OPRXNasdaqServices-Business Services, NECFiscal year ends December 31
OptimizeRx Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$8.74+0.24 (+2.82%)
Close on Oct 19, 2026
- Market cap
- $164.19M
- P/E (TTM)
- 36.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
59.6%
11M of 19M shares
Institutional holders
113
23 new, 37 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $18.75K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| David Atterbury | 1,508,303 | 8.20% | 13D (active) amendment | Apr 18, 2025 |
| Michael Weintraub | 1,384,467 | 7.60% | 13G (passive) | Oct 24, 2023 |
| Kennedy Capital Management LLC | 1,248,899 | 6.70% | 13G (passive) | Jul 7, 2026 |
| Royce & Associates LP | 1,089,398 | 5.81% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OPRX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | 8.01% | $8.63M | – | 2.27% |
| Royce & Associates LP | 1,089,398 | 5.78% | $6.23M | +201,368 | 0.05% |
| Vanguard Capital Management LLC | 699,604 | 3.71% | $4.00M | +14,155 | 0.00% |
| Kennedy Capital Management LLC | 644,150 | 3.42% | $3.68M | −12,108 | 0.07% |
| Rice Hall James & Associates, LLC | 633,842 | 3.37% | $3.63M | +31,921 | 0.18% |
| Blair William & Co/Il | 607,925 | 3.23% | $3.48M | −7,067 | 0.01% |
| Aqr Capital Management LLC | 583,956 | 3.10% | $3.34M | +369,002 | 0.00% |
| Dimensional Fund Advisors LP | 477,687 | 2.54% | $2.73M | −85,883 | 0.00% |
| BlackRock, Inc. | 445,382 | 2.36% | $2.55M | −718,119 | 0.00% |
| Parkman Healthcare Partners LLC | 350,347 | 1.86% | $2.00M | −379,022 | 0.21% |
| Bullseye Asset Management LLC | 258,311 | 1.37% | $1.48K | +31,784 | 0.75% |
| AWM Investment Company, Inc. | 240,421 | 1.28% | $1.38M | +10,000 | 0.12% |
| Geode Capital Management, LLC | 207,345 | 1.10% | $1.19M | −184,784 | 0.00% |
| Vanguard Portfolio Management LLC | 169,538 | 0.90% | $969.76K | −161,499 | 0.00% |
| Renaissance Technologies LLC | 167,700 | 0.89% | $959.24K | −49,156 | 0.00% |
| Marshall Wace, Llp | 162,186 | 0.86% | $927.70K | +130,900 | 0.00% |
| P.A.W. Capital Corp | 160,000 | 0.85% | $915.20K | +70,000 | 0.70% |
| Citadel Advisors LLC | 157,992 | 0.84% | $903.72K | New | 0.00% |
| Morgan Stanley | 156,314 | 0.83% | $894.12K | +79,946 | 0.00% |
| Mink Brook Asset Management LLC | 141,235 | 0.75% | $807.86K | New | 0.36% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 113 | 11M | 59.6% | 23 / 33 | 42 / 37 | 2M | 4M |
| Q1 2026 | 128 | 14M | 72.3% | 29 / 49 | 28 / 29 | 4M | 2M |
| Q4 2025 | 129 | 13M | 70.8% | 26 / 38 | 40 / 22 | 2M | 2M |
| Q3 2025 | 125 | 13M | 70.9% | 37 / 30 | 36 / 22 | 2M | 2M |
| Q2 2025 | 110 | 12M | 66.1% | 31 / 32 | 25 / 7 | 2M | 1M |
| Q1 2025 | 87 | 12M | 62.3% | 19 / 24 | 27 / 17 | 2M | 1M |
| Q4 2024 | 87 | 11M | 60.4% | 19 / 31 | 19 / 17 | 4M | 5M |
| Q3 2024 | 85 | 12M | 65.7% | 11 / 31 | 26 / 16 | 3M | 2M |
| Q2 2024 | 92 | 13M | 70.0% | 18 / 38 | 25 / 22 | 2M | 1M |
| Q1 2024 | 97 | 13M | 69.4% | 16 / 25 | 37 / 17 | 1M | 1M |
| Q4 2023 | 98 | 13M | 67.7% | 21 / 32 | 31 / 15 | 3M | 2M |
