Creative Planning’s GoodRx Holdings GDRX Stock Holding History

Creative 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	$132K	Buy	45,767 +22,143	+94%	+$56.3K	﹤0.01%	3988
2026 Q1	$46.3K	Buy	23,624 +2,515	+12%	+$5.9K	﹤0.01%	3991
2025 Q4	$57.2K	Buy	21,109 +10,106	+92%	+$33.2K	﹤0.01%	3792
2025 Q3	$46.5K	Sell	11,003 -7,702	-41%	-$33.9K	﹤0.01%	3763
2025 Q2	$93.2K	Buy	+18,705	New	+$81.2K	﹤0.01%	3446
2023 Q3	–	Sell	-12,109	Closed	-$66.8K	–	2956
2023 Q2	$66.8K	Buy	12,109 +839	+7%	+$4.51K	﹤0.01%	2410
2023 Q1	$70.4K	Buy	11,270 +553	+5%	+$3.08K	﹤0.01%	2299
2022 Q4	$49.9K	Buy	+10,717	New	+$52.8K	﹤0.01%	2230
2021 Q2	–	Sell	-16,285	Closed	-$635K	–	2263
2021 Q1	$635K	Buy	16,285 +7,128	+78%	+$321K	﹤0.01%	1275
2020 Q4	$369K	Sell	9,157 -3,446	-27%	-$158K	﹤0.01%	1490
2020 Q3	$701K	Buy	+12,603	New	+$667K	﹤0.01%	958

Other funds holding GDRX

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Planning's GDRX Position: Q2 2026 in Review

Creative Planning increased its GoodRx Holdings (GDRX) stake by 94% in Q2 2026, buying an estimated $56.3K and bringing the position to 45,767 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #3988.

Creative Planning first reported a position in GDRX in Q3 2020 and has held it in 11 quarters since. The position peaked at $701K in Q3 2020. 162 funds tracked by Wall St. Rank hold GDRX as of Q2 2026.

Creative Planning held 45,767 shares of GoodRx Holdings worth $132K as of Q2 2026.
Creative Planning bought 22,143 GoodRx Holdings shares in Q2 2026, an estimated $56.3K.
GoodRx Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3988 holding.
Creative Planning first reported a position in GoodRx Holdings in Q3 2020 and has held it in 11 quarters since.
Creative Planning's GoodRx Holdings position peaked at $701K in Q3 2020.
162 funds tracked by Wall St. Rank held GoodRx Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.