OPRX Institutional Ownership & Shareholders
OPTIMIZERX CORP (OPRX) is currently held by 103 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $62.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Whetstone Capital Advisors, Llc is currently the largest disclosed institutional shareholder of OPRX tracked by InsiderSet, reporting ownership valued at approximately $8.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.07M, representing an estimated gain of +63.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed OPRX value among the investors covered in this analysis. Major shareholders include Whetstone Capital Advisors, Llc, Royce & Associates Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in OPTIMIZERX CORP (OPRX).
This page ranks the largest institutional OPRX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
103
Total Reported Value
$62.85M
Largest Holder
Whetstone Capital Advisors, Llc
Largest Position
$8.63M
Insider Transactions (90d)
11
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Whetstone Capital Advisors, Llc | 2.29% | 1,508,303 | $8,627,493 | $14,072,467 | +$5,444,974 | +63.11% | |
| Royce & Associates Lp | 0.05% | 1,089,398 | $6,231,357 | $10,164,083 | +$3,932,726 | +63.11% | |
| Vanguard Capital Management Llc | 0.00% | 699,604 | $4,001,735 | $6,527,305 | +$2,525,570 | +63.11% | |
| Dimensional Fund Advisors Lp | 0.00% | 443,016 | $3,699,202 | $4,133,339 | +$434,137 | +11.74% | |
| Kennedy Capital Management Llc | 0.07% | 644,150 | $3,684,538 | $6,009,920 | +$2,325,382 | +63.11% | |
| Rice Hall James & Associates, Llc | 0.18% | 633,842 | $3,625,576 | $5,913,746 | +$2,288,170 | +63.11% | |
| Blair William & Co/Il | 0.01% | 607,925 | $3,477,331 | $5,671,940 | +$2,194,609 | +63.11% | |
| Aqr Capital Management Llc | 0.00% | 583,956 | $3,340,229 | $5,448,309 | +$2,108,080 | +63.11% | |
| Blackrock, Inc. | 0.00% | 445,382 | $2,547,585 | $4,155,414 | +$1,607,829 | +63.11% | |
| Parkman Healthcare Partners Llc | 0.21% | 350,347 | $2,003,985 | $3,268,738 | +$1,264,753 | +63.11% | |
| Awm Investment Company, Inc. | 0.12% | 240,421 | $1,375,208 | $2,243,128 | +$867,920 | +63.11% | |
| Geode Capital Management, Llc | 0.00% | 207,345 | $1,186,517 | $1,934,529 | +$748,012 | +63.04% | |
| Vanguard Portfolio Management Llc | 0.00% | 169,538 | $969,757 | $1,581,790 | +$612,033 | +63.11% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 167,700 | $959,244 | $1,564,641 | +$605,397 | +63.11% |
| Marshall Wace, Llp | 0.00% | 162,186 | $927,704 | $1,513,195 | +$585,491 | +63.11% | |
| Citadel Advisors Llc | 0.00% | 157,992 | $903,715 | $1,474,065 | +$570,350 | +63.11% | |
| Morgan Stanley | 0.00% | 156,314 | $894,116 | $1,458,410 | +$564,294 | +63.11% | |
| Mink Brook Asset Management Llc | 0.36% | 141,235 | $807,864 | $1,317,723 | +$509,859 | +63.11% | |
| D. E. Shaw & Co., Inc. | 0.00% | 138,084 | $789,840 | $1,288,324 | +$498,484 | +63.11% | |
| Janney Montgomery Scott Llc | 0.00% | 135,969 | $778,000 | $1,268,591 | +$490,591 | +63.06% | |
| Jane Street Group, Llc | 0.00% | 122,086 | $698,332 | $1,139,062 | +$440,730 | +63.11% | |
| Goldman Sachs Group Inc | 0.00% | 105,037 | $600,812 | $979,995 | +$379,183 | +63.11% | |
| Quantinno Capital Management Lp | 0.00% | 99,124 | $566,989 | $924,827 | +$357,838 | +63.11% | |
| Vanguard Fiduciary Trust Co | 0.00% | 97,999 | $560,554 | $914,331 | +$353,777 | +63.11% | |
| Trexquant Investment Lp | 0.00% | 89,666 | $512,890 | $836,584 | +$323,694 | +63.11% | |
| Credit Agricole S A | 0.00% | 89,200 | $510,224 | $832,236 | +$322,012 | +63.11% | |
