OPRX Institutional Ownership
OptimizeRx Corp.
1W: +1.5%
1M: +16.0%
3M: +42.2%
YTD: -27.1%
1Y: -58.2%
3Y: +9.6%
5Y: -89.8%
$9.06
-0.01 (-0.11%)
Weekly Expected Move ±7.1%
$8
$9
$9
$10
$10
Credit Risk of going bust: higher than 62% of companies Debt: 10.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.15 (down 98%), OptimizeRx Corp. would be worth roughly what it owes.
Total debt $19.5M against a stock market value of $170.7M.
Distance to default 4.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $10.1M (short-term plus half of long-term), stock volatility 70.5%; Altman Z'' 4.79. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.15 (down 98%), OptimizeRx Corp. would be worth roughly what it owes.
Total debt $19.5M against a stock market value of $170.7M.
Distance to default 4.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $10.1M (short-term plus half of long-term), stock volatility 70.5%; Altman Z'' 4.79. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — OPRX
149
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
$63M
Total Invested
23
New Positions
32
Increased
78
Reduced
36
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (173 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 1,508,303 | $14M | — | +0.0% | 7Q | SEC ↗ |
| 2 | ROYCE & ASSOCIATES LP | 1,089,398 | $10M | +201,368 | +22.7% | 7Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 699,604 | $6M | +14,155 | +2.1% | 2Q | SEC ↗ |
| 4 | KENNEDY CAPITAL MANAGEMENT LLC | 644,150 | $6M | -12,108 | -1.8% | 12Q | SEC ↗ |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | 633,842 | $6M | +31,921 | +5.3% | 21Q | SEC ↗ |
| 6 | BLAIR WILLIAM & CO/IL | 607,925 | $6M | -7,067 | -1.1% | 30Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 583,956 | $5M | +369,002 | +171.7% | 4Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 477,687 | $4M | -85,883 | -15.2% | 23Q | SEC ↗ |
| 9 | BlackRock, Inc. | 445,382 | $4M | -718,119 | -61.7% | 8Q | SEC ↗ |
| 10 | Parkman Healthcare Partners LLC | 350,347 | $3M | -379,022 | -52.0% | 6Q | SEC ↗ |
| 11 | Bullseye Asset Management LLC | 258,311 | $2M | +31,784 | +14.0% | 27Q | SEC ↗ |
| 12 | AWM Investment Company, Inc. | 240,421 | $2M | +10,000 | +4.3% | 27Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 207,345 | $2M | -184,784 | -47.1% | 32Q | SEC ↗ |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 169,538 | $2M | -161,499 | -48.8% | 2Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 167,700 | $2M | -49,156 | -22.7% | 5Q | SEC ↗ |
| 16 | MARSHALL WACE, LLP | 162,186 | $1M | +130,900 | +418.4% | 7Q | SEC ↗ |
| 17 | P.A.W. CAPITAL CORP | 160,000 | $1M | +70,000 | +77.8% | 5Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC NEW | 157,992 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | MORGAN STANLEY | 156,314 | $1M | +79,946 | +104.7% | 32Q | SEC ↗ |
| 20 | Mink Brook Asset Management LLC NEW | 141,235 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | D. E. Shaw & Co., Inc. | 138,084 | $1M | -4,839 | -3.4% | 16Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC NEW | 135,969 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC NEW | 122,086 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 105,037 | $952K | -253,406 | -70.7% | 15Q | SEC ↗ |
