OPTIMIZERX CORP

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OPRX·68401U204·US·Common Stock·Healthcare - Health Information Services-Activist

OPRX (OPTIMIZERX CORP) is held by 70 institutional investors as of Q2 2026. Largest holders: ROYCE & ASSOCIATES LP ($6.2M), VANGUARD CAPITAL MANAGEMENT LLC ($4M), BLAIR WILLIAM & CO/IL ($3.5M). Net institutional sentiment: Mixed.

70

Holders

(5 Elite)

$39.3M

Total Value

40% (86)

Consensus

34 buying - 52 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)46

Insider (Form 4)58

Activist (13D/13G)54

Congressional (STOCK Act)66

Holder Quality

66

★★★★★

Elite

12

★★★★

Strong

74

★★★

Solid

32

★★

Below

61

★

Weak

Held by 70 funds

5 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders Oct 2, 2026 · Activists Aug 14, 2026 · Congress none

InsiderDJD'Silva Andrew J.Tax 414 shOct 1, 2026

InsiderDJD'Silva Andrew J.Tax 1K shSep 1, 2026

InsiderDJD'Silva Andrew J.Tax 1K shAug 21, 2026

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Top Holders

Top Holders (70)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ROYCE & ASSOCIATES LP	Increased	1.1M(+22.7%)	$6.2M	0.1%	+42.27%	33
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	699,604(+2.1%)	$4M	0.0%	+12.79%	27
BLAIR WILLIAM & CO/IL	Decreased	607,925(-1.1%)	$3.5M	0.0%	-40.76%	0
AQR CAPITAL MANAGEMENT LLC	Increased	583,956(+171.7%)	$3.3M	0.0%	+24.44%	43
DIMENSIONAL FUND ADVISORS LP	Decreased	477,687(-15.2%)	$2.7M	0.0%	-46.35%	0
BlackRock, Inc.	Decreased	445,382(-61.7%)	$2.5M	0.0%	+54.49%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	207,345(-47.1%)	$1.2M	0.0%	-61.60%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	169,538(-48.8%)	$969,757	0.0%	+12.30%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	167,700(-22.7%)	$959,244	0.0%	-2.66%	0
MWMARSHALL WACE, LLP	Increased	162,186(+418.4%)	$927,704	0.0%	+37.69%	40
CITADEL ADVISORS LLC	New	157,992	$903,715	0.0%	+43.71%	34
MORGAN STANLEY	Increased	156,314(+104.7%)	$894,116	0.0%	+10.61%	27
DED. E. Shaw & Co., Inc.	Decreased	138,084(-3.4%)	$789,840	0.0%	-28.85%	0
JANE STREET GROUP, LLC	New	122,086	$698,332	0.0%	+43.71%	34
GOLDMAN SACHS GROUP INC	Decreased	105,037(-70.7%)	$600,812	0.0%	-17.57%	0
Quantinno Capital Management LP	Increased	99,124(+102.2%)	$566,989	0.0%	+15.62%	39
VFVANGUARD FIDUCIARY TRUST CO	Decreased	97,999(-11.8%)	$560,554	0.0%	+12.30%	0
Trexquant Investment LP	Decreased	89,666(-34.5%)	$512,890	0.0%	+12.30%	0
CREDIT AGRICOLE S A	Unchanged	89,200	$510,224	0.0%	-33.66%	0
STATE STREET CORP	Decreased	80,602(-83.1%)	$461,043	0.0%	-70.18%	0

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OPRXOPTIMIZERX CORP

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer