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 Sep 30, 2025
Ownership Breakdown
132
Institutional Holders
▲ 10 vs Q2
$273.69M
Total Inst. Value
▲ $105.52M vs Q2
18.77M
Shares Outstanding
freeFloat 77.14%
13.35M
13F Shares Held
▲ 893,584 vs Q2
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
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
WHETSTONE CAPITAL ADVISORS, LLC services-business services, nec | 1.51M | 8.15% | 8.15% | $30.92B | Nov 14, 2025 | — held |
BLACKROCK, INC. services-business services, nec | 1.19M | 6.42% | 6.42% | $24.35B | Nov 12, 2025 | ▼ 34.0K |
VANGUARD GROUP INC services-business services, nec | 1.06M | 5.72% | 5.72% | $21.71B | Nov 7, 2025 | ▲ 138.2K |
ROYCE & ASSOCIATES LP services-business services, nec | 677.3K | 3.66% | 3.66% | $13.89B | Nov 12, 2025 | ▼ 113.3K |
KENNEDY CAPITAL MANAGEMENT LLC services-business services, nec | 674.9K | 3.65% | 3.65% | $13.84B | Nov 13, 2025 | ▲ 202.4K |
BLAIR WILLIAM & CO/IL services-business services, nec | 591.1K | 3.19% | 3.19% | $12.12B | Nov 12, 2025 | ▼ 37.8K |
RICE HALL JAMES & ASSOCIATES, LLC services-business services, nec | 545.8K | 2.95% | 2.95% | $11.19B | Oct 16, 2025 | ▼ 61.7K |
PARKMAN HEALTHCARE PARTNERS LLC services-business services, nec | 509.6K | 2.75% | 2.75% | $10.45B | Nov 14, 2025 | ▲ 2.2K |
MANATUCK HILL PARTNERS, LLC services-business services, nec | 472.3K | 2.55% | 2.55% | $9.68B | Nov 14, 2025 | ▲ 17.3K |
DIMENSIONAL FUND ADVISORS LP services-business services, nec | 397.3K | 2.15% | 2.15% | $8.14B | Nov 12, 2025 | ▲ 12.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
18
Increased
+1.08M shares7
New Positions
first time holders19
Decreased
−919.5K shares0
Sold Out
fully exitedNet shares change (top 50)
+165.1K
+1.08M / −919.5K
Net new holders
+6
7 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 71.2% of total shares outstanding. Company insiders own approximately 22.86%, while retail and public investors account for the remaining 6.00%.
The largest institutional shareholder of OptimizeRx Corporation is WHETSTONE CAPITAL ADVISORS, LLC, holding approximately 1.51 million shares — equal to 8.15% of outstanding shares — as of September 30, 2025.
A total of 132 institutional investors currently hold OPRX stock, with a combined institutional value of approximately $273,692,020 as of the most recent 13F filing period.
Frequently asked questions
OPRX ownershipOptimizeRx Corporation (OPRX) is primarily owned by institutional investors, who hold approximately 71.2% of shares. The largest shareholder is WHETSTONE CAPITAL ADVISORS, LLC with a 8.15% stake. Company insiders hold 22.86%. Data sourced from SEC Form 13F as of September 30, 2025.