OptimizeRx investor holds 6.7% equity stake

Kennedy Capital Management LLC filed as a significant shareholder of OptimizeRx Corp, reporting beneficial ownership of 1,248,899 shares of common stock, representing 6.7% of the class.

Rhea-AI Filing Summary

Kennedy Capital Management LLC filed as a significant shareholder of OptimizeRx Corp, reporting beneficial ownership of 1,248,899 shares of common stock, representing 6.7% of the class.

The firm, organized in Delaware and based in St. Louis, Missouri, reports sole power to vote and dispose of all 1,248,899 shares, with no shared voting or dispositive power. This establishes Kennedy Capital as an institutional investor with a meaningful, but non-controlling, stake in OptimizeRx.

Key Figures

Beneficially owned shares: 1,248,899 shares Percent of class: 6.7% Sole voting power: 1,248,899 shares +1 more

4 metrics

Beneficially owned shares 1,248,899 shares Common stock of OptimizeRx Corp reported by Kennedy Capital Management LLC

Percent of class 6.7% Portion of OptimizeRx common stock class beneficially owned

Sole voting power 1,248,899 shares Shares over which Kennedy Capital has sole power to vote or direct the vote

Sole dispositive power 1,248,899 shares Shares over which Kennedy Capital has sole power to dispose or direct disposition

Key Terms

beneficially owned, percent of class, sole dispositive power, sole power to vote

4 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 1,248,899.00"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

percent of class financial

"Item 4. | Ownership (b) | Percent of class: 6.7%"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

sole dispositive power financial

"(iii) Sole power to dispose or to direct the disposition of: 1,248,899.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

sole power to vote financial

"(i) Sole power to vote or to direct the vote: 1,248,899.00"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What ownership stake in OPRX does Kennedy Capital Management report?

Kennedy Capital Management reports beneficial ownership of 1,248,899 shares of OptimizeRx Corp common stock, representing 6.7% of the outstanding class according to the Schedule 13G filing.

Does Kennedy Capital Management have voting control over its OPRX shares?

Yes. Kennedy Capital Management reports sole power to vote or direct the vote over 1,248,899 shares of OptimizeRx and no shared voting power with any other party.

What dispositive power does Kennedy Capital have over OPRX shares?

Kennedy Capital Management reports sole dispositive power over 1,248,899 shares of OptimizeRx common stock and no shared dispositive power, meaning it alone can decide whether to sell or hold these shares.

Who signed the Schedule 13G filing for OPRX?

The filing was signed by Doris Hunt, Chief Compliance Officer of Kennedy Capital Management LLC, on 08/14/2026, certifying the reported ownership information for OptimizeRx Corp.

What type of security in OPRX is held by Kennedy Capital Management?

Kennedy Capital Management’s reported holdings are in common stock of OptimizeRx Corp, identified by CUSIP 68401U204, according to the Schedule 13G beneficial ownership report.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 02:07 PM Accepted by SEC EDGAR 08/14/2026 - 02:07 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

OptimizeRx Corp

(Name of Issuer)

Common Stock

(Title of Class of Securities)

68401U204

(CUSIP Number)

07/07/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 68401U204

1

Names of Reporting Persons

KENNEDY CAPITAL MANAGEMENT LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,248,899.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,248,899.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,248,899.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.7 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: OptimizeRx Corp
(b)	Address of issuer's principal executive offices: 260 CHARLES STREET, SUITE 302, WALTHAM, MASSACHUSETTS, 02453.
Item 2.
(a)	Name of person filing: KENNEDY CAPITAL MANAGEMENT LLC
(b)	Address or principal business office or, if none, residence: 10829 Olive Boulevard St. Louis, Missouri 63141
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 68401U204
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,248,899.00
(b)	Percent of class: 6.7%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,248,899.00
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1,248,899.00
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

KENNEDY CAPITAL MANAGEMENT LLC

Signature:	Doris Hunt
Name/Title:	Chief Compliance Officer
Date:	08/14/2026