GDRX
GoodRx Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 GoodRx reported in-line Q4 and full-year 2025 results with $796.9M r…
- S Aug 19 to Aug 26 6 days of insider sells: $9.7M by 1 insider, avg $3.51
- R Aug 19 Francisco Partners GP IV, L.P., a 10% stockholder and affiliate of G…
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $9.7M.
- InstitutionsMIXED
Q2 2026: 18 added (0 new), 18 trimmed or exited.
- AnalystsBULLISH
9 of 20 rate it Buy or better. Median target $4.00 (+12%).
- TrendUPTREND
3% above its 50-day average.
- SocialQUIET
No Reddit mentions this week. Last mention Oct 13.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| JANE STREET GROUP, LLC | DOUBLED | $6.7M |
| NORTHERN TRUST CORP | ADD | $2.6M |
| STATE STREET CORP | TRIM | $1.8M |
| D. E. Shaw & Co., Inc. | ADD | $1.4M |
| UBS Group AG | TRIM | $1.3M |
| MACKENZIE FINANCIAL CORP | ADD | $1.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $1.0M |
| IEQ CAPITAL, LLC | DOUBLED | $861.2K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
20 analystsPrice is inside the target range. Median implies +12%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 21, 2026 | Barclays MAINTAIN | Underweight |
| Aug 13, 2026 | UBS MAINTAIN | Neutral |
| Aug 11, 2026 | Citigroup MAINTAIN | Buy |
| Aug 11, 2026 | TD Cowen MAINTAIN | Buy |
| Aug 7, 2026 | Wells Fargo MAINTAIN | Overweight |
| May 14, 2026 | Citigroup MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 26, 2026 | 🔒 Fresh data, subscribers only | EXERCISE | |
| Oct 15, 2026 | Barnes Wendy Lynn See Remarks | EXERCISE | 115,149 sh |
| Oct 15, 2026 | Barnes Wendy Lynn See Remarks | TAX W/H | $169.1K |
| Oct 15, 2026 | Barnes Wendy Lynn See Remarks | EXERCISE | 51,177 sh |
| Oct 15, 2026 | Barnes Wendy Lynn See Remarks | TAX W/H | $75.1K |
| Oct 15, 2026 | Barnes Wendy Lynn See Remarks | EXERCISE | 110,963 sh |
| Oct 15, 2026 | Barnes Wendy Lynn See Remarks | TAX W/H | $162.9K |
| Oct 15, 2026 | Chan Thomas (TC) Chief Accounting Officer | EXERCISE | 5,793 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 0 bullish · 2 bearish · 2 mixed · 2 neutral- MIXED INST-CLUSTERSep 22, 2026
In Q2 2026, 18 institutional buyers added $9.0M in GDRX positions (total $12.5M) while 18 sellers…
The divergence between active quant/asset managers (buying) and passive mega-managers (selling) creates an ambiguous signal. Monitor upcoming earnings for revenue stabilization or guidance changes…
- BEARISH 144Aug 19, 2026
Francisco Partners GP IV, L.P., a 10% stockholder and affiliate of GoodRx, filed a Form 144 notice…
The filing signals a major insider (private equity sponsor) intends to reduce its position, which could pressure GDRX shares near-term. Monitor for actual sale execution on Form 4 and watch for any…
- MIXED 8-KMay 6, 2026
GoodRx reported Q1 2026 revenue of $194.0M (-4% YoY), GAAP EPS of $0.00 (miss vs $0.03 consensus)…
The guidance raise signals improved confidence in Pharma Direct and subscription momentum, but the steep decline in prescription transactions (24%) and GAAP EPS miss are concerning. Watch for…
- NEUTRAL 8-KApr 24, 2026
GoodRx Holdings appointed Thomas Chan as Chief Accounting Officer, effective April 23, 2026. Chan…
Monitor future 10-Q filings for any changes in accounting policies or internal controls disclosure under the new officer. No trading implication from this personnel move.
All GDRX filing & press-release reports (6)
- INST-CLUSTER reportSep 22, 2026
- 144 reportAug 19, 2026
- 8-K reportMay 6, 2026
- 8-K reportApr 24, 2026
- 8-K reportApr 3, 2026
- 8-K reportFeb 25, 2026