| Q3 2023 | 94 | 13M | 69.4% | 15 / 25 | 31 / 23 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OPRX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Royce Small-Cap Opportunity Fund | 509,763 | 2.71% | $2.92M | 0.21% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 494,252 | 2.62% | $2.83M | 0.00% | Jun 30, 2026 |
| Jacob Internet Fund | 309,102 | 1.64% | $1.60M | 3.61% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 229,462 | 1.22% | $1.39M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 187,686 | 1.00% | $1.07M | 0.00% | Jun 30, 2026 |
| Clearwater Select Equity Fund | 129,660 | 0.69% | $741.66K | 0.14% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 100,649 | 0.53% | $522.37K | 0.00% | May 31, 2026 |
| Jacob Discovery Fund | 89,154 | 0.47% | $462.71K | 2.88% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 80,772 | 0.43% | $488.67K | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 80,463 | 0.43% | $417.60K | 0.00% | May 31, 2026 |
| Vanguard Explorer Fund | 78,924 | 0.42% | $477.49K | 0.00% | Jul 31, 2026 |
| Principal U.S. Small-Cap ETF | 67,360 | 0.36% | $385.30K | 0.02% | Jun 30, 2026 |
| Jacob Small Cap Growth Fund | 57,935 | 0.31% | $300.68K | 3.63% | May 31, 2026 |
| Vanguard U.S. Multifactor ETF | 57,243 | 0.30% | $297.09K | 0.05% | May 31, 2026 |
| iShares Micro-Cap ETF | 54,907 | 0.29% | $314.07K | 0.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William J. Febbo | CEO, Director | 600,852 | 3.19% | Feb 20, 2025 |
| Andrew J. D'Silva | Chief Business Officer | 99,660 | 0.53% | Sep 2, 2026 |
| Brendan W. Merrell | CHIEF OPERATING OFFICER | 25,187 | 0.13% | Aug 24, 2026 |
| Edward Stelmakh | Chief Finance & Strat Officer | 121,791 | 0.65% | Aug 24, 2026 |
| Stephen L. Silvestro | Chief Executive Officer | 262,751 | 1.39% | Aug 24, 2026 |
| Marion Odence-Ford | Chief Legal & Admin Officer | 90,407 | 0.48% | Aug 24, 2026 |
| Theresa Greco | Chief Commercial Officer | 71,954 | 0.38% | May 18, 2026 |
| Doug Besch | Chief Product & Tech Officer | 66,876 | 0.36% | Dec 23, 2025 |
| Mariyamma Varghese Presti | Director | 13,060 | 0.07% | Jun 10, 2026 |
| Ellen O'Connor Vos | Director | 135,159 | 0.72% | Jun 10, 2026 |
| Gregory D. Wasson | Director | 91,700 | 0.49% | Jun 10, 2026 |
| James Paul Lang | Director | 433,837 | 2.30% | Jun 10, 2026 |
| Patrick D. Spangler | Director | 78,732 | 0.42% | Jun 10, 2026 |
| Cathy Klema | Director | 56,137 | 0.30% | Jun 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew J. D'Silva Chief Business Officer | Sep 1, 2026 | Tax withholding | −1,432 | $7.86 | $11.26K | 99,660 |
| Edward Stelmakh Chief Finance & Strat Officer | Aug 21, 2026 | Tax withholding | −1,381 | $7.71 | $10.65K | 121,791 |
| Brendan W. Merrell CHIEF OPERATING OFFICER | Aug 21, 2026 | Tax withholding | −1,020 | $7.71 | $7.86K | 25,187 |
| Andrew J. D'Silva Chief Business Officer | Aug 21, 2026 | Tax withholding | −1,243 | $7.71 | $9.58K | 43,492 |
| Marion Odence-Ford Chief Legal & Admin Officer | Aug 21, 2026 | Tax withholding | −1,529 | $7.71 | $11.79K | 90,407 |
