GRDN Institutional Ownership
Guardian Pharmacy Services, Inc.
1W: -5.4%
1M: -2.8%
3M: -3.4%
YTD: +34.1%
1Y: +38.8%
$39.56
+0.37 (+0.94%)
Weekly Expected Move ±5.5%
$35
$37
$39
$42
$44
Credit Risk of going bust: lower than 91% of companies Debt: 1.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.02 (down 99.9%), Guardian Pharmacy Services, Inc. would be worth roughly what it owes.
Total debt $35.2M against a stock market value of $2.50B.
Distance to default 14.25 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $7.4M (short-term plus half of long-term), stock volatility 40.8%; Altman Z'' 5.08. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.02 (down 99.9%), Guardian Pharmacy Services, Inc. would be worth roughly what it owes.
Total debt $35.2M against a stock market value of $2.50B.
Distance to default 14.25 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $7.4M (short-term plus half of long-term), stock volatility 40.8%; Altman Z'' 5.08. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — GRDN
205
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
37
New Positions
74
Increased
68
Reduced
14
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (216 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 3,241,612 | $128M | +882,255 | +37.4% | 7Q | SEC ↗ |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 1,729,032 | $68M | -36,087 | -2.0% | 8Q | SEC ↗ |
| 3 | BlackRock, Inc. | 1,575,989 | $62M | -180,385 | -10.3% | 7Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,379,750 | $55M | +154,207 | +12.6% | 2Q | SEC ↗ |
| 5 | Woodline Partners LP | 1,306,340 | $52M | +22 | +0.0% | 8Q | SEC ↗ |
| 6 | Valiant Capital Management, L.P. | 1,186,658 | $47M | — | +0.0% | 4Q | SEC ↗ |
| 7 | T. Rowe Price Investment Management, I | 1,116,868 | $44M | +88,479 | +8.6% | 2Q | SEC ↗ |
| 8 | Boston Partners | 983,868 | $39M | -33,815 | -3.3% | 5Q | SEC ↗ |
| 9 | FRANKLIN RESOURCES INC | 966,206 | $38M | +13,254 | +1.4% | 8Q | SEC ↗ |
| 10 | TimesSquare Capital Management, LLC | 951,637 | $38M | -125,837 | -11.7% | 5Q | SEC ↗ |
| 11 | LOOMIS SAYLES & CO L P | 869,836 | $34M | -61,853 | -6.6% | 3Q | SEC ↗ |
| 12 | BOONE CAPITAL MANAGEMENT LLC | 711,939 | $28M | +80,746 | +12.8% | 2Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 646,695 | $26M | +87,660 | +15.7% | 7Q | SEC ↗ |
| 14 | JENNISON ASSOCIATES LLC | 626,664 | $25M | -196,120 | -23.8% | 3Q | SEC ↗ |
| 15 | STATE STREET CORP | 590,114 | $23M | +81,096 | +15.9% | 7Q | SEC ↗ |
| 16 | BESSEMER GROUP INC | 548,029 | $22M | +469,373 | +596.7% | 2Q | SEC ↗ |
| 17 | BROWN ADVISORY INC | 524,013 | $21M | -735,161 | -58.4% | 7Q | SEC ↗ |
| 18 | DIMENSIONAL FUND ADVISORS LP | 516,094 | $20M | +307,500 | +147.4% | 3Q | SEC ↗ |
| 19 | Driehaus Capital Management LLC | 510,161 | $20M | -78,960 | -13.4% | 8Q | SEC ↗ |
| 20 | FIRST TRUST ADVISORS LP | 461,307 | $18M | +367,630 | +392.4% | 2Q | SEC ↗ |
| 21 | Aristotle Capital Boston, LLC | 422,427 | $17M | -73,429 | -14.8% | 5Q | SEC ↗ |
| 22 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 345,229 | $14M | -29,717 | -7.9% | 5Q | SEC ↗ |
| 23 | ACADIAN ASSET MANAGEMENT LLC | 341,750 | $14M | +146,678 | +75.2% | 3Q | SEC ↗ |
