Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OPRX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 1.5M | $8.6M | 0.0% | 8.038% | 2.27% |
| 2 | ROYCE & ASSOCIATES LP | 1.1M | $6.2M | +22.7% | 5.806% | 0.05% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 700K | $4.0M | +2.1% | 3.728% | 0.00% |
| 4 | KENNEDY CAPITAL MANAGEMENT LLC | 644K | $3.7M | -1.8% | 3.433% | 0.07% |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | 634K | $3.6M | +5.3% | 3.378% | 0.18% |
| 6 | BLAIR WILLIAM & CO/IL | 608K | $3.5M | -1.1% | 3.240% | 0.01% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 584K | $3.3M | +171.7% | 3.112% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 478K | $2.7M | -15.2% | 2.546% | 0.00% |
| 9 | BlackRock, Inc. | 445K | $2.5M | -61.7% | 2.373% | 0.00% |
| 10 | Parkman Healthcare Partners LLC | 350K | $2.0M | -52.0% | 1.867% | 0.21% |
| 11 | AWM Investment Company, Inc. | 240K | $1.4M | +4.3% | 1.281% | 0.12% |
| 12 | CITADEL ADVISORS LLC | 214K | $1.2M | +358.2% | 1.140% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 207K | $1.2M | -47.1% | 1.105% | 0.00% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 170K | $970K | -48.8% | 0.903% | 0.00% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 168K | $959K | -22.7% | 0.894% | 0.00% |
| 16 | MARSHALL WACE, LLP | 162K | $928K | +418.4% | 0.864% | 0.00% |
| 17 | P.A.W. CAPITAL CORP | 160K | $915K | +77.8% | 0.853% | 0.35% |
| 18 | JANE STREET GROUP, LLC | 160K | $915K | +488.2% | 0.853% | 0.00% |
| 19 | MORGAN STANLEY | 156K | $894K | +104.7% | 0.833% | 0.00% |
| 20 | Mink Brook Asset Management LLC | 141K | $808K | — | 0.753% | 0.36% |
| 21 | D. E. Shaw & Co., Inc. | 138K | $790K | -3.4% | 0.736% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 105K | $601K | -70.7% | 0.560% | 0.00% |
| 23 | Quantinno Capital Management LP | 99K | $567K | +102.2% | 0.528% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 98K | $561K | -11.8% | 0.522% | 0.00% |
| 25 | Trexquant Investment LP | 90K | $513K | -34.5% | 0.478% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OPRX — a direct measure of their conviction.
Filings activity in OPRX during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new OPRX position in Q2 2026
Institutions that fully closed their OPRX position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 112 | 13% | 60.51% | 12.61 pp | $62M | 26% |
| Q1 2026 | 128 | +0.8% | 73.12% | +1.48 pp | $85M | 48% |
| Q4 2025 | 127 | +0.0% | 71.64% | 1.65 pp | $162M | 41% |
| Q3 2025 | 127 | +17% | 73.29% | +5.08 pp | $273M | +64% |
| Q2 2025 | 109 | +25% | 68.21% | +4.87 pp | $167M | +96% |
| Q1 2025 | 87 | +0.0% | 63.34% | +2.97 pp | $85M | +82% |
| Q4 2024 | 87 | +3.6% | 60.37% | 4.72 pp | $47M | 49% |
| Q3 2024 | 84 | — | 65.09% | — | $92M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OPRX stock.
Based on Q2 2026 13F filings, institutional ownership of OptimizeRx Corp. stands at 60.5%, held across 112 reporting institutions.
Whetstone Capital Advisors, LLC is the largest reported institutional holder of OPRX, with approximately 1,508,303 shares worth $0.01B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of OPRX, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for OPRX is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in OPRX during Q2 2026, while 37 fully exited. 26 added to existing positions and 63 trimmed.
OPRX institutional ownership fell by 12.61 percentage points quarter-over-quarter, with a net change of -16 holders.
The top 10 institutions account for 64.6% of all reported 13F value in OPRX, and the top 25 account for 85.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
OptimizeRx Corp. (OPRX) Institutional Ownership