OptimizeRx Ownership | Who Owns OptimizeRx?
OptimizeRx Ownership Summary
OptimizeRx is owned by 67.21% institutional investors, 14.93% insiders, and 17.87% 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 | 67.21% | 14.93% | 17.87% |
| Sector | Healthcare Stocks | 488.17% | 11.08% | -399.26% |
| Industry | Healthcare Information Services Stocks | 54.77% | 12.92% | 32.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.51M | 8.15% | $20.36M |
| Blackrock funding, inc. /de | 1.22M | 6.60% | $16.49M |
| Blackrock | 1.18M | 6.47% | $11.75M |
| Vanguard group | 935.56K | 5.11% | $4.55M |
| Royce & associates lp | 790.64K | 4.27% | $10.67M |
| Rice hall james & associates | 607.56K | 3.28% | $8.20M |
| Blair william & co/il | 601.38K | 3.28% | $2.92M |
| Parkman healthcare partners | 507.42K | 2.74% | $6.85M |
| Kennedy capital management | 472.47K | 2.55% | $6.38M |
| Manatuck hill partners | 455.00K | 2.46% | $6.14M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whetstone capital advisors | 1.51M | 5.75% | $20.36M |
| Manatuck hill partners | 455.00K | 2.31% | $6.14M |
| Parkman healthcare partners | 507.42K | 0.79% | $6.85M |
| Perkins capital management | 39.10K | 0.53% | $527.80K |
| Bullseye asset management | 201.53K | 0.46% | $980.00K |
| Rice hall james & associates | 607.56K | 0.44% | $8.20M |
| Awm investment company | 255.42K | 0.39% | $3.45M |
| Corton capital | 10.19K | 0.16% | $137.62K |
| Kennedy capital management | 472.47K | 0.15% | $6.38M |
| Royce & associates lp | 790.64K | 0.11% | $10.67M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Manatuck hill partners | 455.00K | 2.31% | 265.00K |
| Balyasny asset management | 156.34K | 0.00% | 156.34K |
| Blackrock | 1.18M | 0.00% | 90.13K |
| Raymond james financial | 84.56K | 0.00% | 84.56K |
| Jpmorgan chase | 59.95K | - | 52.17K |
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 |
| Invesco | - | - | -293.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Balyasny asset management | 156.34K | 0.00% | 156.34K | $2.11M |
| Raymond james financial | 84.56K | 0.00% | 84.56K | $1.14M |
| Susquehanna group, llp | 45.69K | - | 45.69K | $222.07K |
| Connor, clark & lunn investment management | 30.94K | 0.00% | 30.94K | $417.74K |
| Los angeles capital management | 25.82K | 0.00% | 25.82K | $348.61K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Point72 asia (singapore) pte. | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 94 | -5.05% | 13,081,967 | 2.44% | 71 | 1.29% | 56 | 40.00% | 24 | -36.84% |
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 | 408.60K | 2.20% | -7.77K |
| Kennedy Micro Cap | 370.58K | 2.00% | 14.53K |
| FTGF RY US SmCp Opp A USD Dis(A) | 316.26K | 1.70% | -29.73K |
| UBS (Lux) Digital Health Equity SB USD | 310.00K | 1.69% | - |
| 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 | 226.62K | 1.22% | 29.77K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Aug 26, 2022 | Odence-Ford Marion | General Counsel and CCO | Buy | $15.75K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
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