| 25 | Quantinno Capital Management LP | 99,124 | $898K | +50,102 | +102.2% | 6Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 97,999 | $888K | -13,130 | -11.8% | 2Q | SEC ↗ |
| 27 | Trexquant Investment LP | 89,666 | $812K | -47,208 | -34.5% | 2Q | SEC ↗ |
| 28 | CREDIT AGRICOLE S A | 89,200 | $808K | — | +0.0% | 3Q | SEC ↗ |
| 29 | STATE STREET CORP | 80,602 | $730K | -397,178 | -83.1% | 29Q | SEC ↗ |
| 30 | MILLENNIUM MANAGEMENT LLC | 78,791 | $714K | +53,476 | +211.2% | 3Q | SEC ↗ |
| 31 | AVENIR CORP | 73,860 | $669K | -3,400 | -4.4% | 33Q | SEC ↗ |
| 32 | Man Group plc | 72,347 | $655K | +33,406 | +85.8% | 2Q | SEC ↗ |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 68,139 | $617K | +4,349 | +6.8% | 4Q | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 67,268 | $609K | -53,675 | -44.4% | 4Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 64,707 | $586K | -37,667 | -36.8% | 29Q | SEC ↗ |
| 36 | HSBC HOLDINGS PLC | 58,949 | $534K | +45,663 | +343.7% | 2Q | SEC ↗ |
| 37 | Point72 Asset Management, L.P. NEW | 55,619 | $504K | — | +0.0% | 1Q | SEC ↗ |
| 38 | UBS Group AG | 55,524 | $503K | -23,737 | -29.9% | 29Q | SEC ↗ |
| 39 | Jain Global LLC NEW | 51,682 | $468K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Campbell & CO Investment Adviser LLC | 51,130 | $463K | +18,270 | +55.6% | 3Q | SEC ↗ |
| 41 | XTX Topco Ltd | 46,497 | $421K | +28,074 | +152.4% | 2Q | SEC ↗ |
| 42 | Squarepoint Ops LLC | 45,064 | $408K | -132,507 | -74.6% | 4Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 41,424 | $375K | -57,209 | -58.0% | 3Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,003 | $353K | +27,630 | +242.9% | 3Q | SEC ↗ |
| 45 | NORTHERN TRUST CORP | 37,000 | $335K | -118,388 | -76.2% | 32Q | SEC ↗ |
| 46 | HRT FINANCIAL LP NEW | 35,696 | $323K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Samjo Management, LLC NEW | 32,000 | $290K | — | +0.0% | 1Q | SEC ↗ |
| 48 | BANK OF AMERICA CORP /DE | 26,550 | $241K | -17,269 | -39.4% | 15Q | SEC ↗ |
| 49 | Quadrature Capital Ltd NEW | 25,643 | $232K | — | +0.0% | 1Q | SEC ↗ |
| 50 | FRANKLIN RESOURCES INC | 25,155 | $228K | +989 | +4.1% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 157,992 | $1M |
| Mink Brook Asset Management LLC | 141,235 | $1M |
| Janney Montgomery Scott LLC | 135,969 | $1M |
| JANE STREET GROUP, LLC | 122,086 | $1M |
| Point72 Asset Management, L.P. | 55,619 | $504K |
| Jain Global LLC | 51,682 | $468K |
| HRT FINANCIAL LP | 35,696 | $323K |
| Samjo Management, LLC | 32,000 | $290K |
| Quadrature Capital Ltd | 25,643 | $232K |
| 9823 Capital, L.P. | 24,591 | $223K |
| IEQ CAPITAL, LLC | 15,240 | $138K |
| Corient Private Wealth LP | 13,386 | $121K |
| PharVision Advisers, LLC | 12,904 | $117K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 12,303 | $111K |
| Mariner, LLC | 10,239 | $93K |
| HUNTINGTON NATIONAL BANK | 1,778 | $16K |
| Global Retirement Partners, LLC | 372 | $3K |
| Bogart Wealth, LLC | 285 | $3K |
| SIMPLEX TRADING, LLC | 126 | $1K |
| Wealth Enhancement Trust Services, | 59 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NEXT CENTURY GROWTH INVESTORS LLC | 505,407 | $5M |
| G2 Investment Partners Management L | 310,000 | $3M |
