Who Owns OptimizeRx Corporation (OPRX)?Hedge Fund & Institutional Holders

$6.29+0.36 (+6.16%)HealthcareNASDAQ

Institutional Holders

as of Q4 2025

Total Institutional Value

$8.361000826200073e+253T

% of Float Held

4.720564977215929e+245%

QoQ Change in Holders

+14 / -3

Price History

OPRX — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
RICE HALL JAMES & ASSOCIATES, LLC	New Position	+591K	+$7.2B
NEXT CENTURY GROWTH INVESTORS LLC	Increased	+295K	+$1.9B
Calamos Advisors LLC	New Position	+97K	+$1.2B
Diametric Capital, LP	New Position	+33K	+$407.0M
PRINCIPAL FINANCIAL GROUP INC	New Position	+28K	+$337.0M
STRS OHIO	New Position	+25K	+$300.0M
GWN SECURITIES INC.	New Position	+22K	+$274.0M
State of Wyoming	New Position	+11K	+$129.0M
NISA INVESTMENT ADVISORS, LLC	New Position	+2K	+$26.0M
BARD ASSOCIATES INC	New Position	+1K	+$18.0M
MCF Advisors LLC	New Position	+631	+$7.0M
SBI Securities Co., Ltd.	New Position	+253	+$3.0M
Inspire Investing, LLC	New Position	+96K	+$1.2M
CREDIT AGRICOLE S A	New Position	+89K	+$1.0M
HighMark Wealth Management LLC	New Position	+100	+$1.0M

OPRX — Institutions Reducing or Closing Positions

Fund	Action	Shares Sold	Value Sold
CenterBook Partners LP	Decreased	-284K	-$6.3B
D. E. Shaw & Co., Inc.	Decreased	-208K	-$5.6B
KENNEDY CAPITAL MANAGEMENT LLC	Decreased	-998	-$5.6B
BLAIR WILLIAM & CO/IL	Decreased	-9K	-$5.1B
Manatuck Hill Partners, LLC	Decreased	-50K	-$4.5B
Invesco Ltd.	Closed Position	-199K	-$4.1B
NORTHERN TRUST CORP	Decreased	-5K	-$2.3B
CITADEL ADVISORS LLC	Decreased	-97K	-$2.2B
RENAISSANCE TECHNOLOGIES LLC	Decreased	-78K	-$2.2B
TANG CAPITAL MANAGEMENT LLC	Closed Position	-100K	-$2.0B
GOLDMAN SACHS GROUP INC	Decreased	-9K	-$1.8B
PRUDENTIAL FINANCIAL INC	Decreased	-55K	-$1.8B
RAYMOND JAMES FINANCIAL INC	Decreased	-2K	-$1.7B
AMERIPRISE FINANCIAL INC	Decreased	-44K	-$1.4B
JANUS HENDERSON GROUP PLC	Closed Position	-66K	-$1.3B

