DOSSIER · 13F Holders · Q4 2025BellwetherCompounder
OPRX

OPTIMIZERX CORP

131 institutions still hold OPTIMIZERX CORP as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 68401U204·131 13F holders·last filed Dec 31, 2025
Market cap
6.8%
vs prior quarter
13F value held
$74M
46.0% inst. owned
of float
Holders
131
+56 QoQ
filers reporting
Activity
+8 / −106
+802 added · −717 reduced
this quarter
Concentration
24.43%
Whetstone Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q4 2025

131 institutions reported OPRX in Q4 2025. Whetstone Capital Advisors, LLC leads at 24.4% of the visible book. +56 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Whetstone Capital Advisors, LLC
CIK 0001607278
$18M1.5M6.00%Q4 2025
02
BlackRock, Inc.
CIK 0002012383
$7M1.2M0.00%Q1 2026
03
ROYCE & ASSOCIATES LP
CIK 0000906304
$6M888K0.06%Q1 2026
04
Parkman Healthcare Partners LLC
CIK 0001777015
$5M729K0.47%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$4M685K0.00%Q1 2026
06
KENNEDY CAPITAL MANAGEMENT LLC
CIK 0000884589
$4M656K0.09%Q1 2026
07
BLAIR WILLIAM & CO/IL
CIK 0000902367
$4M615K0.01%Q1 2026
08
RICE HALL JAMES & ASSOCIATES, LLC
CIK 0001230765
$4M602K0.21%Q1 2026
09
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$4M564K0.00%Q1 2026
10
STATE STREET CORP
CIK 0000093751
$3M478K0.00%Q1 2026
11
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2M392K0.00%Q1 2026
12
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M358K0.00%Q1 2026
13
Vanguard Portfolio Management
CIK 0002100121
$2M331K0.00%Q1 2026
14
AWM Investment Company, Inc.
CIK 0001535264
$1M230K0.16%Q1 2026
15
D. E. Shaw & Co., Inc.
CIK 0001009207
$1M113K0.00%Q4 2025
16
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$1M217K0.00%Q1 2026
17
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$1M215K0.00%Q1 2026
18
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$1M189K0.02%Q1 2026
19
Squarepoint Ops LLC
CIK 0001642575
$1M178K0.00%Q1 2026
20
NORTHERN TRUST CORP
CIK 0000073124· Index
$975,837155K0.00%Q1 2026
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