Who owns OptimizeRx Corp?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of OPRX from SEC Form 13F filings across 80 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, 80 institutions disclosed 6.0M shares of OptimizeRx Corp worth $33.3M — about 32% of shares outstanding; the largest disclosed holder is Whetstone Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
80
13F holders
$33.3M
value, 2026 filers
32%
of shares outstanding (6.0M sh)
16
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 | VANGUARD CAPITAL MANAGEMENT LLC | 699,604 | $4.0M | 0.0% | 3.7% | -49.0% |
| 3 | BLAIR WILLIAM & CO/IL | 607,925 | $3.5M | 0.0% | 3.2% | -1.1% |
| 4 | BlackRock, Inc. | 445,382 | $2.5M | 0.0% | 2.4% | -61.7% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 207,345 | $1.2M | 0.0% | 1.1% | -47.1% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 169,538 | $969,757 | 0.0% | 0.9% | -48.8% |
| 7 | MARSHALL WACE, LLP | 162,186 | $927,704 | 0.0% | 0.9% | +418.4% |
| 8 | CITADEL ADVISORS LLCNEW | 157,992 | $903,715 | 0.0% | 0.8% | new |
| 9 | MORGAN STANLEY | 156,314 | $894,116 | 0.0% | 0.8% | +104.7% |
| 10 | D. E. Shaw & Co., Inc. | 138,084 | $789,840 | 0.0% | 0.7% | -3.4% |
| 11 | Janney Montgomery Scott LLCNEW | 135,969 | $778 | 0.0% | 0.7% | new |
| 12 | JANE STREET GROUP, LLCNEW | 122,086 | $698,332 | 0.0% | 0.6% | new |
| 13 | GOLDMAN SACHS GROUP INC | 105,037 | $600,812 | 0.0% | 0.6% | -70.7% |
| 14 | Quantinno Capital Management LP | 99,124 | $566,989 | 0.0% | 0.5% | +102.2% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 97,999 | $560,554 | 0.0% | 0.5% | -11.8% |
| 16 | CREDIT AGRICOLE S A | 89,200 | $510,224 | 0.0% | 0.5% | 0.0% |
| 17 | MILLENNIUM MANAGEMENT LLC | 78,791 | $450,685 | 0.0% | 0.4% | +211.2% |
| 18 | Man Group plc | 72,347 | $413,825 | 0.0% | 0.4% | +85.8% |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 68,139 | $389,755 | 0.0% | 0.4% | +6.8% |
| 20 | Qube Research & Technologies Ltd | 67,268 | $384,773 | 0.0% | 0.4% | -44.4% |
| 21 | Bank of New York Mellon Corp | 64,707 | $370,124 | 0.0% | 0.3% | -36.8% |
| 22 | HSBC HOLDINGS PLC | 58,949 | $326,577 | 0.0% | 0.3% | +343.7% |
| 23 | Point72 Asset Management, L.P.NEW | 55,619 | $318,141 | 0.0% | 0.3% | new |
| 24 | UBS Group AG | 55,524 | $317,597 | 0.0% | 0.3% | -29.9% |
| 25 | Jain Global LLCNEW | 51,682 | $295,621 | 0.0% | 0.3% | new |
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.