Francisco Partners Management, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Francisco Partners Management, LP reported 6 stock positions worth $860.6 million. Its top holding was Goodrx Class A (GDRX) at 37.9% of the portfolio, followed by Legalzoomcom (LZ, 25.0%) and Waystar (WAY, 20.7%). Compared with Q3 2024, it sold out of 2 and reduced 1. The biggest sale was an exit from Spire Global (SPIR).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001197853
- Portfolio Value
- $860.6M (Q4 2024)
- SEC Filing
- 0001197853-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 6 stocks · $860.6M
| GDRX Goodrx Holdings Inc. Class A | 37.86% | 70,078,184 | $325.9M | No change |
| LZ Legalzoomcom Inc. | 24.98% | 28,625,744 | $215.0M | No change |
| WAY Waystar Holding Corp. | 20.72% | 4,859,191 | $178.3M | Reduce -25.0% |
| ETWO E2OPEN Parent Holdings Inc. | 11.96% | 38,700,076 | $102.9M | No change |
| PSFE Paysafe Ltd. | 3.42% | 1,720,543 | $29.4M | No change |
| SATX Satixfy Communications Ltd. | 1.06% | 5,936,409 | $9.1M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $361.4M | LZ, GDRX, PSFE |
| Q1 2026 | 3 | $291.8M | LZ, GDRX, PSFE |
| Q4 2025 | 3 | $461.0M | LZ, GDRX, PSFE |
| Q3 2025 | 3 | $573.5M | LZ, GDRX, PSFE |
| Q2 2025 | 5 | $718.5M | GDRX, LZ, ETWO, PSFE, SATX |
| Q1 2025 | 5 | $622.9M | GDRX, LZ, ETWO, PSFE, SATX |
| Q4 2024 | 6 | $860.6M | GDRX, LZ, WAY, ETWO, PSFE |
| Q3 2024 | 8 | $1.1B | GDRX, LZ, WAY, ETWO, PSFE |
| Q2 2024 | 8 | $1.1B | GDRX, LZ, ETWO, WAY, PSFE |
| Q1 2024 | 8 | $1.1B | GDRX, LZ, ETWO, PSFE, LLAP |