| 24 | BRAUN STACEY ASSOCIATES INC NEW | 339,947 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 25 | MORGAN STANLEY | 312,004 | $12M | +195,036 | +166.7% | 8Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 307,879 | $12M | +46,860 | +18.0% | 2Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 301,400 | $12M | +299,911 | +20141.8% | 8Q | SEC ↗ |
| 28 | Alyeska Investment Group, L.P. | 275,000 | $11M | — | +0.0% | 2Q | SEC ↗ |
| 29 | VANGUARD PORTFOLIO MANAGEMENT LLC | 258,239 | $10M | +9,726 | +3.9% | 2Q | SEC ↗ |
| 30 | SEI INVESTMENTS CO | 246,285 | $10M | -111,896 | -31.2% | 8Q | SEC ↗ |
| 31 | RIVERBRIDGE PARTNERS LLC NEW | 244,585 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Nuveen, LLC | 220,791 | $9M | -316,660 | -58.9% | 6Q | SEC ↗ |
| 33 | NORTHERN TRUST CORP | 211,383 | $8M | +22,134 | +11.7% | 7Q | SEC ↗ |
| 34 | SEVEN GRAND MANAGERS, LLC | 200,000 | $8M | — | +0.0% | 8Q | SEC ↗ |
| 35 | VANGUARD FIDUCIARY TRUST CO | 194,442 | $8M | +21,283 | +12.3% | 2Q | SEC ↗ |
| 36 | PEREGRINE CAPITAL MANAGEMENT LLC | 185,383 | $7M | -16,220 | -8.0% | 8Q | SEC ↗ |
| 37 | Clearbridge Investments, LLC | 174,364 | $7M | -28,451 | -14.0% | 8Q | SEC ↗ |
| 38 | Ranger Investment Management, L.P. | 173,458 | $7M | +6,268 | +3.7% | 3Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC | 171,690 | $7M | +73,518 | +74.9% | 8Q | SEC ↗ |
| 40 | LAZARD ASSET MANAGEMENT LLC | 169,528 | $7M | +22,026 | +14.9% | 8Q | SEC ↗ |
| 41 | BANK OF AMERICA CORP /DE | 163,166 | $6M | +35,118 | +27.4% | 8Q | SEC ↗ |
| 42 | Lisanti Capital Growth, LLC | 152,025 | $6M | -36,125 | -19.2% | 2Q | SEC ↗ |
| 43 | Allspring Global Investments Holdings, | 131,893 | $5M | -4,119 | -3.0% | 8Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 126,944 | $5M | +77,640 | +157.5% | 3Q | SEC ↗ |
| 45 | MILLENNIUM MANAGEMENT LLC | 120,607 | $5M | +93,413 | +343.5% | 6Q | SEC ↗ |
| 46 | Trexquant Investment LP | 112,168 | $4M | -50,852 | -31.2% | 4Q | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 110,908 | $4M | +5,474 | +5.2% | 8Q | SEC ↗ |
| 48 | Crews Bank & Trust NEW | 101,127 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 49 | TRUIST FINANCIAL CORP NEW | 98,895 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 50 | TWO SIGMA INVESTMENTS, LP | 98,209 | $4M | -214,466 | -68.6% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BRAUN STACEY ASSOCIATES INC | 339,947 | $13M |
| RIVERBRIDGE PARTNERS LLC | 244,585 | $10M |
| Crews Bank & Trust | 101,127 | $4M |
| TRUIST FINANCIAL CORP | 98,895 | $4M |
| Y-Intercept (Hong Kong) Ltd | 85,036 | $3M |
| Sixth Street Partners Management Co | 60,122 | $2M |
| Diametric Capital, LP | 26,173 | $1M |
| SG Americas Securities, LLC | 19,716 | $780K |
| PARK AVENUE SECURITIES LLC | 18,525 | $733K |
| VICTORY CAPITAL MANAGEMENT INC | 17,624 | $697K |
| Jupiter Topco LLC | 14,800 | $585K |
| CAPSTONE INVESTMENT ADVISORS, LLC | 14,505 | $574K |
| Handelsbanken Fonder AB | 12,200 | $483K |
| VARCOV Co. | 10,098 | $399K |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 8,996 | $356K |
| Blackstone Inc. | 8,183 | $324K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 8,000 | $316K |
| Yorktown Management & Research Co I | 7,850 | $311K |
| SAWGRASS ASSET MANAGEMENT LLC | 6,790 | $269K |
| Entropy Technologies, LP | 6,688 | $265K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hudson Bay Capital Management LP | 141,840 | $6M |
