Francisco Partners Management, LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Francisco Partners Management, LP reported 8 stock positions worth $1.1 billion. Its top holding was Goodrx Class A (GDRX) at 45.6% of the portfolio, followed by Legalzoomcom (LZ, 17.0%) and Waystar (WAY, 16.9%). Its holdings were unchanged from Q2 2024.

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001197853
Portfolio Value
$1.1B (Q3 2024)
SEC Filing
0001197853-24-000011 ↗ filed Nov 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.1B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.1B $1.1B Q3 2024 Q4 2024: $860.6M Q4 2024 Q1 2025: $622.9M Q1 2025 Q2 2025: $718.5M Q2 2025 Q3 2025: $573.5M Q3 2025 Q4 2025: $461.0M Q4 2025 Q1 2026: $291.8M Q1 2026 Q2 2026: $361.4M Q2 2026

Holdings 8 stocks · $1.1B

GDRX Goodrx Holdings Inc. Class A 45.60% 70,078,184 $486.3M No change
LZ Legalzoomcom Inc. 17.04% 28,625,744 $181.8M No change
WAY Waystar Holding Corp. 16.94% 6,478,921 $180.7M No change
ETWO E2OPEN Parent Holdings Inc. 16.00% 38,700,076 $170.7M No change
PSFE Paysafe Ltd. 3.62% 1,720,543 $38.6M No change
SATX Satixfy Communications Ltd. 0.39% 5,936,409 $4.2M No change
SPIR Spire Global Inc. 0.29% 308,561 $3.1M No change
LLAP Terran Orbital Corp. 0.11% 4,837,997 $1.2M No change

Portfolio Sells Q2 2024 → Q3 2024

None this quarter.

Portfolio Buys Q2 2024 → Q3 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$361.4MLZ, GDRX, PSFE
Q1 2026 3$291.8MLZ, GDRX, PSFE
Q4 2025 3$461.0MLZ, GDRX, PSFE
Q3 2025 3$573.5MLZ, GDRX, PSFE
Q2 2025 5$718.5MGDRX, LZ, ETWO, PSFE, SATX
Q1 2025 5$622.9MGDRX, LZ, ETWO, PSFE, SATX
Q4 2024 6$860.6MGDRX, LZ, WAY, ETWO, PSFE
Q3 2024 8$1.1BGDRX, LZ, WAY, ETWO, PSFE
Q2 2024 8$1.1BGDRX, LZ, ETWO, WAY, PSFE
Q1 2024 8$1.1BGDRX, LZ, ETWO, PSFE, LLAP