GoodRx Holdings
GDRX
170 hedge funds and large institutions have $537M invested in GoodRx Holdings in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 34 reducing their positions, and 30 closing their positions.
150% more call options, than puts
Call options by funds: $3.28M | Put options by funds: $1.31M
109% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 34
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
0% more funds holding
Funds holding: 170 → 170 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
15% less capital invested
Capital invested by funds: $633M → $537M (-$95.5M)
16.38% less ownership
Funds ownership: 130.49% → 114.11% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
8KM
8 Knots Management
Dallas,
Texas
|
+$8.63M |
| 2 |
ER
EVR Research
Richmond,
Virginia
|
+$4.32M |
| 3 |
Morgan Stanley
New York
|
+$1.88M |
| 4 |
PP
PDT Partners
New York
|
+$1.62M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPM
Francisco Partners Management
San Francisco,
California
|
-$46.9M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$27M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$9.48M |
| 4 |
Millennium Management
New York
|
-$5.98M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$3.17M |
GDRX Hedge Fund Activity: Q1 2025 in Review
170 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in GoodRx Holdings (GDRX) for Q1 2025, worth a combined $537M — down 15% from $633M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new GDRX positions and 30 closed out — a net gain of 2 holders — while 71 added to existing stakes and 34 trimmed.
The largest buyer was 8 Knots Management, opening a new position worth an estimated $8.63M. The largest seller was Francisco Partners Management, cutting an estimated $46.9M.
- 170 institutional investors held GoodRx Holdings (GDRX) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $537M of GoodRx Holdings stock for Q1 2025, down 15% quarter-over-quarter.
- 32 funds opened new GoodRx Holdings positions in Q1 2025 and 30 closed out, a net change of +2 holders.
- The largest GoodRx Holdings buyer in Q1 2025 was 8 Knots Management, an estimated $8.63M added.
- The largest GoodRx Holdings seller in Q1 2025 was Francisco Partners Management, an estimated $46.9M sold.
Based on aggregated 13F filings for Q1 2025.