OptimizeRx Corp
OPRX- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001448431
No open-market purchases or sales by OptimizeRx Corp insiders were filed in the last 90 days; 112 institutions reported holding it in 13F filings for Q2 2026, worth $64.2M in total; no superinvestor holds it.
Holders of 5% or more of OPRX
Holders whose latest Schedule 13D or 13G filing reports 5% or more of OptimizeRx Corp, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 13D/A | 8.20%1.51M shares | 0.00 ppfrom 8.20% | Feb 5, 20253 filings | Apr 21, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
10 Schedule 13D and 13G filings on OptimizeRx Corp, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 27, 202611:05 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −5.70 ppfrom 5.70%Below 5% | Mar 13, 2026 | SEC |
| Oct 31, 202511:03 AM ET | Vanguard Group Inc | 13G | 5.70%1.06M shares | +0.72 ppfrom 4.98% | Sep 30, 2025 | SEC |
| Jul 16, 202511:35 AM ET | Royce & Associates LP | 13G/A | 4.27%790.6K shares | −1.54 ppfrom 5.81%Below 5% | Jun 30, 2025 | SEC |
| Apr 30, 202511:22 AM ET | Vanguard Group Inc | 13G/A | 4.98%921.8K shares | –Below 5% | Mar 31, 2025 | SEC |
| Apr 21, 20252:47 PM ET | Whetstone Capital Advisors, LLCand 1 other | 13D/A | 8.20%1.51M shares | 0.00 ppfrom 8.20% | Apr 18, 2025 | SEC |
| Mar 10, 20255:29 PM ET | Whetstone Capital Advisors, LLCand 1 other | 13D/A | 8.20%1.51M shares | 0.00 ppfrom 8.20% | Mar 6, 2025 | SEC |
| Feb 13, 202510:34 AM ET | Samjo Management, LLCand 1 other | 13G/A | 0.00%50 shares | –Below 5% | Dec 31, 2024 | SEC |
| Feb 5, 202511:41 AM ET | Whetstone Capital Advisors, LLCand 1 other | 13D | 8.20%1.51M shares | New | Feb 3, 2025 | SEC |
| Jan 28, 202512:58 PM ET | Royce & Associates LP | 13G | 5.81%1.07M shares | New | Dec 31, 2024 | SEC |
| Jan 8, 20254:37 PM ET | First Light Asset Management, LLCand 1 other | 13G/A | 0.00%0 shares | –Below 5% | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell OptimizeRx Corp shares.
No Form 144 notices for OptimizeRx Corp are on file.