§ HEALTH CARE
USD · Health CareOPRX
OPTIMIZERX CORP
USDSector · Health Care
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
56 increased/new, 47 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1.5M | 3.3% | ±0% |
| BlackRock, Inc. | 1.2M | 0.0% | −3% |
| ROYCE & ASSOCIATES LP | 888K | 0.1% | +30% |
| Parkman Healthcare Partners LLC | 729K | 0.5% | +35% |
| VANGUARD CAPITAL MANAGEMENT LLC | 685K | n/a | n/a |
| KENNEDY CAPITAL MANAGEMENT LLC | 656K | 0.1% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for OPRX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER20.5% · 0 holders
OTHER49.4% · 80 holders
PASSIVE / INDEX8.9% · 6 holders
DEALER / BANK8.0% · 19 holders
QUALITY / COMPOUNDER8.0% · 9 holders
SYSTEMATIC / QUANT3.1% · 8 holders
INCOME / DEFENSIVE1.0% · 6 holders
ACTIVIST0.8% · 1 holder
TACTICAL / MACRO0.4% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OPRX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OPRX yet.