Who Owns OptimizeRx Corporation (OPRX)?Hedge Fund & Institutional Holders

$6.29+0.36 (+6.16%)HealthcareNASDAQ

Institutional Holders

as of Q4 2025

Total Institutional Value

$1.8491123548361826e+162T

% of Float Held

1.0439475913308772e+260%

QoQ Change in Holders

+15 / -3

Price History

OPRX — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
RICE HALL JAMES & ASSOCIATES, LLC	New Position	+591K	+$7.2M
Calamos Advisors LLC	New Position	+97K	+$1.2M
Inspire Investing, LLC	New Position	+96K	+$1.2M
CREDIT AGRICOLE S A	New Position	+89K	+$1.0M
Diametric Capital, LP	New Position	+33K	+$407K
PRINCIPAL FINANCIAL GROUP INC	New Position	+28K	+$337K
HARBOR CAPITAL ADVISORS, INC.	New Position	+25K	+$305K
STRS OHIO	New Position	+25K	+$300K
GWN SECURITIES INC.	New Position	+22K	+$274K
PERKINS CAPITAL MANAGEMENT INC	New Position	+17K	+$213K
State of Wyoming	New Position	+11K	+$129K
State of Alaska, Department of Revenue	New Position	+5K	+$62K
NISA INVESTMENT ADVISORS, LLC	New Position	+2K	+$26K
Covestor Ltd	New Position	+2K	+$23K
Versant Capital Management, Inc	New Position	+2K	+$21K

OPRX — Institutions Reducing or Closing Positions

Fund	Action	Shares Sold	Value Sold
KENNEDY CAPITAL MANAGEMENT LLC	Decreased	-998	-$13.8B
BLAIR WILLIAM & CO/IL	Decreased	-9K	-$12.1B
Manatuck Hill Partners, LLC	Decreased	-50K	-$9.7B
D. E. Shaw & Co., Inc.	Decreased	-208K	-$6.6B
CenterBook Partners LP	Decreased	-284K	-$6.3B
Invesco Ltd.	Closed Position	-199K	-$4.1B
MORGAN STANLEY	Decreased	-18K	-$3.7B
Harvest Investment Services, LLC	Closed Position	-168K	-$3.4B
NORTHERN TRUST CORP	Decreased	-5K	-$3.3B
GOLDMAN SACHS GROUP INC	Decreased	-9K	-$2.8B
CITADEL ADVISORS LLC	Decreased	-97K	-$2.2B
RENAISSANCE TECHNOLOGIES LLC	Decreased	-78K	-$2.2B
TANG CAPITAL MANAGEMENT LLC	Closed Position	-100K	-$2.0B
PRUDENTIAL FINANCIAL INC	Decreased	-55K	-$1.8B
RAYMOND JAMES FINANCIAL INC	Decreased	-2K	-$1.7B