| State Street Corp | 0.00% | 80,602 | $461,043 | $752,017 | +$290,974 | +63.11% | |
| Millennium Management Llc | 0.00% | 78,791 | $450,685 | $735,120 | +$284,435 | +63.11% | |
| Avenir Corp | 0.05% | 73,860 | $422,479 | $689,114 | +$266,635 | +63.11% | |
| Man Group Plc | 0.00% | 72,347 | $413,825 | $674,998 | +$261,173 | +63.11% | |
| Qube Research & Technologies Ltd | 0.00% | 67,268 | $384,773 | $627,610 | +$242,837 | +63.11% | |
| Bank Of New York Mellon Corp | 0.00% | 64,707 | $370,124 | $603,716 | +$233,592 | +63.11% | |
| Hsbc Holdings Plc | 0.00% | 58,949 | $326,577 | $549,994 | +$223,417 | +68.41% | |
| Point72 Asset Management, L.P. | 0.00% | 55,619 | $318,141 | $518,925 | +$200,784 | +63.11% | |
| Ubs Group Ag | 0.00% | 55,524 | $317,597 | $518,039 | +$200,442 | +63.11% | |
| Jain Global Llc | 0.00% | 51,682 | $295,621 | $482,193 | +$186,572 | +63.11% | |
| Campbell & Co Investment Adviser Llc | 0.02% | 51,130 | $292,464 | $477,043 | +$184,579 | +63.11% | |
| Xtx Topco Ltd | 0.00% | 46,497 | $265,963 | $433,817 | +$167,854 | +63.11% | |
| Squarepoint Ops Llc | 0.00% | 45,064 | $257,766 | $420,447 | +$162,681 | +63.11% | |
| Sei Investments Co | 0.00% | 41,424 | $236,945 | $386,486 | +$149,541 | +63.11% | |
| Susquehanna International Group, Llp | 0.00% | 39,003 | $223,097 | $363,898 | +$140,801 | +63.11% | |
| Northern Trust Corp | 0.00% | 37,000 | $211,640 | $345,210 | +$133,570 | +63.11% | |
| Hrt Financial Lp | 0.00% | 35,696 | $204,000 | $333,044 | +$129,044 | +63.26% | |
| Samjo Management, Llc | 0.06% | 32,000 | $183,040 | $298,560 | +$115,520 | +63.11% | |
| Bank Of America Corp | 0.00% | 26,550 | $151,866 | $247,712 | +$95,846 | +63.11% | |
| Quadrature Capital Ltd | 0.00% | 25,643 | $146,678 | $239,249 | +$92,571 | +63.11% | |
| 9823 Capital, L.P. | 0.09% | 24,591 | $140,661 | $229,434 | +$88,773 | +63.11% | |
| Mcadam, Llc | 0.01% | 16,558 | $138,259 | $154,486 | +$16,227 | +11.74% | |
| Fmr Llc | 0.00% | 23,379 | $133,725 | $218,126 | +$84,401 | +63.12% | |
| Perkins Capital Management Inc | 0.09% | 14,808 | $123,647 | $138,159 | +$14,512 | +11.74% |
Frequently asked questions about OPRX
Who are the largest institutional holders of OPRX?
The largest institutional holders of OPRX reported in the latest SEC Form 13F filings include Whetstone Capital Advisors, Llc, Royce & Associates Lp, Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and Kennedy Capital Management Llc. InsiderSet ranks institutional holders by their latest reported OPRX position.
What is OPRX institutional ownership?
This page tracks OPRX positions reported by institutional investment managers through SEC Form 13F. OPTIMIZERX CORP (OPRX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OPRX?
InsiderSet currently tracks 103 institutional managers reporting OPRX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OPRX shareholders.
How much OPRX stock do institutions own?
Institutional investment managers disclosed approximately $62.85M in OPRX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OPRX institutional ownership last updated?
The latest OPRX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OPRX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OPRX position after the reporting date.
Are institutions buying or selling OPRX?
Institutional buying and selling can be analyzed by comparing OPRX positions across consecutive 13F reporting periods. InsiderSet's OPRX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OPRX ownership changes.
How has OPRX institutional ownership changed over time?
InsiderSet tracks OPRX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.