Francisco Partners completed the disposal of approximately $5.48 million in GoodRx Holdings Class A common stock across three trading sessions in late August, according to regulatory filings.
The sales were executed by Francisco Partners IV, L.P. and Francisco Partners IV-A, L.P., which together sold a combined 1.57 million shares at weighted average prices ranging from $3.4449 to $3.5125 per share. On August 24, 143,594 shares were sold at an average of $3.462. On August 25, 127,273 shares changed hands at $3.4449. The largest block occurred on August 26, with 1.29 million shares sold in two tranches: the first at $3.5125 and the second at $3.50.
Following the August 26 transactions, both entities reported a direct equity stake of zero in GoodRx Class A common stock. Francisco Partners Management, L.P. serves as the investment manager for the funds, with Francisco Partners GP IV, L.P. acting as general partner.
GoodRx’s stock has appreciated 95% over the prior six months, closing at $3.65 on the final day of the sales, giving the company a market capitalization of $1.25 billion. The transactions followed a period of strong financial performance at GoodRx, which reported adjusted earnings of $0.08 per share and revenue of $200.4 million in the second quarter, both exceeding analyst expectations.
For the full year 2026, GoodRx raised its revenue guidance to a range of $790 million to $805 million and adjusted EBITDA guidance to $240 million to $250 million. The Pharma Direct segment grew 76% year-over-year, while subscription revenue increased 39%, driven by the launch of the Companion product. The company noted a 12% decline in monthly active consumers, attributing the decrease to a strategic shift away from certain transaction volumes.
