OptimizeRx Corporation

NasdaqCM:OPRX Stock Report

Market Cap: US$85.2m

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
28 Aug 25SellUS$194,489Patrick SpanglerIndividual11,120US$17.49

Insider Trading Volume

Insider Buying: Insufficient data to determine if 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
General Public487,2412.6%
Hedge Funds1,508,3038.04%
Individual Insiders2,830,02115.1%
Institutions13,939,51074.3%

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


Top Shareholders

Top 25 shareholders own 73.13% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.04%
Whetstone Capital Advisors, LLC
1,508,303US$6.8m0%4.0%
7.38%
Michael Weintraub
1,384,467US$6.3m0%no data
6.2%
BlackRock, Inc.
1,163,501US$5.3m-2.61%no data
4.73%
Royce & Associates, LP
888,030US$4.0m30.2%0.05%
3.89%
Parkman Healthcare Partners LLC
729,369US$3.3m35.4%0.66%
3.65%
Vanguard Capital Management, LLC
685,449US$3.1m0%no data
3.5%
Kennedy Capital Management LLC
656,258US$3.0m-2.62%0.09%
3.44%
Calamos Advisors LLC
645,308US$2.9m7.73%0.02%
3.28%
William Blair Investment Management, LLC
614,992US$2.8m5.56%no data
3.21%
Rice Hall James & Associates, LLC
601,921US$2.7m1.9%0.33%
3%
Dimensional Fund Advisors LP
563,570US$2.6m22.3%no data
2.83%
William Febbo
530,852US$2.4m0%no data
2.55%
State Street Global Advisors, Inc.
477,780US$2.2m0.05%no data
2.13%
James Lang
399,320US$1.8m2.53%no data
2.09%
Geode Capital Management, LLC
392,129US$1.8m-1.09%no data
1.84%
Jacob Asset Management of New York LLC
345,191US$1.6m57.6%5.01%
1.76%
Vanguard Portfolio Management, LLC
331,037US$1.5m0%no data
1.64%
The Goldman Sachs Group, Inc.
308,098US$1.4m210%no data
1.23%
AWM Investment Company Inc
230,421US$1.0m0%0.14%
1.22%
Invenomic Capital Management LP
229,370US$1.0m0%0.12%
1.21%
Bullseye Asset Management LLC
226,527US$1.0m9.68%1.53%
1.16%
Renaissance Technologies LLC
216,856US$984.5k633%no data
1.13%
AQR Capital Management, LLC
212,114US$963.0k1,380%no data
1.03%
Invesco Capital Management LLC
193,615US$879.0k0%no data
1.01%
Segall Bryant & Hamill, LLC
188,704US$856.7k0%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/24 17:42
End of Day Share Price 2026/06/24 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Anderson SchockB. Riley Securities, Inc.
Constantine DavidesCitizens JMP Securities, LLC
Eric MartinuzziLake Street Capital Markets, LLC