We are live on ! Find out more
GDRX icon

GoodRx Holdings
GDRX

170 hedge funds and large institutions have $633M invested in GoodRx Holdings in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $4.22M | Put options by funds: $1.2M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

1% more funds holding

Funds holding: 168 → 170 (+2)

13.83% less ownership

Funds ownership: 144.32% → 130.49% (-14%)

36% less capital invested

Capital invested by funds: $988M → $633M (-$355M)

Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
53
Increased
46
Reduced
35
Closed
47
Calls
$4.22M
Puts
$1.2M
Net Calls
+$3.02M
Net Calls Change
+$930K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$6.93M
2
LCM
Lakewood Capital Management
New York
+$6.41M
3
RCMNY
Rubric Capital Management (New York)
New York
+$6.18M
4
State Street
State Street
Massachusetts
+$4.51M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$4.39M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$26.5M
2
SAM
Silvercrest Asset Management
New York
-$16.7M
3
American Century Companies
American Century Companies
Missouri
-$12.4M
4
Millennium Management
Millennium Management
New York
-$11.7M
5
WP
Woodline Partners
California
-$7.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPM
1
Francisco Partners Management
California
$326M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.9M +$2.53M +460,753 +6%
RCMNY
3
Rubric Capital Management (New York)
New York
$27M +$6.18M +1,124,600 +24%
LCM
4
Lakewood Capital Management
New York
$22.7M +$6.41M +1,165,562 +31%
Ameriprise
5
Ameriprise
Minnesota
$22.4M -$1.51M -275,101 -5%
SLG
6
Silver Lake Group
California
$16.4M – – –
PTC
7
Petrus Trust Company
Texas
$13.7M +$2.37M +430,363 +17%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.4M -$583K -106,000 -4%
RRCP
9
Rip Road Capital Partners
Massachusetts
$11.2M – – –
Millennium Management
10
Millennium Management
New York
$10.2M -$11.7M -2,129,934 -49%
American Century Companies
11
American Century Companies
Missouri
$9.48M -$12.4M -2,247,295 -52%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$9.26M +$2.03M +369,553 +23%
BlackRock
13
BlackRock
New York
$8.03M -$69.4K -12,622 -0.7%
State Street
14
State Street
Massachusetts
$7.77M +$4.51M +821,032 +97%
TCMX
15
Technology Crossover Management X
California
$7.69M – – –
ClearBridge Investments
16
ClearBridge Investments
New York
$5.86M +$6.93M +1,260,930 New
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.71M +$1.88M +342,781 +39%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.99M +$489K +89,032 +9%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$4.94M +$4.39M +798,261 +303%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$3.51M +$1.69M +308,000 +69%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.39M – – –
Goldman Sachs
22
Goldman Sachs
New York
$3.39M +$3.41M +620,479 +574%
Two Sigma Investments
23
Two Sigma Investments
New York
$3.36M +$1.97M +357,674 +98%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$3.17M – – –
Citadel Advisors
25
Citadel Advisors
Florida
$2.63M +$1.81M +329,622 +140%
1
2 3 4 5

GDRX Hedge Fund Activity: Q4 2024 in Review

170 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in GoodRx Holdings (GDRX) for Q4 2024, worth a combined $633M — down 36% from $988M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new GDRX positions and 47 closed out — a net gain of 6 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $6.93M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $26.5M sold.

  • 170 institutional investors held GoodRx Holdings (GDRX) as of Q4 2024, up from 168 in Q3 2024.
  • Funds reported $633M of GoodRx Holdings stock for Q4 2024, down 36% quarter-over-quarter.
  • 53 funds opened new GoodRx Holdings positions in Q4 2024 and 47 closed out, a net change of +6 holders.
  • The largest GoodRx Holdings buyer in Q4 2024 was ClearBridge Investments, an estimated $6.93M added.
  • The largest GoodRx Holdings seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.