GRDNNYSERetail-Drug Stores and Proprietary StoresFiscal year ends December 31
Guardian Pharmacy Services, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$40.14+0.67 (+1.70%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
46.6%
30M of 63M shares
Institutional holders
189
36 new, 15 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 10 sales
Net sold $419.12M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| J. Goldman Capital Management, Inc. | 751,084 | 8.20% | 13G (passive) | Sep 30, 2024 |
| Abigail P. Johnson | 2,359,357 | 6.50% | 13G (passive) | Mar 31, 2026 |
| Thomas J. Salentine, Jr. | 16,705,380 | 26.40% | 13D (active) amendment | Sep 27, 2026 |
| Wellington Investment Advisors Holdings LLP | 1,143,729 | 5.00% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GRDN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 3,241,612 | 5.12% | $135.73M | +882,255 | 0.01% |
| Wellington Management Group Llp | 1,729,032 | 2.73% | $72.39M | −36,087 | 0.01% |
| BlackRock, Inc. | 1,575,989 | 2.49% | $65.99M | −180,385 | 0.00% |
| Vanguard Capital Management LLC | 1,379,750 | 2.18% | $57.77M | +154,207 | 0.00% |
| Woodline Partners LP | 1,306,340 | 2.06% | $54.70M | +22 | 0.17% |
| Valiant Capital Management, L.P. | 1,186,658 | 1.87% | $49.69M | – | 2.01% |
| T. Rowe Price Investment Management, Inc. | 1,116,868 | 1.76% | $46.76K | +88,479 | 0.03% |
| Boston Partners | 983,868 | 1.55% | $40.80M | −33,815 | 0.04% |
| Franklin Resources Inc | 966,206 | 1.53% | $40.46M | +13,254 | 0.01% |
| TimesSquare Capital Management, LLC | 951,637 | 1.50% | $39.85M | −125,837 | 586.04% |
| Loomis Sayles & Co L P | 869,836 | 1.37% | $36.42M | −61,853 | 0.05% |
| Boone Capital Management LLC | 711,939 | 1.12% | $29.81M | +80,746 | 6.97% |
| Geode Capital Management, LLC | 646,695 | 1.02% | $27.08M | +87,660 | 0.00% |
| Jennison Associates LLC | 626,664 | 0.99% | $26.24M | −196,120 | 0.02% |
| State Street Corp | 590,114 | 0.93% | $24.71M | +81,096 | 0.00% |
| Bessemer Group Inc | 548,029 | 0.87% | $22.95K | +469,373 | 0.03% |
| Brown Advisory Inc | 524,013 | 0.83% | $21.94M | −735,161 | 0.03% |
| Dimensional Fund Advisors LP | 516,094 | 0.81% | $21.61M | +307,500 | 0.00% |
| Driehaus Capital Management LLC | 510,161 | 0.81% | $21.36M | −78,960 | 0.12% |
| First Trust Advisors LP | 461,307 | 0.73% | $19.31M | +367,630 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 189 | 30M | 46.6% | 36 / 74 | 53 / 15 | 5M | 4M |
| Q1 2026 | 171 | 28M | 44.7% | 59 / 52 | 42 / 14 | 12M | 2M |
| Q4 2025 | 129 | 20M | 31.5% | 33 / 53 | 32 / 16 | 3M | 3M |
| Q3 2025 | 112 | 20M | 31.1% | 23 / 56 | 23 / 16 | 5M | 4M |
| Q2 2025 | 105 | 18M | 28.7% | 36 / 46 | 14 / 3 | 9M | 1M |
| Q1 2025 | 74 | 10M | 16.3% | 14 / 26 | 22 / 6 | 2M | 1M |
| Q4 2024 | 68 | 10M | 15.1% | 35 / 15 | 15 / 18 | 4M | 3M |
| Q3 2024 | 51 | 8M | 13.3% | 51 / 0 | 0 / 0 | 8M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GRDN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,028,313 | 1.62% | $43.06M | 0.00% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 538,325 | 0.85% | $21.28M | 0.29% | Jul 31, 2026 |
| Putnam Core Equity Fund | 508,135 | 0.80% | $20.09M | 0.32% | Jul 31, 2026 |
| Fidelity Small Cap Growth Fund | 476,800 | 0.75% | $18.85M | 0.21% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 472,787 | 0.75% | $19.80M | 0.02% | Jun 30, 2026 |
| Loomis Sayles Small Cap Growth Fund | 470,706 | 0.74% | $19.71M | 0.87% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 341,114 | 0.54% | $14.28M | 0.15% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 319,615 | 0.50% | $13.38M | 0.01% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 309,044 | 0.49% | $12.22M | 0.26% | Jul 31, 2026 |
| AST Small-Cap Equity Portfolio | 288,517 | 0.46% | $12.08M | 0.57% | Jun 30, 2026 |
