OptimizeRx Corporation

Historical 13F Holders

Symbol
OPRX
CUSIP
68401U204
All holders as of
Q2 2026
Type
Equity
Class
COM NEW
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 68401U204 since 12/18/2024, newest first.

Filer % of Class Filed
Kennedy Capital Management LLC 13G 6.7% 8/14/2026
Event 7/7/2026
BlackRock, Inc. 13G/A Amendment 8 1.8% 7/29/2026
Event 6/30/2026
Royce & Associates LP 13G 5.8% 7/22/2026
Event 6/30/2026
Vanguard Group Inc 13G/A Amendment 1 0% 3/27/2026
Event 3/13/2026
Vanguard Group Inc 13G 5.7% 10/31/2025
Event 9/30/2025
Royce & Associates LP 13G/A Amendment 1 4.3% 7/16/2025
Event 6/30/2025
Vanguard Group Inc 13G/A Amendment 3 4.98% 4/30/2025
Event 3/31/2025
Whetstone Capital Advisors, LLC 13D/A Amendment 2
8.2% 4/21/2025
Event 4/18/2025
Whetstone Capital Advisors, LLC 13D/A Amendment 1
8.2% 3/10/2025
Event 3/6/2025
Samjo Management, LLC 13G/A Amendment 1
0% 2/13/2025
Event 12/31/2024
Whetstone Capital Advisors, LLC 13D
8.2% 2/5/2025
Event 2/3/2025
Royce & Associates LP 13G 5.8% 1/28/2025
Event 12/31/2024
First Light Asset Management, LLC 13G/A Amendment 2
0% 1/8/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 4 4.26 k $35.6 k
2026 Q2 116 11.2 M $64.2 M
2026 Q1 133 13.6 M $85.8 M
2025 Q4 133 13.3 M $164 M
2025 Q3 135 13.4 M $274 M
2025 Q2 128 12.9 M $174 M
2025 Q1 95 11.7 M $102 M
2024 Q4 90 11.4 M $55.3 M
2024 Q3 89 12.4 M $95.6 M
2024 Q2 99 13.3 M $133 M
2024 Q1 104 13.1 M $159 M
2023 Q4 108 12.8 M $183 M
2023 Q3 103 13.1 M $102 M
2023 Q2 111 12.9 M $184 M
2023 Q1 121 13.4 M $196 M
2022 Q4 141 14.4 M $242 M
2022 Q3 139 13.8 M $205 M
2022 Q2 160 15.6 M $428 M
2022 Q1 168 15.6 M $587 M
2021 Q4 198 15.0 M $932 M
2021 Q3 181 13.9 M $1.19 B
2021 Q2 157 12.3 M $761 M
2021 Q1 136 11.6 M $651 M
2020 Q4 99 10.0 M $313 M
2020 Q3 73 9.43 M $197 M
2020 Q2 57 8.46 M $110 M
2020 Q1 55 8.00 M $72.4 M
2019 Q4 60 8.52 M $87.5 M
2019 Q3 72 7.56 M $109 M
2019 Q2 61 6.58 M $106 M
2019 Q1 43 4.57 M $58.2 M
2018 Q4 41 4.25 M $46.6 M
2018 Q3 32 2.68 M $48.3 M
2018 Q2 13 2.05 M $21.3 M