# OptimizeRx Corp: overview

OPRX · Nasdaq · CIK 1448431 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/oprx.md) · [Financials](/companies/oprx/financials.md) · [Filings](/companies/oprx/filings.md) · [Insiders](/companies/oprx/insiders.md)

Latest reported revenue: [$20.5m](/filings/0001448431-26-000016.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 13, 2026 (XBRL us-gaap:Revenues, accession 0001448431-26-000016).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [21.3](/filings/0001448431-25-000020.md) | [32.3 d](/filings/0001448431-26-000005.md) | [21.9](/filings/0001448431-26-000011.md) | [29.2](/filings/0001448431-26-000016.md) | [26.1](/filings/0001448431-25-000020.md) | [32.2 d](/filings/0001448431-26-000005.md) | [19.8](/filings/0001448431-26-000011.md) | [20.5](/filings/0001448431-26-000016.md) |
| Gross margin | % | [63.1%](/filings/0001448431-25-000020.md) | [68.1% d](/filings/0001448431-26-000005.md) | [60.9%](/filings/0001448431-25-000005.md) | [63.8%](/filings/0001448431-25-000012.md) | [67.2%](/filings/0001448431-25-000020.md) | [74.8% d](/filings/0001448431-26-000005.md) | not reported | not reported |
| Operating margin | % | [(40.2%)](/filings/0001448431-25-000020.md) | [11.2% d](/filings/0001448431-26-000005.md) | [(9.6%)](/filings/0001448431-26-000011.md) | [11.0%](/filings/0001448431-26-000016.md) | [7.9%](/filings/0001448431-25-000020.md) | [26.6% d](/filings/0001448431-26-000005.md) | [2.0%](/filings/0001448431-26-000011.md) | [(0.4%)](/filings/0001448431-26-000016.md) |
| Net margin | % | [(42.8%)](/filings/0001448431-25-000020.md) | [(0.2%) d](/filings/0001448431-26-000005.md) | [(10.0%)](/filings/0001448431-26-000016.md) | [5.2%](/filings/0001448431-26-000016.md) | [3.0%](/filings/0001448431-25-000020.md) | [15.6% d](/filings/0001448431-26-000005.md) | [(2.5%)](/filings/0001448431-26-000016.md) | [(3.4%)](/filings/0001448431-26-000016.md) |
| Diluted EPS | $ per share | [(0.50)](/filings/0001448431-25-000020.md) | not reported | [(0.12)](/filings/0001448431-26-000011.md) | [0.08](/filings/0001448431-26-000016.md) | [0.04](/filings/0001448431-25-000020.md) | not reported | [(0.03)](/filings/0001448431-26-000011.md) | [(0.04)](/filings/0001448431-26-000016.md) |
| Free cash flow | $m | [1.8 d](/filings/0001448431-25-000020.md) | [0.2 d](/filings/0001448431-26-000005.md) | [3.8](/filings/0001448431-26-000011.md) | [4.6 d](/filings/0001448431-26-000016.md) | [3.2 d](/filings/0001448431-25-000020.md) | [7.1 d](/filings/0001448431-26-000005.md) | [(0.5)](/filings/0001448431-26-000011.md) | [8.6 d](/filings/0001448431-26-000016.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [4.5](/filings/0001213900-23-019233.md) | [1.0](/filings/0001213900-23-019233.md) | [71.5](/filings/0001213900-25-025576.md) | [92.1](/filings/0001448431-26-000005.md) | [109](/filings/0001448431-26-000005.md) |
| Gross margin | % | [789.0%](/filings/0001213900-23-019233.md) | [3801.6%](/filings/0001213900-24-033000.md) | [60.0%](/filings/0001213900-25-025576.md) | [64.5%](/filings/0001448431-26-000005.md) | [67.3%](/filings/0001448431-26-000005.md) |
| Operating margin | % | [8.0%](/filings/0001213900-23-019233.md) | [(1199.1%)](/filings/0001213900-24-033000.md) | [(36.9%)](/filings/0001213900-25-025576.md) | [(14.9%)](/filings/0001448431-26-000005.md) | [10.7%](/filings/0001448431-26-000005.md) |
| Net margin | % | [8.4%](/filings/0001213900-23-019233.md) | [(1115.9%)](/filings/0001213900-24-033000.md) | [(24.6%)](/filings/0001213900-25-025576.md) | [(21.8%)](/filings/0001448431-26-000005.md) | [4.7%](/filings/0001448431-26-000005.md) |
| Diluted EPS | $ per share | [0.02](/filings/0001213900-23-019233.md) | [(0.64)](/filings/0001213900-24-033000.md) | [(1.03)](/filings/0001213900-25-025576.md) | [(1.10)](/filings/0001448431-26-000005.md) | [0.27](/filings/0001448431-26-000005.md) |
| Free cash flow | $m | [0.6](/filings/0001213900-23-019233.md) | [10.6](/filings/0001213900-24-033000.md) | [(7.3)](/filings/0001213900-25-025576.md) | [4.8](/filings/0001448431-26-000005.md) | [18.7](/filings/0001448431-26-000005.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/oprx/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Whetstone Capital Advisors, LLC](/funds/1607278.md) | 2026-06-30 | $8.6m | 1,508,303 |  | Unchanged |
| [ROYCE & ASSOCIATES LP](/funds/906304.md) | 2026-06-30 | $6.2m | 1,089,398 |  | Added +201,368 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $4.0m | 699,604 |  | Added +14,155 |
| [KENNEDY CAPITAL MANAGEMENT LLC](/funds/884589.md) | 2026-06-30 | $3.7m | 644,150 |  | Reduced −12,108 |
| [RICE HALL JAMES & ASSOCIATES, LLC](/funds/1230765.md) | 2026-06-30 | $3.6m | 633,842 |  | Added +31,921 |
| [BLAIR WILLIAM & CO/IL](/funds/902367.md) | 2026-06-30 | $3.5m | 607,925 |  | Reduced −7,067 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $3.3m | 583,956 |  | Added +369,002 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $2.7m | 477,687 |  | Reduced −85,883 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $2.5m | 445,382 |  | Reduced −718,119 |
| [Parkman Healthcare Partners LLC](/funds/1777015.md) | 2026-06-30 | $2.0m | 350,347 |  | Reduced −379,022 |

