OptimizeRx Corporation (OPRX) Ownership
OPRX ownership summary
as of October 18, 2026- Institutions
- 68.6% of shares outstanding
- Insiders
- 13.82% of shares outstanding
- Shares outstanding
- 18.8M
- Float
- 14.5M shares available to trade
- Short interest
- 6.21% 1.1M shares short
- Days to cover
- 7.18 short interest up 10.6% vs prior month
- Institutions 68.61%
- Insiders 13.82%
- Other investors 17.57%
OPRX top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 8.01% | 1.5M | $12.8M | — | June 30, 2026 |
| 2 | Royce & Associates, LP | 5.78% | 1.1M | $9.3M | +201,368 (+22.7%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 3.71% | 700K | $5.9M | +14,155 (+2.1%) | June 30, 2026 |
| 4 | Kennedy Capital Management Inc | 3.42% | 644K | $5.5M | −12,108 (−1.8%) | June 30, 2026 |
| 5 | Rice Hall James & Associates, LLC | 3.37% | 634K | $5.4M | +31,921 (+5.3%) | June 30, 2026 |
| 6 | Blair William & Co | 3.23% | 608K | $5.2M | −7,067 (−1.1%) | June 30, 2026 |
| 7 | AQR Capital Management LLC | 3.10% | 584K | $5.0M | +369,002 (+171.7%) | June 30, 2026 |
| 8 | Dimensional Fund Advisors, Inc. | 2.54% | 478K | $4.1M | −85,883 (−15.2%) | June 30, 2026 |
| 9 | BlackRock Inc | 2.36% | 445K | $3.8M | −718,119 (−61.7%) | June 30, 2026 |
| 10 | Parkman Healthcare Partners LLC | 1.86% | 350K | $3.0M | −379,022 (−52.0%) | June 30, 2026 |
| 11 | Awm Investment Company Inc | 1.28% | 240K | $2.0M | +10,000 (+4.3%) | June 30, 2026 |
| 12 | Bullseye Asset Management LLC | 1.20% | 227K | $1.9M | +20,000 (+9.7%) | March 31, 2026 |
| 13 | Geode Capital Management, LLC | 1.10% | 207K | $1.8M | −184,784 (−47.1%) | June 30, 2026 |
| 14 | Vanguard Portfolio Management, LLC | 0.90% | 170K | $1.4M | −161,499 (−48.8%) | June 30, 2026 |
| 15 | Renaissance Technologies Corp | 0.89% | 168K | $1.4M | −49,156 (−22.7%) | June 30, 2026 |
| 16 | Marshall Wace Asset Management Ltd | 0.86% | 162K | $1.4M | +130,900 (+418.4%) | June 30, 2026 |
| 17 | P.a.w. Capital Corp | 0.85% | 160K | $1.4M | +70,000 (+77.8%) | June 30, 2026 |
| 18 | Citadel Advisors Llc | 0.84% | 158K | $1.3M | +157,992 (0.0%) | June 30, 2026 |
| 19 | Morgan Stanley - Brokerage Accounts | 0.83% | 156K | $1.3M | +79,946 (+104.7%) | June 30, 2026 |
| 20 | Mink Brook Asset Management LLC | 0.75% | 141K | $1.2M | +141,235 (0.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 1.2M shares and 8 cut 1.6M.
