OPRX Institutional Ownership
Who owns OptimizeRx Corp and what the big funds did with it last quarter, from every SEC 13F filing. 113 funds reported holding OPRX at Jun 30, 2026, together owning 59.6% of the company.
- ▼55 buying vs 79 selling
- ▼Held by funds -12.7 pts
- ▼Funds holding -15
- ▲Superinvestors: 3 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 113 | 128 | −11.7% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 11.2M | 13.6M | −17.6% |
| Held by funds | 59.6% | 72.3% | −12.7 pts |
| New positions | 22 | 25 | −12.0% |
| Increased | 33 | 48 | −31.3% |
| Reduced | 42 | 28 | +50.0% |
| Sold out | 37 | 29 | +27.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in OPRX
All superinvestors →
Who owns OPRX
share of fund held shares- Index and passive funds19.8%
- Active managers and hedge funds73.9%
- Banks and brokers5.9%
- Pensions, insurers and other0.4%
The top 10 holders own 62.7% of all OPRX shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
16 funds changed their position- Principal Financial Group IncSold out−68K sh
- Wealth Enhancement Advisory Services, LLCSold out−12K sh
- PharVision Advisers, LLCSold out−13K sh
- GK Wealth Management LLCNew+2,790 sh
- Spire Wealth ManagementNew+1,648 sh
🔒 Free account: see all 16.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 8.01% | 1.5M | $8.6M | 0 |
| 2 | Royce & Associates LP | 5.78% | 1.1M | $6.2M | +201K |
| 3 | Vanguard Capital Management LLC | 3.71% | 700K | $4M | +14K |
| 4 | Kennedy Capital Management LLC | 3.42% | 644K | $3.7M | −12K |
| 5 | Rice Hall James & Associates, LLC | 3.37% | 634K | $3.6M | +32K |
| 6 | Blair William & Co/il | 3.23% | 608K | $3.5M | −7,067 |
| 7 | AQR Capital Management LLC | 3.10% | 584K | $3.3M | +369K |
| 8 | Dimensional Fund Advisors LP | 2.54% | 478K | $2.7M | −86K |
| 9 | BlackRock, Inc. | 2.36% | 445K | $2.5M | −718K |
| 10 | Parkman Healthcare Partners LLC | 1.86% | 350K | $2M | −379K |
- AQR Capital Management LLC+369K sh+$2.1M
- Royce & Associates LP+201K sh+$1.2M
- Citadel Advisors LLC+158K sh+$904K
- Mink Brook Asset Management LLC+141K sh+$808K
- Janney Montgomery Scott LLC+136K sh+$778K
- Marshall Wace, LLP+131K sh+$749K
- Jane Street Group, LLC+122K sh+$698K
- Morgan Stanley+80K sh+$457K
- BlackRock, Inc.−718K sh−$4.1M
- State Street Corp−397K sh−$2.3M
- Parkman Healthcare Partners LLC−379K sh−$2.2M
- Goldman Sachs Group Inc−253K sh−$1.4M
- Invenomic Capital Management LP−229K sh−$1.4M
- Segall Bryant & Hamill, LLC−189K sh−$1.2M
- Geode Capital Management, LLC−185K sh−$1.1M
- Vanguard Portfolio Management LLC−161K sh−$924K
OPRX institutional ownership FAQ
Who owns the most OPRX stock?
In Q2 2026 13F filings the largest holder of OPRX was Whetstone Capital Advisors, LLC, followed by Royce & Associates LP and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of OPRX is owned by institutions?
Funds that file 13F reports held 59.6% of OPRX's shares at Jun 30, 2026, compared with 72.3% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying OPRX?
In Q2 2026, 55 funds bought OPRX (22 of them new positions) and 79 sold (37 sold out completely). Among well known investors, 3 added and 1 cut. Our fund sentiment for OPRX is bearish.
What is OPRX's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this OPRX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.