OPRX at a glance
OptimizeRx Corp (OPRX, SEC CIK 1448431) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), OptimizeRx Corp (OPRX) reported revenue of $109.4 million (up 18.8% from FY2024) and net income of $5.1 million. Diluted EPS was $0.27.
- As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding OptimizeRx Corp (OPRX) shares worth $20.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $109.4M
- +18.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 22 funds
- $20.2M · −2 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 2.02 · Item 7.01 · Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $20,504, down 30% YoY from $29,195
- Operating margin (0.4%) vs 11.0% YoY, with net loss $(703) vs net income $1,532
- Cost of revenues 23% vs 36% YoY, reflecting higher-margin solution and channel mix
- Managed service program revenue declined $8,400, the weakest product area
- Cash $24,096 and operating cash flow $8,144 vs $8,425; financing used $7,368
- Near-term headwinds: measured customer spending, MFN pricing disruption, tariffs, inflation, and slower drug approvals
Risk Factors
- No material changes to 2025 Form 10-K risk factors reported
- Credit Agreement dated May 7, 2026, creates potential financing and covenant exposure
- Separation and Advisory Agreement dated June 1, 2026, indicates executive-transition risk
- Unidentified or previously immaterial risks could materially adversely affect results
AI summary of the OPRX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 12, 2026
Item EX-99.1: Item EX-99.1
- Andy D’Silva succeeds Ed Stelmakh as CFO effective January 1, 2027
- Heather Favazza becomes Chief Accounting Officer on January 1, 2027 after eight years as Corporate Controller
Item 7.01: Regulation FD Disclosure
- CFO & Strategy Officer Stelmakh departing effective December 31, 2026
- D’Silva appointed Chief Financial Officer effective January 1, 2027
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Edward Stelmakh departs December 31, 2026 after 12 months of advisory service, creating a planned finance leadership transition
- Successor Andrew D’Silva brings internal continuity as CFO from January 1, 2027, with prior finance strategy and investor relations experience
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved 1,000,000 additional shares for equity awards under the 2021 Equity Incentive Plan
- Total shares available increased to 5,450,000, expanding potential employee and executive compensation capacity
Item 5.07: Submission of Matters to a Vote of Security Holders
- All seven director nominees elected, with votes for ranging from 8,092,151 to 12,160,558
- Executive compensation approved on an advisory basis, with 11,660,549 votes in favor
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Theresa Greco departs as Chief Commercial Officer effective June 15, 2026, creating a commercial leadership transition
- $380,000 annual salary continuation for 12 months plus $209,000 one-time bonus target payment
AI summaries of OPRX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OPRX
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- Alerts as it files. A push when OPRX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut OPRX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| D'Silva Andrew J. | F | Oct 1, 2026 | 414 | $8.39 |
| D'Silva Andrew J. | F | Sep 1, 2026 | 1,432 | $7.86 |
| Odence-Ford Marion | F | Aug 21, 2026 | 1,529 | $7.71 |
| Stelmakh Edward | F | Aug 21, 2026 | 1,381 | $7.71 |
| Merrell Brendan W. | F | Aug 21, 2026 | 1,020 | $7.71 |
| Silvestro Stephen L | F | Aug 21, 2026 | 1,737 | $7.71 |
| D'Silva Andrew J. | F | Aug 21, 2026 | 1,243 | $7.71 |
| D'Silva Andrew J. | A | Aug 20, 2026 | 57,600 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $92.1M | $109.4M |
| Gross Profit | - | $59.4M | $73.6M |
| Operating Income | - | -$13.7M | $11.7M |
| Net Income | - | -$20.1M | $5.1M |
| Gross Margin | - | 64.5% | 67.3% |
| Op. Margin | - | -14.9% | 10.7% |
| Net Margin | - | -21.8% | 4.7% |
| Balance Sheet | |||
| Total Assets | $183.4M | $171.2M | $176.9M |
| Equity | $126.6M | $117.0M | $128.3M |
| ROE | - | -17.2% | 4.0% |
| Per Share | |||
| EPS | - | $-1.10 | $0.27 |
| Cash Flow | |||
| Operating CF | - | $4.9M | $18.7M |
| CapEx | - | $112K | $58K |
Source: XBRL data in OptimizeRx Corp (OPRX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OPRX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 22 | $20.2M |
| Q1 2026 | 24 | $30.6M |
| Q4 2025 | 24 | $53.6M |
| Q3 2025 | 26 | $100.8M |
| Q2 2025 | 21 | $63.8M |
| Q1 2025 | 17 | $28.6M |
| Q4 2024 | 9 | $11.7M |
| Q3 2024 | 10 | $11.7M |
- AQR Capital Management+369.0K (+172%)
- Morgan Stanley+79.9K (+105%)
- Millennium Management+53.5K (+211%)
- Vanguard Capital Management LLC+14.2K (+2%)
- Citigroup+7.0K (+847%)
- BlackRock−718.1K (-62%)
- State Street Corp−397.2K (-83%)
- Goldman Sachs Group−253.4K (-71%)
- Vanguard Portfolio Management LLC−161.5K (-49%)
- Northern Trust−118.4K (-76%)
- Citadel Advisors LLC+158.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 153 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OPRX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| SC 13G | Jul 22, 2026 | - | - | |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 10-Q | May 13, 2026 | Mar 31, 2026 | Analysis |
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OPRX SEC filings: frequently asked questions
Which institutions hold OPRX stock?
As of June 30, 2026, the largest OptimizeRx Corp (OPRX) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($4.0 million), AQR Capital Management ($3.3 million), Dimensional Fund Advisors ($2.7 million), BlackRock ($2.5 million), Vanguard Portfolio Management LLC ($970,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OPRX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), OptimizeRx Corp (OPRX) reported revenue of $109.4 million (up 18.8% from FY2024) and net income of $5.1 million. Diluted EPS was $0.27. The figures come from the XBRL data in the 10-K.
What did OPRX report in its latest 8-K?
OptimizeRx Corp (OPRX) filed an 8-K on August 12, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Q2 2026 results for quarter ended June 30, 2026.
What are the latest OPRX SEC filings?
OptimizeRx Corp (OPRX) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on October 2, 2026.
What is OPRX's SEC CIK number?
OptimizeRx Corp (OPRX)'s SEC Central Index Key (CIK) is 1448431. EDGAR lists every OPRX filing under that number.
Ask anything about OPRX
The research agent reads OPRX's filings, financials, insider trades and 13F holders, then answers with sources.