Who Owns OptimizeRx Stock?
NASDAQ: OPRXConsumer DiscretionaryBusiness ServicesUSD
Market open · Delayed 15 min · as of Oct 9, 2:53 PM ET
Ownership breakdown
- Held by institutions
- 68.65%
- Held by insiders
- 13.82%
- Institutional holders
- 144
- Institutions 68.7%
- Insiders 13.8%
- Public and other 17.5%
Who owns OptimizeRx stock?
Institutional investors own about 68.7% of OptimizeRx's shares, spread across 144 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 13.82% of OPRX.
The largest institutional holders are Whetstone Capital Advisors, LLC (12.47%), Royce & Associates LP (9.01%) and Vanguard Capital Management LLC (5.78%). Together, the top 10 institutions control 58.2% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their OPRX positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OPRX
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1.51M | 12.47% | 0.0% |
| Royce & Associates LP | 1.09M | 9.01% | +22.7% |
| Vanguard Capital Management LLC | 699.60K | 5.78% | +2.1% |
| Kennedy Capital Management, LLC | 644.15K | 5.33% | -1.9% |
| Rice, Hall, James & Associates LLC | 633.84K | 5.24% | +5.3% |
| BLAIR WILLIAM & CO/IL | 607.92K | 5.03% | -1.1% |
| AQR Capital Management, LLC | 583.96K | 4.83% | +171.7% |
| Dimensional Fund Advisors LP | 477.69K | 3.95% | -15.2% |
| Blackrock Inc. | 445.38K | 3.68% | -61.7% |
| Parkman Healthcare Partners LLC | 350.35K | 2.90% | -52.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OPRX
| Fund | Shares | % Held |
|---|---|---|
| ROYCE FUND-Royce Small-Cap Opportunity Fund | 509.76K | 4.21% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 494.25K | 4.09% |
| Jacob Funds Inc.-Jacob Internet Fund | 344.10K | 2.84% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 229.46K | 1.90% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 187.69K | 1.55% |
| Clearwater Investment Trust-Clearwater Select Equity Fund | 129.66K | 1.07% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 100.02K | 0.83% |
| Jacob Funds Inc.-Jacob Discovery Fund | 89.15K | 0.74% |
| Dimensional ETF Trust-Dimensional US Small Cap Value ETF | 80.77K | 0.67% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 80.46K | 0.67% |
Frequently asked questions
Who is the largest shareholder of OptimizeRx?
Whetstone Capital Advisors, LLC is the largest institutional shareholder of OPRX, owning 12.47% of shares outstanding (1.51M shares) as of its latest 13F filing.
What percentage of OptimizeRx is owned by institutions?
Institutions own about 68.7% of OPRX shares and 79.7% of the public float.
How much of OptimizeRx do insiders own?
Insiders, such as officers and directors, own about 13.82% of OPRX shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.