優化Rx公司
US ˙ NasdaqCM ˙ US68401U2042

SecurityOPRX / OptimizeRx Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership76,368 shares
Latest Disclosed Value $ 479,591
Morgan Stanley reports 53.60% decrease in ownership of OPRX / OptimizeRx Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 76,368 shares of OptimizeRx Corporation (US:OPRX) valued at $479,591 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 164,592 shares of OptimizeRx Corporation. This represents a change in shares of -53.60% during the quarter. The current value of the position is $410,860 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F OPTIMIZERX COM NEW 68401U204 76,368 -88,224 -53.60 480 -76.25 0.0000
2026-05-27 2025-12-31 13F/A-1 OPTIMIZERX COM NEW 68401U204 164,592 -17,686 -9.70 2,018 -46.01 0.0001
2026-02-13 2025-12-31 13F OPTIMIZERX COM NEW 68401U204 164,592 -17,686 2,018 0.0001
2026-05-27 2025-09-30 13F/A-1 OPTIMIZERX COM NEW 68401U204 182,278 -82,444 -31.14 3,737 4.56 0.0002
2025-11-14 2025-09-30 13F OPTIMIZERX COM NEW 68401U204 182,278 -82,444 3,737 0.0002
2025-08-15 2025-06-30 13F OPTIMIZERX COM NEW 68401U204 264,722 48,559 22.46 3,574 90.97 0.0002
2025-05-15 2025-03-31 13F OPTIMIZERX COM NEW 68401U204 216,163 13,558 6.69 1,872 90.14 0.0001
2025-05-15 2024-12-31 13F/A-1 OPTIMIZERX COM NEW 68401U204 202,605 52,890 35.33 985 -14.81 0.0001
2025-02-14 2024-12-31 13F OPTIMIZERX COM NEW 68401U204 202,605 52,890 985 0.0001
2025-05-14 2024-09-30 13F/A-2 OPTIMIZERX COM NEW 68401U204 149,715 50,851 51.44 1,156 16.90 0.0001
2025-02-14 2024-09-30 13F/A-1 OPTIMIZERX COM NEW 68401U204 149,715 50,851 1,156 0.0001
2024-11-14 2024-09-30 13F OPTIMIZERX COM NEW 68401U204 149,715 50,851 1,156 0.0000
2025-05-14 2024-06-30 13F/A-2 OPTIMIZERX COM NEW 68401U204 98,864 24,859 33.59 989 9.90 0.0001
2024-10-17 2024-06-30 13F/A-1 OPTIMIZERX COM NEW 68401U204 98,864 24,859 989 0.0001
2024-08-14 2024-06-30 13F OPTIMIZERX COM NEW 68401U204 98,864 24,859 989 0.0001
2024-10-17 2024-03-31 13F/A-2 OPTIMIZERX COM NEW 68401U204 74,005 -3,923 -5.03 899 -19.37 0.0001
2024-08-16 2024-03-31 13F/A-1 OPTIMIZERX COM NEW 68401U204 74,005 -3,923 899 0.0000
2024-05-15 2024-03-31 13F OPTIMIZERX COM NEW 68401U204 74,005 -3,923 899 0.0001
2024-08-16 2023-12-31 13F/A-1 OPTIMIZERX COM NEW 68401U204 77,928 30,162 63.15 1,115 200.54 0.0001
2024-02-13 2023-12-31 13F OPTIMIZERX COM NEW 68401U204 77,928 30,162 1,115 0.0001
2023-11-15 2023-09-30 13F OPTIMIZERX COM NEW 68401U204 47,766 20,005 72.06 372 -6.31 0.0000
2023-08-14 2023-06-30 13F OPTIMIZERX COM NEW 68401U204 27,761 -99,576 -78.20 397 -78.73 0.0000
2023-05-15 2023-03-31 13F OPTIMIZERX COM NEW 68401U204 127,337 -43,580 -25.50 1,863 -35.14 0.0002
2023-02-14 2022-12-31 13F OPTIMIZERX COM NEW 68401U204 170,917 -31,032 -15.37 2,871 -4.08 0.0003
2022-11-14 2022-09-30 13F OPTIMIZERX COM NEW 68401U204 201,949 34,971 20.94 2,993 -34.56 0.0004
2022-10-27 2022-06-30 13F/A-1 OPTIMIZERX COM NEW 68401U204 166,978 6,343 3.95 4,574 -24.50 0.0006
2022-08-15 2022-06-30 13F OPTIMIZERX COM NEW 68401U204 166,978 6,343 4,574 0.0001
2022-10-27 2022-03-31 13F/A-1 OPTIMIZERX COM NEW 68401U204 160,635 -28,295 -14.98 6,058 -48.38 0.0008
2022-05-13 2022-03-31 13F OPTIMIZERX COM NEW 68401U204 160,635 -28,295 6,058 0.0008
2022-02-14 2021-12-31 13F OPTIMIZERX COM NEW 68401U204 188,930 164,498 673.29 11,735 461.48 0.0014
2021-11-15 2021-09-30 13F OPTIMIZERX COM NEW 68401U204 24,432 -16,165 -39.82 2,090 -16.80 0.0003
2021-08-23 2021-06-30 13F/A-1 OPTIMIZERX COM NEW 68401U204 40,597 30,259 292.70 2,512 398.41 0.0003
2021-08-16 2021-06-30 13F OPTIMIZERX COM NEW 68401U204 40,597 30,259 2,512 0.0001
2021-05-17 2021-03-31 13F OPTIMIZERX COM NEW 68401U204 10,338 -38,242 -78.72 504 -66.69 0.0001
2021-02-16 2020-12-31 13F OPTIMIZERX COM NEW 68401U204 48,580 -36,866 -43.15 1,513 -15.10 0.0002
2020-11-13 2020-09-30 13F OPTIMIZERX COM NEW 68401U204 85,446 80,992 1,818.41 1,782 2,972.41 0.0003
2020-08-14 2020-06-30 13F OPTIMIZERX COM NEW 68401U204 4,454 3,388 317.82 58 480.00 0.0000
2020-05-26 2020-03-31 13F/A-1 OPTIMIZERX COM NEW 68401U204 1,066 -17,439 -94.24 10 -94.74 0.0000
2020-05-15 2020-03-31 13F OPTIMIZERX COM NEW 68401U204 1,066 -17,439 10 0.7682
2020-02-14 2019-12-31 13F OPTIMIZERX COM NEW 68401U204 18,505 14,873 409.50 190 258.49 0.0000
2019-11-14 2019-09-30 13F OPTIMIZERX COM NEW 68401U204 3,632 2,310 174.74 53 152.38 0.0000
2019-08-14 2019-06-30 13F OPTIMIZERX COM NEW 68401U204 1,322 -6,714 -83.55 21 -79.41 0.0000
2019-05-15 2019-03-31 13F OPTIMIZERX COM NEW 68401U204 8,036 2,194 37.56 102 59.38 0.0000
2019-02-14 2018-12-31 13F OPTIMIZERX COM NEW 68401U204 5,842 -488 -7.71 64 -43.86 0.0000
2019-04-23 2018-09-30 13F/A-2 OPTIMIZERX COM NEW 68401U204 6,330 6,330 114 0.0000
2018-11-20 2018-09-30 13F/A-1 OPTIMIZERX COM NEW 68401U204 6,330 0 114 0.0000
2018-11-14 2018-09-30 13F OPTIMIZERX COM NEW 68401U204 6,330 114 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.