OptimizeRx Ownership | Who Owns OptimizeRx?
OptimizeRx Ownership Summary
OptimizeRx is owned by 59.75% institutional investors, 12.83% insiders, and 27.42% retail investors. Whetstone capital advisors is the largest institutional shareholder, holding 8.04% of OPRX shares. Timpani Small Cap Growth Equity is the top mutual fund, with 3.36% of its assets in OptimizeRx shares.
OPRX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OptimizeRx | 59.75% | 12.83% | 27.42% |
| Sector | Healthcare Stocks | 244.59% | 12.11% | -156.70% |
| Industry | Healthcare Information Services Stocks | 53.38% | 12.65% | 33.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.51M | 8.04% | $8.63M |
| Blackrock | 1.18M | 6.47% | $11.75M |
| Vanguard group | 1.14M | 6.14% | $13.94M |
| Royce & associates lp | 1.09M | 5.81% | $6.23M |
| Vanguard capital management | 699.60K | 3.73% | $4.00M |
| Kennedy capital management | 644.15K | 3.43% | $3.68M |
| Rice hall james & associates | 633.84K | 3.38% | $3.63M |
| Blair william & co/il | 607.92K | 3.24% | $3.48M |
| Aqr capital management | 583.96K | 3.11% | $3.34M |
| Dimensional fund advisors lp | 477.69K | 2.55% | $2.73M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.51M | 2.27% | $8.63M |
| Pharvision advisers | 12.90K | 1.39% | $73.81K |
| Bullseye asset management | 258.31K | 0.75% | $1.48M |
| P.a.w. capital | 160.00K | 0.70% | $915.20K |
| Mink brook asset management | 141.24K | 0.36% | $807.86K |
| Parkman healthcare partners | 350.35K | 0.21% | $2.00M |
| Rice hall james & associates | 633.84K | 0.18% | $3.63M |
| Awm investment company | 240.42K | 0.12% | $1.38M |
| Tang capital management | 100.00K | 0.08% | $2.05M |
| Kennedy capital management | 644.15K | 0.07% | $3.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 583.96K | 0.00% | 369.00K |
| Royce & associates lp | 1.09M | 0.05% | 201.37K |
| Invesco | 199.09K | 0.00% | 199.09K |
| Citadel advisors | 157.99K | 0.00% | 157.99K |
| Balyasny asset management | 156.34K | 0.00% | 156.34K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First light asset management | - | - | -1.81M |
| Divisadero street capital management, lp | - | - | -1.32M |
| Blackrock funding, inc. /de | 445.38K | - | -718.12K |
| Next century growth investors | - | - | -505.41K |
| State street | 80.60K | - | -397.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Balyasny asset management | 156.34K | 0.00% | 156.34K | $2.11M |
| Mink brook asset management | 141.24K | 0.36% | 141.24K | $807.86K |
| Janney montgomery scott | 135.97K | 0.00% | 135.97K | $778.00K |
| Jain global | 51.68K | 0.00% | 51.68K | $295.62K |
| Samjo management | 32.00K | 0.06% | 32.00K | $183.04K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Twin peaks wealth advisors | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Point72 asia (singapore) pte. | -4.00 |
| Parallel advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 116 | -12.12% | 11,210,547 | -17.71% | 59 | 1.12% | 54 | -31.65% | 43 | 48.28% |
| Mar 31, 2026 | 128 | -3.03% | 13,534,755 | 1.43% | 72 | 1.40% | 76 | 16.92% | 28 | -28.21% |
| Dec 31, 2025 | 54 | -58.46% | 4,222,452 | -68.37% | 22 | 0.44% | 26 | -63.38% | 15 | -57.14% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Timpani Small Cap Growth Equity | 626.53K | 3.36% | 208.73K |
| FTGF RY US SmCp Opp A USD Dis(A) | 544.78K | 2.90% | 27.79K |
| Vanguard US Total Market Shares ETF | 506.69K | 2.74% | - |
| Royce Small-Cap Opportunity Invmt | 509.76K | 2.72% | 52.65K |
| Vanguard Morn Total Stk Mkt Idx Investor | 494.25K | 2.63% | - |
| Vanguard Total Stock Mkt Idx Inv | 494.25K | 2.63% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 494.25K | 2.62% | - |
| Kennedy Micro Cap | 394.72K | 2.10% | -55.22K |
| iShares Russell 2000 ETF | 384.96K | 2.05% | 3.54K |
| Jacob Internet Inv | 344.10K | 1.83% | 61.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 19, 2025 | Stelmakh Edward | Chief Finance & Strat Officer | Sell | $18.75K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 1 |
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