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OptimizeRx (OPRX) Institutional Ownership

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$8.33 +0.15 (+1.83%)
Closing price 04/2/2025 04:00 PM Eastern
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$8.18 -0.15 (-1.86%)
As of 04/2/2025 06:23 PM Eastern
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Institutional Ownership Changes (13F Filings) for OptimizeRx (NASDAQ:OPRX)

Current
Institutional Ownership
Percentage
76.47%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$29.12M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$13.70M
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OPRX Institutional Buying and Selling by Quarter

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OptimizeRx Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025AWM Investment Company Inc.215,421$1.05M0.1%-79.9%1.169%
2/18/2025Delta Investment Management LLC30,000$146K0.0%N/A0.163%
2/17/2025Squarepoint Ops LLC41,712$203K0.0%+298.8%0.226%
2/17/2025Tang Capital Management LLC221,200$1.08M0.1%N/A1.201%
2/17/2025Sherbrooke Park Advisers LLC13,643$66K0.0%-62.2%0.074%
2/17/2025Graham Capital Management L.P.16,632$81K0.0%N/A0.090%
2/17/2025G2 Investment Partners Management LLC133,167$647K0.2%-45.0%0.723%
2/17/2025D. E. Shaw & Co. Inc.295,717$1.44M0.0%+12.2%1.605%
2/17/2025Corton Capital Inc.22,610$110K0.1%N/A0.123%
2/17/2025Bank of America Corp DE73,934$359K0.0%+54.5%0.401%
2/17/2025BNP Paribas Financial Markets22,308$108K0.0%+504.6%0.121%
2/14/2025Manatuck Hill Partners LLC100,000$486K0.2%N/A0.543%
2/14/2025Jane Street Group LLC72,454$352K0.0%+234.7%0.393%
2/14/2025Connors Investor Services Inc.59,000$287K0.0%+170.6%0.320%
2/14/2025Northern Trust Corp189,044$919K0.0%+3.3%1.026%
2/14/2025Boothbay Fund Management LLC28,875$140K0.0%-43.5%0.157%
2/14/2025Bullseye Asset Management LLC201,527$980K0.5%-5.8%1.094%
2/14/2025Dimensional Fund Advisors LP444,167$2.16M0.0%+9.8%2.411%
2/13/2025Avenir Corp77,260$375K0.0%-12.5%0.419%
2/13/2025Marshall Wace LLP134,446$653K0.0%N/A0.730%
2/13/2025Walleye Capital LLC138,575$673K0.0%N/A0.752%
2/13/2025XTX Topco Ltd36,674$178K0.0%N/A0.199%
2/13/2025Barclays PLC30,574$148K0.0%+13.5%0.166%
2/13/2025Whetstone Capital Advisors LLC1,350,423$6.56M2.1%N/A7.331%
2/13/2025Kennedy Capital Management LLC594,000$2.89M0.1%+57.8%3.225%
2/13/2025Wells Fargo & Company MN11,208$54K0.0%+33.3%0.061%
2/12/2025Geode Capital Management LLC400,621$1.95M0.0%+1.2%2.175%
2/12/2025Blair William & Co. IL601,383$2.92M0.0%-11.2%3.265%
2/12/2025JPMorgan Chase & Co.59,952$291K0.0%+670.3%0.325%
2/11/2025Perkins Capital Management Inc.105,813$514K0.5%+4.4%0.574%
2/10/2025Royce & Associates LP1,069,560$5.20M0.0%N/A5.807%
2/6/2025Charles Schwab Investment Management Inc.41,552$202K0.0%-14.2%0.226%
2/6/2025SBI Securities Co. Ltd.5,123$25K0.0%N/A0.028%
2/5/2025AMH Equity Ltd125,000$608K0.6%+25.0%0.679%
2/4/2025Bank of New York Mellon Corp87,712$426K0.0%-8.8%0.476%
1/31/2025Rice Hall James & Associates LLC577,738$2.81M0.2%-6.1%3.136%
1/27/2025Greenwood Capital Associates LLC88,596$431K0.1%+31.5%0.481%
1/17/2025Janney Montgomery Scott LLC84,782$412K0.0%-19.2%0.460%
1/17/2025SG Americas Securities LLC10,555$51K0.0%N/A0.057%
12/26/2024JPMorgan Chase & Co.7,783$60K0.0%-93.1%0.042%
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11/19/2024Barclays PLC26,934$208K0.0%+358.5%0.146%
11/16/2024Geode Capital Management LLC395,800$3.06M0.0%-4.8%2.160%
11/15/2024Bullseye Asset Management LLC214,046$1.65M0.8%+55.6%1.168%
11/15/2024Barclays PLC26,934$208K0.0%+358.5%0.147%
11/15/2024Jane Street Group LLC21,646$167K0.0%-51.2%0.118%
