GoodRx Holdings
GDRX
183 hedge funds and large institutions have $332M invested in GoodRx Holdings in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 23 closing their positions.
117% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 23
72% more call options, than puts
Call options by funds: $4.04M | Put options by funds: $2.34M
51% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 41
14% more funds holding
Funds holding: 161 → 183 (+22)
2.76% less ownership
Funds ownership: 119.03% → 116.28% (-2.8%)
35% less capital invested
Capital invested by funds: $510M → $332M (-$177M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$5.83M |
| 2 |
Millennium Management
New York
|
+$5.37M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.48M |
| 4 |
Morgan Stanley
New York
|
+$2.39M |
| 5 |
DM
Deerfield Management
New York
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lakewood Capital Management
New York
|
-$6.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.99M |
| 3 |
PCM
Pathway Capital Management
Irvine,
California
|
-$4.17M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.01M |
| 5 |
RRCP
Rip Road Capital Partners
Boston,
Massachusetts
|
-$1.82M |
GDRX Hedge Fund Activity: Q4 2025 in Review
183 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in GoodRx Holdings (GDRX) for Q4 2025, worth a combined $332M — down 35% from $510M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new GDRX positions and 23 closed out — a net gain of 27 holders — while 62 added to existing stakes and 41 trimmed.
The largest buyer was Prescott Group Capital Management, opening a new position worth an estimated $5.83M. The largest seller was Lakewood Capital Management, exiting entirely with an estimated $6.31M sold.
- 183 institutional investors held GoodRx Holdings (GDRX) as of Q4 2025, up from 161 in Q3 2025.
- Funds reported $332M of GoodRx Holdings stock for Q4 2025, down 35% quarter-over-quarter.
- 50 funds opened new GoodRx Holdings positions in Q4 2025 and 23 closed out, a net change of +27 holders.
- The largest GoodRx Holdings buyer in Q4 2025 was Prescott Group Capital Management, an estimated $5.83M added.
- The largest GoodRx Holdings seller in Q4 2025 was Lakewood Capital Management, an estimated $6.31M sold.
Based on aggregated 13F filings for Q4 2025.