Welcome to our dedicated page for Guardian Pharmacy Services SEC filings (Ticker: GRDN), 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.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Guardian Pharmacy Services, Inc. (NYSE: GRDN), a long-term care pharmacy services company based in Atlanta, Georgia. Through these filings, investors can review how Guardian reports its financial condition, results of operations, and other material events.
Guardian’s recent SEC activity includes multiple Current Reports on Form 8-K. These filings have covered topics such as quarterly financial results, reiteration of financial guidance and preliminary outlook, and the furnishing of investor presentations used at healthcare conferences and in meetings with analysts and other interested parties. Certain 8-Ks also describe lock-up agreements with holders of Class A and Class B common stock following the company’s initial public offering.
The company’s filings confirm that its Class A common stock, par value $0.001 per share, is registered under Section 12(b) of the Exchange Act and trades on the New York Stock Exchange under the symbol GRDN. Guardian uses its periodic reports, including the Annual Report on Form 10-K and Quarterly Reports on Form 10-Q (not reproduced here), to present GAAP financial statements and to discuss risk factors affecting its business.
Guardian also explains in its filings and related press releases how it uses non-GAAP measures such as Adjusted EBITDA, Adjusted Net Income, Adjusted EPS, and Adjusted SG&A, and provides reconciliations to the most directly comparable GAAP measures in its full reports. These documents give additional context on how the company evaluates its core operating performance.
On this page, Stock Titan surfaces Guardian’s SEC filings as they are made available on EDGAR and pairs them with AI-generated summaries to help readers understand the key points of each document, from earnings-related 8-Ks to other material disclosures.
Cardinal Equity Fund, L.P. filed an initial Form 3 reporting beneficial ownership in Guardian Pharmacy Services, Inc. (GRDN). The filing shows 471,057 shares of Class A common stock held directly and that 1,413,171 additional Class A shares are attributable to Class B common stock that converts one-for-one in four substantially equal tranches, with the first conversion occurring on 03/28/2025 and remaining dates on 09/27/2025, 03/28/2026 and 09/27/2026. The Form 3 is signed by an attorney-in-fact on behalf of the reporting person.
Pharmacy Investors, LLC reported an initial beneficial ownership in Guardian Pharmacy Services, Inc. (GRDN). The filing shows 1,413,940 shares of Class A common stock held directly and beneficial ownership of 4,241,818 Class A shares arising from Class B shares that convert on a one-for-one basis in four substantially equal tranches on Mar 28, 2025, Sep 27, 2025, Mar 28, 2026 and Sep 27, 2026. The Form 3 is signed by Douglas Towns as attorney-in-fact.
Guardian Pharmacy Services, Inc. furnished an updated company presentation for use in meetings with investors, analysts, and other interested parties. The presentation, dated September 18, 2025, is provided as Exhibit 99.1 and is incorporated by reference into this report.
The company specifies that this investor presentation is being furnished rather than filed under securities laws, which limits how it is treated for certain legal purposes and how it may be incorporated into other securities law documents.
Wellington Management group disclosed beneficial ownership of 1,107,657 shares of Guardian Pharmacy Services, Inc. common stock, representing approximately 4.88% (reported also as 4.9%) of the class. The reporting entities hold no sole voting or dispositive power and report shared voting power on 815,159 shares and shared dispositive power for the full 1,107,657 shares.
The filing states these securities are owned of record by clients of Wellington Investment Advisers and were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Guardian Pharmacy Services, Inc. reported second-quarter 2025 revenue of $344.3 million (up 14.8% year-over-year) and year-to-date revenue of $673.6 million (up 17.1%). The company served about 195,000 residents across 52 pharmacies and dispensed 7.0 million prescriptions in the quarter, driving organic and acquisition-backed growth.
Quarterly net income was $8.8 million (six-month net income $18.1 million), below the prior-year comparable periods of $15.8 million and $22.9 million, respectively. Cost of goods sold increased as a percentage of revenue to 80.2% in Q2 2025, and selling, general and administrative expense rose to $55.6 million (16.1% of revenue), driven by higher headcount and share-based compensation. Adjusted EBITDA improved to $48.4 million for the six months ended June 30, 2025 (from $41.9 million).
The company completed an IPO and a follow-on offering that generated net proceeds of $119.8 million from the IPO and used proceeds from the follow-on to repurchase and cancel 1,440,447 Class A shares. Cash and cash equivalents increased to $18.8 million. Management completed multiple acquisitions (2025 preliminary purchase consideration of $11.1 million with $6.9 million of goodwill recorded).
Guardian Pharmacy Services, Inc. furnished an 8-K to report that it issued a press release with its financial results for the quarter ended June 30, 2025. The press release is attached as Exhibit 99.1 and is incorporated by reference. The earnings information under Item 2.02 is furnished, not filed, under the Exchange Act.
ClearBridge Investments, LLC filed Amendment No. 2 to Schedule 13G reporting its ownership of Guardian Pharmacy Services, Inc. (GRDN) Class A common stock as of 30 June 2025. The institutional investor, organized in Delaware and classified as an investment adviser (IA), disclosed beneficial ownership of 445,524 shares, representing approximately 2.0 % of the outstanding class.
ClearBridge has sole voting power over 403,089 shares and sole dispositive power over the full 445,524-share position; it reports no shared voting or dispositive power. Because the holding is below the 5 % threshold, the filing notes “Ownership of 5 percent or less of a class.” The securities are held in the ordinary course for multiple managed accounts, and ClearBridge disclaims beneficial ownership beyond its investment-management authority. The certification affirms no intent to influence control of the issuer. Signature is provided by Chief Compliance Officer Brian R. Murphy on 5 Aug 2025.
On 06/30/2025 The Vanguard Group filed Amendment No. 1 to Schedule 13G covering Guardian Pharmacy Services Inc. (GRDN). Vanguard reports beneficial ownership of 966,806 common shares (CUSIP 40145W101), equal to 4.25 % of the outstanding stock. The investment adviser holds 0 shares with sole voting power and 16,335 shares with shared voting power; it retains 934,250 shares with sole dispositive power and 32,556 shares with shared dispositive power. Vanguard certifies the stake is held in the ordinary course of business with no intent to influence control. Item 5 notes that ownership is now below the 5 % reporting threshold.