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	Whetstone Capital Advisors, LLC	1,508,303	$18.5M	5.77%	Share
2	VANGUARD GROUP INC	1,007,722	$12.4M	0.00%	Share
3	ROYCE & ASSOCIATES LP	682,030	$8.4M	0.08%	Share
4	KENNEDY CAPITAL MANAGEMENT LLC	673,920	$8.3M	0.17%	Share
5	RICE HALL JAMES & ASSOCIATES, LLC	590,674	$7.2M	0.40%	Share
6	BlackRock, Inc.	633,912	$7.0M	0.00%	Share
7	BLAIR WILLIAM & CO/IL	582,585	$7.0M	0.02%	Share
8	Parkman Healthcare Partners LLC	538,649	$6.6M	0.63%	Share
9	NEXT CENTURY GROWTH INVESTORS LLC	505,407	$6.2M	0.43%	Share
10	Manatuck Hill Partners, LLC	422,107	$5.2M	1.81%	Share
11	BlackRock, Inc.	446,619	$5.0M	0.00%	Share
12	STATE STREET CORP	477,531	$5.0M	0.00%	Share
13	DIMENSIONAL FUND ADVISORS LP	431,835	$5.0M	0.00%	Share
14	GEODE CAPITAL MANAGEMENT, LLC	344,545	$4.0M	0.00%	Share
15	G2 Investment Partners Management LLC	310,000	$3.8M	0.90%	Share
16	AWM Investment Company, Inc.	230,421	$2.8M	0.27%	Share
17	Bullseye Asset Management LLC	206,527	$2.5M	1.36%	Share
18	Squarepoint Ops LLC	206,961	$2.0M	0.00%	Share
19	Granahan Investment Management, LLC	117,122	$1.4M	0.06%	Share
20	VANGUARD GROUP INC	111,194	$1.4M	0.00%	Share
21	Schonfeld Strategic Advisors LLC	98,170	$1.2M	0.01%	Share
22	Inspire Investing, LLC	95,880	$1.2M	0.11%	Share
23	Russell Investments Group, Ltd.	90,443	$1.0M	0.00%	Share
24	MORGAN STANLEY	94,196	$1.0M	0.00%	Share
25	CREDIT AGRICOLE S A	89,200	$1.0M	0.00%	Share
26	NORTHERN TRUST CORP	154,434	$1.0M	0.00%	Share
27	D. E. Shaw & Co., Inc.	112,867	$1.0M	0.00%	Share
28	GOLDMAN SACHS GROUP INC	99,304	$1.0M	0.00%	Share
29	AVENIR CORP	77,260	$947K	0.10%	Share
30	Calamos Advisors LLC	59,717	$732K	0.00%	Share
31	P.A.W. CAPITAL CORP	55,000	$674K	1.46%	Share
32	Calamos Advisors LLC	37,401	$458K	0.00%	Share
33	Diametric Capital, LP	33,263	$407K	0.11%	Share
34	UBS Group AG	27,648	$338K	0.00%	Share
35	PRINCIPAL FINANCIAL GROUP INC	26,597	$326K	0.00%	Share
36	HARBOR CAPITAL ADVISORS, INC.	24,876	$305K	0.02%	Share
37	STRS OHIO	24,500	$300K	0.00%	Share
38	GWN SECURITIES INC.	22,358	$274K	0.06%	Share
39	VANGUARD GROUP INC	18,017	$220K	0.00%	Share
40	PERKINS CAPITAL MANAGEMENT INC	17,408	$213K	0.17%	Share
41	Worth Venture Partners, LLC	10,750	$131K	0.95%	Share
42	State of Wyoming	10,535	$129K	0.01%	Share
43	GROUP ONE TRADING LLC	8,051	$98K	0.00%	Share
44	VIRTUS ADVISERS, LLC	7,279	$89K	0.04%	Share
45	State of Alaska, Department of Revenue	5,067	$62K	0.00%	Share
46	UBS Group AG	4,040	$49K	0.00%	Share
47	GROUP ONE TRADING LLC	3,800	$46K	0.00%	Call
48	UBS Group AG	3,272	$40K	0.00%	Share
49	VIRTUS ADVISERS, LLC	2,408	$29K	0.01%	Share
50	NISA INVESTMENT ADVISORS, LLC	2,121	$26K	0.00%	Share

OPRX Institutional Ownership History

Quarter	Holders	Total Value	Change
Q4 2025	127	$134.0M	+27
Q3 2025	100	$250.2B	+7
Q2 2025	93	$147.6B	+6
Q1 2025	87	$85.4B	+3
Q4 2024	84	$2.9T	+9
Q3 2024	75	$58.5T	-8
Q2 2024	83	$63.1T	-2
Q1 2024	85	$68.5T	—

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As of Q4 2025, 50 institutional investors hold OPRX (OptimizeRx Corporation). The largest holder is Whetstone Capital Advisors, LLC with $18.5M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own OPRX?

As of Q4 2025, 50 institutional investors report holding OPRX (OptimizeRx Corporation) in their 13F filings.

Who is the largest institutional holder of OPRX?

The largest institutional holder of OPRX is Whetstone Capital Advisors, LLC with $18.5M in shares.

Is institutional ownership of OPRX increasing or decreasing?

This quarter, 15 institutions opened new positions in OPRX and 3 closed their positions.