GOODRX HLDGS INC GDRX
COM CL A · Common Stock · CUSIP 38246G108 · ISIN US38246G1085
- SectorTechnology
- IndustryServices-Computer Processing & Data Preparation
- HeadquartersSanta Monica, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($95.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.88. Options: 7 managers hold calls ($3.0m notional), 6 hold puts ($1.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 179 |
| Q4 2022 | 159 |
| Q1 2023 | 159 |
| Q2 2023 | 147 |
| Q3 2023 | 157 |
| Q4 2023 | 144 |
| Q1 2024 | 159 |
| Q2 2024 | 166 |
| Q3 2024 | 169 |
| Q4 2024 | 171 |
| Q1 2025 | 172 |
| Q2 2025 | 184 |
| Q3 2025 | 162 |
| Q4 2025 | 184 |
| Q1 2026 | 176 |
| Q2 2026 | 162 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 74 | 80 |
| Q4 2024 | 90 | 83 |
| Q1 2025 | 100 | 62 |
| Q2 2025 | 88 | 89 |
| Q3 2025 | 75 | 110 |
| Q4 2025 | 107 | 64 |
| Q1 2026 | 92 | 83 |
| Q2 2026 | 65 | 77 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.1m | $1.2m | 0.38 |
| Q4 2025 | $4.0m | $2.3m | 0.59 |
| Q1 2026 | $3.1m | $1.7m | 0.54 |
| Q2 2026 | $3.0m | $1.5m | 0.50 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +1.7m |
| TWO SIGMA INVESTMENTS, LP | Added | +553.8k |
| MARSHALL WACE, LLP | New | +543.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +523.7k |
| BANK OF AMERICA CORP /DE/ | New | +419.6k |
| HRT FINANCIAL LP | New | +344.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +331.2k |
| AMERIPRISE FINANCIAL INC | Added | +290.6k |
| NORTHERN TRUST CORP | Added | +249.2k |
| Vident Advisory, LLC | New | +214.5k |
Biggest sellers
| Pacer Advisors, Inc. | Sold out | -743.9k |
| MOORE CAPITAL MANAGEMENT, LP | Reduced | -665.4k |
| Assenagon Asset Management S.A. | Sold out | -517.6k |
| STATE STREET CORP | Reduced | -386.1k |
| UBS Group AG | Reduced | -372.1k |
| Balyasny Asset Management L.P. | Sold out | -370.3k |
| GSA CAPITAL PARTNERS LLP | Reduced | -351.5k |
| MORGAN STANLEY | Reduced | -293.4k |
| Connor, Clark & Lunn Investment Management Ltd. | Sold out | -241.5k |
| VARCOV Co. | Sold out | -221.8k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $1.5m505.1k shares |
| GROUP ONE TRADING LLC | Reduced | $660.1k229.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $243.6k84.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $229.2k79.6k shares |
| IMC-Chicago, LLC | Added | $213.7k74.2k shares |
| CITADEL ADVISORS LLC | Reduced | $98.2k34.1k shares |
| Walleye Trading LLC | New | $52.7k18.3k shares |
Biggest puts
| IMC-Chicago, LLC | Added | $503.4k174.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $281.1k97.6k shares |
| GROUP ONE TRADING LLC | Added | $242.8k84.3k shares |
| Walleye Trading LLC | New | $222.9k77.4k shares |
| CITADEL ADVISORS LLC | Reduced | $137.4k47.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $82.1k28.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
FRANCISCO PARTNERS IV, L.P.
