	-29.9%	3.133%
5/12/2023	Mirabella Financial Services LLP	13,539	$198K	0.0%	N/A	0.079%
5/12/2023	HRT Financial LP	171,079	$2.50M	0.0%	+223.8%	0.999%
5/12/2023	Blair William & Co. IL	843,412	$12.34M	0.0%	+3.4%	4.926%
5/12/2023	Greenwood Capital Associates LLC	47,800	$699K	0.1%	-1.9%	0.279%
5/12/2023	Rice Hall James & Associates LLC	363,291	$5.32M	0.3%	+33.7%	2.122%
5/11/2023	Avalon Trust Co	2,000	$29K	0.0%	N/A	0.012%
5/11/2023	Jacob Asset Management of New York LLC	284,470	$4.16M	4.9%	+3.6%	1.662%
5/10/2023	Credit Suisse AG	320,496	$4.69M	0.0%	-3.5%	1.872%
5/9/2023	Kornitzer Capital Management Inc. KS	352,994	$5.16M	0.1%	+17.7%	2.062%
5/9/2023	Russell Investments Group Ltd.	59,206	$866K	0.0%	+142.9%	0.346%
5/8/2023	Federated Hermes Inc.	355,829	$5.21M	0.0%	+51.9%	2.078%
5/4/2023	Mirae Asset Global Investments Co. Ltd.	46,196	$676K	0.0%	-2.1%	0.270%
5/3/2023	Jump Financial LLC	32,300	$473K	0.0%	+216.7%	0.189%
5/2/2023	Victory Capital Management Inc.	95,088	$1.39M	0.0%	-16.7%	0.555%
5/2/2023	Amalgamated Bank	2,347	$34K	0.0%	-69.2%	0.014%
4/28/2023	SG Americas Securities LLC	7,010	$103K	0.0%	N/A	0.041%
2/15/2023	First Light Asset Management LLC	361,276	$6.07M	0.6%	-0.8%	2.107%
2/13/2023	GSA Capital Partners LLP	30,339	$510K	0.1%	-39.7%	0.177%
2/10/2023	Summit Creek Advisors LLC	193,224	$3.25M	0.4%	-33.1%	1.127%
2/10/2023	HRT Financial LP	52,836	$887K	0.0%	N/A	0.308%
2/10/2023	Blair William & Co. IL	815,805	$13.71M	0.1%	+8.8%	4.757%
2/9/2023	Mirae Asset Global Investments Co. Ltd.	47,203	$793K	0.0%	-21.5%	0.275%
2/9/2023	Victory Capital Management Inc.	114,198	$1.92M	0.0%	-17.0%	0.666%
2/9/2023	Principal Financial Group Inc.	105,598	$1.77M	0.0%	-5.4%	0.616%
2/8/2023	Thrivent Financial for Lutherans	17,595	$296K	0.0%	-5.6%	0.103%
2/8/2023	Swiss National Bank	39,200	$659K	0.0%	+3.7%	0.229%
2/8/2023	Russell Investments Group Ltd.	24,379	$410K	0.0%	N/A	0.142%
2/7/2023	Texas Permanent School Fund	11,387	$191K	0.0%	-11.1%	0.066%
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2/7/2023	Handelsbanken Fonder AB	230,500	$3.87M	0.0%	-55.3%	1.344%
2/6/2023	Los Angeles Capital Management LLC	24,152	$406K	0.0%	-66.0%	0.141%
2/2/2023	Kornitzer Capital Management Inc. KS	299,939	$5.04M	0.1%	+30.2%	1.749%
2/1/2023	Zurcher Kantonalbank Zurich Cantonalbank	3,033	$51K	0.0%	+39.1%	0.018%
1/27/2023	Rice Hall James & Associates LLC	271,822	$4.57M	0.3%	+37.2%	1.585%
1/26/2023	Comerica Bank	10,355	$193K	0.0%	-25.4%	0.060%
1/26/2023	Strs Ohio	6,400	$107K	0.0%	N/A	0.037%
1/26/2023	Greenwood Capital Associates LLC	48,721	$819K	0.1%	+2.9%	0.284%
1/18/2023	Wesbanco Bank Inc.	16,531	$278K	0.0%	N/A	0.096%
1/9/2023	Yousif Capital Management LLC	11,217	$188K	0.0%	-34.8%	0.065%

(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, 77 institutional investors and hedge funds held shares of OptimizeRx. The most heavily invested institutionals were First Light Asset Management LLC ($21.11M), Artisan Partners Limited Partnership ($19.34M), Driehaus Capital Management LLC ($13.96M), Vanguard Group Inc. ($12.48M), AWM Investment Company Inc. ($10.36M), Blair William & Co. IL ($9.51M), and G2 Investment Partners Management LLC ($6.70M).Learn more on OPRX's institutional investors.
What percentage of OptimizeRx stock is owned by institutional investors?: 76.47% of OptimizeRx stock is owned by institutional investors. Learn more on OPRX's institutional investor holdings.
Which institutional investors have been buying OptimizeRx stock?: Of the 59 institutional investors that purchased OptimizeRx stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Light Asset Management LLC ($693.43K), Kennedy Capital Management LLC ($555.68K), AWM Investment Company Inc. ($417.33K), Rice Hall James & Associates LLC ($412.07K), Kornitzer Capital Management Inc. KS ($352.99K), Federated Hermes Inc. ($235.02K), and Portside Wealth Group LLC ($231.21K).

How much institutional buying is happening at OptimizeRx?: Institutional investors have bought a total of 4,848,429 shares in the last 24 months. This purchase volume represents approximately $73.98M in transactions.
Which OptimizeRx major shareholders have been selling company stock?: Of the 36 institutional investors that sold OptimizeRx stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Light Asset Management LLC ($761.51K), Avenir Corp ($328.68K), Handelsbanken Fonder AB ($314.50K), Federated Hermes Inc. ($289.44K), G2 Investment Partners Management LLC ($228.47K), Kennedy Capital Management LLC ($170.89K), and New York State Common Retirement Fund ($144.80K).
How much institutional selling is happening at OptimizeRx?: Institutional investors have sold a total of 3,080,221 shares in the last 24 months. This volume of shares sold represents approximately $47.56M in transactions.