OptimizeRx Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WHETSTONE CAPITAL ADVISORS, LLC | 05/15/2026 | 1.51 M | $9.47 M | 0.00% | 8.08% |
| BLACKROCK, INC. | 05/13/2026 | 1.16 M | $7.31 M | -2.61% | 6.23% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 888.03 K | $5.58 M | 30.20% | 4.76% |
| PARKMAN HEALTHCARE PARTNERS LLC | 05/15/2026 | 729.37 K | $4.58 M | 35.41% | 3.91% |
| 05/15/2026 | 685.45 K | $4.30 M | 100.00% | 3.67% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 656.26 K | $4.12 M | -2.62% | 3.52% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 614.99 K | $3.86 M | 5.56% | 3.30% |
| RICE HALL JAMES & ASSOCIATES, LLC | 05/15/2026 | 601.92 K | $3.78 M | 1.90% | 3.23% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 563.57 K | $3.54 M | 22.27% | 3.02% |
| STATE STREET CORP | 05/15/2026 | 477.78 K | $3.00 M | 0.05% | 2.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 392.13 K | $2.46 M | -1.09% | 2.10% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 358.44 K | $2.25 M | 182.21% | 1.92% |
| 05/08/2026 | 331.04 K | $2.08 M | 100.00% | 1.77% | |
| AWM INVESTMENT COMPANY, INC. | 05/15/2026 | 230.42 K | $1.45 M | 0.00% | 1.23% |
| INVENOMIC CAPITAL MANAGEMENT LP | 05/15/2026 | 229.37 K | $1.44 M | 100.00% | 1.23% |
| BULLSEYE ASSET MANAGEMENT LLC | 05/14/2026 | 226.53 K | $1.42 M | 9.68% | 1.21% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 216.86 K | $1.36 M | 633.17% | 1.16% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 214.95 K | $1.35 M | 1,381.01% | 1.15% |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 188.70 K | $1.19 M | 100.00% | 1.01% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 177.57 K | $1.12 M | -14.20% | 0.95% |
| NORTHERN TRUST CORP | 05/14/2026 | 155.39 K | $975.84 K | -0.98% | 0.83% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 142.92 K | $897.56 K | 26.63% | 0.77% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 136.87 K | $859.57 K | 100.00% | 0.73% |
| LPL FINANCIAL LLC | 05/06/2026 | 129.61 K | $813.94 K | 385.46% | 0.69% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 125.49 K | $788.10 K | -56.59% | 0.67% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 120.94 K | $759.52 K | 104.43% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 111.13 K | $697.89 K | 100.00% | 0.60% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 102.37 K | $642.91 K | -10.40% | 0.55% |
| SEI INVESTMENTS CO | 05/13/2026 | 98.63 K | $619.42 K | 83.37% | 0.53% |
| P.A.W. CAPITAL CORP | 04/21/2026 | 90.00 K | $565.20 K | 63.64% | 0.48% |
| CREDIT AGRICOLE S A | 05/15/2026 | 89.20 K | $560.18 K | 0.00% | 0.48% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 85.40 K | $536.31 K | 100.00% | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 83.16 K | $522.26 K | 0.91% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 82.07 K | $515.41 K | 0.93% | 0.44% |
| UBS GROUP AG | 05/05/2026 | 79.26 K | $497.76 K | 126.72% | 0.42% |
| AVENIR CORP | 05/14/2026 | 77.26 K | $485.19 K | 0.00% | 0.41% |
| MORGAN STANLEY | 05/15/2026 | 76.37 K | $479.59 K | -53.60% | 0.41% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 74.76 K | $469.50 K | -23.85% | 0.40% |
| FMR LLC | 05/15/2026 | 69.45 K | $436.13 K | 1,142.14% | 0.37% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 68.49 K | $430.14 K | 29.01% | 0.37% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 63.79 K | $400.60 K | 131.70% | 0.34% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 55.64 K | $349.40 K | 100.00% | 0.30% |
| GWN SECURITIES INC. | 05/15/2026 | 54.85 K | $344.46 K | 145.33% | 0.29% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 54.03 K | $339.30 K | -21.73% | 0.29% |
| MANATUCK HILL PARTNERS, LLC | 05/15/2026 | 50.00 K | $314.00 K | -88.15% | 0.27% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 49.02 K | $307.86 K | 180.06% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 48.30 K | $303.32 K | 100.00% | 0.26% |
| CITADEL ADVISORS LLC | 05/15/2026 | 46.70 K | $293.28 K | 61.03% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 43.82 K | $275.18 K | 2.92% | 0.23% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 42.71 K | $268.19 K | 35.59% | 0.23% |
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OptimizeRx Corp institutional Ownership - FAQ's
During the previous two years, 174 institutional investors and hedge funds held shares of OptimizeRx Corp. The most heavily invested institutionals were:
Whetstone Capital Advisors, LLC: 1.51 M
BlackRock, Inc.: 1.16 M
ROYCE & ASSOCIATES LP: 888,030
Parkman Healthcare Partners LLC: 729,369
KENNEDY CAPITAL MANAGEMENT LLC: 656,258
BLAIR WILLIAM & CO/IL: 614,992
73.00% of OptimizeRx Corp stock is owned by institutional investors.
Institutional investors have bought a total of 16.24 M shares in the last 24 months. This purchase volume represents approximately $111.09 M in transactions.