Who Owns OPTIMIZERX CORP (OPRX)? -- Institutional Holders (2026-06-30)
146 institutions reported holding $65.3M of OPTIMIZERX CORP (OPRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Whetstone Capital Advisors, LLC ($8.6M), ROYCE & ASSOCIATES LP ($6.2M), VANGUARD GROUP INC ($5.6M), KENNEDY CAPITAL MANAGEMENT LLC ($3.7M), RICE HALL JAMES & ASSOCIATES, LLC ($3.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Whetstone Capital Advisors, LLC | $8.6M | 1.5M | Hold |
| 2 | ROYCE & ASSOCIATES LP | $6.2M | 1.1M | Added |
| 3 | VANGUARD GROUP INC | $5.6M | 974,038 | Trimmed |
| 4 | KENNEDY CAPITAL MANAGEMENT LLC | $3.7M | 644,150 | Trimmed |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | $3.6M | 633,842 | Added |
| 6 | BLAIR WILLIAM & CO/IL | $3.5M | 607,925 | Trimmed |
| 7 | AQR CAPITAL MANAGEMENT LLC | $3.3M | 583,956 | Added |
| 8 | DIMENSIONAL FUND ADVISORS LP | $2.7M | 477,687 | Trimmed |
| 9 | BlackRock, Inc. | $2.5M | 445,382 | Trimmed |
| 10 | Parkman Healthcare Partners LLC | $2.0M | 350,347 | Trimmed |
| 11 | Bullseye Asset Management LLC | $1.5M | 258,311 | Added |
| 12 | AWM Investment Company, Inc. | $1.4M | 240,421 | Added |
| 13 | CITADEL ADVISORS LLC | $1.2M | 213,992 | Added |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $1.2M | 207,345 | Trimmed |
| 15 | RENAISSANCE TECHNOLOGIES LLC | $959,244 | 167,700 | Trimmed |
| 16 | MARSHALL WACE, LLP | $927,704 | 162,186 | Added |
| 17 | P.A.W. CAPITAL CORP | $915,200 | 160,000 | Added |
| 18 | JANE STREET GROUP, LLC | $915,120 | 159,986 | Added |
| 19 | MORGAN STANLEY | $894,116 | 156,314 | Added |
| 20 | Mink Brook Asset Management LLC | $807,864 | 141,235 | New |
| 21 | D. E. Shaw & Co., Inc. | $789,840 | 138,084 | Trimmed |
| 22 | Janney Montgomery Scott LLC | $778,000 | 135,969 | New |
| 23 | GOLDMAN SACHS GROUP INC | $600,812 | 105,037 | Trimmed |
| 24 | Quantinno Capital Management LP | $566,989 | 99,124 | Added |
| 25 | Trexquant Investment LP | $512,890 | 89,666 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30