Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

OptimizeRx Corp

CIK 0001448431OPRX· quarter ending 2026-06-30

Shares outstanding

18,835,951

as of 2026-07-30 · 10-Q cover page, filed 2026-08-13

Held by 13F filers

11,221,921

59.6% of shares outstanding

Holders

112

-16 vs 2026-03-31 · 23 new, 39 exited

Value

$64.2M

shares -17.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-13, as of 2026-07-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	OPRX · NASDAQ	18,835,951	11,221,921	59.6%	112	68401U204

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	68401U204	COM NEW	112	11,221,921	18,835,951	59.6%	$64.2M	2 call / 2 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (112 of 112 · 68401U204)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Whetstone Capital Advisors, LLC	1,508,303	8.01%	$8.6M	—
2	ROYCE & ASSOCIATES LP	1,089,398	5.78%	$6.2M	+201,368 (+22.7%)
3	VANGUARD CAPITAL MANAGEMENT LLC	699,604	3.71%	$4.0M	+14,155 (+2.1%)
4	KENNEDY CAPITAL MANAGEMENT LLC	644,150	3.42%	$3.7M	-12,108 (-1.8%)
5	RICE HALL JAMES & ASSOCIATES, LLC	633,842	3.37%	$3.6M	+31,921 (+5.3%)
6	BLAIR WILLIAM & CO/IL	607,925	3.23%	$3.5M	-7,067 (-1.1%)
7	AQR CAPITAL MANAGEMENT LLC	583,956	3.10%	$3.3M	+369,002 (+171.7%)
8	DIMENSIONAL FUND ADVISORS LP	477,687	2.54%	$2.7M	-85,883 (-15.2%)
9	BlackRock, Inc.	445,382	2.36%	$2.5M	-718,119 (-61.7%)
10	Parkman Healthcare Partners LLC	350,347	1.86%	$2.0M	-379,022 (-52.0%)
11	Bullseye Asset Management LLC	258,311	1.37%	$1.5M	+31,784 (+14.0%)
12	AWM Investment Company, Inc.	240,421	1.28%	$1.4M	+10,000 (+4.3%)
13	GEODE CAPITAL MANAGEMENT, LLC	207,345	1.10%	$1.2M	-184,784 (-47.1%)
14	VANGUARD PORTFOLIO MANAGEMENT LLC	169,538	0.90%	$970K	-161,499 (-48.8%)
15	RENAISSANCE TECHNOLOGIES LLC	167,700	0.89%	$959K	-49,156 (-22.7%)
16	MARSHALL WACE, LLP	162,186	0.86%	$928K	+130,900 (+418.4%)
17	P.A.W. CAPITAL CORP	160,000	0.85%	$915K	+70,000 (+77.8%)
18	CITADEL ADVISORS LLC	157,992	0.84%	$904K	NEW
19	MORGAN STANLEY	156,314	0.83%	$894K	+79,946 (+104.7%)
20	Mink Brook Asset Management LLC	141,235	0.75%	$808K	NEW
21	D. E. Shaw & Co., Inc.	138,084	0.73%	$790K	-4,839 (-3.4%)
22	Janney Montgomery Scott LLC	135,969	0.72%	$778K	NEW
23	JANE STREET GROUP, LLC	122,086	0.65%	$698K	NEW
24	GOLDMAN SACHS GROUP INC	105,037	0.56%	$601K	-253,406 (-70.7%)
25	Quantinno Capital Management LP	99,124	0.53%	$567K	+50,102 (+102.2%)
26	VANGUARD FIDUCIARY TRUST CO	97,999	0.52%	$561K	-13,130 (-11.8%)
27	Trexquant Investment LP	89,666	0.48%	$513K	-47,208 (-34.5%)
28	CREDIT AGRICOLE S A	89,200	0.47%	$510K	—
29	STATE STREET CORP	80,602	0.43%	$461K	-397,178 (-83.1%)
30	MILLENNIUM MANAGEMENT LLC	78,791	0.42%	$451K	+53,476 (+211.2%)
31	AVENIR CORP	73,860	0.39%	$422K	-3,400 (-4.4%)
32	Man Group plc	72,347	0.38%	$414K	+33,406 (+85.8%)
33	PRINCIPAL FINANCIAL GROUP INC	68,139	0.36%	$390K	+4,349 (+6.8%)
34	Qube Research & Technologies Ltd	67,268	0.36%	$385K	-53,675 (-44.4%)
35	Bank of New York Mellon Corp	64,707	0.34%	$370K	-37,667 (-36.8%)
36	HSBC HOLDINGS PLC	58,949	0.31%	$327K	+45,663 (+343.7%)
37	Point72 Asset Management, L.P.	55,619	0.30%	$318K	NEW
38	UBS Group AG	55,524	0.29%	$318K	-23,737 (-29.9%)
39	Jain Global LLC	51,682	0.27%	$296K	NEW
40	Campbell & CO Investment Adviser LLC	51,130	0.27%	$292K	+18,270 (+55.6%)
41	XTX Topco Ltd	46,497	0.25%	$266K	+28,074 (+152.4%)
42	Squarepoint Ops LLC	45,064	0.24%	$258K	-132,507 (-74.6%)
43	SEI INVESTMENTS CO	41,424	0.22%	$237K	-57,209 (-58.0%)
44	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,003	0.21%	$223K	+27,630 (+242.9%)
45	NORTHERN TRUST CORP	37,000	0.20%	$212K	-118,388 (-76.2%)
46	HRT FINANCIAL LP	35,696	0.19%	$204K	NEW
47	Samjo Management, LLC	32,000	0.17%	$183K	NEW
