OptimizeRx Ownership | Who Owns OptimizeRx?
OptimizeRx Ownership Summary
OptimizeRx is owned by 67.79% institutional investors, 13.18% insiders, and 19.03% retail investors. First light asset management is the largest institutional shareholder, holding 10.05% of OPRX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.76% of its assets in OptimizeRx shares.
OPRX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OptimizeRx | 67.79% | 13.18% | 19.03% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Healthcare Information Services Stocks | 52.99% | 9.95% | 37.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| First light asset management | 1.83M | 10.05% | $18.27M |
| Blackrock | 1.18M | 6.47% | $11.75M |
| Awm investment company | 1.00M | 5.52% | $10.02M |
| Vanguard group | 973.57K | 5.36% | $9.74M |
| Samjo management | 779.50K | 4.29% | $7.80M |
| Blair william & co/il | 643.76K | 3.54% | $6.44M |
| Rice hall james & associates | 496.13K | 2.73% | $4.96M |
| Geode capital management | 415.93K | 2.29% | $4.16M |
| G2 investment partners management | 392.25K | 2.16% | $3.92M |
| State street | 348.28K | 1.92% | $3.48M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Samjo management | 779.50K | 2.90% | $7.80M |
| First light asset management | 1.83M | 1.60% | $18.27M |
| Awm investment company | 1.00M | 1.35% | $10.02M |
| G2 investment partners management | 392.25K | 1.02% | $3.92M |
| Perkins capital management | 102.36K | 0.96% | $1.02M |
| Bullseye asset management | 137.59K | 0.67% | $1.38M |
| Essex investment management | 169.35K | 0.32% | $1.69M |
| Rice hall james & associates | 496.13K | 0.30% | $4.96M |
| Avenir | 88.26K | 0.09% | $882.60K |
| Greenwood capital associates | 62.36K | 0.08% | $623.57K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 310.00K | 0.00% | 310.00K |
| Samjo management | 779.50K | 2.90% | 214.06K |
| Awm investment company | 1.00M | 1.35% | 149.32K |
| Rice hall james & associates | 496.13K | 0.30% | 94.25K |
| Blackrock | 1.18M | 0.00% | 90.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Divisadero street capital management, lp | - | - | -1.32M |
| Federated hermes | - | - | -185.07K |
| Blair william & co/il | 643.76K | 0.02% | -138.82K |
| Victory capital management | - | - | -57.74K |
| Vanguard group | 973.57K | 0.00% | -53.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ubs asset management americas | 310.00K | 0.00% | 310.00K | $3.10M |
| Credit agricole s a | 89.20K | 0.00% | 89.20K | $892.00K |
| Campbell & co investment adviser | 25.81K | 0.02% | 25.81K | $258.13K |
| Susquehanna group, llp | 10.10K | - | 10.10K | $101.00K |
| Corebridge financial | 9.45K | 0.00% | 9.45K | $94.51K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Point72 asia (singapore) pte. | -4.00 |
| Toronto dominion bank | -10.00 |
| Point72 (difc) | -35.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 84 | -11.58% | 12,372,767 | -5.42% | 67 | 1.31% | 39 | -31.58% | 26 | 8.33% |
| Jun 30, 2024 | 94 | -5.05% | 13,081,967 | 2.44% | 71 | 1.29% | 56 | 40.00% | 24 | -36.84% |
| Mar 31, 2024 | 99 | -2.94% | 12,770,766 | 2.22% | 74 | 1.32% | 40 | -25.93% | 38 | 26.67% |
| Dec 31, 2023 | 102 | 3.03% | 12,492,931 | -4.63% | 75 | 1.26% | 54 | 28.57% | 30 | -3.23% |
| Sep 30, 2023 | 99 | -7.48% | 13,100,067 | 0.80% | 77 | 1.33% | 42 | -6.67% | 31 | -18.42% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 506.69K | 2.76% | - |
| iShares Russell 2000 ETF | 488.45K | 2.65% | -1.02K |
| UBS (Lux) Digital Health Equity SB USD | 310.00K | 1.69% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 270.27K | 1.47% | - |
| Kennedy Micro Cap | 266.75K | 1.46% | 44.10K |
| Jacob Internet Inv | 224.28K | 1.22% | - |
| Fidelity Small Cap Index | 182.43K | 1.00% | -3.72K |
| FTGF RY US SmCp Opp A USD Dis(A) | 179.85K | 0.98% | 179.85K |
| iShares Russell 2000 Growth ETF | 157.50K | 0.85% | - |
| Bridgeway Ultra-Small Company | 154.10K | 0.84% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 12, 2024 | FEBBO WILLIAM J | CEO | Buy | $100.22K |
| Jan 09, 2024 | Odence-Ford Marion | General Counsel and CCO | Sell | $60.75K |
| Aug 26, 2022 | Odence-Ford Marion | General Counsel and CCO | Buy | $15.75K |
| Aug 19, 2022 | Lang James Paul | Buy | $98.72K | |
| Aug 19, 2022 | FEBBO WILLIAM J | CEO | Buy | $87.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
| 2023 Q2 | - | - |
| 2023 Q1 | - | - |
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