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EP Wealth Advisors’s GoodRx Holdings GDRX Stock Holding History

EP 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
2026
Q1 		$32.9K Buy
16,799
+501
+3% +$1.18K ﹤0.01% 1485
2025
Q4 		$44.2K Buy
+16,298
New +$53.5K ﹤0.01% 1465
2025
Q2 		$76.6K Sell
15,382
-338
-2% -$1.47K ﹤0.01% 1398
2025
Q1 		$69.3K Buy
+15,720
New +$73.8K ﹤0.01% 1265
2024
Q4 		– Sell
-10,547
Closed -$73.2K – 1272
2024
Q3 		$73.2K Buy
+10,547
New +$82.8K ﹤0.01% 1153

Other funds holding GDRX

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

EP Wealth Advisors's GDRX Position: Q1 2026 in Review

EP Wealth Advisors increased its GoodRx Holdings (GDRX) stake by 3.1% in Q1 2026, buying an estimated $1.18K and bringing the position to 16,799 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

EP Wealth Advisors first reported a position in GDRX in Q3 2024 and has held it in 5 quarters since. The position peaked at $76.6K in Q2 2025. 174 funds tracked by Wall St. Rank hold GDRX as of Q1 2026.

  • EP Wealth Advisors held 16,799 shares of GoodRx Holdings worth $32.9K as of Q1 2026.
  • EP Wealth Advisors bought 501 GoodRx Holdings shares in Q1 2026, an estimated $1.18K.
  • GoodRx Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1485 holding.
  • EP Wealth Advisors first reported a position in GoodRx Holdings in Q3 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's GoodRx Holdings position peaked at $76.6K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held GoodRx Holdings as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.