48	BANK OF AMERICA CORP /DE/	26,550	0.14%	$152K	-17,269 (-39.4%)
49	Quadrature Capital Ltd	25,643	0.14%	$147K	NEW
50	FRANKLIN RESOURCES INC	25,155	0.13%	$144K	+989 (+4.1%)
51	9823 Capital, L.P.	24,591	0.13%	$141K	NEW
52	FMR LLC	23,379	0.12%	$134K	-46,069 (-66.3%)
53	Hillsdale Investment Management Inc.	20,300	0.11%	$116K	—
54	CANADA PENSION PLAN INVESTMENT BOARD	19,300	0.10%	$110K	—
55	Engineers Gate Manager LP	17,548	0.09%	$100K	+1,074 (+6.5%)
56	Centiva Capital, LP	17,003	0.09%	$97K	-9,570 (-36.0%)
57	McAdam, LLC	16,558	0.09%	$95K	+6,119 (+58.6%)
58	IEQ CAPITAL, LLC	15,240	0.08%	$87K	NEW
59	BARCLAYS PLC	14,985	0.08%	$86K	+10,395 (+226.5%)
60	PERKINS CAPITAL MANAGEMENT INC	14,808	0.08%	$85K	-1,100 (-6.9%)
61	Schonfeld Strategic Advisors LLC	14,227	0.08%	$81K	-60,534 (-81.0%)
62	MERCER GLOBAL ADVISORS INC /ADV	13,893	0.07%	$79K	+1,342 (+10.7%)
63	Corient Private Wealth LP	13,386	0.07%	$77K	NEW
64	PharVision Advisers, LLC	12,904	0.07%	$74K	NEW
65	ACADIAN ASSET MANAGEMENT LLC	12,853	0.07%	$73K	+4,375 (+51.6%)
66	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,303	0.07%	$79K	NEW
67	WELLS FARGO & COMPANY/MN	11,661	0.06%	$67K	-6,615 (-36.2%)
68	STATE OF WISCONSIN INVESTMENT BOARD	11,394	0.06%	$65K	-57,100 (-83.4%)
69	Mariner, LLC	10,239	0.05%	$59K	NEW
70	State of Alaska, Department of Revenue	10,067	0.05%	$57K	—
71	RHUMBLINE ADVISERS	8,015	0.04%	$46K	-12,183 (-60.3%)
72	CITIGROUP INC	7,841	0.04%	$45K	+7,013 (+847.0%)
73	Vanguard Global Advisers, LLC	6,897	0.04%	$39K	-78,503 (-91.9%)
74	Arax Advisory Partners	2,236	0.01%	$13K	+2,204 (+6887.5%)
75	PNC Financial Services Group, Inc.	2,031	0.01%	$12K	+1,863 (+1108.9%)
76	Avalon Trust Co	2,000	0.01%	$11K	—
77	HUNTINGTON NATIONAL BANK	1,778	0.01%	$10K	NEW
78	BARD ASSOCIATES INC	1,480	0.01%	$8K	—
79	OSAIC HOLDINGS, INC.	1,163	0.01%	$7K	-142 (-10.9%)
80	Versant Capital Management, Inc	1,061	0.01%	$6K	-980 (-48.0%)
81	Steward Partners Investment Advisory, LLC	1,000	0.01%	$6K	—
82	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	940	0.00%	$5K	—
83	GAMMA Investing LLC	910	0.00%	$5K	-113 (-11.0%)
84	Russell Investments Group, Ltd.	885	0.00%	$5K	-124,608 (-99.3%)
85	AdvisorNet Financial, Inc	600	0.00%	$3K	—
86	IFP Advisors, Inc	557	0.00%	$3K	+418 (+300.7%)
87	EverSource Wealth Advisors, LLC	439	0.00%	$3K	+236 (+116.3%)
88	Compagnie Lombard Odier SCmA	410	0.00%	$2K	—
89	Allworth Financial LP	389	0.00%	$2K	+162 (+71.4%)
90	Global Retirement Partners, LLC	372	0.00%	$2K	NEW
91	SBI Securities Co., Ltd.	363	0.00%	$2K	-45 (-11.0%)
92	NISA INVESTMENT ADVISORS, LLC	303	0.00%	$2K	—
93	Bogart Wealth, LLC	285	0.00%	$2K	NEW
94	ROYAL BANK OF CANADA	273	0.00%	$1K	+11 (+4.2%)
95	ROTHSCHILD INVESTMENT LLC	255	0.00%	$1K	+190 (+292.3%)
96	JPMORGAN CHASE & CO	211	0.00%	$1K	-7,154 (-97.1%)
97	Farther Finance Advisors, LLC	203	0.00%	$1K	+83 (+69.2%)
98	BNP PARIBAS FINANCIAL MARKETS	200	0.00%	$1K	-4,043 (-95.3%)
99	Leonteq Securities AG	139	0.00%	$795	—
100	SIMPLEX TRADING, LLC	126	0.00%	$720	NEW
101	Tower Research Capital LLC (TRC)	126	0.00%	$721	-1,703 (-93.1%)
102	HighMark Wealth Management LLC	100	0.00%	$572	—
103	Wealth Enhancement Trust Services, Inc.	59	0.00%	$337	NEW
104	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	50	0.00%	$286	NEW
105	SJS Investment Consulting Inc.	45	0.00%	$258	+1 (+2.3%)
106	True Wealth Design, LLC	39	0.00%	$224	-21 (-35.0%)
107	Basecamp Wealth Advisors LLC	26	0.00%	$149	-72 (-73.5%)
108	Essential Partners LLC	10	0.00%	$57	-58 (-85.3%)
109	JPL Wealth Management, LLC	5	0.00%	$29	NEW
110	Clearstead Advisors, LLC	4	0.00%	$23	NEW
111	Optiver Holding B.V.	4	0.00%	$23	-152 (-97.4%)
112	Pinnacle Wealth Planning Services, Inc.	1	0.00%	$6	—

