OPTIMIZERX CORP (OPRX) Institutional Shareholders
OPTIMIZERX CORP (OPRX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $61.68M in OPRX holdings during the latest filing period.
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 $11.00M, representing an estimated gain of +27.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
107
Total Reported Value
$61.68M
Largest Holder
Whetstone Capital Advisors, Llc
Largest Position
$8.63M
Insider Transactions (90d)
10
Latest Filing Quarter
Q2 2026
New Institutional Positions
147
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 | $10,995,529 | +$2,368,036 | +27.45% | |
| Royce & Associates Lp | 0.05% | 1,089,398 | $6,231,357 | $7,941,711 | +$1,710,354 | +27.45% | |
| Vanguard Capital Management Llc | 0.00% | 699,604 | $4,001,735 | $5,100,113 | +$1,098,378 | +27.45% | |
| Kennedy Capital Management Llc | 0.07% | 644,150 | $3,684,538 | $4,695,854 | +$1,011,316 | +27.45% | |
| Rice Hall James & Associates, Llc | 0.18% | 633,842 | $3,625,576 | $4,620,708 | +$995,132 | +27.45% | |
| Blair William & Co/Il | 0.01% | 607,925 | $3,477,331 | $4,431,773 | +$954,442 | +27.45% | |
| Aqr Capital Management Llc | 0.00% | 583,956 | $3,340,229 | $4,257,039 | +$916,810 | +27.45% | |
| Dimensional Fund Advisors Lp | 0.00% | 477,687 | $2,731,808 | $3,482,338 | +$750,530 | +27.47% | |
| Blackrock, Inc. | 0.00% | 445,382 | $2,547,585 | $3,246,835 | +$699,250 | +27.45% | |
| Parkman Healthcare Partners Llc | 0.21% | 350,347 | $2,003,985 | $2,554,030 | +$550,045 | +27.45% | |
| Awm Investment Company, Inc. | 0.12% | 240,421 | $1,375,208 | $1,752,669 | +$377,461 | +27.45% | |
| Geode Capital Management, Llc | 0.00% | 207,345 | $1,186,517 | $1,511,545 | +$325,028 | +27.39% | |
| Vanguard Portfolio Management Llc | 0.00% | 169,538 | $969,757 | $1,235,932 | +$266,175 | +27.45% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 167,700 | $959,244 | $1,222,533 | +$263,289 | +27.45% |
| Marshall Wace, Llp | 0.00% | 162,186 | $927,704 | $1,182,336 | +$254,632 | +27.45% | |
| Citadel Advisors Llc | 0.00% | 157,992 | $903,715 | $1,151,762 | +$248,047 | +27.45% | |
| Morgan Stanley | 0.00% | 156,314 | $894,116 | $1,139,529 | +$245,413 | +27.45% | |
| Mink Brook Asset Management Llc | 0.36% | 141,235 | $807,864 | $1,029,603 | +$221,739 | +27.45% | |
| D. E. Shaw & Co., Inc. | 0.00% | 138,084 | $789,840 | $1,006,632 | +$216,792 | +27.45% | |
| Janney Montgomery Scott Llc | 0.00% | 135,969 | $778,000 | $991,214 | +$213,214 | +27.41% | |
| Jane Street Group, Llc | 0.00% | 122,086 | $698,332 | $890,007 | +$191,675 | +27.45% | |
| Goldman Sachs Group Inc | 0.00% | 105,037 | $600,812 | $765,720 | +$164,908 | +27.45% | |
| Quantinno Capital Management Lp | 0.00% | 99,124 | $566,989 | $722,614 | +$155,625 | +27.45% | |
| Vanguard Fiduciary Trust Co | 0.00% | 97,999 | $560,554 | $714,413 | +$153,859 | +27.45% | |
| Trexquant Investment Lp | 0.00% | 89,666 | $512,890 | $653,665 | +$140,775 | +27.45% | |
| Credit Agricole S A | 0.00% | 89,200 | $510,224 | $650,268 | +$140,044 | +27.45% | |
| State Street Corp | 0.00% | 80,602 | $461,043 | $587,589 | +$126,546 | +27.45% | |
| Millennium Management Llc | 0.00% | 78,791 | $450,685 | $574,386 | +$123,701 | +27.45% | |
| Avenir Corp | 0.05% | 73,860 | $422,479 | $538,439 | +$115,960 | +27.45% | |
| Man Group Plc | 0.00% | 72,347 | $413,825 | $527,410 | +$113,585 | +27.45% | |
| Principal Financial Group Inc | 0.00% | 68,139 | $389,755 | $496,733 | +$106,978 | +27.45% | |
| Qube Research & Technologies Ltd | 0.00% | 67,268 | $384,773 | $490,384 | +$105,611 | +27.45% | |
| Bank Of New York Mellon Corp | 0.00% | 64,707 | $370,124 | $471,714 | +$101,590 | +27.45% | |
| Hsbc Holdings Plc | 0.00% | 58,949 | $326,577 | $429,738 | +$103,161 | +31.59% | |
| Point72 Asset Management, L.P. | 0.00% | 55,619 | $318,141 | $405,463 | +$87,322 | +27.45% | |
| Ubs Group Ag | 0.00% | 55,524 | $317,597 | $404,770 | +$87,173 | +27.45% | |
| Jain Global Llc | 0.00% | 51,682 | $295,621 | $376,762 | +$81,141 | +27.45% | |
| Campbell & Co Investment Adviser Llc | 0.02% | 51,130 | $292,464 | $372,738 | +$80,274 | +27.45% | |
| Xtx Topco Ltd | 0.00% | 46,497 | $265,963 | $338,963 | +$73,000 | +27.45% | |
| Squarepoint Ops Llc | 0.00% | 45,064 | $257,766 | $328,517 | +$70,751 | +27.45% | |
| Sei Investments Co | 0.00% | 41,424 | $236,945 | $301,981 | +$65,036 | +27.45% | |
| Susquehanna International Group, Llp | 0.00% | 39,003 | $223,097 | $284,332 | +$61,235 | +27.45% | |
| Northern Trust Corp | 0.00% | 37,000 | $211,640 | $269,730 | +$58,090 | +27.45% | |
| Hrt Financial Lp | 0.00% | 35,696 | $204,000 | $260,224 | +$56,224 | +27.56% | |
| Samjo Management, Llc | 0.06% | 32,000 | $183,040 | $233,280 | +$50,240 | +27.45% | |
| Bank Of America Corp | 0.00% | 26,550 | $151,866 | $193,550 | +$41,684 | +27.45% | |
| Quadrature Capital Ltd | 0.00% | 25,643 | $146,678 | $186,937 | +$40,259 | +27.45% | |
| 9823 Capital, L.P. | 0.09% | 24,591 | $140,661 | $179,268 | +$38,607 | +27.45% | |
| Fmr Llc | 0.00% | 23,379 | $133,725 | $170,433 | +$36,708 | +27.45% | |
| Hillsdale Investment Management Inc. | 0.00% | 20,300 | $116,116 | $147,987 | +$31,871 | +27.45% |
Frequently asked questions about OPRX
Who owns the most OPRX stock?
The largest holders of OPRX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OPTIMIZERX CORP (OPRX).
Is OPRX widely held by superinvestors?
Many widely followed stocks like OPRX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OPRX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.