| Brown Advisory Small-Cap Fundamental Value Fund | 280,347 | 0.44% | $11.74M | 0.95% | Jun 30, 2026 |
| Templeton Global Smaller Companies Fund | 272,240 | 0.43% | $10.55M | 1.30% | May 31, 2026 |
| Fidelity Small Cap Stock Fund | 248,700 | 0.39% | $9.83M | 0.73% | Jul 31, 2026 |
| Fidelity Small Cap Growth K6 Fund | 241,711 | 0.38% | $9.55M | 0.21% | Jul 31, 2026 |
| Boston Partners Small Cap Value Fund II | 211,260 | 0.33% | $8.18M | 1.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David K. Morris | See Remarks, Director | 896,341 | 1.42% | Sep 28, 2026 |
| Fred Burke | See Remarks, Director | 3,438,064 | 5.43% | Sep 28, 2026 |
| Douglas Towns | See Remarks | 113,006 | 0.18% | Sep 28, 2026 |
| Richard Eakins | Senior Vice President, Sales | 134,930 | 0.21% | Sep 28, 2026 |
| Jeffrey Tuch | See Remarks | 231,847 | 0.37% | Sep 28, 2026 |
| Robert Weir | See Remarks | 103,333 | 0.16% | Sep 28, 2026 |
| David Norman Martin | See Remarks | 140,905 | 0.22% | Sep 28, 2026 |
| Chris Crisafulli | See Remarks | 53,057 | 0.08% | Sep 28, 2026 |
| William Franklin Mudd | See Remarks | 136,747 | 0.22% | Sep 28, 2026 |
| Thomas J. Salentine Jr | Director, 10% owner | 16,705,380 | 26.37% | Sep 28, 2026 |
| John Ackerman | Director | 5,151,043 | 8.13% | Sep 28, 2026 |
| William E. Bindley | Director, 10% owner | 16,669,666 | 26.32% | Sep 28, 2026 |
| Mary Sue Patchett | Director | 15,071 | 0.02% | May 7, 2026 |
| Steven D. Cosler | Director | 29,012 | 0.05% | May 7, 2026 |
| Randall J. Lewis | Director | 15,071 | 0.02% | May 7, 2026 |
| Cardinal Equity Fund, L.P. | – | 1,287,237 | 2.03% | Sep 28, 2026 |
| Pharmacy Investors, LLC | – | 3,863,806 | 6.10% | Sep 28, 2026 |
| Bindley Capital Partners I, LLC | 10% owner | 16,669,666 | 26.32% | Sep 28, 2026 |
| Kendall Forbes | – | 1,651,059 | 2.61% | Sep 28, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William E. Bindley Director, 10% owner | Sep 27, 2026 | Option exercise | +6,100,175 | – | – | 16,669,666 |
| Fred Burke See Remarks, Director | Sep 27, 2026 | Option exercise | +1,298,825 | – | – | 3,438,064 |
| David K. Morris See Remarks, Director | Sep 27, 2026 | Option exercise | +641,870 | – | – | 896,341 |
| Thomas J. Salentine Jr Director, 10% owner | Sep 27, 2026 | Option exercise | +6,100,175 | – | – | 16,669,666 |
| William Franklin Mudd See Remarks | Sep 27, 2026 | Option exercise | +38,282 | – | – | 136,747 |
| Bindley Capital Partners I, LLC 10% owner | Sep 27, 2026 | Option exercise | +6,100,175 | – | – | 16,669,666 |
| Chris Crisafulli See Remarks | Sep 27, 2026 | Option exercise | +18,931 | – | – | 53,057 |
| David Norman Martin See Remarks | Sep 27, 2026 | Option exercise | +39,865 | – | – | 140,905 |
| Robert Weir See Remarks | Sep 27, 2026 | Option exercise | +23,450 | – | – | 103,333 |
| Pharmacy Investors, LLC – | Sep 27, 2026 | Option exercise | +1,413,939 | – | – | 3,863,806 |
| John Ackerman Director | Sep 27, 2026 | Option exercise | +1,413,939 | – | – | 3,863,806 |
| John Ackerman Director | Sep 27, 2026 | Option exercise | +471,057 | – | – | 1,287,237 |
| Douglas Towns See Remarks | Sep 27, 2026 | Option exercise | +23,450 | – | – | 113,006 |
| Cardinal Equity Fund, L.P. – | Sep 27, 2026 | Option exercise | +471,057 | – | – | 1,287,237 |
| Jeffrey Tuch See Remarks | Sep 27, 2026 | Option exercise | +55,578 | – | – | 231,847 |
| Kendall Forbes – | Sep 27, 2026 | Option exercise | +608,570 | – | – | 1,651,059 |
| Richard Eakins Senior Vice President, Sales | Sep 27, 2026 | Option exercise | +36,052 | – | – | 134,930 |
| Randall J. Lewis Director | May 5, 2026 | Award | +4,028 | – | – | 15,071 |
| Mary Sue Patchett Director | May 5, 2026 | Award | +4,028 | – | – | 15,071 |
| Steven D. Cosler Director | May 5, 2026 | Award | +4,028 | – | – | 29,012 |
| Fred Burke See Remarks, Director | Mar 28, 2026 | Option exercise | +1,298,826 | – | – | 2,139,239 |