OPRX top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Royce Small-Cap Opportunity Invmt | 3.57% | 672K | $5.7M | +162,253 (+31.8%) | September 30, 2026 |
| 2 | FTGF RY US SmCp Opp A USD Dis(A) | 3.35% | 631K | $5.4M | +45,383 (+7.8%) | August 31, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 2.62% | 494K | $4.2M | — | August 31, 2026 |
| 4 | Jacob Internet Inv | 1.83% | 344K | $2.9M | +61,000 (+21.5%) | June 30, 2026 |
| 5 | DFA US Small Cap Value I | 1.22% | 229K | $2.0M | — | August 31, 2026 |
| 6 | Fidelity Extended Market Index | 0.51% | 97K | $820,326 | −3,509 (−3.5%) | August 31, 2026 |
| 7 | PV BUYBACK USA Classe B USD | 0.47% | 89K | $758,200 | — | June 30, 2026 |
| 8 | Jacob Discovery Fd Instl | 0.47% | 89K | $757,809 | +12,000 (+15.6%) | June 30, 2026 |
| 9 | Dimensional US Small Cap Value ETF | 0.43% | 81K | $686,562 | — | September 24, 2026 |
| 10 | Vanguard Explorer Inv | 0.42% | 79K | $670,854 | — | June 30, 2026 |
| 11 | Jacob Small Cap Growth Investor | 0.36% | 67K | $568,948 | +13,000 (+24.1%) | June 30, 2026 |
| 12 | Exemplar Growth and Income Ser FD | 0.35% | 66K | $561,000 | — | September 30, 2026 |
| 13 | Vanguard US Multifactor ETF | 0.30% | 57K | $486,566 | — | June 30, 2026 |
| 14 | iShares Micro-Cap ETF | 0.28% | 52K | $445,230 | −361 (−0.7%) | September 30, 2026 |
| 15 | iShares Core S&P Total US Stock Mkt ETF | 0.24% | 46K | $391,960 | +40 (+0.1%) | September 30, 2026 |
| 16 | AQR Small Cap Multi-Style I | 0.24% | 45K | $378,607 | +38,546 (+642.9%) | June 30, 2026 |
| 17 | Vanguard VIF Small Co Gr | 0.18% | 33K | $283,654 | — | June 30, 2026 |
| 18 | Fidelity Total Market Index | 0.15% | 29K | $246,908 | — | August 31, 2026 |
| 19 | Fidelity Series Total Market Index | 0.13% | 25K | $212,653 | — | August 31, 2026 |
| 20 | DFA US Micro Cap I | 0.12% | 23K | $192,380 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
OPRX insider transactions
latest 3| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-19 | Edward Stelmakh | Sell | $13.51 | 1,388 | $18,752 |
| 2025-10-03 | Stephen L Silvestro | Sell | $18.75 | 1,620 | $30,375 |
| 2025-08-28 | Patrick D Spangler | Sell | $17.49 | 11,120 | $194,489 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
OPRX shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns OPRX
Institutional investors own 68.6% of OptimizeRx's shares and insiders 13.82%. The largest holder is Whetstone Capital Advisors, LLC with 8.01% of the shares (1.5M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 8 reduced their stake in the latest filings. Short interest is 6.21% of the float, or 7.18 days of average trading volume. The share count rose 153.9% since 2014.
Related: OPRX analyst forecast, OPRX key metrics. See the OPRX stock overview for the latest quote and news.
OPRX ownership FAQ
Who owns the most OptimizeRx stock?
The largest shareholders of OptimizeRx are Whetstone Capital Advisors, LLC (8.01%), Royce & Associates, LP (5.78%), Vanguard Capital Management, LLC (3.71%), Kennedy Capital Management Inc (3.42%), Rice Hall James & Associates, LLC (3.37%).
What percentage of OptimizeRx is owned by institutions?
Institutions hold 68.6% of OptimizeRx's shares outstanding; insiders hold 13.82%.
Which funds own OptimizeRx?
The largest fund holders of OptimizeRx are Royce Small-Cap Opportunity Invmt (3.57%), FTGF RY US SmCp Opp A USD Dis(A) (3.35%), Vanguard MStar Total Stk Mkt Idx Invest (2.62%), Jacob Internet Inv (1.83%), DFA US Small Cap Value I (1.22%).
What is OptimizeRx's short interest?
1.1M shares of OptimizeRx were sold short, 6.21% of the float; at the average daily volume it would take 7.18 days to cover.
Are insiders buying or selling OptimizeRx?
Of the latest 3 reported insider transactions in OptimizeRx (since August 28, 2025), 0 were purchases and 3 were sales.
How many shares of OptimizeRx are outstanding?
OptimizeRx has 18.8M shares outstanding, of which 14.5M are in the public float.