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Goosehead Insurance, Inc.

GSHD
Exchange
Nasdaq
Industry
Insurance Agents, Brokers & Service
SEC CIK
0001726978

In the last 90 days, Goosehead Insurance, Inc. insiders filed 4 open-market purchases and 7 sales; 230 institutions reported holding it in 13F filings for Q2 2026, worth $1.26B in total; Akre Capital Management is the only superinvestor holding it.

13F holders, Q3 2021

Institutional positions in Goosehead Insurance, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
183
+9 vs. Q2 2021
Shares held
20.0M
+1.23M (+6.5%) vs. Q2 2021
Total value
$3.06B
+$661.1M (+27.6%) vs. Q2 2021
New holders
30
58 more added
Sold out
21
69 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GSHD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 183 institutions
Q1 2021: 193 institutionsQ2 2021: 174 institutionsQ3 2021: 183 institutionsQ4 2021: 189 institutionsQ1 2022: 180 institutionsQ2 2022: 169 institutionsQ3 2022: 162 institutionsQ4 2022: 169 institutionsQ1 2023: 176 institutionsQ2 2023: 183 institutionsQ3 2023: 234 institutionsQ4 2023: 251 institutionsQ1 2024: 233 institutionsQ2 2024: 212 institutionsQ3 2024: 231 institutionsQ4 2024: 267 institutionsQ1 2025: 286 institutionsQ2 2025: 276 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 218 institutionsQ2 2026: 230 institutions
Value heldQ3 2021: $3.06B
Q1 2021: $1.87BQ2 2021: $2.39BQ3 2021: $3.06BQ4 2021: $2.66BQ1 2022: $1.58BQ2 2022: $1.01BQ3 2022: $798.2MQ4 2022: $791.2MQ1 2023: $1.25BQ2 2023: $1.50BQ3 2023: $1.94BQ4 2023: $1.90BQ1 2024: $1.74BQ2 2024: $1.55BQ3 2024: $2.36BQ4 2024: $2.82BQ1 2025: $3.09BQ2 2025: $2.89BQ3 2025: $2.01BQ4 2025: $2.01BQ1 2026: $1.15BQ2 2026: $1.26B
Institutions holding GSHD and their total value by quarter
QuarterHoldersValue
Q2 2026230$1.26B
Q1 2026218$1.15B
Q4 2025265$2.01B
Q3 2025262$2.01B
Q2 2025276$2.89B
Q1 2025286$3.09B
Q4 2024267$2.82B
Q3 2024231$2.36B
Q2 2024212$1.55B
Q1 2024233$1.74B
Q4 2023251$1.90B
Q3 2023234$1.94B
Q2 2023183$1.50B
Q1 2023176$1.25B
Q4 2022169$791.2M
Q3 2022162$798.2M
Q2 2022169$1.01B
Q1 2022180$1.58B
Q4 2021189$2.66B
Q3 2021183$3.06B
Q2 2021174$2.39B
Q1 2021193$1.87B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2021.

