OptimizeRx Ownership | Who Owns OptimizeRx?
OptimizeRx Ownership Summary
OptimizeRx is owned by 63.55% institutional investors, 7.23% insiders, and 29.21% retail investors. Whetstone capital advisors is the largest institutional shareholder, holding 7.37% of OPRX shares. Royce Small-Cap Opportunity Invmt is the top mutual fund, with 2.83% of its assets in OptimizeRx shares.
OPRX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OptimizeRx | 63.55% | 7.23% | 29.21% |
| Sector | Healthcare Stocks | 279.19% | 10.58% | -189.76% |
| Industry | Healthcare Information Services Stocks | 36.90% | 10.30% | 52.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.35M | 7.37% | $6.56M |
| Blackrock funding, inc. /de | 1.34M | 7.29% | $6.49M |
| Blackrock | 1.18M | 6.47% | $11.75M |
| Royce & associates lp | 1.07M | 5.84% | $5.20M |
| Awm investment company | 1.00M | 5.52% | $10.02M |
| Vanguard group | 935.56K | 5.11% | $4.55M |
| Blair william & co/il | 601.38K | 3.28% | $2.92M |
| Kennedy capital management | 594.00K | 3.24% | $2.89M |
| Rice hall james & associates | 577.74K | 3.15% | $2.81M |
| Dimensional fund advisors lp | 444.17K | 2.42% | $2.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.35M | 2.12% | $6.56M |
| Awm investment company | 1.00M | 1.35% | $10.02M |
| Bullseye asset management | 201.53K | 0.46% | $980.00K |
| Perkins capital management | 105.81K | 0.46% | $514.25K |
| Manatuck hill partners | 100.00K | 0.20% | $486.00K |
| Rice hall james & associates | 577.74K | 0.15% | $2.81M |
| Tang capital management | 221.20K | 0.07% | $1.08M |
| Kennedy capital management | 594.00K | 0.06% | $2.89M |
| Royce & associates lp | 1.07M | 0.05% | $5.20M |
| Avenir | 77.26K | 0.04% | $375.48K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Whetstone capital advisors | 1.35M | 2.12% | 1.35M |
| Royce & associates lp | 1.07M | 0.05% | 1.07M |
| Tang capital management | 221.20K | 0.07% | 221.20K |
| Kennedy capital management | 594.00K | 0.06% | 217.68K |
| Awm investment company | 1.00M | 1.35% | 149.32K |
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 |
|---|---|---|---|---|
| Whetstone capital advisors | 1.35M | 2.12% | 1.35M | $6.56M |
| Royce & associates lp | 1.07M | 0.05% | 1.07M | $5.20M |
| Tang capital management | 221.20K | 0.07% | 221.20K | $1.08M |
| Walleye capital | 138.57K | 0.00% | 138.57K | $673.48K |
| Manatuck hill partners | 100.00K | 0.20% | 100.00K | $486.00K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Point72 asia (singapore) pte. | -4.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Toronto dominion bank | -10.00 |
| Farmers & merchants investments | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 94 | -5.05% | 13,081,967 | 2.44% | 71 | 1.29% | 56 | 40.00% | 24 | -36.84% |
| Mar 31, 2024 | 99 | -2.94% | 12,770,766 | 2.22% | 74 | 1.32% | 40 | -25.93% | 38 | 26.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Royce Small-Cap Opportunity Invmt | 523.71K | 2.83% | -43.64K |
| Vanguard US Total Market Shares ETF | 506.69K | 2.74% | - |
| Vanguard Total Stock Mkt Idx Inv | 506.69K | 2.74% | - |
| Jacob Internet Inv | 478.60K | 2.59% | -39.27K |
| iShares Russell 2000 ETF | 473.88K | 2.56% | 231.00 |
| FTGF RY US SmCp Opp A USD Dis(A) | 449.42K | 2.43% | -79.00 |
| Kennedy Micro Cap | 356.05K | 1.93% | -1.25K |
| UBS (Lux) Digital Health Equity SB USD | 310.00K | 1.69% | - |
| Invesco Dorsey Wright SmallCap Momt ETF | 272.52K | 1.47% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 270.27K | 1.46% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Aug 26, 2022 | Odence-Ford Marion | General Counsel and CCO | Buy | $15.75K |
| Aug 19, 2022 | Lang James Paul | Buy | $98.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
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