11/13/2024BNP Paribas Financial Markets3,690$28K0.0%+189.2%0.020%
11/7/2024Quest Partners LLC9,800$76K0.0%+15,965.6%0.053%
10/30/2024Greenwood Capital Associates LLC67,356$520K0.1%+8.0%0.369%
10/29/2024Janney Montgomery Scott LLC104,917$810K0.0%N/A0.574%
10/28/2024Rice Hall James & Associates LLC615,441$4.75M0.3%+24.0%3.359%
10/10/2024Essex Investment Management Co. LLC242,025$1.87M0.3%+42.9%1.325%
8/14/2024Squarepoint Ops LLC28,153$282K0.0%N/A0.154%
8/14/2024First Light Asset Management LLC1,826,961$18.27M1.6%+5.1%10.000%
8/14/2024Marshall Wace LLP45,748$457K0.0%N/A0.250%
8/13/2024Divisadero Street Capital Management LP1,315,913$13.16M2.0%-16.3%7.203%
8/12/2024Blair William & Co. IL643,757$6.44M0.0%-17.7%3.524%
8/10/2024Connors Investor Services Inc.19,107$191K0.0%+15.1%0.105%
8/9/2024Renaissance Technologies LLC142,146$1.42M0.0%+101.8%0.778%
8/9/2024Dimensional Fund Advisors LP324,130$3.24M0.0%+12.5%1.774%
8/8/2024American Century Companies Inc.39,384$394K0.0%-48.9%0.216%
8/8/2024Rice Hall James & Associates LLC496,135$4.96M0.3%+23.5%2.716%
8/1/2024Rhumbline Advisers31,462$315K0.0%+9.2%0.172%
7/26/2024Legato Capital Management LLC59,693$597K0.1%+74.0%0.327%
7/26/2024Summit Securities Group LLC2,504$25K0.0%N/A0.014%
7/26/2024Bank of New York Mellon Corp111,719$1.12M0.0%+9.9%0.611%
5/16/2024AWM Investment Company Inc.853,042$10.36M1.4%+4.0%4.692%
5/16/2024Kennedy Capital Management LLC319,799$3.89M0.1%-34.8%1.759%
5/15/2024First Light Asset Management LLC1,737,584$21.11M1.6%+0.6%9.558%
5/11/2024Hillsdale Investment Management Inc.10,700$130K0.0%-31.8%0.059%
5/10/2024Connors Investor Services Inc.16,607$202K0.0%-32.2%0.091%
5/10/2024Acadian Asset Management LLC24,562$297K0.0%-45.3%0.135%
5/10/2024Vanguard Group Inc.1,027,293$12.48M0.0%+0.6%5.649%
5/9/2024Blair William & Co. IL782,573$9.51M0.0%+5.6%4.305%
5/3/2024Essex Investment Management Co. LLC86,656$1.05M0.2%N/A0.477%
5/1/2024BNP Paribas Financial Markets27,910$339K0.0%+283.6%0.154%
5/1/2024Mirae Asset Global Investments Co. Ltd.44,576$542K0.0%N/A0.245%
4/23/2024Rice Hall James & Associates LLC401,882$4.88M0.3%+17.3%2.211%
3/5/2024Greenwood Capital Associates LLC54,675$782K0.1%+58.8%0.301%
2/20/2024Quarry LP3,735$53K0.0%-52.9%0.021%
2/15/2024G2 Investment Partners Management LLC468,120$6.70M2.0%+26.0%2.579%
2/14/2024First Light Asset Management LLC1,727,298$24.72M2.0%-30.5%9.517%
2/14/2024Avenir Corp88,260$1.26M0.1%-71.3%0.486%
2/13/2024Tower Research Capital LLC TRC6,765$97K0.0%+407.5%0.037%
2/12/2024Millrace Asset Group Inc.133,936$1.92M1.9%N/A0.738%
2/9/2024Hillsdale Investment Management Inc.15,700$225K0.0%N/A0.087%
2/5/2024Victory Capital Management Inc.58,707$840K0.0%-16.9%0.323%
2/1/2024Cetera Trust Company N.A5,400$77K0.0%N/A0.030%
1/31/2024Federated Hermes Inc.182,985$2.62M0.0%-47.3%1.008%
1/25/2024Nisa Investment Advisors LLC2,142$31K0.0%+215.0%0.012%
1/22/2024Perkins Capital Management Inc.105,463$1.51M1.3%+3.5%0.581%
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12/6/2023Citigroup Inc.6,189$48K0.0%-45.0%0.034%
11/22/2023Connors Investor Services Inc.22,500$175K0.0%+21.6%0.124%
11/15/2023Kennedy Capital Management LLC555,675$4.32M0.1%N/A3.339%
11/15/2023Avenir Corp307,549$2.39M0.2%-19.4%1.848%
11/14/2023Quadrature Capital Ltd20,916$162K0.0%N/A0.126%
11/14/2023AWM Investment Company Inc.782,571$6.09M0.9%+75.8%4.703%
11/13/2023Federated Hermes Inc.347,328$2.70M0.0%-26.5%2.088%
11/9/2023Blair William & Co. IL836,498$6.51M0.0%-1.1%5.027%
11/8/2023L2 Asset Management LLC12,170$95K0.1%N/A0.073%
11/7/2023Quantbot Technologies LP6,303$49K0.0%N/A0.038%
(Data available from 1/1/2016 forward)

