OptimizeRx Ownership | Who Owns OptimizeRx?
OptimizeRx Ownership Summary
OptimizeRx is owned by 31.99% institutional investors, 15.54% insiders, and 52.47% retail investors. Whetstone capital advisors is the largest institutional shareholder, holding 8.15% of OPRX shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.74% of its assets in OptimizeRx shares.
OPRX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OptimizeRx | 31.99% | 15.54% | 52.47% |
| Sector | Healthcare Stocks | 42.54% | 10.83% | 46.63% |
| Industry | Healthcare Information Services Stocks | 41.37% | 12.81% | 45.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.51M | 8.15% | $30.92M |
| Blackrock | 1.18M | 6.47% | $11.75M |
| Blackrock funding, inc. /de | 1.19M | 6.42% | $24.35M |
| Vanguard group | 1.06M | 5.72% | $21.71M |
| Royce & associates lp | 677.33K | 3.66% | $13.89M |
| Kennedy capital management | 674.92K | 3.65% | $13.84M |
| Blair william & co/il | 591.14K | 3.19% | $12.12M |
| Rice hall james & associates | 545.82K | 2.95% | $11.19M |
| Parkman healthcare partners | 509.61K | 2.75% | $10.45M |
| Manatuck hill partners | 472.31K | 2.55% | $9.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.51M | 8.56% | $30.92M |
| Manatuck hill partners | 472.31K | 3.20% | $9.68M |
| Bullseye asset management | 206.53K | 2.22% | $4.23M |
| P.a.w. capital | 50.00K | 1.77% | $1.02M |
| Parkman healthcare partners | 509.61K | 1.09% | $10.45M |
| G2 investment partners management | 179.74K | 0.74% | $3.68M |
| Perkins capital management | 37.60K | 0.68% | $770.72K |
| Worth venture partners | 10.75K | 0.65% | $220.38K |
| Rice hall james & associates | 545.82K | 0.61% | $11.19M |
| Awm investment company | 230.42K | 0.44% | $4.72M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centerbook partners lp | 308.81K | 0.31% | 308.81K |
| Next century growth investors | 210.72K | 0.31% | 210.72K |
| Kennedy capital management | 674.92K | 0.31% | 202.45K |
| Invesco | 199.09K | 0.00% | 199.09K |
| G2 investment partners management | 179.74K | 0.74% | 179.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First light asset management | - | - | -1.81M |
| Divisadero street capital management, lp | - | - | -1.32M |
| Samjo management | - | - | -1.04M |
| Ubs asset management americas | - | - | -310.00K |
| Essex investment management | - | - | -242.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Centerbook partners lp | 308.81K | 0.31% | 308.81K | $6.33M |
| Next century growth investors | 210.72K | 0.31% | 210.72K | $4.32M |
| G2 investment partners management | 179.74K | 0.74% | 179.74K | $3.68M |
| Balyasny asset management | 156.34K | 0.00% | 156.34K | $2.11M |
| Prudential financial | 86.48K | 0.00% | 86.48K | $1.77M |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Twin peaks wealth advisors | -3.00 |
| Point72 asia (singapore) pte. | -4.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Toronto dominion bank | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 63 | -44.25% | 5,922,152 | -48.47% | 31 | 0.83% | 28 | -53.33% | 20 | -20.00% |
| Jun 30, 2025 | 121 | 30.11% | 12,440,629 | 6.01% | 67 | 1.67% | 64 | 52.38% | 26 | -10.34% |
| Mar 31, 2025 | 93 | 5.68% | 11,739,101 | 3.25% | 63 | 1.65% | 43 | -15.69% | 29 | 61.11% |
| Dec 31, 2024 | 33 | -61.18% | 4,662,590 | -62.32% | 25 | 0.55% | 16 | -60.00% | 9 | -65.38% |
| Sep 30, 2024 | 84 | -11.58% | 12,372,767 | -5.42% | 67 | 1.31% | 39 | -31.58% | 26 | 8.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 506.69K | 2.74% | - |
| Vanguard Total Stock Mkt Idx Inv | 495.76K | 2.67% | -10.93K |
| Royce Small-Cap Opportunity Invmt | 427.90K | 2.31% | -95.80K |
| iShares Russell 2000 ETF | 417.56K | 2.25% | - |
| Kennedy Micro Cap | 370.58K | 2.00% | 14.53K |
| UBS (Lux) Digital Health Equity SB USD | 310.00K | 1.69% | - |
| FTGF RY US SmCp Opp A USD Dis(A) | 292.17K | 1.57% | -24.10K |
| Jacob Internet Inv | 290.90K | 1.57% | -187.70K |
| Invesco Dorsey Wright SmallCap Momt ETF | 270.46K | 1.46% | - |
| Calamos Timpani Small Cap Growth I | 235.00K | 1.27% | 8.38K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 03, 2025 | Silvestro Stephen L | Chief Executive Officer | Sell | $30.38K |
| Aug 28, 2025 | Spangler Patrick D | - | Sell | $194.49K |
| Mar 14, 2025 | Lang James Paul | - | Buy | $2.44M |
| Dec 12, 2024 | FEBBO WILLIAM J | CEO | Buy | $100.22K |
| Jan 09, 2024 | Odence-Ford Marion | General Counsel and CCO | Sell | $60.75K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | - |
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