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Center for Financial Planning’s GoodRx Holdings GDRX Stock Holding History

Center for Financial Planning’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
2026
Q2 		$20.2K Hold
7,000
– – ﹤0.01% 421
2026
Q1 		$13.7K Hold
7,000
– – ﹤0.01% 456
2025
Q4 		$19K Buy
7,000
+3,000
+75% +$9.85K ﹤0.01% 420
2025
Q3 		$16.9K Buy
+4,000
New +$17.6K ﹤0.01% 441

Other funds holding GDRX

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Silver Lake Group
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PTC
Petrus Trust Company Dallas, Texas $1.06B AUM 4.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Center for Financial Planning's GDRX Position: Q2 2026 in Review

Center for Financial Planning held its GoodRx Holdings (GDRX) position steady in Q2 2026 at 7,000 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Center for Financial Planning first reported a position in GDRX in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold GDRX as of Q2 2026.

  • Center for Financial Planning held 7,000 shares of GoodRx Holdings worth $20.2K as of Q2 2026.
  • Center for Financial Planning left its GoodRx Holdings share count unchanged in Q2 2026.
  • GoodRx Holdings made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #421 holding.
  • Center for Financial Planning first reported a position in GoodRx Holdings in Q3 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held GoodRx Holdings as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.