OptimizeRx Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WHETSTONE CAPITAL ADVISORS, LLC | 08/14/2026 | 1.51 M | $8.63 M | 0.00% | 8.03% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 1.09 M | $6.23 M | 22.68% | 5.80% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 699.60 K | $4.00 M | 2.07% | 3.72% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 644.15 K | $3.68 M | -1.85% | 3.43% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2026 | 633.84 K | $3.63 M | 5.30% | 3.37% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 607.93 K | $3.48 M | -1.15% | 3.24% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 583.96 K | $3.34 M | 171.67% | 3.11% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 477.69 K | $2.73 M | -15.24% | 2.54% |
| BLACKROCK, INC. | 08/07/2026 | 445.38 K | $2.55 M | -61.72% | 2.37% |
| PARKMAN HEALTHCARE PARTNERS LLC | 08/14/2026 | 350.35 K | $2.00 M | -51.97% | 1.87% |
| BULLSEYE ASSET MANAGEMENT LLC | 08/12/2026 | 258.31 K | $1.48 M | 14.03% | 1.38% |
| AWM INVESTMENT COMPANY, INC. | 08/14/2026 | 240.42 K | $1.38 M | 4.34% | 1.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 207.35 K | $1.19 M | -47.12% | 1.10% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 169.54 K | $969.76 K | -48.79% | 0.90% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 167.70 K | $959.24 K | -22.67% | 0.89% |
| MARSHALL WACE, LLP | 08/13/2026 | 162.19 K | $927.70 K | 418.40% | 0.86% |
| P.A.W. CAPITAL CORP | 07/28/2026 | 160.00 K | $915.20 K | 77.78% | 0.85% |
| CITADEL ADVISORS LLC | 09/02/2026 | 157.99 K | $903.72 K | 100.00% | 0.84% |
| MORGAN STANLEY | 08/13/2026 | 156.31 K | $894.12 K | 104.69% | 0.83% |
| MINK BROOK ASSET MANAGEMENT LLC | 08/14/2026 | 141.24 K | $807.86 K | 100.00% | 0.75% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 138.08 K | $789.84 K | -3.39% | 0.74% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 135.97 K | $778.00 K | 100.00% | 0.72% |
| JANE STREET GROUP, LLC | 08/14/2026 | 122.09 K | $698.33 K | 100.00% | 0.65% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 105.04 K | $600.81 K | -70.70% | 0.56% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 99.12 K | $566.99 K | 102.20% | 0.53% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 98.00 K | $560.55 K | -11.82% | 0.52% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 89.67 K | $512.89 K | -34.49% | 0.48% |
| CREDIT AGRICOLE S A | 08/14/2026 | 89.20 K | $510.22 K | 0.00% | 0.47% |
| STATE STREET CORP | 08/07/2026 | 80.60 K | $461.04 K | -83.13% | 0.43% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 78.79 K | $450.69 K | 211.24% | 0.42% |
| AVENIR CORP | 08/13/2026 | 73.86 K | $422.48 K | -4.40% | 0.39% |
| MAN GROUP PLC | 08/14/2026 | 72.35 K | $413.83 K | 85.79% | 0.39% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 68.14 K | $389.76 K | 6.82% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 67.27 K | $384.77 K | -44.38% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 64.71 K | $370.12 K | -36.79% | 0.34% |
| HSBC HOLDINGS PLC | 08/14/2026 | 58.95 K | $326.58 K | 343.69% | 0.31% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 55.62 K | $318.14 K | 100.00% | 0.30% |
| UBS GROUP AG | 08/13/2026 | 55.52 K | $317.60 K | -29.95% | 0.30% |
| JAIN GLOBAL LLC | 08/14/2026 | 51.68 K | $295.62 K | 100.00% | 0.28% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/03/2026 | 51.13 K | $292.46 K | 55.60% | 0.27% |
| XTX TOPCO LTD | 08/14/2026 | 46.50 K | $265.96 K | 152.39% | 0.25% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 45.06 K | $257.77 K | -74.62% | 0.24% |
| SEI INVESTMENTS CO | 08/14/2026 | 41.42 K | $236.95 K | -58.00% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 39.00 K | $223.10 K | 242.94% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 38.20 K | $218.50 K | -20.91% | 0.20% |
| JANE STREET GROUP, LLC | 08/14/2026 | 37.90 K | $216.79 K | 39.34% | 0.20% |
| NORTHERN TRUST CORP | 08/13/2026 | 37.00 K | $211.64 K | -76.19% | 0.20% |
| HRT FINANCIAL LP | 08/14/2026 | 35.70 K | $204.00 K | 100.00% | 0.19% |
| CITADEL ADVISORS LLC | 09/02/2026 | 32.20 K | $184.18 K | 100.00% | 0.17% |
| SAMJO MANAGEMENT, LLC | 08/14/2026 | 32.00 K | $183.04 K | 100.00% | 0.17% |
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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
ROYCE & ASSOCIATES LP: 1.09 M
VANGUARD CAPITAL MANAGEMENT LLC: 699,604
KENNEDY CAPITAL MANAGEMENT LLC: 644,150
RICE HALL JAMES & ASSOCIATES, LLC: 633,842
BLAIR WILLIAM & CO/IL: 607,925
59.75% of OptimizeRx Corp stock is owned by institutional investors.
Institutional investors have bought a total of 14.87 M shares in the last 24 months. This purchase volume represents approximately $101.68 M in transactions.