## Recent filings

[All 1,038 filings](/companies/oprx/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-13 | 20:06 ET | [10-Q](/filings/0001448431-26-000016.md) | Quarterly report, period 2026-06-30 | 0001448431-26-000016 |
| 2026-08-12 | 20:07 ET | [8-K](/filings/0001448431-26-000014.md) | 2.02 Results of operations; 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001448431-26-000014 |
| 2026-06-12 | 20:10 ET | [8-K](/filings/0001213900-26-068272.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001213900-26-068272 |
| 2026-06-05 | 20:10 ET | [8-K](/filings/0001213900-26-065810.md) | 5.02 Departure or appointment of officers or directors | 0001213900-26-065810 |
| 2026-05-13 | 20:04 ET | [10-Q](/filings/0001448431-26-000011.md) | Quarterly report, period 2026-03-31 | 0001448431-26-000011 |
| 2026-05-12 | 20:07 ET | [8-K](/filings/0001448431-26-000009.md) | 1.01 Entry into a material agreement; 1.02 Termination of a material agreement; 2.02 Results of operations; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001448431-26-000009 |
| 2026-04-30 | 11:15 ET | [DEF 14A](/filings/0001213900-26-049698.md) | Proxy statement, period 2026-06-09 | 0001213900-26-049698 |
| 2026-04-09 | 21:46 ET | [8-K](/filings/0001213900-26-041604.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001213900-26-041604 |
| 2026-03-30 | 21:29 ET | [8-K](/filings/0001448431-26-000007.md) | 4.01 Change of auditor; 9.01 Financial statements and exhibits | 0001448431-26-000007 |
| 2026-03-12 | 20:03 ET | [10-K](/filings/0001448431-26-000005.md) | Annual report, period 2025-12-31 | 0001448431-26-000005 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001448431-26-000005.md), filed Mar 12, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/13dfa38b-3379-426c-a1b5-e90a05e334eb)

## About the filer

- CIK: 1448431
- Tickers: OPRX
- Exchange: Nasdaq
- SIC code: 7389 Services-Business Services, NEC
- State of incorporation: NV
- Filer category: Non-accelerated filer<br>Smaller reporting company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:40 ET. No prices; not investment advice.
