Monitor for any future conversion to Schedule 13D (activist intent) or significant changes in Royce's position. The 6.98% stake is just below the 10% threshold that would trigger additional disclosure requirements.
Price Chart
Executive Summary
Royce & Associates LP filed an amended Schedule 13G for OptimizeRx Corp, disclosing beneficial ownership of 1,315,057 shares of common stock as of September 30, 2026, representing a 6.98% stake. The filing is a routine passive ownership update with no change in investment intent or activist posture.
Key Financial Metrics
Key Facts
- Royce & Associates LP holds 1,315,057 shares of OptimizeRx Corp common stock as of 09/30/2026
- Stake represents 6.98% of outstanding shares
- Filing is an amendment to Schedule 13G, confirming passive investor status
- Royce & Associates LP is an indirect majority-owned subsidiary of Franklin Resources Inc.
- No change in investment purpose or control intent disclosed
Financial Impact
Passive stake of 6.98% — no material financial impact from this filing alone
Risk Factors
- Potential future activist conversion if Royce changes investment intent
- Selling pressure if Royce reduces position below 5% threshold
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000906304-26-000181 |
| Document: 0000906304-26-000181-index.html | 0000906304-26-000181 |
| Document: 0000906304-26-000181.txt | 0000906304-26-000181 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | SC 13G/A | $9.37 | awaiting T+20 | — | $9.07 (−3.20%) |
Sep 22, 2026 4w ago | Institutional Cluster | $7.62 $8.93 | ▲ +17.19% | ▲ +17.75% | $9.07 (+19.03%) |
Aug 12, 2026 10w ago | Press Release | $8.78 $7.29 | ▼ −16.97% | ▼ −15.22% | $9.07 (+3.30%) |
Jun 12, 2026 19w ago | 8-K | $5.32 $6.55 | ▲ +23.12% | ▲ +23.87% | $9.07 (+70.49%) |
Jun 11, 2026 19w ago | Institutional Cluster | $5.28 $6.28 | ▲ +18.94% | ▲ +17.05% | $9.07 (+71.78%) |
Jun 5, 2026 20w ago | 8-K | $5.05 $6.35 | ▲ +25.74% | ▲ +24.11% | $9.07 (+79.60%) |
Jun 1, 2026 21w ago | DEFA14A | $5.38 $5.72 | ▲ +6.32% | ▲ +7.62% | $9.07 (+68.59%) |
May 21, 2026 22w ago | Press Release | $4.94 $4.70 | ▼ −4.86% | ▼ −5.19% | $9.07 (+83.60%) |
May 12, 2026 23w ago | Press Release | $4.92 $5.28 | ▲ +7.32% | ▲ +7.93% | $9.07 (+84.35%) |
Mar 5, 2026 33w ago | Press Release | $6.74 $6.80 | ▲ +0.89% | ▲ +2.93% | $9.07 (+34.57%) |
US Market Status
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