OptimizeRx
Connects life-sciences marketers, clinicians, and patients through prescribing, engagement, and consumer-audience tools.
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Breakdown13F · Form 4
Institutions 59.81%11.22M sharesInsiders 7.46%1.40M sharesOther 32.73%6.14M shares
Shares outstanding 18.77M · Float 14.43M · 76.9% free float
Institutions13F, as of Jun 30, 2026
117 holders · 11.22M shares · 21 new positions · 55 increased · 43 reduced · 38 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1.51M | 8.04% | 0 | Aug 14, 2026 |
| Royce & Associates LP | 1.09M | 5.81% | +201.4K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 699.6K | 3.73% | +14.2K | Aug 13, 2026 |
| Kennedy Capital Management LLC | 644.2K | 3.43% | −12.1K | Aug 14, 2026 |
| Rice Hall James & Associates, LLC | 633.8K | 3.38% | +31.9K | Aug 7, 2026 |
| Blair William & Co/IL | 607.9K | 3.24% | −7.1K | Aug 11, 2026 |
| AQR Capital Management LLC | 584.0K | 3.11% | +369.0K | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 477.7K | 2.55% | −85.9K | Aug 11, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLCincl. David Atterbury | 8.20% | 1.51M | 13D | Apr 21, 2025 ↗ |
| Kennedy Capital Management LLC | 6.70% | 1.25M | 13G | Aug 14, 2026 ↗ |
| Royce & Associates LP | 5.81% | 1.09M | 13G | Jul 22, 2026 ↗ |
| Andrew N. Wienerincl. Samjo Management, LLC | 5.70% | 1.04M | 13G | Nov 13, 2024 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| James Paul Lang | director | 433.8K | 2.31% | Jun 10, 2026 |
| Stephen L. Silvestro | officer: Chief Executive Officer | 183.6K | 0.98% | Aug 24, 2026 |
| Edward Stelmakh | officer: Chief Finance & Strat Officer | 121.8K | 0.65% | Aug 24, 2026 |
| Ellen O'Connor Vos | director | 107.2K | 0.57% | Jun 10, 2026 |
| Gregory D. Wasson | director | 91.7K | 0.49% | Jun 10, 2026 |
| Marion Odence-Ford | officer: Chief Legal & Admin Officer | 90.4K | 0.48% | Aug 24, 2026 |
| Patrick D. Spangler | director | 78.7K | 0.42% | Jun 10, 2026 |
| Theresa Greco | officer: Chief Commercial Officer | 71.1K | 0.38% | May 18, 2026 |
| Doug Besch | officer: Chief Product & Tech Officer | 66.9K | 0.36% | Dec 23, 2025 |
| Cathy Klema | director | 56.1K | 0.30% | Jun 10, 2026 |
4 ten-percent owners hold 2.52M shares by Form 4, outside the officers-and-directors figure above · 11 people have not refiled in the last 18 months (2.13M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Dec 19, 2025 | Edward Stelmakhofficer: Chief Finance & Strat Officer | Sale | 1,388 | $13.51 | 126,830 |
| Oct 3, 2025 | Stephen L. Silvestroofficer: Chief Executive Officer | Sale | 1,620 | $18.75 | 188,916 |
| Aug 28, 2025 | Patrick D. Spanglerdirector | Sale | 11,120 | $17.49 | 44,215 |
CongressHouse and Senate disclosures
Not reported.
