SCHEDULE: Vanguard Discloses 5.7% Stake in OptimizeRx Corp

The Vanguard Group has reported a 5.7% beneficial ownership stake in OptimizeRx Corp, holding over 1 million shares as of September 30, 2025.

Summary

• The Vanguard Group, a major institutional investor, has filed a Schedule 13G indicating beneficial ownership of OptimizeRx Corp's Common Stock.
• As of September 30, 2025, The Vanguard Group beneficially owns 1,059,109 shares of OptimizeRx Corp.
• This ownership represents 5.70% of the class of securities.
• The Vanguard Group holds sole voting power over 0 shares and shared voting power over 112,689 shares.
• The firm holds sole dispositive power over 939,523 shares and shared dispositive power over 119,586 shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of OptimizeRx Corp.

Sentiment

Score: 6

Explanation: The filing indicates a significant passive institutional investment by The Vanguard Group in OptimizeRx Corp, which is generally viewed as a positive signal of confidence, though it does not provide operational or financial performance details.

Positives

• The Vanguard Group, a major institutional investor, has disclosed a 5.7% beneficial ownership stake in OptimizeRx Corp, indicating its inclusion in their managed portfolios.

Future Outlook

NA

Management Comments

• The Vanguard Group certifies that, to the best of its knowledge and belief, the securities were acquired and are held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

The disclosure of a significant passive stake by a large asset manager like The Vanguard Group is a routine event in the financial industry, reflecting the inclusion of OptimizeRx Corp's stock in various index funds and actively managed portfolios.

Stakeholder Impact

• Shareholders may view the significant institutional ownership by The Vanguard Group as a sign of stability and inclusion in broad market indices.

Key Dates

Recommendation

This Schedule 13G filing from The Vanguard Group indicates a passive ownership stake in OptimizeRx Corp. While institutional investment can be a positive signal, this filing does not provide any operational, financial, or strategic information about OptimizeRx Corp that would warrant a change in investment recommendation. It merely discloses a significant, non-controlling ownership position by a major asset manager, suggesting the stock is held within various funds for diversification or index tracking purposes. Therefore, a 'hold' recommendation is appropriate as there is no new fundamental information to alter an existing investment thesis.

Keywords

OptimizeRx Corp, Vanguard Group, Schedule 13G, Common Stock, Institutional Ownership, Beneficial Ownership