OptimizeRx Ownership | Who Owns OptimizeRx?

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OptimizeRx Ownership Summary

OptimizeRx is owned by 72.00% institutional investors, 13.35% insiders, and 14.65% 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	72.00%	13.35%	14.65%
Sector	Healthcare Stocks	47.31%	8.01%	44.69%
Industry	Healthcare Information Services Stocks	50.51%	8.11%	41.38%

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 %
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%
Jun 30, 2023	107	-6.96%	12,996,205	-3.12%	76	1.23%	45	-18.18%	38	-2.56%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	506.69K	2.76%	-
iShares Russell 2000 ETF	453.85K	2.48%	-1.02K
UBS (Lux) Digital Health Equity SB USD	310.00K	1.69%	-
Vanguard Institutional Extnd Mkt Idx Tr	270.27K	1.48%	-
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	156.03K	0.85%	-
Bridgeway Ultra-Small Company	154.10K	0.84%	43.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Aug 22, 2022	FEBBO WILLIAM J	CEO	Buy	$163.64K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-
2023 Q2	-	-
2023 Q1	-	-

OPRX Ownership FAQ

Who Owns OptimizeRx?

OptimizeRx shareholders are primarily institutional investors at 72.00%, followed by 13.35% insiders and 14.65% retail investors. The average institutional ownership in OptimizeRx's industry, Healthcare Information Services Stocks , is 50.51%, which OptimizeRx exceeds.

Who owns the most shares of OptimizeRx?

OptimizeRx’s largest shareholders are First light asset management (1.83M shares, 10.05%), Blackrock (1.18M shares, 6.47%), and Awm investment company (1M shares, 5.52%). Together, they hold 22.04% of OptimizeRx’s total shares outstanding.

Does Blackrock own OptimizeRx?

Yes, BlackRock owns 6.47% of OptimizeRx, totaling 1.18M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 11.75M$. In the last quarter, BlackRock increased its holdings by 90.13K shares, a 8.30% change.

Who is OptimizeRx’s biggest shareholder by percentage of total assets invested?

Samjo management is OptimizeRx’s biggest shareholder by percentage of total assets invested, with 2.90% of its assets in 779.5K OptimizeRx shares, valued at 7.8M$.

Who is the top mutual fund holder of OptimizeRx shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of OptimizeRx shares, with 2.76% of its total shares outstanding invested in 506.69K OptimizeRx shares.

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