| Pharmacy Investors, LLC – | Mar 28, 2026 | Option exercise | +1,413,939 | – | – | 2,449,867 |
| Cardinal Equity Fund, L.P. – | Mar 28, 2026 | Option exercise | +471,057 | – | – | 816,180 |
| Kendall Forbes See Remarks | Mar 28, 2026 | Option exercise | +608,570 | – | – | 1,061,826 |
| William E. Bindley Director, 10% owner | Mar 28, 2026 | Option exercise | +6,100,175 | – | – | 10,569,491 |
| Bindley Capital Partners I, LLC 10% owner | Mar 28, 2026 | Option exercise | +6,100,175 | – | – | 10,569,491 |
| David K. Morris See Remarks, Director | Mar 28, 2026 | Option exercise | +641,869 | – | – | 896,341 |
| Thomas J. Salentine Jr Director, 10% owner | Mar 28, 2026 | Option exercise | +6,100,175 | – | – | 10,569,491 |
| John Ackerman Director | Mar 28, 2026 | Option exercise | +471,057 | – | – | 816,180 |
| John Ackerman Director | Mar 28, 2026 | Option exercise | +1,413,939 | – | – | 2,449,867 |
| Cardinal Equity Fund, L.P. – | Mar 20, 2026 | Sale | −275,728 | $29.68 | $8.18M | 345,123 |
| Pharmacy Investors, LLC – | Mar 20, 2026 | Sale | −827,636 | $29.68 | $24.56M | 1,035,928 |
| Fred Burke See Remarks, Director | Mar 20, 2026 | Sale | −671,432 | $29.68 | $19.93M | 840,413 |
| David K. Morris See Remarks, Director | Mar 20, 2026 | Sale | −187,855 | $29.68 | $5.58M | 254,472 |
| John Ackerman Director | Mar 20, 2026 | Sale | −827,636 | $29.68 | $24.56M | 1,035,928 |
| John Ackerman Director | Mar 20, 2026 | Sale | −275,728 | $29.68 | $8.18M | 345,123 |
| Kendall Forbes See Remarks | Mar 20, 2026 | Sale | −346,672 | $29.68 | $10.29M | 453,256 |
| Thomas J. Salentine Jr Director, 10% owner | Mar 20, 2026 | Sale | −3,570,677 | $29.68 | $105.98M | 4,469,316 |
| Bindley Capital Partners I, LLC 10% owner | Mar 20, 2026 | Sale | −3,570,677 | $29.68 | $105.98M | 4,469,316 |
| William E. Bindley Director, 10% owner | Mar 20, 2026 | Sale | −3,570,677 | $29.68 | $105.98M | 4,469,316 |
| Kendall Forbes See Remarks | Mar 1, 2026 | Award | +8,952 | – | – | 799,928 |
| David K. Morris See Remarks, Director | Mar 1, 2026 | Award | +8,952 | – | – | 442,327 |
| Fred Burke See Remarks, Director | Dec 4, 2025 | Gift | −200,000 | – | – | 1,511,845 |
| Kendall Forbes See Remarks | Dec 4, 2025 | Gift | −21,500 | – | – | 790,976 |
| Steven D. Cosler Director | Dec 3, 2025 | Buy | +3,370 | $29.61 | $99.79K | 24,984 |
| Bindley Capital Partners I, LLC 10% owner | Sep 27, 2025 | Option exercise | +6,100,176 | – | – | 8,039,993 |
| Cardinal Equity Fund, L.P. – | Sep 27, 2025 | Option exercise | +471,057 | – | – | 620,851 |
| Pharmacy Investors, LLC – | Sep 27, 2025 | Option exercise | +1,413,940 | – | – | 1,863,564 |
| John Ackerman Director | Sep 27, 2025 | Option exercise | +471,057 | – | – | 620,851 |
| John Ackerman Director | Sep 27, 2025 | Option exercise | +1,413,940 | – | – | 1,863,564 |
| Kendall Forbes See Remarks | Sep 27, 2025 | Option exercise | +608,570 | – | – | 812,476 |
| Fred Burke See Remarks, Director | Sep 27, 2025 | Option exercise | +1,298,826 | – | – | 1,711,845 |
| Thomas J. Salentine Jr Director, 10% owner | Sep 27, 2025 | Option exercise | +6,100,176 | – | – | 8,039,993 |
| William E. Bindley Director, 10% owner | Sep 27, 2025 | Option exercise | +6,100,176 | – | – | 8,039,993 |
| David K. Morris See Remarks, Director | Sep 27, 2025 | Option exercise | +641,869 | – | – | 856,364 |
| Cardinal Equity Fund, L.P. – | May 28, 2025 | Sale | −50,305 | $20.16 | $1.01M | 149,794 |
| Pharmacy Investors, LLC – | May 28, 2025 | Sale | −150,998 | $20.16 | $3.04M | 449,624 |
| Fred Burke See Remarks, Director | May 28, 2025 | Sale | −138,705 | $20.16 | $2.80M | 413,019 |
| David K. Morris See Remarks, Director | May 28, 2025 | Sale | −68,547 | $20.16 | $1.38M | 214,495 |
| Thomas J. Salentine Jr Director, 10% owner | May 28, 2025 | Sale | −651,454 | $20.16 | $13.13M | 1,939,817 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.