OptimizeRx Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WHETSTONE CAPITAL ADVISORS, LLC | 11/14/2025 | 1.51 M | $30.92 M | 0.00% | 8.15% |
| BLACKROCK, INC. | 11/12/2025 | 1.19 M | $24.35 M | -2.78% | 6.42% |
| VANGUARD GROUP INC | 11/07/2025 | 1.06 M | $21.71 M | 15.01% | 5.72% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 677.33 K | $13.89 M | -14.33% | 3.66% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 674.92 K | $13.84 M | 42.85% | 3.65% |
| BLAIR WILLIAM & CO/IL | 11/12/2025 | 591.14 K | $12.12 M | -6.01% | 3.19% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/16/2025 | 545.82 K | $11.19 M | -10.16% | 2.95% |
| PARKMAN HEALTHCARE PARTNERS LLC | 11/14/2025 | 509.61 K | $10.45 M | 0.43% | 2.75% |
| MANATUCK HILL PARTNERS, LLC | 11/14/2025 | 472.31 K | $9.68 M | 3.80% | 2.55% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 397.30 K | $8.14 M | 3.26% | 2.15% |
| STATE STREET CORP | 11/14/2025 | 392.72 K | $8.05 M | 0.95% | 2.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 383.18 K | $7.86 M | -4.10% | 2.07% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 321.05 K | $6.58 M | -22.24% | 1.73% |
| CENTERBOOK PARTNERS LP | 11/07/2025 | 308.81 K | $6.33 M | 100.00% | 1.67% |
| AWM INVESTMENT COMPANY, INC. | 11/13/2025 | 230.42 K | $4.72 M | -9.79% | 1.24% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 213.30 K | $4.37 M | 92.84% | 1.15% |
| NEXT CENTURY GROWTH INVESTORS LLC | 11/14/2025 | 210.72 K | $4.32 M | 100.00% | 1.14% |
| BULLSEYE ASSET MANAGEMENT LLC | 11/13/2025 | 206.53 K | $4.23 M | 0.00% | 1.12% |
| INVESCO LTD. | 11/13/2025 | 199.09 K | $4.08 M | 100.00% | 1.08% |
| MORGAN STANLEY | 11/14/2025 | 182.28 K | $3.74 M | -31.14% | 0.98% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 11/14/2025 | 179.74 K | $3.68 M | 100.00% | 0.97% |
| HARVEST INVESTMENT SERVICES, LLC | 11/17/2025 | 167.84 K | $3.44 M | 100.00% | 0.91% |
| NORTHERN TRUST CORP | 11/14/2025 | 162.16 K | $3.32 M | -30.17% | 0.88% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 139.08 K | $2.85 M | 100.00% | 0.75% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 136.46 K | $2.80 M | 178.81% | 0.74% |
| CITADEL ADVISORS LLC | 11/14/2025 | 108.79 K | $2.23 M | -40.34% | 0.59% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 107.90 K | $2.21 M | 38.85% | 0.58% |
| TANG CAPITAL MANAGEMENT LLC | 11/14/2025 | 100.00 K | $2.05 M | 0.00% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 87.96 K | $1.80 M | -2.03% | 0.48% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 86.49 K | $1.77 M | 100.00% | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 84.77 K | $1.74 M | 0.26% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 84.76 K | $1.74 M | 147.53% | 0.46% |
| AVENIR CORP | 11/14/2025 | 77.26 K | $1.58 M | 0.00% | 0.42% |
| EAM INVESTORS, LLC | 11/14/2025 | 77.09 K | $1.58 M | 21.21% | 0.42% |
| CALAMOS ADVISORS LLC | 10/20/2025 | 77.00 K | $1.58 M | 66.77% | 0.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 75.13 K | $1.54 M | 45.84% | 0.41% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 71.05 K | $1.46 M | 100.00% | 0.38% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 69.41 K | $1.42 M | -0.68% | 0.37% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 65.62 K | $1.35 M | 14.51% | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 63.70 K | $1.31 M | -38.00% | 0.34% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 61.65 K | $1.26 M | -74.70% | 0.33% |
| CITADEL ADVISORS LLC | 11/14/2025 | 60.20 K | $1.23 M | -10.42% | 0.33% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 59.03 K | $1.21 M | -40.39% | 0.32% |
| P.A.W. CAPITAL CORP | 11/12/2025 | 50.00 K | $1.03 M | 0.00% | 0.27% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 48.49 K | $994.05 K | 87.78% | 0.26% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 47.99 K | $983.71 K | 100.00% | 0.26% |
| NUVEEN, LLC | 11/12/2025 | 44.12 K | $904.52 K | -45.51% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 43.70 K | $895.85 K | -9.71% | 0.24% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 39.85 K | $816.93 K | 0.00% | 0.22% |
| PERKINS CAPITAL MANAGEMENT INC | 10/31/2025 | 37.60 K | $770.72 K | -3.84% | 0.20% |
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OptimizeRx Corporation institutional Ownership - FAQ's
During the previous two years, 166 institutional investors and hedge funds held shares of OptimizeRx Corporation. The most heavily invested institutionals were:
Whetstone Capital Advisors, LLC: 1.51 M
BlackRock, Inc.: 1.19 M
VANGUARD GROUP INC: 1.06 M
ROYCE & ASSOCIATES LP: 677,330
KENNEDY CAPITAL MANAGEMENT LLC: 674,918
BLAIR WILLIAM & CO/IL: 591,139
72.12% of OptimizeRx Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 15.85 M shares in the last 24 months. This purchase volume represents approximately $297.16 M in transactions.