OptimizeRx
OPRX • NASDAQ
OptimizeRx is a medical - healthcare information services company in the healthcare sector on NASDAQ, led by Stephen Silvestro, with a market cap of $249.0M. As of Q3 2025, 72% of shares are held by 124 institutional investors, with Whetstone Capital Advisors, LLC as the largest holder at 8.12%.
Interim CEO and Interim Principal Executive OfficerStephen Silvestro
Market Cap$249.0M
Medical - Healthcare Information Services
Healthcare
Employees136.0
Websiteoptimizerx.com
Country
United States of America
Overview
Overview of institutional ownership in OPRX as of Q3 2025 with a market cap of $380.6M
All Institutions
- Institutions
- 124
- Value Held
- $273.7M
- Shares Held
- 13.4M
- Avg Position
- $2.2M
- Median Position
- $411.6K
Hedge Funds
- Hedge Funds
- 16
- Value Held
- $81.7M
- Shares Held
- 4.0M
- Avg Position
- $5.1M
- Median Position
- $2.5M
Ownership Breakdown
Based on market cap of $380.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in OPRX as of Q3 2025
| Institution | Position Value |
|---|---|
 Whetstone Capital Advisors, LLC Hedge Fund•Long/Short | $30.9M 8.56% of portfolio |
B BlackRock, Inc. Institution | $24.4M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $21.7M 0.00% of portfolio |
R ROYCE & ASSOCIATES LLC Institution | $13.9M 0.14% of portfolio |
 KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager | $13.8M 0.31% of portfolio |
B BLAIR WILLIAM & CO/IL Institution | $12.1M 0.03% of portfolio |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | $11.2M 0.61% of portfolio |
 Parkman Healthcare Partners LLC Hedge Fund•Long/Short | $10.4M 1.15% of portfolio |
M Manatuck Hill Partners, LLC Hedge Fund•Long/Short | $9.7M 3.42% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $8.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OPRX in Q3 2025
- Traded
- +$22.2M
- Buyers
- 65
- Sellers
- 59
- Total Bought
- +$51.3M
- Total Sold
- −$29.1M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 CenterBook Partners LP Hedge Fund•Market Neutral | +$6.3M +308.8K shares |
 NEXT CENTURY GROWTH INVESTORS LLC Long Only Manager | +$4.3M +210.7K shares |
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager | +$4.2M +202.4K shares |
 Invesco Ltd. ETF Provider | +$4.1M +199.1K shares |
G G2 Investment Partners Management LLC Hedge Fund•Long/Short | +$3.7M +179.7K shares |
 Harvest Investment Services, LLC RIA/Wealth | +$3.4M +167.8K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | +$2.9M +139.1K shares |
VANGUARD GROUP INC Institution | +$2.8M +138.2K shares |
R Russell Investments Group, Ltd. RIA/Wealth | +$2.1M +102.7K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.8M +87.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy | −$3.7M −182.0K shares |
R ROYCE & ASSOCIATES LLC Institution | −$2.3M −113.3K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$2.1M −156.3K shares |
D D. E. Shaw & Co., Inc. Institution | −$1.9M −91.8K shares |
 MORGAN STANLEY RIA/Wealth | −$1.7M −82.4K shares |
 Marshall Wace LLP Institution | −$1.6M −76.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.5M −73.6K shares |
 NORTHERN TRUST CORP Institution | −$1.4M −70.1K shares |
 UBS Group AG Institution | −$1.4M −68.6K shares |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | −$1.3M −61.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OPRX in Q3 2025
- New Positions
- 16
- New Value
- $11.3M
- Exited Positions
- 22
- Exited Value
- $6.5M
New Positions
| Institution | Position Value |
|---|---|
CenterBook Partners LP Hedge Fund•Market Neutral | $6.3M 308.8K shares |
 GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager | $1.5M 71.0K shares |
 FRANKLIN RESOURCES INC Institution | $586.9K 28.6K shares |
 Virtus ETF Advisers LLC Long Only Manager | $516.3K 25.2K shares |
 Sigma Planning Corp RIA/Wealth | $457.1K 22.3K shares |
 HARBOR CAPITAL ADVISORS, INC. ETF Provider | $454.4K 22.2K shares |
 Integrated Quantitative Investments LLC Long Only Manager | $378.9K 18.5K shares |
B Brendel Financial Advisors LLC RIA/Wealth | $349.6K 17.1K shares |
 Creative Planning RIA/Wealth | $331.3K 16.2K shares |
$261.7K 12.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $2.1M 156.3K shares |
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro | $653.4K 48.4K shares |
 Connor, Clark & Lunn Investment Management Ltd. Long Only Manager | $417.7K 30.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $386.9K 28.7K shares |
X XTX Topco Ltd Institution | $344.2K 25.5K shares |
 Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $339.0K 25.1K shares |
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | $310.8K 23.0K shares |
M Massar Capital Management, LP Institution | $297.0K 22.0K shares |
 Verition Fund Management LLC Hedge Fund•Multi-Strategy | $294.2K 21.8K shares |
W Winton Capital Group Ltd Institution | $286.3K 21.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in OPRX as of Q3 2025
- Call Positions
- 7
- Call Value
- $3.1M
- Put Positions
- 6
- Put Value
- $1.1M
Call Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.2M 602.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $895.9K 437.0 contracts |
W WOLVERINE TRADING, LLC Institution | $406.1K 198.0 contracts |
J JANE STREET GROUP, LLC Institution | $280.9K 137.0 contracts |
P PEAK6 LLC Institution | $241.9K 118.0 contracts |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | - - contracts |
 Walleye Trading LLC RIA/Wealth | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $637.6K 311.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $440.8K 215.0 contracts |
J JANE STREET GROUP, LLC Institution | - - contracts |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | - - contracts |
P PEAK6 LLC Institution | - - contracts |
Walleye Trading LLC RIA/Wealth | - - contracts |
Most Committed Institutions
Institutions with OPRX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Whetstone Capital Advisors, LLC Hedge Fund•Long/Short | 8.56% $30.9M |
M Manatuck Hill Partners, LLC Hedge Fund•Long/Short | 3.42% $9.7M |
 Bullseye Asset Management LLC Hedge Fund•Long/Short | 2.22% $4.2M |
P P.A.W. CAPITAL CORP Hedge Fund•Long/Short | 1.86% $1.0M |
Parkman Healthcare Partners LLC Hedge Fund•Long/Short | 1.15% $10.4M |
 Worth Venture Partners, LLC Fund of Funds | 1.09% $220.4K |
G G2 Investment Partners Management LLC Hedge Fund•Long/Short | 0.79% $3.7M |
Harvest Investment Services, LLC RIA/Wealth | 0.70% $3.4M |
 PERKINS CAPITAL MANAGEMENT INC RIA/Wealth | 0.68% $770.7K |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | 0.61% $11.2M |
Hedge Fund Spotlight
Discover hedge funds investing in OPRX
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in OptimizeRx
- Market Value
- $251.3K
- Shares Held
- 12.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
