Companies / OptimizeRx Corp

OptimizeRx Corp

Nasdaq: OPRXCIK 1448431WALTHAM, MA

Financials · FY2025

Revenue$109.43M
Net income$5.13M
Total debt$19.69M
Cash$24.10M
Diluted EPS$0.27
Shares outstanding18.8M

Ownership

18.8M shares outstanding · as of Apr 29, 2026
1.7%Insiders
Ownership
Insiders1.70%318,505
Institutions68.71%12,894,297
Public float29.59%5,552,273

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 4

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Insider% of sharesShares
Odence-Ford MarionChief Legal & Admin Officer
0.49%91,936
Wasson Gregory DDirector
0.49%91,700
Spangler Patrick DDirector
0.42%78,732
Klema CathyDirector
0.30%56,137

Institutional holders 131

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HolderValue% of shares
Whetstone Capital Advisors, LLC$18.49M8.04%
Vanguard Group Inc$13.94M6.06%
Royce & Associates LP$8.36M3.63%
Kennedy Capital Management LLC$8.26M3.59%
Blair William & CO/IL$7.14M3.10%
Parkman Healthcare Partners LLC$6.60M2.87%
Next Century Growth Investors LLC$6.20M2.69%
Dimensional Fund Advisors LP$5.65M2.46%
Manatuck Hill Partners, LLC$5.18M2.25%
G2 Investment Partners Management LLC$3.80M1.65%

Activity

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q1 2026
as of
Next Century Growth Investors LLC
13F manager
ExitCommon stock$-6.20M-505K
-100.00%
0
medium
Q2 2026
as of
BlackRock, Inc.
13F manager
TrimCommon stock$-4.29M-749K
-62.72%
445,382
2.37% of shares
low
Q2 2026
as of
State Street Corporation
13F manager
TrimCommon stock$-2.27M-397K
-83.12%
80,602
0.43% of shares
low
Q1 2026
as of
Granahan Investment Management, LLC
13F manager
ExitCommon stock$-1.44M-117K
-100.00%
0
low
Q1 2026
as of
AQR Capital Management, LLC
13F manager
AddCommon stock$1.26M+200K
+1381.01%
214,954
1.15% of shares
low
Q1 2026
as of
Calamos Advisors LLC
13F manager
ExitCommon stock$-1.19M-97K
-100.00%
0
low
Q1 2026
as of
Segall Bryant & Hamill, LLC
13F manager
NewCommon stock$1.19M+189K
188,704
1.01% of shares
low
Q1 2026
as of
Renaissance Technologies LLC
13F manager
AddCommon stock$1.18M+187K
+633.17%
216,856
1.16% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
OPRX——68401U204—