13D · may seek influence
-3.1 pts · filed 2026-08-26
Stated purposeItem 4 of the Original 13D is hereby amended to include the following at the end thereof: On August 20, 2026, Francisco Partners IV, L.P. and Francisco Partners IV-A, L.P. converted 4,995,903 and 2,504,097 Class B Shares to Class A Shares and distributed in kind 3,596,648 and 1,142,357 Class A Shares, respectively, to their respective general partner and limited partners, and each such general partner in turn distributed such Class A Shares to its ultimate direct or indirect partners (such distributing entity the "FP Entities" and the "August 2026 Francisco Partners Distribution"), in each case, pro rata and for no consideration. In addition, on such date, the remaining 2,743,043 Class A Shares received upon such conversion were sold by the FP Entities for an aggregate consideration of $9… Full filing |
32.9% |
Idea Men, LLC
13D · may seek influence
-3.2 pts · filed 2025-03-21
Stated purposeMarch 2025 Repurchase On March 21, 2025 (the "Closing Date"), pursuant to the previously disclosed March 2025 Stock Purchase Agreement, the March 2025 Repurchase closed. As a result, the Issuer purchased from the Reporting Person 7,000,000 shares of Class A Common Stock, after giving effect to the automatic conversion of the Reporting Person's Class B Common Stock, for $4.20 per share. Full filing |
29.1% |
Bezdek Trevor
13D · may seek influence
filed 2024-12-18
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Rule 10b5-1 Trading Plans On December 16, 2024, the Reporting Person terminated the TB 2024 GRAT Trading Plan and the Reporting Person's spouse terminated the JB 2024 GRAT Trading Plan. Full filing |
5.2% |
Hirsch Douglas Joseph
13D · may seek influence
filed 2024-12-18
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Rule 10b5-1 Trading Plans On December 16, 2024, the Reporting Person terminated the DH 2024 GRAT Trading Plan and the Reporting Person's spouse terminated the CH 2024 GRAT Trading Plan. Full filing |
5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-26 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV, L.P. | Sold | $2.3m652.7k shares |
| 2026-08-26 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV-A, L.P. | Sold | $2.3m643.5k shares |
| 2026-08-25 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV, L.P. | Sold | $220.5k64.1k shares |
| 2026-08-25 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV-A, L.P. | Sold | $217.3k63.2k shares |
| 2026-08-24 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV, L.P. | Sold | $250.2k72.3k shares |
| 2026-08-24 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV-A, L.P. | Sold | $246.6k71.3k shares |
| 2026-08-21 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV, L.P. | Sold | $484.2k138.3k shares |
| 2026-08-21 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV-A, L.P. | Sold | $477.3k136.4k shares |
| 2026-08-20 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV, L.P. | Sold | $821.6k233.4k shares |
| 2026-08-20 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV-A, L.P. | Sold | $752.7k213.8k shares |
| 2026-08-19 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV, L.P. | Sold | $839.0k237.7k shares |
| 2026-08-19 | Francisco Partners Management, LP +4 10% owner · By Francisco Partners IV-A, L.P. | Sold | $827.1k234.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Francisco Partners Management, LP 47.88% of their portfolio | 60.1m $173.0m | Unchanged |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 5.2m $14.9m | Added +174.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 4.7m $13.7m | Added +290.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.1m $11.8m | Reduced -175.0k |
| Silver Lake Group, L.L.C. 0.22% of their portfolio | 3.5m $10.2m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 3.2m $9.3m | Reduced -14.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 3.2m $9.2m | Reduced -154.6k |
| Petrus Trust Company, LTA 0.84% of their portfolio | 3.1m $8.9m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 2.6m $7.4m | Added +109.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.3m $6.7m | Added +523.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 2.3m $6.7m | Added +1.7m |
| Prescott Group Capital Management, L.L.C. 0.52% of their portfolio | 2.1m $6.1m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 1.9m $5.4m | Reduced -3.9k |
| Technology Crossover Management X, Ltd. 0.60% of their portfolio | 1.7m $4.8m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $3.4m | Added +93.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 904.3k $2.6m | Added +249.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 868.8k $2.5m | Added +151.4k |
| MOORE CAPITAL MANAGEMENT, LP 0.06% of their portfolio | 864.0k $2.5m | Reduced -665.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 858.3k $2.5m | Reduced -199.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 742.2k $2.1m | Added +553.8k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.64% of their portfolio | 740.0k $2.1m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 738.8k $2.1m | Added +62.1k |
| STATE STREET CORP 0.00% of their portfolio | 625.0k $1.8m | Reduced -386.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 587.9k $1.7m | Added +22.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 584.9k $1.7m | Added +9.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 553.8k $1.6m | Reduced -8.8k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 543.0k $1.6m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 477.7k $1.4m | Added +165.6k |