Institutions holding GSHD in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC2,085,593$317.6M0.77%−81,534−3.8%Reduced
Capital International Investors1,900,923$289.5M0.07%+1,400,428+279.8%Added
Vanguard Group Inc1,622,133$247.0M0.01%+84,877+5.5%Added
BlackRock Inc.1,205,962$183.7M0.01%−7,672−0.6%Reduced
Wells Fargo & Company1,073,516$163.5M0.04%+272,687+34.1%Added
FMR LLC959,986$146.2M0.01%−266,203−21.7%Reduced
Durable Capital Partners LP826,404$125.9M0.95%−43,495−5.0%Reduced
Blair William & Co795,061$121.1M0.41%+21,481+2.8%Added
Wasatch Advisors Inc589,956$89.8M0.37%−154,454−20.7%Reduced
Ameriprise Financial Inc491,149$74.7M0.02%+441,272+884.7%Added
Artemis Investment Management LLP468,216$71.2M0.56%+217,741+86.9%Added
Alliancebernstein L.P.419,457$63.9M0.03%−64,797−13.4%Reduced
State Street Corp399,654$60.9M0.00%−58,122−12.7%Reduced
Riverbridge Partners LLC381,343$58.1M0.58%−465−0.1%Reduced
Wildcat Capital Management, LLC358,633$54.6M7.07%00.0%Unchanged
Geode Capital Management, LLC315,886$48.1M0.01%+11,319+3.7%Added
Fred Alger Management, LLC309,087$47.1M0.11%−20,189−6.1%Reduced
Northern Trust Corp297,698$45.3M0.01%−70.0%Reduced
Akre Capital Management LLCSuperinvestorAkre Capital Management293,366$44.7M0.28%00.0%Unchanged
Granite Investment Partners, LLC279,997$42.6M1.33%−7,695−2.7%Reduced
Lord, Abbett & Co. LLC258,927$39.4M0.09%+167,332+182.7%Added
Ashford Capital Management Inc236,875$36.1M3.28%+1,510+0.6%Added
Owls Nest Partners IA, LLC228,351$34.8M14.56%−17,599−7.2%Reduced
American Century Companies Inc226,415$34.5M0.02%+64,886+40.2%Added
Goldman Sachs Group Inc198,026$30.2M0.01%+59,856+43.3%Added
Ci Investments Inc.175,098$26.7M0.10%−1,000−0.6%Reduced
Jennison Associates LLC164,489$25.1M0.02%−44,285−21.2%Reduced
Polen Capital Management LLC158,994$24.2M0.04%+12,513+8.5%Added
Peregrine Capital Management LLC153,668$23.4M0.49%−58,761−27.7%Reduced
Driehaus Capital Management LLC145,687$22.2M0.26%+65,986+82.8%Added
GW&K Investment Management, LLC142,317$21.7M0.19%−620.0%Reduced
Charles Schwab Investment Management Inc131,332$20.0M0.01%+13,380+11.3%Added
Capital World Investors130,424$19.9M0.00%00.0%Unchanged
Capital Research Global Investors115,569$17.6M0.00%+115,569New
Segall Bryant & Hamill, LLC110,964$16.9M0.16%+3,006+2.8%Added
Bank of New York Mellon Corp103,718$15.8M0.00%+6,213+6.4%Added
Citadel Advisors LLC101,647$15.5M0.02%+15,708+18.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.100,500$15.3M0.08%−6,700−6.3%Reduced
Bank of America Corp91,846$14.0M0.00%−23,698−20.5%Reduced
2Xideas AG87,996$13.4M1.02%+87,996New
Highside Global Management LLC75,768$11.5M4.65%−35,000−31.6%Reduced
Jacobson & Schmitt Advisors, LLC72,269$11.0M3.03%−4,105−5.4%Reduced
Premier Fund Managers Ltd69,680$10.5M0.34%00.0%Unchanged
Nuveen Asset Management, LLC69,665$10.3M0.00%−3,756−5.1%Reduced
Grandeur Peak Global Advisors, LLC64,901$9.88M0.47%−4,237−6.1%Reduced
Credit Suisse AG60,107$9.15M0.01%+48,770+430.2%Added
King Luther Capital Management Corp59,590$9.07M0.04%+395+0.7%Added
Hodges Capital Management Inc.57,588$8.77M0.65%+25,135+77.5%Added
