Guardian Pharmacy Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:GRDN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
19 Nov 24	BuyUS$148,540	Steven Cosler	Individual	7,000	US$21.22
27 Sep 24	BuyUS$49,994	Randall Lewis	Individual	3,571	US$14.00
27 Sep 24	BuyUS$99,988	Steven Cosler	Individual	7,142	US$14.00
27 Sep 24	BuyUS$49,994	Mary Patchett	Individual	3,571	US$14.00
27 Sep 24	BuyUS$499,996	Thomas Salentine	Individual	35,714	US$14.00

Insider Trading Volume

Insider Buying: GRDN insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of GRDN?
Owner Type	Number of Shares	Ownership Percentage
General Public	10,962,945	17.3%
Institutions	12,020,769	19%
Individual Insiders	15,909,816	25.1%
VC/PE Firms	24,400,702	38.6%

Dilution of Shares: GRDN only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 79.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
38.5%	Bindley Capital Partners, LLC	24,400,702	US$522.4m	0%	no data
8.94%	John Ackerman	5,655,758	US$121.1m	0%	no data
8.21%	Fred Burke	5,195,303	US$111.2m	0%	no data
4.06%	David Morris	2,567,477	US$55.0m	0%	no data
3.85%	Kendall Forbes	2,434,280	US$52.1m	0%	no data
2.98%	Cardinal Equity Partners, LLC	1,884,228	US$40.3m	0%	100.0%
1.51%	Brown Advisory Incorporated	956,570	US$20.5m	0%	0.02%
1.19%	J. Goldman & Co., L.P.	751,084	US$16.1m	0%	0.68%
1.05%	ClearBridge Investments, LLC	664,410	US$14.2m	0%	0.01%
0.9%	Woodline Partners LP	568,131	US$12.2m	0%	0.11%
0.88%	Ophir Asset Management Pty Ltd	559,636	US$12.0m	0%	1.82%
0.79%	Franklin Resources, Inc.	500,000	US$10.7m	0%	no data
0.79%	Wellington Management Group LLP	500,000	US$10.7m	0%	no data
0.79%	Putnam LLC	500,000	US$10.7m	0%	0.01%
0.68%	Alyeska Investment Group, L.P.	428,570	US$9.2m	0%	0.05%
0.65%	Driehaus Capital Management LLC	408,712	US$8.8m	0%	0.05%
0.63%	Citadel Advisors LLC	401,131	US$8.6m	0%	0.01%
0.54%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	344,170	US$7.4m	0%	no data
0.51%	Allspring Global Investments, LLC	325,000	US$7.0m	0%	0.01%
0.51%	Balyasny Asset Management L.P.	325,000	US$7.0m	0%	0.02%
0.45%	Peregrine Capital Management, LLC	283,359	US$6.1m	0%	0.16%
0.37%	New York State Common Retirement Fund	236,180	US$5.1m	0%	0.01%
0.3%	Lazard Asset Management LLC	189,937	US$4.1m	0%	no data
0.3%	Nuveen Investments, Inc.	187,420	US$4.0m	0%	0.01%
0.3%	Nuveen Asset Management LLC	187,420	US$4.0m	0%	0.53%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 23:24
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Guardian Pharmacy Services, Inc. is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Kam Wai Kwok	CGS International
John Ransom	Raymond James & Associates
Scott Fidel	Stephens, Inc.