OptimizeRx Ownership | Who Owns OptimizeRx?
OptimizeRx Ownership Summary
OptimizeRx is owned by 72.53% institutional investors, 11.85% insiders, and 15.63% retail investors. Whetstone capital advisors is the largest institutional shareholder, holding 8.08% 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 | 72.53% | 11.85% | 15.63% |
| Sector | Healthcare Stocks | 35.58% | 11.87% | 52.55% |
| Industry | Healthcare Information Services Stocks | 33.98% | 12.11% | 53.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.51M | 8.08% | $9.47M |
| Blackrock | 1.18M | 6.47% | $11.75M |
| Blackrock funding, inc. /de | 1.16M | 6.23% | $7.31M |
| Vanguard group | 1.14M | 6.14% | $13.94M |
| Royce & associates lp | 888.03K | 4.76% | $5.58M |
| Parkman healthcare partners | 729.37K | 3.91% | $4.58M |
| Kennedy capital management | 656.26K | 3.52% | $4.12M |
| Blair william & co/il | 614.99K | 3.30% | $3.86M |
| Rice hall james & associates | 601.92K | 3.23% | $3.78M |
| Dimensional fund advisors lp | 563.57K | 3.02% | $3.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.51M | 3.28% | $9.47M |
| P.a.w. capital | 90.00K | 1.54% | $565.20K |
| Bullseye asset management | 226.53K | 0.82% | $1.42M |
| Parkman healthcare partners | 729.37K | 0.47% | $4.58M |
| Rice hall james & associates | 601.92K | 0.21% | $3.78M |
| Awm investment company | 230.42K | 0.16% | $1.45M |
| Oxford asset management llp | 39.02K | 0.11% | $245.07K |
| Perkins capital management | 15.91K | 0.09% | $99.90K |
| Kennedy capital management | 656.26K | 0.09% | $4.12M |
| Manatuck hill partners | 50.00K | 0.08% | $314.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 358.44K | 0.00% | 231.43K |
| Invenomic capital management lp | 229.37K | 0.07% | 229.37K |
| Royce & associates lp | 888.03K | 0.06% | 206.00K |
| Aqr capital management | 214.95K | 0.00% | 200.44K |
| Invesco | 199.09K | 0.00% | 199.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First light asset management | - | - | -1.81M |
| Divisadero street capital management, lp | - | - | -1.32M |
| Samjo management | - | - | -1.04M |
| Next century growth investors | - | - | -505.41K |
| Manatuck hill partners | 50.00K | 0.08% | -372.11K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invenomic capital management lp | 229.37K | 0.07% | 229.37K | $1.44M |
| Balyasny asset management | 156.34K | 0.00% | 156.34K | $2.11M |
| Segall bryant & hamill | 142.46K | 0.02% | 142.46K | $950.19K |
| Trexquant investment lp | 136.87K | 0.01% | 136.87K | $859.57K |
| Vanguard fiduciary trust | 111.13K | 0.00% | 111.13K | $697.89K |
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 |
| Parallel advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 93 | 5.68% | 11,739,101 | 3.25% | 63 | 1.65% | 43 | -15.69% | 29 | 61.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Timpani Small Cap Growth Equity | 626.53K | 3.36% | 208.73K |
| Vanguard US Total Market Shares ETF | 506.69K | 2.74% | - |
| Vanguard Total Stock Mkt Idx Inv | 494.25K | 2.63% | - |
| Royce Small-Cap Opportunity Invmt | 457.11K | 2.44% | 86.16K |
| Kennedy Micro Cap | 449.94K | 2.40% | 8.18K |
| FTGF RY US SmCp Opp A USD Dis(A) | 409.58K | 2.18% | 27.54K |
| iShares Russell 2000 ETF | 381.36K | 2.03% | 3.20K |
| UBS (Lux) Digital Health Equity SB USD | 310.00K | 1.69% | - |
| Jacob Internet Inv | 283.10K | 1.51% | 81.80K |
| Invesco Dorsey Wright SmallCap Momt ETF | 270.46K | 1.46% | - |
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 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
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