STEINBERGANNA WEALTH MANAGEMENT GDRX — GOODRX HLDGS INC

Ownership history in STEINBERGANNA WEALTH MANAGEMENT  ·  4 quarters on record

AI Ownership Summary

STEINBERGANNA WEALTH MANAGEMENT reported GOODRX HLDGS INC (GDRX) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.26% in 2026 Q2. The latest visible filing shows GDRX at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GDRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEINBERGANNA WEALTH MANAGEMENT's position in GOODRX HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GDRX was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GDRX stock page STEINBERGANNA WEALTH MANAGEMENT fund profile STEINBERGANNA WEALTH MANAGEMENT full holdings
How STEINBERGANNA WEALTH MANAGEMENT held GDRX — position size vs. price
% of Fund (quarterly)    GDRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 222,529 +1,948 +0.9% 0.26% $641K 2026-08-04 $3.34
2026 Q1 ADDED — — — 220,581 +141,762 +179.9% 0.21% $432K 2026-04-15 $2.32
2025 Q4 ADDED — — — 78,819 +53,319 +209.1% 0.10% $214K 2026-01-26 $2.52
2025 Q3 INITIATED — — — 25,500 — — 0.05% $108K 2025-10-23 $3.86

🏢 Other funds also holding GDRX

As of 2026 Q2 — sorted by position size

Technology Crossover Management X, Ltd. 3Y 0.6% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.52% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.04% State of Wyoming 3Y 0.03% LSV ASSET MANAGEMENT 3Y 7Y 0.03% WOODSTOCK CORP 3Y 7Y 0.02% Bright Futures Wealth Management, LLC. 0.02% HARBOR CAPITAL ADVISORS, INC. 3Y 0.01% KAVAR CAPITAL PARTNERS GROUP, LLC 3Y 0.01% Covestor Ltd 3Y 0.01%

FAQ About STEINBERGANNA WEALTH MANAGEMENT and GDRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEINBERGANNA WEALTH MANAGEMENT reported owning GDRX?

STEINBERGANNA WEALTH MANAGEMENT reported GDRX across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported GDRX position in STEINBERGANNA WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for GDRX was 0.26% in 2026 Q2.

What is the latest reported GDRX position on this page?

The most recent filing on this page is 2026 Q2, when STEINBERGANNA WEALTH MANAGEMENT reported 222,529 shares, equal to 0.26% of portfolio, with an estimated market value of $641K.

What does the chart on this GDRX ownership page compare?

The chart compares STEINBERGANNA WEALTH MANAGEMENT's quarterly GDRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STEINBERGANNA WEALTH MANAGEMENT time their GDRX position?

Based on 13F filing dates vs. subsequent GDRX price moves, STEINBERGANNA WEALTH MANAGEMENT correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GDRX relative to SPY over the holding period was -31.1%.

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