OptimizeRx Corporation (OPRX)
Nasdaq: OPRX · Services-Business Services, NEC · Waltham, MA · filing with the SEC since 2008
Grade5.0
◀ Past 5.6● Present 4.9▶ Future 4.8
Who owns OptimizeRx Corporation
As filed with the SECHolders of 5% or more
3
Whetstone Capital Advisors, LLC holds 8.2% of Common Stock, par value $0.001, as its SCHEDULE 13D/A filed Apr 21, 2025 says.
Directors and officers
13
report now, of 25 people on the record since 2009. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Whetstone Capital Advisors, LLC
SCHEDULE 13D/A · filed Apr 21, 2025 · Common Stock, par value $0.001 · 8.2% in Mar 10, 2025
Royce & Associates LP
SCHEDULE 13G/A · filed Oct 21, 2026 · Common Stock · 5.81% in Jul 22, 2026
Kennedy Capital Management LLC
SCHEDULE 13G · filed Aug 14, 2026 · Common Stock
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 29, 2026 · Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 5.7% in Oct 31, 2025
Samjo Management, LLC
SCHEDULE 13G/A · filed Feb 13, 2025 · Common Stock, par value $0.001 · reported falling below 5%
First Light Asset Management, LLC
SCHEDULE 13G/A · filed Jan 8, 2025 · Common Stock, $0.01 par value · reported falling below 5%
What OPRX reports owning in othersstakes of 5% or more, and other ties
2 subsidiaries in 2 countries, from the list filed with the 10-K filed Mar 12, 2026.
Insider tradesForm 4
2sales
0purchases
0sales on a scheduled plan
2people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 2, 2025 to Oct 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2025 runs to Oct 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 28 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Silvestro Stephen L | Chief Executive Officer | 1 | $0 | 0 | 0 | $0 |
| Stelmakh Edward | Chief Finance & Strat Officer | 1 | $0 | 0 | 0 | $0 |