AI Holders Summary · Q4 2025

114 institutions reported OPRX in Q4 2025. Whetstone Capital Advisors, LLC leads at 29.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Whetstone Capital Advisors, LLC

CIK 0001607278

$18M1.5M6.00%Q4 2025 02

ROYCE & ASSOCIATES LP

CIK 0000906304

$6M1.1M0.05%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$4M700K0.00%Q2 2026 04

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$4M644K0.07%Q2 2026 05

RICE HALL JAMES & ASSOCIATES, LLC

CIK 0001230765

$4M634K0.18%Q2 2026 06

BLAIR WILLIAM & CO/IL

CIK 0000902367

$3M608K0.01%Q2 2026 07

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$3M584K0.00%Q2 2026 08

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$3M478K0.00%Q2 2026 09

BlackRock, Inc.

CIK 0002012383

$3M445K0.00%Q2 2026 10

Parkman Healthcare Partners LLC

CIK 0001777015

$2M350K0.21%Q2 2026 11

Bullseye Asset Management LLC

CIK 0001513779

$1M227K0.82%Q1 2026 12

D. E. Shaw & Co., Inc.

CIK 0001009207

$1M113K0.00%Q4 2025 13

AWM Investment Company, Inc.

CIK 0001535264

$1M240K0.12%Q2 2026 14

CITADEL ADVISORS LLC

CIK 0001423053

$1M214K0.00%Q2 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M207K0.00%Q2 2026 16

Vanguard Portfolio Management

CIK 0002100121· Index

$970K170K0.00%Q2 2026 17

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$959K168K0.00%Q2 2026 18

MARSHALL WACE, LLP

CIK 0001318757

$928K162K0.00%Q2 2026 19

P.A.W. CAPITAL CORP

CIK 0000949853

$915K160K0.70%Q2 2026 20

MORGAN STANLEY

CIK 0000895421

$894K156K0.00%Q2 2026

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