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OptimizeRx
OPRX
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Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
60.35%
Public and others
16.51%
Individuals & Insiders
15.13%
Hedge funds
8.01%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Whetstone Capital Advisors, LLC
8.01%
1.51M
0.03%
+0
06/30/2026
Michael Weintraub
7.35%
1.38M
0.03%
+0
04/10/2026
Kennedy Capital Management LLC
6.63%
1.25M
3.21%
+604.75K
07/07/2026
Royce & Associates, LP
5.78%
1.09M
1.05%
+201.37K
06/30/2026
Vanguard Capital Management, LLC
4.23%
797.60K
0.01%
+1.03K
06/30/2026
Rice Hall James & Associates, LLC
3.37%
633.84K
0.16%
+31.92K
06/30/2026
William Blair Investment Management, LLC
3.23%
607.93K
0.05%
-7.07K
06/30/2026
AQR Capital Management, LLC
3.08%
580.74K
1.95%
+368.63K
06/30/2026
William Febbo
Former CEO & Director
2.82%
530.85K
0.01%
+0
04/29/2025
Dimensional Fund Advisors LP
2.54%
477.69K
0.47%
-85.88K
06/30/2026
Jacob Asset Management of New York LLC
2.42%
456.19K
0.58%
+111.00K
05/31/2026
BlackRock, Inc.
2.36%
445.38K
3.84%
-718.12K
06/30/2026
James Lang
Independent Director
2.12%
399.32K
0.04%
+9.87K
06/09/2026
Parkman Healthcare Partners LLC
1.86%
350.35K
2.03%
-379.02K
06/30/2026
Bullseye Asset Management LLC
1.37%
258.31K
0.16%
+31.78K
06/30/2026
AWM Investment Company Inc
1.28%
240.42K
0.05%
+10.00K
06/30/2026
Geode Capital Management, LLC
1.10%
207.35K
0.99%
-184.78K
06/30/2026
Vanguard Portfolio Management, LLC
0.90%
169.54K
0.86%
-161.50K
06/30/2026
Renaissance Technologies LLC
0.89%
167.70K
0.27%
-49.16K
06/30/2026
Marshall Wace LLP
0.86%
162.19K
0.69%
+130.90K
06/30/2026