Exited since 2026-03-31 (39 filers; largest 25 shown)

Invenomic Capital Management LP	−229,370
SEGALL BRYANT & HAMILL, LLC	−188,704
LPL Financial LLC	−129,608
RAYMOND JAMES FINANCIAL INC	−83,163
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	−82,072
Ancora Advisors LLC	−55,637
GWN SECURITIES INC.	−54,850
BRIDGEWAY CAPITAL MANAGEMENT, LLC	−54,029
Manatuck Hill Partners, LLC	−50,000
PRUDENTIAL FINANCIAL INC	−42,705
Integrated Quantitative Investments LLC	−40,723
ALLIANCEBERNSTEIN L.P.	−39,850
OXFORD ASSET MANAGEMENT LLP	−39,024
Nuveen, LLC	−38,998
State of Wyoming	−35,251
Cetera Investment Advisers	−27,544
STRS OHIO	−24,500
LOS ANGELES CAPITAL MANAGEMENT LLC	−15,866
Integrated Wealth Concepts LLC	−14,061
DEUTSCHE BANK AG\	−12,397
Virtu Financial LLC	−11,827
Aaron Wealth Advisors LLC	−10,588
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	−7,526
CWM, LLC	−6,562
MAI Capital Management	−6,386

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
KENNEDY CAPITAL MANAGEMENT LLC	SCHEDULE 13G	2026-08-14	2026-07-07	1,248,899	6.7%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-29	2026-06-30	342,250	1.8%
ROYCE & ASSOCIATES LP	SCHEDULE 13G	2026-07-22	2026-06-30	1,089,398	5.81%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
David Atterbury	SCHEDULE 13D/A	2025-04-21	2025-04-18	1,508,303	8.2%
Whetstone Capital Advisors, LLC	SCHEDULE 13D/A	2025-04-21	2025-04-18	1,508,303	8.2%
ANDREW N. WIENER	SCHEDULE 13G/A	2025-02-13	2024-12-31	50	0%
SAMJO MANAGEMENT, LLC	SCHEDULE 13G/A	2025-02-13	2024-12-31	50	0%
First Light Asset Management, LLC	SCHEDULE 13G/A	2025-01-08	2024-12-31	0	0%
Mathew P. Arens	SCHEDULE 13G/A	2025-01-08	2024-12-31	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.