SCHEDULE: Vanguard Group Reports Zero OptimizeRx Beneficial Ownership

The Vanguard Group has reported a 0% beneficial ownership in OptimizeRx Corp common stock following an internal realignment.

Summary

• The Vanguard Group filed an Amendment No. 1 to its Schedule 13G for OptimizeRx Corp.
• The filing indicates that The Vanguard Group now holds 0% beneficial ownership of OptimizeRx Corp's Common Stock.
• This change is attributed to an internal realignment within The Vanguard Group, effective January 12, 2026.
• Certain subsidiaries or business divisions of The Vanguard Group, Inc. will now report beneficial ownership separately (on a disaggregated basis) in reliance on SEC Release No. 34-39538.
• The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by these subsidiaries and/or business divisions.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event for OptimizeRx Corp, as the change in beneficial ownership by The Vanguard Group is attributed to an internal realignment rather than a change in investment strategy regarding OptimizeRx's fundamentals.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding OptimizeRx Corp's financial performance or strategic outlook.

Management Comments

• "On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release."
• "Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions."

Industry Context

StockSavvy.ai notes that changes in institutional beneficial ownership, particularly from large asset managers like The Vanguard Group, are common. This specific filing indicates a change driven by an internal organizational restructuring at Vanguard, rather than a shift in investment thesis regarding OptimizeRx Corp. This type of realignment allows for more granular reporting by individual funds or divisions.

Stakeholder Impact

• Shareholders of OptimizeRx Corp should be aware that The Vanguard Group, Inc. no longer directly reports beneficial ownership of their common stock, with reporting now disaggregated to its subsidiaries. This does not necessarily imply a change in the total amount of shares held by Vanguard-managed entities, but rather a change in the reporting structure.

Next Steps

• The Vanguard Group's subsidiaries and/or business divisions will now report their beneficial ownership separately (on a disaggregated basis).

Key Dates

Keywords

OptimizeRx Corp, Vanguard Group, Schedule 13G, beneficial ownership, common stock, institutional investor, internal realignment