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OPRX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPRX shares?

During the previous two years, 78 institutional investors and hedge funds held shares of OptimizeRx. The most heavily invested institutionals were First Light Asset Management LLC ($18.27M), Divisadero Street Capital Management LP ($13.16M), Vanguard Group Inc. ($12.48M), Whetstone Capital Advisors LLC ($6.56M), Wasatch Advisors LP ($6.55M), Royce & Associates LP ($5.20M), and Credit Suisse AG ($4.69M).Learn more on OPRX's institutional investors.

What percentage of OptimizeRx stock is owned by institutional investors?

76.47% of OptimizeRx stock is owned by institutional investors. Learn more on OPRX's institutional investor holdings.

Which institutional investors have been buying OptimizeRx stock?

Of the 66 institutional investors that purchased OptimizeRx stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Whetstone Capital Advisors LLC ($1.35M), Royce & Associates LP ($1.07M), Kennedy Capital Management LLC ($773.35K), First Light Asset Management LLC ($749.32K), AWM Investment Company Inc. ($417.33K), Rice Hall James & Associates LLC ($393.87K), and Portside Wealth Group LLC ($231.21K).

How much institutional buying is happening at OptimizeRx?

Institutional investors have bought a total of 7,704,695 shares in the last 24 months. This purchase volume represents approximately $63.46M in transactions.

Which OptimizeRx major shareholders have been selling company stock?

Of the 32 institutional investors that sold OptimizeRx stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AWM Investment Company Inc. ($856.41K), First Light Asset Management LLC ($758.75K), G2 Investment Partners Management LLC ($337.51K), Avenir Corp ($337.31K), Federated Hermes Inc. ($289.44K), Divisadero Street Capital Management LP ($256.99K), and Blair William & Co. IL ($223.85K).

How much institutional selling is happening at OptimizeRx?

Institutional investors have sold a total of 3,831,993 shares in the last 24 months. This volume of shares sold represents approximately $38.91M in transactions.


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This page (NASDAQ:OPRX) was last updated on 4/3/2025 by MarketBeat.com Staff
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