Welcome to our dedicated page for GoodRx Holdings SEC filings (Ticker: GDRX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
GoodRx Holdings, Inc. filings document the financial reporting, governance, and public-company controls of a Nasdaq-listed digital healthcare platform for prescription savings. Its 8-K reports furnish quarterly operating results, revenue categories such as prescription transactions, subscriptions, and Pharma Direct, non-GAAP financial measures, and business outlook disclosures tied to medication access and pharmacy-market conditions.
GoodRx regulatory filings also cover proxy governance, board classification matters, director departures, officer appointments and resignations, executive compensation, equity awards under the 2020 Incentive Award Plan, and changes in the company’s independent registered public accounting firm.
GoodRx Holdings, Inc. (GDRX) is the subject of an amended Schedule 13D filed by a group of Francisco Partners entities updating their ownership and recent transactions. The group reports beneficial ownership of 52,578,184 Class B shares, convertible one-for-one into Class A, representing 32.9% of Class A on an as-converted basis, assuming 159,759,385 Class A shares outstanding.
On August 20, 2026, Francisco Partners IV, L.P. and Francisco Partners IV-A, L.P. converted 4,995,903 and 2,504,097 Class B shares into Class A shares and distributed in kind 3,596,648 and 1,142,357 Class A shares, respectively, pro rata and for no consideration to their partners. The remaining 2,743,043 Class A shares from this conversion were sold by affiliated entities for aggregate consideration of $9,678,731.4997, with proceeds distributed to partners. Voting and dispositive power over the position is shared among several Francisco Partners management and general partner entities, which may be deemed to share beneficial ownership but disclaim it.
GoodRx Holdings, Inc. (GDRX) was the subject of a Form 4 in which investment funds affiliated with Francisco Partners reported open‑market sales of an aggregate 1,567,044 shares of Class A Common Stock on August 24–26, 2026, at weighted average prices ranging from about $3.44 to $3.51 per share. The shares were held indirectly through Francisco Partners IV, L.P. and Francisco Partners IV-A, L.P.; associated general partner and management entities may be deemed to share voting and dispositive power but disclaim beneficial ownership. The filing indicates the transactions were not made pursuant to a Rule 10b5-1 trading plan.
GoodRx Holdings, Inc. (GDRX) reported multiple insider transactions by investment funds affiliated with Francisco Partners. On August 19, 2026, a total of 7,500,000 Class B Common Stock shares held indirectly by Francisco Partners IV, L.P. and Francisco Partners IV-A, L.P. were converted into an equal number of Class A Common Stock shares. That same day, the funds made pro rata distributions of 3,596,648 and 1,142,357 Class A shares, respectively, to their general and limited partners for no consideration. Between August 19 and 21, 2026, the funds sold an aggregate of 1,193,951 Class A shares in open-market or private transactions at weighted average prices around $3.50 per share, with all holdings reported as indirect and subject to an investment committee that may be deemed to share voting and dispositive power but disclaims beneficial ownership.
GoodRx Holdings, Inc. (GDRX) received a Rule 144 notice that affiliates of Francisco Partners GP IV, L.P., a 10% stockholder and affiliate, intend to sell Class A Common Stock through Merrill Lynch, Pierce, Fenner & Smith Incorporated on NASDAQ. The filing covers 2,760,995 shares, with an aggregate market value of $10,270,901.40, relative to 107,181,201 Class A shares outstanding. The shares being sold were received upon conversion of Class B Common Stock originally purchased for cash on October 15, 2015 by funds and accounts affiliated with Francisco Partners, including Francisco Partners IV, L.P. and Francisco Partners IV-A, L.P.
GoodRx Holdings, Inc. reported that Chief Accounting Officer Thomas Chan had multiple restricted stock units convert into Class A common stock on August 15, 2026. In total, 10,115 restricted stock units were exercised into an equal number of Class A shares. In related transactions, 5,149 Class A shares were delivered or withheld at $3.73 per share for payment of exercise price or tax liability. The RSU awards vest in scheduled quarterly installments, conditioned on Mr. Chan’s continued service.
GoodRx Holdings, Inc. executive Justin Fengler, Chief Financial Officer and Chief Strategy & Operations Officer, reported multiple equity compensation events on August 15, 2026. He exercised or converted 48,532 Restricted Stock Units into Class A common stock, with each unit representing one share. In related transactions, a total of 21,407 Class A shares were delivered or withheld at $3.73 per share for payment of exercise price or tax liability. The RSU awards vest in specified quarterly installments, contingent on continued service. The Rule 10b5-1 trading-plan checkbox was not marked for these transactions.
Fengler Justin reported acquisition or exercise transactions in this Form 4 filing.
GoodRx Holdings, Inc. reported that executive officer Justin Fengler, its Chief Financial Officer and Chief Strategy & Operations Officer, received a grant of 190,204 restricted stock units, each representing a contingent right to one share of Class A common stock. The award vests in 1/12 quarterly installments starting November 15, 2026, subject to continued service. Following this award, he holds 190,204 RSUs and 23,651 Class A common shares directly.
GoodRx Holdings, Inc. executive Justin Fengler, Chief Financial Officer and Chief Strategy & Operations Officer, reports his initial equity holdings. He directly owns 23,651 shares of Class A common stock and holds multiple restricted stock unit (RSU) awards, including blocks tied to 10,149, 25,695, 16,341, 70,311, 76,703, 9,775 and 324,900 underlying Class A shares. He also holds several stock options over Class A shares, with exercise prices ranging from $4.29 to $33.69 per share and expirations between 2028 and 2035. Footnotes describe quarterly vesting of the RSUs and options, generally conditioned on continued service.
GoodRx Holdings, Inc. determined that Chief Financial Officer & Treasurer Christopher McGinnis will transition from his role effective 11:59 p.m. Eastern Time on August 5, 2026. His departure is stated not to result from any disagreement regarding operating performance, financial reporting, accounting, internal controls, operations, policies, or practices. The company expects a Separation Agreement & Release providing Tier I Executive Severance Plan benefits, a broad release of claims, a non-disparagement clause, and continued confidentiality and intellectual property covenants.
On August 2, 2026, the Board appointed Justin Fengler, currently Chief Strategy & Operations Officer, to also serve as Chief Financial Officer & Treasurer effective August 6, 2026, and designated him as principal financial officer, while he continues to oversee strategy and operations. In connection with this appointment, he will receive a $600,000 restricted stock unit award, a $600,000 performance stock unit award under the 2020 Incentive Award Plan, and a one-time $100,000 cash payment. The RSUs vest quarterly over 12 quarters beginning November 15, 2026, and the PSUs vest in three equal installments starting March 3, 2027, subject to fiscal 2026 performance goals and continued employment.
GoodRx Holdings, Inc. reported Q2 2026 revenue of $200.4M, down slightly year over year as its mix continued shifting. Core prescription transactions revenue fell 26% to $106.4M, while Pharma Direct grew 76% to $61.6M and subscription revenue rose 39% to $28.5M. Net income declined to $8.5M (4.3% margin), and Adjusted EBITDA was $63.7M with a 31.8% margin.
Cash and cash equivalents were $296.1M, supported by $92.7M of operating cash flow in the first half of 2026, against a $492.5M term loan and no revolver drawings. The company recorded $30.5M of accrued legal settlement and indemnification related to consumer privacy class actions and carries $11.9M of insurance recovery receivables. Monthly Active Consumers fell to 5.0M, while subscription plans increased to 764K, reflecting a deliberate tilt toward Pharma Direct and subscription offerings amid pharmacy closures, integrated savings volume reductions, and emerging federal initiatives such as TrumpRx.gov.