OptimizeRx Corporation

NasdaqCM:OPRX Stock Report

Market Cap: US$155.5m

OptimizeRx Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqCM:OPRX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
14 Mar 25BuyUS$2,443,761James LangIndividual321,408US$7.60
31 Jan 25BuyUS$6,776,109Whetstone Capital Advisors, LLCCompany1,206,873US$5.61
12 Dec 24BuyUS$100,220William FebboIndividual20,000US$5.01

Insider Trading Volume

Insider Buying: OPRX insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of OPRX?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds1,508,3038.16%
Individual Insiders2,705,56214.6%
General Public3,359,30318.2%
Institutions10,917,21759%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 69.52% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.16%
Whetstone Capital Advisors, LLC
1,508,303US$12.7m11.7%5.84%
7.49%
Michael Weintraub
1,384,467US$11.6m0%no data
7.22%
BlackRock, Inc.
1,335,498US$11.2m4.76%no data
5.78%
Royce & Associates, LP
1,069,560US$9.0m0%0.1%
5.06%
The Vanguard Group, Inc.
935,557US$7.9m-1.82%no data
3.98%
Jacob Asset Management of New York LLC
735,043US$6.2m8.2%9.4%
3.25%
William Blair Investment Management, LLC
601,383US$5.1m-11.2%0.01%
3.21%
Kennedy Capital Management LLC
594,000US$5.0m57.8%0.13%
3.12%
Rice Hall James & Associates, LLC
577,738US$4.9m-6.13%0.31%
2.93%
William Febbo
540,852US$4.5m2.77%no data
2.4%
Dimensional Fund Advisors LP
444,167US$3.7m9.83%no data
2.17%
Geode Capital Management, LLC
400,621US$3.4m1.22%no data
2.03%
James Lang
376,166US$3.2m587%no data
1.93%
State Street Global Advisors, Inc.
356,863US$3.0m1.93%no data
1.6%
D. E. Shaw & Co., L.P.
295,717US$2.5m12.2%no data
1.2%
Tang Capital Management, LLC
221,200US$1.9m0%0.12%
1.17%
AWM Investment Company Inc
215,421US$1.8m-79.9%0.28%
1.09%
Bullseye Asset Management LLC
201,527US$1.7m-5.85%1.0%
1.02%
Northern Trust Global Investments
189,044US$1.6m3.3%no data
1.01%
Morgan Stanley, Investment Banking and Brokerage Investments
186,101US$1.6m55.3%no data
0.83%
Bridgeway Capital Management, LLC
154,100US$1.3m0%0.03%
0.75%
Walleye Capital LLC
138,575US$1.2m0%0.01%
0.73%
Marshall Wace LLP
134,446US$1.1m0%no data
0.72%
G2 Investment Partners Management LLC
133,167US$1.1m-45%0.38%
0.68%
AMH Equity, Ltd.
125,000US$1.1m25%1.86%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/24 04:24
End of Day Share Price 2025/04/24 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

OptimizeRx Corporation is covered by 15 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kyle BauserB. Riley Securities, Inc.
Anderson SchockB. Riley Securities, Inc.
Constantine DavidesCitizens JMP Securities, LLC