| Inspire Investing, LLC | 49,565 | $2M |
| Sanctuary Advisors, LLC | 35,901 | $1M |
| Quadrature Capital Ltd | 23,522 | $931K |
| Balyasny Asset Management L.P. | 19,033 | $753K |
| Voleon Capital Management LP | 14,879 | $589K |
| MANGROVE PARTNERS IM, LLC | 13,249 | $524K |
| OXFORD ASSET MANAGEMENT LLP | 10,973 | $434K |
| Graham Capital Management, L.P. | 9,959 | $394K |
| EntryPoint Capital, LLC | 9,537 | $377K |
| Schonfeld Strategic Advisors LLC | 9,387 | $371K |
| Quantbot Technologies LP | 8,008 | $317K |
| INTECH INVESTMENT MANAGEMENT LLC | 7,415 | $293K |
| ELEVATION POINT WEALTH PARTNERS, LL | 6,705 | $265K |
| MEEDER ASSET MANAGEMENT INC | 4,145 | $164K |
| Compass Financial Services Inc | 2,848 | $113K |
| AMALGAMATED BANK | 709 | $28K |
| NATIXIS | 170 | $7K |
| Root Financial Partners, LLC | 25 | $1K |
| SIMPLEX TRADING, LLC | 22 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +882,255 | +37.4% | 3,241,612 |
| BESSEMER GROUP INC | +469,373 | +596.7% | 548,029 |
| FIRST TRUST ADVISORS LP | +367,630 | +392.4% | 461,307 |
| DIMENSIONAL FUND ADVISORS LP | +307,500 | +147.4% | 516,094 |
| ROYAL BANK OF CANADA | +299,911 | +20141.8% | 301,400 |
| MORGAN STANLEY | +195,036 | +166.7% | 312,004 |
| VANGUARD CAPITAL MANAGEMENT LLC | +154,207 | +12.6% | 1,379,750 |
| ACADIAN ASSET MANAGEMENT LLC | +146,678 | +75.2% | 341,750 |
| MILLENNIUM MANAGEMENT LLC | +93,413 | +343.5% | 120,607 |
| T. Rowe Price Investment Management | +88,479 | +8.6% | 1,116,868 |
| GEODE CAPITAL MANAGEMENT, LLC | +87,660 | +15.7% | 646,695 |
| STATE STREET CORP | +81,096 | +15.9% | 590,114 |
| BOONE CAPITAL MANAGEMENT LLC | +80,746 | +12.8% | 711,939 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +77,640 | +157.5% | 126,944 |
| GOLDMAN SACHS GROUP INC | +73,518 | +74.9% | 171,690 |
| Invesco Ltd. | +60,357 | +446.6% | 73,872 |
| RAYMOND JAMES FINANCIAL INC | +46,860 | +18.0% | 307,879 |
| UBS Group AG | +41,784 | +135.9% | 72,519 |
| BANK OF AMERICA CORP /DE | +35,118 | +27.4% | 163,166 |
| AMERICAN CENTURY COMPANIES INC | +32,197 | +152.4% | 53,322 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BROWN ADVISORY INC | -735,161 | -58.4% | 524,013 |
| CITADEL ADVISORS LLC | -491,346 | -84.8% | 87,775 |
| MARSHALL WACE, LLP | -381,714 | -91.4% | 35,996 |
| Nuveen, LLC | -316,660 | -58.9% | 220,791 |
| TWO SIGMA INVESTMENTS, LP | -214,466 | -68.6% | 98,209 |
| JENNISON ASSOCIATES LLC | -196,120 | -23.8% | 626,664 |
| BlackRock, Inc. | -180,385 | -10.3% | 1,575,989 |
| TimesSquare Capital Management, LLC | -125,837 | -11.7% | 951,637 |
| SEI INVESTMENTS CO | -111,896 | -31.2% | 246,285 |
| J. Goldman & Co LP | -80,353 | -50.4% | 79,219 |
| Driehaus Capital Management LLC | -78,960 | -13.4% | 510,161 |
| Ghisallo Capital Management LLC | -75,000 | -60.0% | 50,000 |
| Aristotle Capital Boston, LLC | -73,429 | -14.8% | 422,427 |
| LOOMIS SAYLES & CO L P | -61,853 | -6.6% | 869,836 |
| RENAISSANCE TECHNOLOGIES LLC | -55,191 | -55.2% | 44,798 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -54,604 | -47.6% | 60,122 |
| Trexquant Investment LP | -50,852 | -31.2% | 112,168 |
| JANE STREET GROUP, LLC | -37,799 | -32.7% | 77,777 |
| Lisanti Capital Growth, LLC | -36,125 | -19.2% | 152,025 |
| WELLINGTON MANAGEMENT GROUP LLP | -36,087 | -2.0% | 1,729,032 |