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$OPRX
$9.06 -$0.01 (0.11%) Close

Ownership

13F as of Q2 2026 · 18.8M shares outstanding

Who owns OPRX?

By type of holder
Institutions 59.4% Insiders 11.1% Everyone else 29.6%
Concentration Top 10 holders own 38.0%
Whetstone Capital Advisors, LLC 8.0% · BlackRock, Inc. 2.4%
Institutional ownership
59.4%
-12.7 pts vs last qtr
Institutional holders
111
-16 vs last qtr
Net shares bought
−2.4M
by institutions in Q2 2026
New / sold out
23 / 39
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Aqr Capital Management LLC +369.0K
  • Royce & Associates LP +201.4K

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Biggest sellers in Q2 2026
  • BlackRock, Inc. −718.1K
  • State Street Corp −397.2K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for OptimizeRx Corporation in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2014–FY2025
−20.9%
−2.57% a year
Each share's claim on the business
+26.4%
grew without buying or selling a share
Spent on buybacks vs paid in stock
$27.9M vs $62.3M
over 10 fiscal years
Diluted shares, split-adjusted
9.5M16.9M24.2M2014: 24.0M shares'142017: 9.8M shares'172018: 11.9M shares'182019: 13.4M shares'192020: 14.8M shares'202021: 17.7M shares'212022: 17.8M shares'222023: 17.1M shares'232024: 18.3M shares'242025: 19.0M shares'25
Buybacks Stock-based comp
$0$10.0M$20.0M2014 buybacks: $02014 stock comp: $899.4K'142017 buybacks: $390.0K2017 stock comp: $87.4K'172018 buybacks: $02018 stock comp: $2.5M'182019 buybacks: $02019 stock comp: $2.3M'192020 buybacks: $02020 stock comp: $3.2M'202021 buybacks: $02021 stock comp: $5.5M'212022 buybacks: $20.0M2022 stock comp: $15.7M'222023 buybacks: $7.5M2023 stock comp: $13.7M'232024 buybacks: $02024 stock comp: $11.5M'242025 buybacks: $02025 stock comp: $7.0M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years40% 3–5 years1% 1–3 years38% Under 1 year21%
Quarterly turnover
24.0%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting OPRX on Form 13F
WC
Whetstone Capital Advisors, LLC
13D · 8.2%
Shares
1.5M
% of company
8.01%
Change vs last qtr
Unchanged
Held since
2024
B
BlackRock, Inc.
Shares
445.4K
% of company
2.36%
Change vs last qtr
−718.1K (−61.7%)
Held since
≤2021

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Institutional Funds

Mutual funds and ETFs reporting OPRX on Form N-PORT; together they hold 24.7% of the company
RS
Royce Small-Cap Opportunity Fund
Royce Fund
Position value
$2.92M
% of company
2.71%
% of the fund
0.21%
As of
June 30, 2026
VT
Vanguard Total Stock Market Index Fund
Vanguard Index Funds
Position value
$2.83M
% of company
2.62%
% of the fund
0.00%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
FW
Febbo William J
Insider
Shares
600.9K
% of company
3.19%
Change vs last qtr
—
Held since
—
LJ
Lang James Paul
Insider
Shares
433.8K
% of company
2.30%
Change vs last qtr
—
Held since
—

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