OptimizeRx Corp OPRX
CIK 0001448431 · CUSIP 68401U204
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | Whetstone Capital Advisors, LLC CIK 1607278 · View history | $13.06M 1,508,303 shares | 5.77% | +157.88K(+11.7%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $11.44M 1,321,138 shares | 0.00% | -14.36K(-1.1%)Reduced | SEC filing ↗ May 2, 2025 | ▾ |
| 03 | ROYCE & ASSOCIATES LP CIK 906304 · View history | $8.61M 994,300 shares | 0.09% | -75.26K(-7.0%)Reduced | SEC filing ↗ May 6, 2025 | ▾ |
| 04 | VANGUARD GROUP INC CIK 102909 · View history | $7.98M 921,848 shares | 0.00% | -13.71K(-1.5%)Reduced | SEC filing ↗ May 9, 2025 | ▾ |
| 05 | BLAIR WILLIAM & CO/IL CIK 902367 · View history | $5.46M 631,031 shares | 0.02% | +29.65K(+4.9%)Added | SEC filing ↗ May 9, 2025 | ▾ |
| 06 | RICE HALL JAMES & ASSOCIATES, LLC CIK 1230765 · View history | $4.99M 576,172 shares | 0.29% | -1.57K(-0.3%)Reduced | SEC filing ↗ May 1, 2025 | ▾ |
| 07 | KENNEDY CAPITAL MANAGEMENT LLC CIK 884589 · View history | $4.14M 478,404 shares | 0.10% | -115.60K(-19.5%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 08 | Parkman Healthcare Partners LLC CIK 1777015 · View history | $4.11M 475,000 shares | 0.49% | +475.00KNew | SEC filing ↗ May 15, 2025 | ▾ |
| 09 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $3.74M 432,061 shares | 0.00% | -12.11K(-2.7%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $3.53M 407,675 shares | 0.00% | +7.05K(+1.8%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 11 | STATE STREET CORP CIK 93751 · View history | $3.11M 359,519 shares | 0.00% | +2.66K(+0.7%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 12 | D. E. Shaw & Co., Inc. CIK 1009207 · View history | $3.03M 349,919 shares | 0.00% | +54.20K(+18.3%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 13 | Invesco Ltd. CIK 914208 · View history | $2.54M 293,554 shares | 0.00% | +293.55KNew | SEC filing ↗ May 12, 2025 | ▾ |
| 14 | AWM Investment Company, Inc. CIK 1535264 · View history | $2.21M 255,421 shares | 0.30% | +40.00K(+18.6%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 15 | MARSHALL WACE, LLP CIK 1318757 · View history | $2.17M 251,136 shares | 0.00% | +116.69K(+86.8%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 16 | MORGAN STANLEY CIK 895421 · View history | $1.87M 216,163 shares | 0.00% | +13.56K(+6.7%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 17 | Bullseye Asset Management LLC CIK 1513779 · View history | $1.79M 206,527 shares | 0.97% | +5.00K(+2.5%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 18 | Manatuck Hill Partners, LLC CIK 1467902 · View history | $1.65M 190,000 shares | 0.76% | +90.00K(+90.0%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 19 | NORTHERN TRUST CORP CIK 73124 · View history | $1.55M 179,190 shares | 0.00% | -9.85K(-5.2%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 20 | Janney Montgomery Scott LLC CIK 1329948 · View history | $1.08M 124,751 shares | 0.00% | +39.97K(+47.1%)Added | SEC filing ↗ Apr 17, 2025 | ▾ |
Showing 20 / 88 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 88 reporting institutions.
This page includes 20 of 88 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 88 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"68401U204","quarter":"2025Q1","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.