OptimizeRx Corporation
OptimizeRx Corporation (OPRX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OPRX · as of Mar 31, 2025
Ownership Breakdown
93
Institutional Holders
▲ 5 vs Q4
$101.63M
Total Inst. Value
▲ $46.37M vs Q4
18.77M
Shares Outstanding
freeFloat 77.14%
11.74M
13F Shares Held
▲ 365,760 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OPRX largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
WHETSTONE CAPITAL ADVISORS, LLC services-business services, nec | 1.51M | 8.17% | 8.17% | $13.06B | May 14, 2025 | ▲ 157.9K |
BLACKROCK, INC. services-business services, nec | 1.32M | 7.15% | 7.15% | $11.44B | May 2, 2025 | ▼ 14.4K |
ROYCE & ASSOCIATES LP services-business services, nec | 994.3K | 5.38% | 5.38% | $8.61B | May 6, 2025 | ▼ 75.3K |
VANGUARD GROUP INC services-business services, nec | 921.8K | 4.99% | 4.99% | $7.98B | May 9, 2025 | ▼ 13.7K |
BLAIR WILLIAM & CO/IL services-business services, nec | 631.0K | 3.42% | 3.42% | $5.46B | May 9, 2025 | ▲ 29.6K |
RICE HALL JAMES & ASSOCIATES, LLC services-business services, nec | 576.2K | 3.12% | 3.12% | $4.99B | May 1, 2025 | ▼ 1.6K |
KENNEDY CAPITAL MANAGEMENT LLC services-business services, nec | 478.4K | 2.59% | 2.59% | $4.14B | May 13, 2025 | ▼ 115.6K |
PARKMAN HEALTHCARE PARTNERS LLC services-business services, nec | 475.0K | 2.57% | 2.57% | $4.11B | May 15, 2025 | NEW |
DIMENSIONAL FUND ADVISORS LP services-business services, nec | 432.1K | 2.34% | 2.34% | $3.74B | May 13, 2025 | ▼ 12.1K |
GEODE CAPITAL MANAGEMENT, LLC services-business services, nec | 407.7K | 2.21% | 2.21% | $3.53B | May 13, 2025 | ▲ 7.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
21
Increased
+855.2K shares11
New Positions
first time holders15
Decreased
−583.4K shares0
Sold Out
fully exitedNet shares change (top 50)
+271.8K
+855.2K / −583.4K
Net new holders
+17
11 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OPRX insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
2
Sell transactions
0.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Greco Theresa Chief Commercial Officer | May 15, 2026 | Tax Withhold | 914 | $5.21 | $4.8K | 72.0K | Form 4 ↗ |
Greco Theresa Chief Commercial Officer | May 15, 2026 | Tax Withhold | 879 | $5.21 | $4.6K | 71.1K | Form 4 ↗ |
Silvestro Stephen L Chief Executive Officer | May 15, 2026 | Tax Withhold | 5,219 | $5.21 | $27.2K | 185.3K | Form 4 ↗ |
Odence-Ford Marion Chief Legal & Admin Officer | Feb 11, 2026 | Tax Withhold | 1,386 | $9.23 | $12.8K | 91.9K | Form 4 ↗ |
Greco Theresa Chief Commercial Officer | Dec 23, 2025 | Tax Withhold | 1,420 | $12.74 | $18.1K | 72.9K | Form 4 ↗ |
Silvestro Stephen L Chief Executive Officer | Dec 23, 2025 | Tax Withhold | 3,361 | $12.74 | $42.8K | 190.5K | Form 4 ↗ |
Odence-Ford Marion Chief Legal & Admin Officer | Dec 23, 2025 | Tax Withhold | 4,051 | $12.74 | $51.6K | 89.3K | Form 4 ↗ |
Besch Doug Chief Product & Tech Officer | Dec 23, 2025 | Tax Withhold | 4,079 | $12.74 | $52.0K | 66.9K | Form 4 ↗ |
Stelmakh Edward Chief Finance & Strat Officer | Dec 23, 2025 | Tax Withhold | 3,658 | $12.74 | $46.6K | 123.2K | Form 4 ↗ |
Stelmakh Edward Chief Finance & Strat Officer | Dec 19, 2025 | Tax Withhold | 1,388 | $13.51 | $18.8K | 126.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
OptimizeRx Corporation (OPRX) is primarily owned by institutional investors, who hold approximately 62.5% of total shares outstanding. Company insiders own approximately 22.86%, while retail and public investors account for the remaining 14.61%.
The largest institutional shareholder of OptimizeRx Corporation is WHETSTONE CAPITAL ADVISORS, LLC, holding approximately 1.51 million shares — equal to 8.17% of outstanding shares — as of March 31, 2025.
A total of 93 institutional investors currently hold OPRX stock, with a combined institutional value of approximately $101,625,300 as of the most recent 13F filing period.
Frequently asked questions
OPRX ownershipOptimizeRx Corporation (OPRX) is primarily owned by institutional investors, who hold approximately 62.5% of shares. The largest shareholder is WHETSTONE CAPITAL ADVISORS, LLC with a 8.17% stake. Company insiders hold 22.86%. Data sourced from SEC Form 13F as of March 31, 2025.