| UBS Group AG 0.00% of their portfolio | 454.8k $1.3m | Reduced -372.1k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 437.8k $1.3m | Added +88.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 419.6k $1.2m | New |
| Utah Retirement Systems 0.01% of their portfolio | 392.6k $1.1m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 356.7k $1.0m | Added +331.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 344.7k $992.0k | New |
| Invesco Ltd. 0.00% of their portfolio | 321.4k $925.7k | Added +17.9k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 299.0k $861.2k | Added +156.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 236.3k $680.6k | Reduced -172.6k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 231.2k $453.1k | Unchanged |
| STEINBERGANNA WEALTH MANAGEMENT 0.26% of their portfolio | 222.5k $640.9k | Added +1.9k |
| Vident Advisory, LLC 0.00% of their portfolio | 214.5k $617.7k | New |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 203.6k $586.0k | Reduced -351.5k |
| Quinn Opportunity Partners LLC 0.03% of their portfolio | 200.0k $576.0k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 191.7k $552.0k | Reduced -7.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 187.5k $540.1k | Reduced -4.1k |
| Swiss National Bank 0.00% of their portfolio | 185.2k $533.4k | Added +17.2k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 173.4k $499.5k | Reduced -9.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 169.6k $488.6k | Reduced -133.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 161.3k $464.7k | Reduced -3.7k |
| Focus Partners Wealth 0.00% of their portfolio | 140.3k $404.2k | Added +13.4k |
| Mariner, LLC 0.00% of their portfolio | 122.1k $351.7k | Added +70.2k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 120.2k $346.2k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 110.1k $317.1k | Added +14.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 104.2k $300.1k | Reduced -123.4k |
| Geometric Wealth Advisors 0.03% of their portfolio | 102.2k $294.4k | New |
| WOODSTOCK CORP 0.02% of their portfolio | 102.0k $293.8k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 100.7k $290.1k | Reduced -110.9k |
| State of Wyoming 0.03% of their portfolio | 94.4k $271.9k | Reduced -66.0k |
| US BANCORP \DE\ 0.00% of their portfolio | 92.1k $265.3k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 89.2k $257.0k | Added +35.3k |
| TWO SIGMA SECURITIES, LLC 0.02% of their portfolio | 86.1k $248.1k | Added +32.2k |
| Legal & General Group Plc 0.00% of their portfolio | 84.3k $242.7k | Added +22.7k |
| XTX Topco Ltd 0.00% of their portfolio | 83.1k $239.3k | Reduced -136.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 78.1k $230.4k | Added +42.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 74.8k $215.3k | Reduced -7.9k |
| HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio | 70.9k $204.1k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 69.5k $200.2k | Added +41.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.01% of their portfolio | 68.2k $196.0k | Reduced -1.8k |
| HighTower Advisors, LLC 0.00% of their portfolio | 57.3k $165.0k | Reduced -542 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 55.4k $159.4k | Reduced -86.2k |
| EntryPoint Capital, LLC 0.04% of their portfolio | 54.3k $156.3k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 50.1k $145.0k | Added +11.6k |
| Voleon Capital Management LP 0.00% of their portfolio | 48.3k $139.1k | New |
| Creative Planning 0.00% of their portfolio | 45.8k $131.8k | Added +22.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 44.1k $126.9k | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 40.0k $114.0k | Reduced -36.3k |
| Arax Advisory Partners 0.00% of their portfolio | 38.4k $110.7k | Added +37.8k |
| ROYCE & ASSOCIATES LP 0.00% of their portfolio | 38.1k $109.8k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 37.7k $108.6k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 36.9k $106.2k | Reduced -293.4k |
| IMC-Chicago, LLC 0.00% of their portfolio | 36.2k $104.4k | Reduced -41.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 33.8k $97.0k | Reduced -41.4k |
| Jupiter Topco LLC 0.00% of their portfolio | 32.5k $93.3k | First filing |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 31.2k $90.0k | New |
| KAVAR CAPITAL PARTNERS GROUP, LLC 0.01% of their portfolio | 31.1k $89.7k | Unchanged |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 30.6k $88.1k | Added +18.5k |
| Corient Private Wealth LP 0.00% of their portfolio | 29.9k $86.1k | New |
| BRIGHTON JONES LLC 0.00% of their portfolio | 28.6k $82.2k | Added +17.8k |
| Wealthfront Advisers LLC 0.00% of their portfolio | 28.3k $81.6k | Added +212 |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 27.6k $79.4k | Reduced -3.9k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 25.5k $73.4k | Added +2.5k |
| Merit Financial Group, LLC 0.00% of their portfolio | 23.2k $66.7k | Reduced -290 |
| Pallas Capital Advisors LLC 0.00% of their portfolio | 22.5k $64.9k | Added +10.8k |
| Amundi 0.00% of their portfolio | 20.4k $58.8k | Added +1.3k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 19.3k $55.7k | New |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 19.2k $55.4k | Unchanged |
| Hirtle & Co., LLC 0.00% of their portfolio | 18.3k $52.6k | Unchanged |
| Krilogy Financial LLC 0.00% of their portfolio | 18.1k $52.0k | Added +1.4k |
| Jain Global LLC 0.00% of their portfolio | 17.0k $49.1k | Reduced -63.0k |
| LPL Financial LLC 0.00% of their portfolio | 16.6k $47.9k | Reduced -56 |
| AXQ CAPITAL, LP 0.01% of their portfolio | 16.5k $47.7k | Reduced -48.6k |