AI Holders Summary · Q4 2025

132 institutions reported OPRX in Q4 2025. Whetstone Capital Advisors, LLC leads at 24.3% 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

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· Index

$2M331K0.00%Q1 2026 14

AWM Investment Company, Inc.

CIK 0001535264

$1M230K0.16%Q1 2026 15

Bullseye Asset Management LLC

CIK 0001513779

$1M227K0.82%Q1 2026 16

D. E. Shaw & Co., Inc.

CIK 0001009207

$1M113K0.00%Q4 2025 17

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$1M217K0.00%Q1 2026 18

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$1M215K0.00%Q1 2026 19

SEGALL BRYANT & HAMILL, LLC

CIK 0001006378

$1M189K0.02%Q1 2026 20

Squarepoint Ops LLC

CIK 0001642575

$1M178K0.00%Q1 2026

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