| Invenomic Capital Management LP | 229,370 | $2M |
| SEGALL BRYANT & HAMILL, LLC | 188,704 | $2M |
| LPL Financial LLC | 129,608 | $1M |
| Granahan Investment Management, LLC | 117,122 | $1M |
| Calamos Advisors LLC | 97,118 | $880K |
| Inspire Investing, LLC | 95,880 | $869K |
| RAYMOND JAMES FINANCIAL INC | 83,163 | $753K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 82,072 | $744K |
| BOOTHBAY FUND MANAGEMENT, LLC | 73,488 | $666K |
| GWN SECURITIES INC. | 54,850 | $497K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 54,029 | $490K |
| Manatuck Hill Partners, LLC | 50,000 | $453K |
| TWO SIGMA INVESTMENTS, LP | 46,181 | $418K |
| PRUDENTIAL FINANCIAL INC | 42,705 | $387K |
| Integrated Quantitative Investments | 40,723 | $369K |
| ALLIANCEBERNSTEIN L.P. | 39,850 | $361K |
| OXFORD ASSET MANAGEMENT LLP | 39,024 | $354K |
| Nuveen, LLC | 38,998 | $353K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +369,002 | +171.7% | 583,956 |
| ROYCE & ASSOCIATES LP | +201,368 | +22.7% | 1,089,398 |
| MARSHALL WACE, LLP | +130,900 | +418.4% | 162,186 |
| MORGAN STANLEY | +79,946 | +104.7% | 156,314 |
| P.A.W. CAPITAL CORP | +70,000 | +77.8% | 160,000 |
| MILLENNIUM MANAGEMENT LLC | +53,476 | +211.2% | 78,791 |
| Quantinno Capital Management LP | +50,102 | +102.2% | 99,124 |
| HSBC HOLDINGS PLC | +45,663 | +343.7% | 58,949 |
| Man Group plc | +33,406 | +85.8% | 72,347 |
| RICE HALL JAMES & ASSOCIATES, LLC | +31,921 | +5.3% | 633,842 |
| Bullseye Asset Management LLC | +31,784 | +14.0% | 258,311 |
| XTX Topco Ltd | +28,074 | +152.4% | 46,497 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +27,630 | +242.9% | 39,003 |
| Campbell & CO Investment Adviser LL | +18,270 | +55.6% | 51,130 |
| VANGUARD CAPITAL MANAGEMENT LLC | +14,155 | +2.1% | 699,604 |
| BARCLAYS PLC | +10,395 | +226.5% | 14,985 |
| AWM Investment Company, Inc. | +10,000 | +4.3% | 240,421 |
| CITIGROUP INC | +7,013 | +847.0% | 7,841 |
| McAdam, LLC | +6,119 | +58.6% | 16,558 |
| CWM, LLC | +5,879 | +860.8% | 6,562 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -718,119 | -61.7% | 445,382 |
| STATE STREET CORP | -397,178 | -83.1% | 80,602 |
| Parkman Healthcare Partners LLC | -379,022 | -52.0% | 350,347 |
| GOLDMAN SACHS GROUP INC | -253,406 | -70.7% | 105,037 |
| GEODE CAPITAL MANAGEMENT, LLC | -184,784 | -47.1% | 207,345 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -161,499 | -48.8% | 169,538 |
| Squarepoint Ops LLC | -132,507 | -74.6% | 45,064 |
| Russell Investments Group, Ltd. | -124,608 | -99.3% | 885 |
| NORTHERN TRUST CORP | -118,388 | -76.2% | 37,000 |
| DIMENSIONAL FUND ADVISORS LP | -85,883 | -15.2% | 477,687 |
| Vanguard Global Advisers, LLC | -78,503 | -91.9% | 6,897 |
| Schonfeld Strategic Advisors LLC | -60,534 | -81.0% | 14,227 |
| SEI INVESTMENTS CO | -57,209 | -58.0% | 41,424 |
| STATE OF WISCONSIN INVESTMENT BOARD | -57,100 | -83.4% | 11,394 |
| Qube Research & Technologies Ltd | -53,675 | -44.4% | 67,268 |
| RENAISSANCE TECHNOLOGIES LLC | -49,156 | -22.7% | 167,700 |
| Trexquant Investment LP | -47,208 | -34.5% | 89,666 |
| FMR LLC | -46,069 | -66.3% | 23,379 |
| Bank of New York Mellon Corp | -37,667 | -36.8% | 64,707 |
| UBS Group AG | -23,737 | -29.9% | 55,524 |