OptimizeRx (OPRX)
Connects life-sciences marketers, clinicians, and patients through prescribing, engagement, and consumer-audience tools.
$7.87
After-hours close+0.22 (+2.88%)
At close$7.65(+1.19%)
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13F · 13D/G · Form 4
| Institutions | 59.59% | 11.22M shares | |
|---|---|---|---|
| 117 holders · as of Jun 30, 2026 | |||
| Insiders | 23.35% | 4.40M shares | |
| 16 holders · as of Sep 2, 2026 | |||
| Strategic holders | 18.08% | 3.41M shares | |
| 2 holders · as of Jan 27, 2022 | |||
| Adds to | 101.02% | ||
18.84M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 101.02%; nothing is left for Other.
13F, as of Jun 30, 2026
117 holders · 11.22M shares · 21 new positions · 55 increased · 43 reduced · 38 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1.51M | 8.01% | 0 | Aug 14, 2026 |
| Royce & Associates LP | 1.09M | 5.78% | +201.4K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 699.6K | 3.71% | +14.2K | Aug 13, 2026 |
| Kennedy Capital Management LLC | 644.2K | 3.42% | −12.1K | Aug 14, 2026 |
| Rice Hall James & Associates, LLC | 633.8K | 3.37% | +31.9K | Aug 7, 2026 |
| Blair William & Co/IL | 607.9K | 3.23% | −7.1K | Aug 11, 2026 |
| AQR Capital Management LLC | 584.0K | 3.10% | +369.0K | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 477.7K | 2.54% | −85.9K | Aug 11, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLCincl. David Atterbury | 8.20% | 1.51M | 13D | Apr 21, 2025 |
| Kennedy Capital Management LLC | 6.70% | 1.25M | 13G | Aug 14, 2026 |
| Royce & Associates LP | 5.81% | 1.09M | 13G | Jul 22, 2026 |
| Andrew N. Wienerincl. Samjo Management, LLC | 5.70% | 1.04M | 13G | Nov 13, 2024 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Dec 19, 2025 | Edward Stelmakhofficer: Chief Finance & Strat Officer | Sale | 1,388 | $13.51 | 126,830 |
| Oct 3, 2025 | Stephen L. Silvestroofficer: Chief Executive Officer | Sale | 1,620 | $18.75 | 188,916 |
House and Senate disclosures
Not reported.
