Goodrx Holdings Inc-class A (GDRX) — 13F Holders Deep Dive (Q2 2026)

GDRX ranks #3479 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

GDRX is a top-conviction position for Francisco Partners Management, LP — at 47.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in GDRX belongs to California State Teachers Retirement System, but the position matters far more to Francisco Partners Management, LP, who has 47.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Lsv Asset Management has added to its GDRX position for two straight quarters, increasing it by $7.2M to reach $14.9M today.

Morgan Stanley has trimmed its GDRX position for two straight quarters, cutting it by $2.9M while still holding $106.2K.

GDRX is down 0.9% today, but institutions show net buying of $31.3M this quarter — a divergence between today's price move and the underlying institutional flow.

GDRX posted net income of $16.2M over the trailing twelve months, and currently trades at a P/E of 76.0.

• Profitable — net income of $16.2M over the trailing twelve months
• Revenue declined 1.8% year over year
• Net income declined year over year, from $34.6M to $16.2M
• Generated $167.9M in positive operating cash flow
• Current ratio of 2.61x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.28x equity — within a conventional range