| Stephen L. Silvestro Chief Executive Officer | Aug 21, 2026 | Tax withholding | −1,737 | $7.71 | $13.39K | 183,551 |
| Stephen L. Silvestro Chief Executive Officer | Aug 20, 2026 | Award | +79,200 | – | – | 262,751 |
| Brendan W. Merrell CHIEF OPERATING OFFICER | Aug 20, 2026 | Award | +57,600 | – | – | 82,787 |
| Marion Odence-Ford Chief Legal & Admin Officer | Aug 20, 2026 | Award | +57,600 | – | – | 148,007 |
| Andrew J. D'Silva Chief Business Officer | Aug 20, 2026 | Award | +57,600 | – | – | 101,092 |
| Ellen O'Connor Vos Director | Jun 9, 2026 | Award | +34,517 | – | – | 107,159 |
| Patrick D. Spangler Director | Jun 9, 2026 | Award | +34,517 | – | – | 78,732 |
| James Paul Lang Director | Jun 9, 2026 | Award | +34,517 | – | – | 433,837 |
| Gregory D. Wasson Director | Jun 9, 2026 | Award | +34,517 | – | – | 91,700 |
| Cathy Klema Director | Jun 9, 2026 | Award | +34,517 | – | – | 56,137 |
| Mariyamma Varghese Presti Director | Jun 9, 2026 | Award | +17,258 | – | – | 30,318 |
| Stephen L. Silvestro Chief Executive Officer | May 15, 2026 | Tax withholding | −5,219 | $5.21 | $27.19K | 185,288 |
| Theresa Greco Chief Commercial Officer | May 15, 2026 | Tax withholding | −914 | $5.21 | $4.76K | 71,954 |
| Theresa Greco Chief Commercial Officer | May 15, 2026 | Tax withholding | −879 | $5.21 | $4.58K | 71,075 |
| Mariyamma Varghese Presti Director | May 1, 2026 | Award | +13,060 | – | – | 13,060 |
| Marion Odence-Ford Chief Legal & Admin Officer | Feb 11, 2026 | Tax withholding | −1,386 | $9.23 | $12.79K | 91,936 |
| Marion Odence-Ford Chief Legal & Admin Officer | Feb 11, 2026 | Option exercise | +4,000 | – | – | 93,322 |
| Edward Stelmakh Chief Finance & Strat Officer | Dec 23, 2025 | Tax withholding | −3,658 | $12.74 | $46.60K | 123,172 |
| Stephen L. Silvestro Chief Executive Officer | Dec 23, 2025 | Tax withholding | −3,361 | $12.74 | $42.82K | 190,507 |
| Marion Odence-Ford Chief Legal & Admin Officer | Dec 23, 2025 | Tax withholding | −4,051 | $12.74 | $51.61K | 89,322 |
| Stephen L. Silvestro Chief Executive Officer | Dec 23, 2025 | Tax withholding | −3,361 | $12.74 | $42.82K | 190,507 |
| Theresa Greco Chief Commercial Officer | Dec 23, 2025 | Tax withholding | −1,420 | $12.74 | $18.09K | 72,868 |
| Doug Besch Chief Product & Tech Officer | Dec 23, 2025 | Tax withholding | −4,079 | $12.74 | $51.97K | 66,876 |
| Edward Stelmakh Chief Finance & Strat Officer | Dec 19, 2025 | Tax withholding | −1,388 | $13.51 | $18.75K | 126,830 |
| Edward Stelmakh Chief Finance & Strat Officer | Dec 19, 2025 | Option exercise | +5,237 | – | – | 128,218 |
| Marion Odence-Ford Chief Legal & Admin Officer | Dec 19, 2025 | Tax withholding | −1,153 | $13.51 | $15.58K | 93,373 |
| Marion Odence-Ford Chief Legal & Admin Officer | Dec 19, 2025 | Option exercise | +3,928 | – | – | 94,526 |
| Stephen L. Silvestro Chief Executive Officer | Dec 19, 2025 | Tax withholding | −1,594 | $13.51 | $21.53K | 193,868 |
| Stephen L. Silvestro Chief Executive Officer | Dec 19, 2025 | Option exercise | +6,546 | – | – | 195,462 |