Russell Investments Group, Ltd.55,665$8.48M0.01%+16,340+41.6%Added
Motley Fool Asset Management LLC52,446$7.99M0.52%−858−1.6%Reduced
Next Century Growth Investors LLC52,396$7.98M0.69%−6,713−11.4%Reduced
Mutual of America Capital Management LLC48,746$7.42M0.07%−702−1.4%Reduced
Morgan Stanley43,805$6.67M0.00%−8,559−16.3%Reduced
Millennium Management LLC42,663$6.50M0.01%+42,663New
Swiss National Bank40,700$6.20M0.00%+400+1.0%Added
Envestnet Asset Management Inc38,933$5.93M0.00%−12,373−24.1%Reduced
Dimensional Fund Advisors LP33,801$5.15M0.00%+27,974+480.1%Added
Macquarie Group Ltd32,145$4.89M0.00%−4,744−12.9%Reduced
Employees Retirement System of Texas31,000$4.72M0.05%00.0%Unchanged
Public Employees Retirement System of Ohio30,841$4.70M0.02%−8,464−21.5%Reduced
Nicholas Company, Inc.11,580$4.55M0.08%00.0%Unchanged
New York State Common Retirement Fund29,735$4.53M0.00%−2,464−7.7%Reduced
Parametric Portfolio Associates LLC29,396$4.48M0.00%+4,498+18.1%Added
Advisory Research Inc28,997$4.42M0.28%−355−1.2%Reduced
JPMorgan Chase & Co28,788$4.38M0.00%−5,642−16.4%Reduced
Daiwa Securities Group Inc.27,364$4.17M0.03%+3,700+15.6%Added
PDT Partners, LLC27,300$4.16M0.30%+4,666+20.6%Added
US Bancorp26,037$3.96M0.01%−2,078−7.4%Reduced
Night Owl Capital Management, LLC25,983$3.96M0.69%+25,983New
Paragon Advisors, LLC25,595$3.90M1.89%+78+0.3%Added
California State Teachers Retirement System24,667$3.76M0.00%+268+1.1%Added
TownSquare Capital, LLC24,262$3.69M0.11%−496−2.0%Reduced
Rhumbline Advisers23,913$3.64M0.00%+763+3.3%Added
Truist Financial Corp23,908$3.64M0.01%−40.0%Reduced
Deutsche Bank AG21,939$3.34M0.00%−43,336−66.4%Reduced
Voloridge Investment Management, LLC21,862$3.33M0.02%−27,336−55.6%Reduced
First Trust Advisors LP21,832$3.33M0.00%+16,492+308.8%Added
SEI Investments Co21,773$3.32M0.01%−3,076−12.4%Reduced
UBS Asset Management Americas Inc21,709$3.31M0.00%−685−3.1%Reduced
Stifel Financial Corp21,273$3.24M0.00%−305−1.4%Reduced
State of New Jersey Common Pension Fund D19,001$2.89M0.01%+19,001New
Atria Investments LLC16,087$2.45M0.04%−4,182−20.6%Reduced
Oppenheimer Asset Management Inc.15,176$2.31M0.03%+578+4.0%Added
Glenmede Trust Co NA13,244$2.02M0.01%+905+7.3%Added
Select Equity Group, L.P.13,109$2.00M0.01%+894+7.3%Added
Mosaic Advisors LLC13,000$1.98M1.32%+13,000New
Royal Bank of Canada12,109$1.84M0.00%+140+1.2%Added
Bank of Montreal11,344$1.72M0.00%−2,081−15.5%Reduced
Jupiter Asset Management Ltd10,600$1.61M0.02%+10,600New
SG Americas Securities, LLC10,523$1.60M0.01%+9,666+1,127.9%Added
Logan Capital Management Inc10,454$1.59M0.07%00.0%Unchanged
Wolff Wiese Magana LLC9,969$1.52M1.07%+169+1.7%Added
American International Group, Inc.9,694$1.48M0.01%−230−2.3%Reduced
Manufacturers Life Insurance Company, The9,478$1.44M0.00%−118,354−92.6%Reduced
Mountain Capital Investment Advisors, Inc7,767$1.36M0.72%−588−7.0%Reduced
Neuberger Berman Group LLC8,319$1.27M0.00%+1,457+21.2%Added
Winton Group Ltd8,017$1.22M0.07%−1,234−13.3%Reduced
M&T Bank Corp7,630$1.16M0.01%00.0%Unchanged
Invesco Ltd.7,307$1.11M0.00%−179,473−96.1%Reduced
STRS Ohio7,300$1.11M0.00%+7,300New