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OPRX · OptimizeRx Corp · Shareholders & Ownership

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$9.12 +0.04 (+0.44%)
Market Cap
$171.03M
Shares
18.84M
Volume · Oct 23 8490 Avg daily vol (3M) 189.53K

Every disclosed holder of OPRX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

Who Owns OPRX

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions
Holder group Shares % Out
Institutional (13F) 11,212,708 59.53%
Insiders (Forms 3, 4, 5) 2,056,868 10.92%
13D/G-only blocks 1,387,585 7.37%
Remaining 4,178,790 22.19%
Registered funds (N-PORT, not summed) 2,986,476 15.86%

Shares outstanding: 18,835,951, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OPRX

# Holder Shares
1
Whetstone Capital Advisors, LLC
13F CIK 1607278 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,508,303
2
Michael Weintraub
13G CIK 2002050 · Unknown · Oct 24, 2023
Rule 13d-1(c), passive investor
1,384,467
3
ROYCE & ASSOCIATES LP
13G CIK 906304 · Registered investment adviser · Sep 30, 2026
Rule 13d-1(d), exempt investor, not summed
1,315,057
3.1
ROYCE & ASSOCIATES LP
13F CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,089,398
3.2
Royce Small-Cap Opportunity Fund
Fund S000009512 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
509,763
4
KENNEDY CAPITAL MANAGEMENT LLC
13G CIK 884589 · Registered investment adviser · Jul 7, 2026
Rule 13d-1(b), qualified institution, not summed
1,248,899
4.1
KENNEDY CAPITAL MANAGEMENT LLC
13F CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
644,150
5
VANGUARD CAPITAL MANAGEMENT LLC
13F CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
699,604
6
RICE HALL JAMES & ASSOCIATES, LLC
13F CIK 1230765 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
633,842
7
BLAIR WILLIAM & CO/IL
13F CIK 902367 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
607,925
8
FEBBO WILLIAM J
Insider CIK 1413987 · Feb 14, 2025
Director, issuer-wide
600,852
9
AQR CAPITAL MANAGEMENT LLC
13F CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
583,956
9.1
AQR Small Cap Multi-Style Fund
Fund S000040064 · Registered fund · Jun 30, 2026
AQR Funds, not summed
44,542
10
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
494,252
11
DIMENSIONAL FUND ADVISORS LP
13F CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
477,687
11.1
U.S. SMALL CAP VALUE PORTFOLIO
Fund S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
229,462
11.2
Dimensional US Small Cap Value ETF
Fund S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
80,772
11.3
U.S. MICRO CAP PORTFOLIO
Fund S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22,633
11.4
U.S. SMALL CAP PORTFOLIO
Fund S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10,794
11.5
Dimensional U.S. Small Cap ETF
Fund S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
7,915
12
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
445,382
12.1
BlackRock, Inc.
13G CIK 2012383 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
342,250
12.2
iShares Micro-Cap ETF
Fund S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
54,907
12.3
iShares Core S&P Total U.S. Stock Market ETF
Fund S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
45,741
13
Lang James Paul
Insider CIK 1703090 · Jun 9, 2026
Director, issuer-wide
433,837
14
Parkman Healthcare Partners LLC
13F CIK 1777015 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
350,347
15
Jacob Internet Fund
Fund S000005257 · Registered fund · Aug 31, 2026
Jacob Funds Inc., not summed
344,102
16
Bullseye Asset Management LLC
13F CIK 1513779 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
258,311
17
AWM Investment Company, Inc.
13F CIK 1535264 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
240,421
18
GEODE CAPITAL MANAGEMENT, LLC
13F CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
207,345
19
VANGUARD EXTENDED MARKET INDEX FUND
Fund S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
187,686
20
Silvestro Stephen L
Insider CIK 1773461 · Aug 21, 2026
Chief Executive Officer, issuer-wide
183,551
21
VANGUARD PORTFOLIO MANAGEMENT LLC
13F CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
169,538
22
RENAISSANCE TECHNOLOGIES LLC
13F CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
167,700
23
MARSHALL WACE, LLP
13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
162,186
24
P.A.W. CAPITAL CORP
13F CIK 949853 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
160,000
25
CITADEL ADVISORS LLC
13F CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
157,992
26
MORGAN STANLEY
13F CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
156,314
27
Mink Brook Asset Management LLC
13F CIK 2052205 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
141,235
28
D. E. Shaw & Co., Inc.
13F CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
138,084
29
Janney Montgomery Scott LLC
13F CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
135,969
30
Clearwater Select Equity Fund
Fund S000000698 · Registered fund · Jun 30, 2026
Clearwater Investment Trust, not summed
129,660
31
JANE STREET GROUP, LLC
13F CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
122,086
32
Stelmakh Edward
Insider CIK 1887046 · Aug 21, 2026
Chief Finance & Strat Officer, issuer-wide
121,791
33
Vos Ellen O'Connor
Insider CIK 1534357 · Jun 9, 2026
Director, issuer-wide
107,159
34
GOLDMAN SACHS GROUP INC
13F CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
105,037
34.1
Goldman Sachs Absolute Return Tracker Fund
Fund S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
9,665
35
D'Silva Andrew J.
Insider CIK 2083717 · Oct 1, 2026
Chief Business Officer, issuer-wide
99,246
36
Quantinno Capital Management LP
13F CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
99,124
37
VANGUARD FIDUCIARY TRUST CO
13F CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
97,999
38
WASSON GREGORY D
Insider CIK 1188827 · Jun 9, 2026
Director, issuer-wide
91,700
39
Odence-Ford Marion
Insider CIK 1845002 · Aug 21, 2026
Chief Legal & Admin Officer, issuer-wide
90,407
40
Trexquant Investment LP
13F CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
89,666
41
CREDIT AGRICOLE S A
13F CIK 1191672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
89,200
42
Jacob Discovery Fund
Fund S000038991 · Registered fund · Aug 31, 2026
Jacob Funds Inc., not summed
89,154
43
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
80,602
44
VANGUARD RUSSELL 2000 INDEX FUND
Fund S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
80,463
45
VANGUARD EXPLORER FUND
Fund S000002578 · Registered fund · Jul 31, 2026
VANGUARD EXPLORER FUND, not summed
78,924
46
MILLENNIUM MANAGEMENT LLC
13F CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
78,791
47
Spangler Patrick D
Insider CIK 1296525 · Jun 9, 2026
Director, issuer-wide
78,732
48
AVENIR CORP
13F CIK 1033475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
73,860
49
Man Group plc
13F CIK 1637460 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
72,347
50
Greco Theresa
Insider CIK 1998771 · May 15, 2026
Chief Commercial Officer, issuer-wide
71,075

2 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 162 holders

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Key facts CIK 1448431 CUSIP 68401U204 13F (30d) 10 filings 10 filers Visit website Investor relations