$6.21
+0.07 (+1.06%)
Market Cap
$120.3M
Shares Outstanding
18,762,200
Institutional Holders
87
Total Inst. Value
$100.1M
% of Float Held
81.3%
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
21
Closed Positions
18
Increased
24
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | $13.1M | 1,508,303 |
| 2 | BlackRock, Inc. | $11.4M | 1,321,138 |
| 3 | ROYCE & ASSOCIATES LP | $8.6M | 994,300 |
| 4 | VANGUARD GROUP INC | $8.0M | 921,848 |
| 5 | BLAIR WILLIAM & CO/IL | $5.5M | 631,031 |
| 6 | RICE HALL JAMES & ASSOCIATES, LLC | $5.0M | 576,172 |
| 7 | KENNEDY CAPITAL MANAGEMENT LLC | $4.1M | 478,404 |
| 8 | Parkman Healthcare Partners LLCNew | $4.1M | 475,000 |
| 9 | DIMENSIONAL FUND ADVISORS LP | $3.7M | 432,061 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $3.5M | 407,675 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Whetstone Capital Advisors, LLC | +158K | $13.1M |
| BLAIR WILLIAM & CO/IL | +30K | $5.5M |
| Parkman Healthcare Partners LLCNew | +475K | $4.1M |
| GEODE CAPITAL MANAGEMENT, LLC | +7K | $3.5M |
| STATE STREET CORP | +3K | $3.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Walleye Capital LLC | -128K | $90K |
| TANG CAPITAL MANAGEMENT LLC | -121K | $866K |
| KENNEDY CAPITAL MANAGEMENT LLC | -116K | $4.1M |
| ROYCE & ASSOCIATES LP | -75K | $8.6M |
| PERKINS CAPITAL MANAGEMENT INC | -62K | $378K |
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Frequently Asked Questions
How many institutional investors hold OPRX?
As of Q1 2025, 87 institutional investors report holding OPRX (OptimizeRx Corporation) in their 13F filings.
What percentage of OptimizeRx Corporation is owned by institutions?
Institutional investors hold approximately 81.3% of OptimizeRx Corporation's float as reported in SEC 13F filings.
Which hedge fund owns the most OPRX?
The largest institutional holder of OPRX is Whetstone Capital Advisors, LLC with $13.1M in shares.
Are institutions buying or selling OPRX?
This quarter, 21 institutions opened new positions in OPRX and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.