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Bordeaux Wealth Advisors’s GoodRx Holdings GDRX Stock Holding History

Bordeaux Wealth Advisors’s Portfolio GDRX Stock Details GDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$305K Buy
61,319
+24,057
+65% +$104K 0.04% 126
2025
Q1 		$164K Hold
37,262
– – 0.03% 155
2024
Q4 		$173K Hold
37,262
– – 0.03% 157
2024
Q3 		$259K Buy
+37,262
New +$292K 0.05% 136

Other funds holding GDRX

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Bordeaux Wealth Advisors's GDRX Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its GoodRx Holdings (GDRX) stake by 65% in Q2 2025, buying an estimated $104K and bringing the position to 61,319 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #126.

Bordeaux Wealth Advisors first reported a position in GDRX in Q3 2024 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold GDRX as of Q2 2025.

  • Bordeaux Wealth Advisors held 61,319 shares of GoodRx Holdings worth $305K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 24,057 GoodRx Holdings shares in Q2 2025, an estimated $104K.
  • GoodRx Holdings made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #126 holding.
  • Bordeaux Wealth Advisors first reported a position in GoodRx Holdings in Q3 2024 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held GoodRx Holdings as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.