Institutional Ownership
Optimizerx Corp
CUSIP 68401U204COM NEWOPRXQ1 2026
13D / 13G Filings
36
Schedule 13D/13G on record
Beneficial Filers
14
Distinct reporting persons
Largest Stake
15.8%
Max % of class reported
Institutional Holders
123
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
36 filings · latest Oct 31, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 31, 2025 | The Vanguard Group | 13G | 5.7% | 1.06M | SEC |
| 2 | Jul 16, 2025 | Royce &Amp; Associates LP | 13G/A | 4.3% | 790.6K | SEC |
| 3 | Apr 30, 2025 | The Vanguard Group | 13G/A | 5.0% | 921.8K | SEC |
| 4 | Apr 21, 2025 | Whetstone Capital Advisors, LLC | 13D/A | 8.2% | — | SEC |
| 5 | Mar 10, 2025 | Whetstone Capital Advisors, LLC | 13D/A | 8.2% | — | SEC |
| 6 | Feb 13, 2025 | Samjo Management, LLC | 13G/A | — | 50 | SEC |
| 7 | Feb 5, 2025 | Whetstone Capital Advisors, LLC | 13D | 8.2% | — | SEC |
| 8 | Jan 28, 2025 | Royce &Amp; Associates LP | 13G | 5.8% | 1.07M | SEC |
| 9 | Jan 8, 2025 | First Light Asset Management, LLC | 13G/A | — | — | SEC |
| 10 | Nov 14, 2024 | Divisadero Street Capital Management, LP | 13G/A | 0.0% | 3.1K | SEC |
26 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Optimizerx Corp.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 1.51M | $9.47M |
| 2 | Blackrock, Inc. | 1.16M | $7.31M |
| 3 | Royce & Associates LP | 888.0K | $5.58M |
| 4 | Parkman Healthcare Partners LLC | 729.4K | $4.58M |
| 5 | Kennedy Capital Management LLC | 656.3K | $4.12M |
| 6 | Blair William & Co/Il | 615.0K | $3.86M |
| 7 | Rice Hall James & Associates, LLC | 601.9K | $3.78M |
| 8 | Dimensional Fund Advisors LP | 563.6K | $3.54M |
| 9 | State Street Corp | 477.8K | $3.00M |
| 10 | Geode Capital Management, LLC | 392.1K | $2.46M |