Who owns OptimizeRx Corp?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OPRX from SEC Form 13F filings across 112 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 112 institutions disclosed 11.2M shares of OptimizeRx Corp worth $64.2M — about 59.7% of shares outstanding; the largest disclosed holder is Whetstone Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
112
13F holders
$64.2M
value, 2026 filers
59.7%
of shares outstanding (11.2M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OPRX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 1.5M | $8.6M | 2.3% | 8% | 0.0% |
| 2 | ROYCE & ASSOCIATES LP | 1.1M | $6.2M | 0.1% | 5.8% | +22.7% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 699,604 | $4.0M | 0.0% | 3.7% | +2.1% |
| 4 | KENNEDY CAPITAL MANAGEMENT LLC | 644,150 | $3.7M | 0.1% | 3.4% | -1.8% |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | 633,842 | $3.6M | 0.2% | 3.4% | +5.3% |
| 6 | BLAIR WILLIAM & CO/IL | 607,925 | $3.5M | 0.0% | 3.2% | -1.1% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 583,956 | $3.3M | 0.0% | 3.1% | +171.7% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 477,687 | $2.7M | 0.0% | 2.5% | -15.2% |
| 9 | BlackRock, Inc. | 445,382 | $2.5M | 0.0% | 2.4% | -61.7% |
| 10 | Parkman Healthcare Partners LLC | 350,347 | $2.0M | 0.2% | 1.9% | -52.0% |
| 11 | Bullseye Asset Management LLC | 258,311 | $1.5M | 0.8% | 1.4% | +14.0% |
| 12 | AWM Investment Company, Inc. | 240,421 | $1.4M | 0.1% | 1.3% | +4.3% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 207,345 | $1.2M | 0.0% | 1.1% | -47.1% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 169,538 | $969,757 | 0.0% | 0.9% | -48.8% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 167,700 | $959,244 | 0.0% | 0.9% | -22.7% |
| 16 | MARSHALL WACE, LLP | 162,186 | $927,704 | 0.0% | 0.9% | +418.4% |
| 17 | P.A.W. CAPITAL CORP | 160,000 | $915,200 | 0.7% | 0.9% | +77.8% |
| 18 | CITADEL ADVISORS LLCNEW | 157,992 | $903,715 | 0.0% | 0.8% | new |
| 19 | MORGAN STANLEY | 156,314 | $894,116 | 0.0% | 0.8% | +104.7% |
| 20 | Mink Brook Asset Management LLCNEW | 141,235 | $807,864 | 0.4% | 0.8% | new |
| 21 | D. E. Shaw & Co., Inc. | 138,084 | $789,840 | 0.0% | 0.7% | -3.4% |
| 22 | Janney Montgomery Scott LLCNEW | 135,969 | $778,000 | 0.0% | 0.7% | new |
| 23 | JANE STREET GROUP, LLCNEW | 122,086 | $698,332 | 0.0% | 0.6% | new |
| 24 | GOLDMAN SACHS GROUP INC | 105,037 | $600,812 | 0.0% | 0.6% | -70.7% |
| 25 | Quantinno Capital Management LP | 99,124 | $566,989 | 0.0% | 0.5% | +102.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.