OPRX · OptimizeRx Corp · Shareholders & Ownership
5 customers — 47% of revenue (the year ended December 31, 2025)
“Our top five customers represented approximately 47% and 49% of our revenue for the years ended December 31, 2025 and 2024, respectively.”
One customer — 10% of revenue (fiscal 2025)
“one customer that accounted for approximately 10% of total revenue in fiscal 2025 did not generate revenue during the current period, and future revenue from this customer is uncertain.”
3 customers — 10% of revenue (2025)
“In 2025 and 2024, we had three customers and two customers, respectively, that represented more than 10% of our revenues.”
5 customers — 49% of revenue (the year ended December 31, 2024)
“Our top five customers represented approximately 47% and 49% of our revenue for the years ended December 31, 2025 and 2024, respectively.”
2 customers — 10% of revenue (2024)
“In 2025 and 2024, we had three customers and two customers, respectively, that represented more than 10% of our revenues.”
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 | As of | Notes |
|---|---|---|---|---|
| 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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
121,791 | ||
| 33 |
|
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 |
|
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 |
|
91,700 | ||
| 39 |
|
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 |
|
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 |
|
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 |
|
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.
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