OptimizeRx Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WHETSTONE CAPITAL ADVISORS, LLC | 02/13/2025 | 1.35 M | $6.56 M | 100.00% | 7.37% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.34 M | $6.49 M | 4.76% | 7.29% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 1.07 M | $5.20 M | 100.00% | 5.84% |
| VANGUARD GROUP INC | 02/11/2025 | 935,557 | $4.55 M | -1.82% | 5.11% |
| BLAIR WILLIAM & CO/IL | 02/12/2025 | 601,383 | $2.92 M | -11.18% | 3.28% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 594,000 | $2.89 M | 57.84% | 3.24% |
| RICE HALL JAMES & ASSOCIATES, LLC | 01/31/2025 | 577,738 | $2.81 M | -6.13% | 3.15% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 444,167 | $2.16 M | 9.83% | 2.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 400,621 | $1.95 M | 1.22% | 2.19% |
| STATE STREET CORP | 02/14/2025 | 356,863 | $1.73 M | 1.93% | 1.95% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 295,717 | $1.44 M | 12.16% | 1.61% |
| TANG CAPITAL MANAGEMENT LLC | 02/14/2025 | 221,200 | $1.08 M | 100.00% | 1.21% |
| AWM INVESTMENT COMPANY, INC. | 02/18/2025 | 215,421 | $1.05 M | -79.90% | 1.18% |
| BULLSEYE ASSET MANAGEMENT LLC | 02/14/2025 | 201,527 | $980,000 | -5.85% | 1.10% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 154,100 | $748,926 | 0.00% | 0.84% |
| WALLEYE CAPITAL LLC | 02/13/2025 | 138,575 | $673,475 | 100.00% | 0.76% |
| MARSHALL WACE, LLP | 02/13/2025 | 134,446 | $653,407 | 100.00% | 0.73% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 02/14/2025 | 133,167 | $647,192 | -45.02% | 0.73% |
| AMH EQUITY LTD | 02/05/2025 | 125,000 | $607,500 | 25.00% | 0.68% |
| PERKINS CAPITAL MANAGEMENT INC | 02/11/2025 | 105,813 | $514,251 | 4.39% | 0.58% |
| MANATUCK HILL PARTNERS, LLC | 02/14/2025 | 100,000 | $486,000 | 100.00% | 0.55% |
| CREDIT AGRICOLE S A | 02/14/2025 | 89,200 | $433,512 | 0.00% | 0.49% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 01/27/2025 | 88,596 | $430,577 | 31.53% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 87,712 | $426,280 | -8.77% | 0.48% |
| AVENIR CORP | 02/13/2025 | 77,260 | $375,484 | -12.46% | 0.42% |
| JANE STREET GROUP, LLC | 02/14/2025 | 72,454 | $352,127 | 234.72% | 0.40% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 63,023 | $306,292 | 89.69% | 0.34% |
| JPMORGAN CHASE & CO | 02/12/2025 | 59,952 | $291,367 | 670.29% | 0.33% |
| CONNORS INVESTOR SERVICES INC | 02/14/2025 | 59,000 | $286,740 | 170.56% | 0.32% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 52,563 | $255,456 | 0.00% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 45,694 | $222,073 | 100.00% | 0.25% |
| SQUAREPOINT OPS LLC | 02/14/2025 | 41,712 | $202,720 | 298.78% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 41,552 | $201,943 | -14.21% | 0.23% |
| XTX TOPCO LTD | 02/13/2025 | 36,674 | $178,236 | 100.00% | 0.20% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/10/2025 | 31,211 | $151,685 | -30.38% | 0.17% |
| BARCLAYS PLC | 02/13/2025 | 30,574 | $148,000 | 13.51% | 0.17% |
| DELTA INVESTMENT MANAGEMENT, LLC | 02/18/2025 | 30,000 | $145,800 | 100.00% | 0.16% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/14/2025 | 28,875 | $140,333 | -43.45% | 0.16% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 27,050 | $131,463 | 0.00% | 0.15% |
| UBS GROUP AG | 02/14/2025 | 26,370 | $128,158 | 218.94% | 0.14% |
| RHUMBLINE ADVISERS | 01/30/2025 | 25,149 | $122,213 | 5.23% | 0.14% |
| ROYAL BANK OF CANADA | 02/14/2025 | 23,544 | $115,000 | -7.01% | 0.13% |
| CORTON CAPITAL INC. | 02/14/2025 | 22,610 | $109,885 | 100.00% | 0.12% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 22,308 | $108,417 | 504.55% | 0.12% |
| GSA CAPITAL PARTNERS LLP | 02/07/2025 | 20,661 | $100,000 | 100.00% | 0.11% |
| SIMPLEX TRADING, LLC | 02/11/2025 | 17,833 | $86,000 | 478.06% | 0.10% |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 16,632 | $80,832 | 100.00% | 0.09% |
| WORTH VENTURE PARTNERS, LLC | 02/12/2025 | 15,327 | $74,489 | 100.00% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 14,396 | $69,965 | -1.48% | 0.08% |
| CITIGROUP INC | 02/12/2025 | 14,171 | $68,871 | 11.84% | 0.08% |
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OptimizeRx Corporation institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of OptimizeRx Corporation. The most heavily invested institutionals were:
Whetstone Capital Advisors, LLC: 1.35 M
BlackRock Funding, Inc. /DE: 1.34 M
ROYCE & ASSOCIATES LP: 1.07 M
VANGUARD GROUP INC: 935,557
BLAIR WILLIAM & CO/IL: 601,383
KENNEDY CAPITAL MANAGEMENT LLC: 594,000
62.05% of OptimizeRx Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 13.66 M shares in the last 24 months. This purchase volume represents approximately $76.09 M in transactions.