| Brendan W. Merrell CHIEF OPERATING OFFICER | Dec 19, 2025 | Tax withholding | −289 | $13.51 | $3.90K | 26,207 |
| Edward Stelmakh Chief Finance & Strat Officer | Dec 19, 2025 | Option exercise | +5,237 | – | – | 128,218 |
| Edward Stelmakh Chief Finance & Strat Officer | Dec 19, 2025 | Sale | −1,388 | $13.51 | $18.75K | 126,830 |
| Andrew J. D'Silva Chief Business Officer | Dec 19, 2025 | Tax withholding | −703 | $13.51 | $9.50K | 44,735 |
| Doug Besch Chief Product & Tech Officer | Dec 19, 2025 | Option exercise | +1,964 | – | – | 71,536 |
| Doug Besch Chief Product & Tech Officer | Dec 19, 2025 | Tax withholding | −581 | $13.51 | $7.85K | 70,955 |
| Andrew J. D'Silva Chief Business Officer | Dec 11, 2025 | Tax withholding | −868 | $14.03 | $12.18K | 45,438 |
| Brendan W. Merrell CHIEF OPERATING OFFICER | Dec 11, 2025 | Tax withholding | −712 | $14.03 | $9.99K | 26,496 |
| Theresa Greco Chief Commercial Officer | Nov 1, 2025 | Tax withholding | −1,693 | $20.49 | $34.69K | 74,288 |
| Brendan W. Merrell CHIEF OPERATING OFFICER | Oct 3, 2025 | Tax withholding | −483 | $18.75 | $9.06K | 27,208 |
| Andrew J. D'Silva Chief Business Officer | Oct 3, 2025 | Tax withholding | −794 | $18.75 | $14.89K | 46,306 |
| Stephen L. Silvestro Chief Executive Officer | Oct 3, 2025 | Option exercise | +6,649 | – | – | 190,536 |
| Stephen L. Silvestro Chief Executive Officer | Oct 3, 2025 | Sale | −1,620 | $18.75 | $30.38K | 188,916 |
| Doug Besch Chief Product & Tech Officer | Oct 3, 2025 | Tax withholding | −983 | $18.75 | $18.43K | 69,572 |
| Doug Besch Chief Product & Tech Officer | Oct 3, 2025 | Option exercise | +3,325 | – | – | 70,555 |
| Marion Odence-Ford Chief Legal & Admin Officer | Oct 3, 2025 | Option exercise | +6,649 | – | – | 92,550 |
| Marion Odence-Ford Chief Legal & Admin Officer | Oct 3, 2025 | Tax withholding | −1,952 | $18.75 | $36.60K | 90,598 |
| Edward Stelmakh Chief Finance & Strat Officer | Oct 3, 2025 | Tax withholding | −4,406 | $18.75 | $82.61K | 122,981 |
| Edward Stelmakh Chief Finance & Strat Officer | Oct 3, 2025 | Option exercise | +16,623 | – | – | 127,387 |
| Andrew J. D'Silva Chief Business Officer | Oct 1, 2025 | Tax withholding | −414 | $18.98 | $7.86K | 47,100 |
| Patrick D. Spangler Director | Aug 28, 2025 | Sale | −11,120 | $17.49 | $194.49K | 44,215 |
| Brendan W. Merrell CHIEF OPERATING OFFICER | Aug 21, 2025 | Award | +10,417 | – | – | 27,691 |
| Andrew J. D'Silva Chief Business Officer | Aug 21, 2025 | Award | +10,417 | – | – | 47,514 |
| Stephen L. Silvestro Chief Executive Officer | Aug 21, 2025 | Award | +15,625 | – | – | 183,887 |
| Doug Besch Chief Prod & Tech Officer | Aug 21, 2025 | Award | +15,625 | – | – | 67,230 |
| Marion Odence-Ford Chief Legal & Admin Officer | Aug 21, 2025 | Award | +15,625 | – | – | 85,901 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Patrick D. Spangler Director | Aug 29, 2025 | 11,120 | $198.00K | Aug 28, 2025 | Restricted Stock Award |
| Odence-Ford Marion Officer | Jan 9, 2024 | 4,000 | $53.44K | Jan 9, 2024 | Restricted Stock Units |