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	ROYCE & ASSOCIATES LP	682,030	$8.4B	84.78%	Share
2	KENNEDY CAPITAL MANAGEMENT LLC	673,920	$8.3B	0.17%	Share
3	RICE HALL JAMES & ASSOCIATES, LLC	590,674	$7.2B	0.40%	Share
4	BLAIR WILLIAM & CO/IL	582,585	$7.0B	18.79%	Share
5	NEXT CENTURY GROWTH INVESTORS LLC	505,407	$6.2B	0.43%	Share
6	Manatuck Hill Partners, LLC	422,107	$5.2B	1.81%	Share
7	DIMENSIONAL FUND ADVISORS LP	431,835	$5.0B	1.05%	Share
8	Granahan Investment Management, LLC	117,122	$1.4B	0.06%	Share
9	Russell Investments Group, Ltd.	90,443	$1.0B	1.09%	Share
10	NORTHERN TRUST CORP	154,434	$1.0B	0.13%	Share
11	D. E. Shaw & Co., Inc.	112,867	$1.0B	0.55%	Share
12	GOLDMAN SACHS GROUP INC	99,304	$1.0B	0.12%	Share
13	AVENIR CORP	77,260	$947.0M	0.10%	Share
14	Calamos Advisors LLC	59,717	$732.0M	2.75%	Share
15	Calamos Advisors LLC	37,401	$458.0M	1.72%	Share
16	Diametric Capital, LP	33,263	$407.0M	0.11%	Share
17	UBS Group AG	27,648	$338.0M	0.05%	Share
18	PRINCIPAL FINANCIAL GROUP INC	26,597	$326.0M	0.17%	Share
19	STRS OHIO	24,500	$300.0M	1.12%	Share
20	GWN SECURITIES INC.	22,358	$274.0M	0.06%	Share
21	State of Wyoming	10,535	$129.0M	0.01%	Share
22	GROUP ONE TRADING LLC	8,051	$98.0M	0.17%	Share
23	UBS Group AG	4,040	$49.0M	0.01%	Share
24	GROUP ONE TRADING LLC	3,800	$46.0M	0.08%	Call
25	UBS Group AG	3,272	$40.0M	0.01%	Share
26	NISA INVESTMENT ADVISORS, LLC	2,121	$26.0M	0.09%	Share
27	Whetstone Capital Advisors, LLC	1,508,303	$18.5M	5.77%	Share
28	BARD ASSOCIATES INC	1,480	$18.0M	0.00%	Share
29	VANGUARD GROUP INC	1,007,722	$12.0M	0.17%	Share
30	PRINCIPAL FINANCIAL GROUP INC	934	$11.0M	0.01%	Share
31	MCF Advisors LLC	631	$7.0M	0.00%	Share
32	BlackRock, Inc.	633,912	$7.0M	0.12%	Share
33	Parkman Healthcare Partners LLC	538,649	$6.6M	0.63%	Share
34	GAMMA Investing LLC	565	$6.0M	0.00%	Share
35	Compagnie Lombard Odier SCmA	410	$5.0M	0.05%	Share
36	BlackRock, Inc.	446,619	$5.0M	0.08%	Share
37	STATE STREET CORP	477,531	$5.0M	0.00%	Share
38	G2 Investment Partners Management LLC	310,000	$3.8M	0.90%	Share
39	SBI Securities Co., Ltd.	253	$3.0M	0.00%	Share
40	AWM Investment Company, Inc.	230,421	$2.8M	0.27%	Share
41	Bullseye Asset Management LLC	206,527	$2.5M	1.36%	Share
42	Squarepoint Ops LLC	206,961	$2.0M	0.00%	Share
43	Schonfeld Strategic Advisors LLC	98,170	$1.2M	0.01%	Share
44	Inspire Investing, LLC	95,880	$1.2M	0.11%	Share
45	MORGAN STANLEY	94,196	$1.0M	0.00%	Share
46	Optiver Holding B.V.	132	$1.0M	0.00%	Share
47	VANGUARD GROUP INC	111,194	$1.0M	0.01%	Share
48	CREDIT AGRICOLE S A	89,200	$1.0M	0.00%	Share
49	AdvisorNet Financial, Inc	100	$1.0M	0.00%	Share
50	HighMark Wealth Management LLC	100	$1.0M	0.00%	Share

OPRX Institutional Ownership History

Quarter	Holders	Total Value	Change
Q4 2025	127	$56.9B	+27
Q3 2025	100	$127.7B	+7
Q2 2025	93	$80.7B	+6
Q1 2025	87	$67.3B	+3
Q4 2024	84	$27.9B	+9
Q3 2024	75	$4.2T	-8
Q2 2024	83	$6.1T	-2
Q1 2024	85	$2.8T	—

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As of Q4 2025, 50 institutional investors hold OPRX (OptimizeRx Corporation). The largest holder is ROYCE & ASSOCIATES LP with $8.4B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own OPRX?

As of Q4 2025, 50 institutional investors report holding OPRX (OptimizeRx Corporation) in their 13F filings.

Who is the largest institutional holder of OPRX?

The largest institutional holder of OPRX is ROYCE & ASSOCIATES LP with $8.4B in shares.

Is institutional ownership of OPRX increasing or decreasing?

This quarter, 14 institutions opened new positions in OPRX and 3 closed their positions.