OPTIMIZERX CORP (OPRX) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $83.87M 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 $9.47M in its March 31, 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 $7.66M, representing an estimated loss of -19.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed OPRX value among the investors covered in this analysis. Major shareholders include Whetstone Capital Advisors, Llc, Blackrock, Inc., Royce & Associates Lp, 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
125
Total Reported Value
$83.87M
Largest Holder
Whetstone Capital Advisors, Llc
Largest Position
$9.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
153
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 | 3.56% | 1,508,303 | $9,472,143 | $7,662,179 | -$1,809,964 | -19.11% | |
| Blackrock, Inc. | 0.00% | 1,163,501 | $7,306,787 | $5,910,585 | -$1,396,202 | -19.11% | |
| Royce & Associates Lp | 0.06% | 888,030 | $5,576,828 | $4,511,192 | -$1,065,636 | -19.11% | |
| Parkman Healthcare Partners Llc | 0.47% | 729,369 | $4,580,437 | $3,705,195 | -$875,242 | -19.11% | |
| Vanguard Capital Management Llc | 0.00% | 685,449 | $4,304,620 | $3,482,081 | -$822,539 | -19.11% | |
| Kennedy Capital Management Llc | 0.09% | 656,258 | $4,121,300 | $3,333,791 | -$787,509 | -19.11% | |
| Blair William & Co/Il | 0.01% | 614,992 | $3,862,150 | $3,124,159 | -$737,991 | -19.11% | |
| Rice Hall James & Associates, Llc | 0.21% | 601,921 | $3,780,064 | $3,057,759 | -$722,305 | -19.11% | |
| Dimensional Fund Advisors Lp | 0.00% | 563,570 | $3,539,568 | $2,862,936 | -$676,632 | -19.12% | |
| State Street Corp | 0.00% | 477,780 | $3,000,458 | $2,427,122 | -$573,336 | -19.11% | |
| Geode Capital Management, Llc | 0.00% | 392,129 | $2,463,088 | $1,992,015 | -$471,073 | -19.13% | |
| Goldman Sachs Group Inc | 0.00% | 358,443 | $2,251,022 | $1,820,890 | -$430,132 | -19.11% | |
| Vanguard Portfolio Management Llc | 0.00% | 331,037 | $2,078,912 | $1,681,668 | -$397,244 | -19.11% | |
| Awm Investment Company, Inc. | 0.16% | 230,421 | $1,447,044 | $1,170,539 | -$276,505 | -19.11% | |
| Invenomic Capital Management Lp | 0.07% | 229,370 | $1,440,444 | $1,165,200 | -$275,244 | -19.11% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 216,856 | $1,361,856 | $1,101,628 | -$260,228 | -19.11% |
| Aqr Capital Management Llc | 0.00% | 214,954 | $1,349,911 | $1,091,966 | -$257,945 | -19.11% | |
| Squarepoint Ops Llc | 0.00% | 177,571 | $1,115,146 | $902,061 | -$213,085 | -19.11% | |
| Northern Trust Corp | 0.00% | 155,388 | $975,837 | $789,371 | -$186,466 | -19.11% | |
| Segall Bryant & Hamill, Llc | 0.02% | 142,457 | $950,188 | $723,682 | -$226,506 | -23.84% | |
| D. E. Shaw & Co., Inc. | 0.00% | 142,923 | $897,556 | $726,049 | -$171,507 | -19.11% | |
| Trexquant Investment Lp | 0.01% | 136,874 | $859,569 | $695,320 | -$164,249 | -19.11% | |
| Lpl Financial Llc | 0.00% | 129,608 | $813,938 | $658,409 | -$155,529 | -19.11% | |
| Russell Investments Group, Ltd. | 0.00% | 125,493 | $788,097 | $637,504 | -$150,593 | -19.11% | |
| Qube Research & Technologies Ltd | 0.00% | 120,943 | $759,522 | $614,390 | -$145,132 | -19.11% | |
| Vanguard Fiduciary Trust Co | 0.00% | 111,129 | $697,890 | $564,535 | -$133,355 | -19.11% | |
| Bank Of New York Mellon Corp | 0.00% | 102,374 | $642,910 | $520,060 | -$122,850 | -19.11% | |
| Sei Investments Co | 0.00% | 98,633 | $619,415 | $501,056 | -$118,359 | -19.11% | |
| P.A.W. Capital Corp | 1.54% | 90,000 | $565,200 | $457,200 | -$108,000 | -19.11% | |
| Credit Agricole S A | 0.00% | 89,200 | $560,176 | $453,136 | -$107,040 | -19.11% | |
| Vanguard Global Advisers, Llc | 0.00% | 85,400 | $536,312 | $433,832 | -$102,480 | -19.11% | |
| Raymond James Financial Inc | 0.00% | 83,163 | $522,264 | $422,468 | -$99,796 | -19.11% | |
| Charles Schwab Investment Management Inc | 0.00% | 82,072 | $515,412 | $416,926 | -$98,486 | -19.11% | |
| Ubs Group Ag | 0.00% | 79,261 | $497,759 | $402,646 | -$95,113 | -19.11% | |
| Alliancebernstein L.P. | 0.00% | 39,850 | $488,561 | $202,438 | -$286,123 | -58.56% | |
| Avenir Corp | 0.06% | 77,260 | $485,193 | $392,481 | -$92,712 | -19.11% | |
| Morgan Stanley | 0.00% | 76,368 | $479,591 | $387,949 | -$91,642 | -19.11% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 74,761 | $469,498 | $379,786 | -$89,712 | -19.11% | |
| Fmr Llc | 0.00% | 69,448 | $436,131 | $352,796 | -$83,335 | -19.11% | |
| State Of Wisconsin Investment Board | 0.00% | 68,494 | $430,142 | $347,950 | -$82,192 | -19.11% | |
| Principal Financial Group Inc | 0.00% | 63,790 | $400,601 | $324,053 | -$76,548 | -19.11% | |
| Gwn Securities Inc. | 0.07% | 54,850 | $344,458 | $278,638 | -$65,820 | -19.11% | |
| Bridgeway Capital Management, Llc | 0.01% | 54,029 | $339,302 | $274,467 | -$64,835 | -19.11% | |
| Manatuck Hill Partners, Llc | 0.10% | 50,000 | $314,000 | $254,000 | -$60,000 | -19.11% | |
| Quantinno Capital Management Lp | 0.00% | 49,022 | $307,858 | $249,032 | -$58,826 | -19.11% | |
| Bank Of America Corp | 0.00% | 43,819 | $275,183 | $222,601 | -$52,582 | -19.11% | |
| Independent Financial Group, Llc | 0.00% | 3,182 | $272,220 | $16,165 | -$256,055 | -94.06% | |
| Prudential Financial Inc | 0.00% | 42,705 | $268,187 | $216,941 | -$51,246 | -19.11% | |
| Integrated Quantitative Investments Llc | 0.05% | 40,723 | $255,740 | $206,873 | -$48,867 | -19.11% | |
| Oxford Asset Management Llp | 0.11% | 39,024 | $245,071 | $198,242 | -$46,829 | -19.11% |
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.