GoodRx HoldingsGDRX
About: GoodRx Holdings Inc is a consumer-focused digital healthcare platform that aims to lower the cost of healthcare in the United States. It operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and provides access to negotiated prices through codes that can be used to save money on prescriptions across the United States. GoodRx generates revenue from core business from pharmacy benefit managers (PBMs) that manage formularies and prescription transactions including establishing pricing between consumers and pharmacies. It also offers various healthcare products and services, including pharma manufacturer solutions, subscriptions, and telehealth services.
Employees: 738
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
253% more call options, than puts
Call options by funds: $4.22M | Put options by funds: $1.2M
35% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 34
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
11% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 46
1% more funds holding
Funds holding: 165 [Q3] → 166 (+1) [Q4]
13.69% less ownership
Funds ownership: 144.08% [Q3] → 130.39% (-13.69%) [Q4]
36% less capital invested
Capital invested by funds: $986M [Q3] → $632M (-$354M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Wells Fargo Stan Berenshteyn 30% 1-year accuracy 3 / 10 met price target | 51%upside $7 | Overweight Maintained | 29 Apr 2025 |
Truist Securities Jailendra Singh 34% 1-year accuracy 12 / 35 met price target | 19%upside $5.50 | Hold Maintained | 10 Apr 2025 |
Financial journalist opinion
Based on 5 articles about GDRX published over the past 30 days









