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, Q1 2023
Institutional positions in Goosehead Insurance, Inc. as of Mar 31, 2023. 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
- 176
- +8 vs. Q4 2022
- Shares held
- 23.8M
- +791.4K (+3.4%) vs. Q4 2022
- Total value
- $1.25B
- +$454.2M (+57.4%) vs. Q4 2022
- New holders
- 29
- 66 more added
- Sold out
- 21
- 47 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 230 | $1.26B |
| Q1 2026 | 218 | $1.15B |
| Q4 2025 | 265 | $2.01B |
| Q3 2025 | 262 | $2.01B |
| Q2 2025 | 276 | $2.89B |
| Q1 2025 | 286 | $3.09B |
| Q4 2024 | 267 | $2.82B |
| Q3 2024 | 231 | $2.36B |
| Q2 2024 | 212 | $1.55B |
| Q1 2024 | 233 | $1.74B |
| Q4 2023 | 251 | $1.90B |
| Q3 2023 | 234 | $1.94B |
| Q2 2023 | 183 | $1.50B |
| Q1 2023 | 176 | $1.25B |
| Q4 2022 | 169 | $791.2M |
| Q3 2022 | 162 | $798.2M |
| Q2 2022 | 169 | $1.01B |
| Q1 2022 | 180 | $1.58B |
| Q4 2021 | 189 | $2.66B |
| Q3 2021 | 183 | $3.06B |
| Q2 2021 | 174 | $2.39B |
| Q1 2021 | 193 | $1.87B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prudential Financial Inc | 18,978 | $990.7K | 0.00% | +18,978 | New |
| UBS Asset Management Americas Inc | 20,456 | $1.07M | 0.00% | +1,643+8.7% | Added |
| Select Equity Group, L.P. | 21,968 | $1.15M | 0.00% | +21,968 | New |
| PFS Partners, LLC | 23,268 | $1.21M | 1.19% | 00.0% | Unchanged |
| California State Teachers Retirement System | 24,732 | $1.29M | 0.00% | +172+0.7% | Added |
| Jump Financial, LLC | 25,088 | $1.31M | 0.05% | +12,088+93.0% | Added |
| CM Wealth Advisors LLC | 24,754 | $1.33M | 0.26% | +24,754 | New |
| JPMorgan Chase & Co | 25,871 | $1.35M | 0.00% | +4,942+23.6% | Added |
| Stifel Financial Corp | 25,916 | $1.35M | 0.00% | +4,612+21.6% | Added |
| Algert Global LLC | 26,334 | $1.37M | 0.06% | +1,277+5.1% | Added |
| Rhumbline Advisers | 26,378 | $1.38M | 0.00% | +1,161+4.6% | Added |
| Two Sigma Advisers, LP | 30,900 | $1.61M | 0.00% | −4,100−11.7% | Reduced |
| Bank of Montreal | 35,937 | $1.88M | 0.00% | +8,025+28.8% | Added |
| BNP Paribas Arbitrage, SA | 37,736 | $1.97M | 0.00% | +35,360+1,488.2% | Added |
| Envestnet Asset Management Inc | 38,093 | $1.99M | 0.00% | −1,146−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 38,234 | $2.00M | 0.03% | +1,125+3.0% | Added |
| Two Sigma Investments, LP | 38,755 | $2.02M | 0.01% | −52,949−57.7% | Reduced |
| Gillson Capital LP | 39,069 | $2.04M | 0.17% | +39,069 | New |
| TownSquare Capital, LLC | 39,638 | $2.07M | 0.05% | +228+0.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,700 | $2.12M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 41,700 | $2.18M | 0.00% | +41,700 | New |
| Walleye Capital LLC | 41,895 | $2.19M | 0.04% | +41,895 | New |
| Swiss National Bank | 43,400 | $2.27M | 0.00% | −3,700−7.9% | Reduced |
| Susquehanna International Group, LLP | 44,315 | $2.31M | 0.00% | +29,788+205.1% | Added |
| Grandeur Peak Global Advisors, LLC | 44,802 | $2.34M | 0.14% | −10,350−18.8% | Reduced |
| Voloridge Investment Management, LLC | 45,792 | $2.39M | 0.01% | +45,792 | New |
| Natixis Advisors, L.P. | 48,054 | $2.51M | 0.01% | +8,053+20.1% | Added |
| Daiwa Securities Group Inc. | 48,725 | $2.54M | 0.02% | −9,160−15.8% | Reduced |
| Cubist Systematic Strategies, LLC | 51,596 | $2.69M | 0.03% | −31,520−37.9% | Reduced |
| Blair William & Co | 53,670 | $2.80M | 0.01% | −83,518−60.9% | Reduced |
| Public Employees Retirement System of Ohio | 54,856 | $2.86M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 62,786 | $3.28M | 0.00% | +62,786 | New |
| Mutual of America Capital Management LLC | 63,010 | $3.29M | 0.04% | +20,328+47.6% | Added |
| Motley Fool Wealth Management, LLC | 65,121 | $3.40M | 0.21% | +903+1.4% | Added |
| Motley Fool Asset Management LLC | 69,603 | $3.63M | 0.40% | −4,772−6.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 70,200 | $3.66M | 0.02% | −132,800−65.4% | Reduced |
| Bank of New York Mellon Corp | 71,335 | $3.72M | 0.00% | −1,187−1.6% | Reduced |
| Segall Bryant & Hamill, LLC | 83,766 | $4.37M | 0.05% | −83,623−50.0% | Reduced |
| Bank of America Corp | 90,835 | $4.74M | 0.00% | +12,152+15.4% | Added |
| Schroder Investment Management Group | 92,480 | $4.83M | 0.01% | +53,841+139.3% | Added |
| Royal Bank of Canada | 94,691 | $4.94M | 0.00% | −2,261−2.3% | Reduced |
| Citadel Advisors LLC | 96,263 | $5.02M | 0.01% | −28,179−22.6% | Reduced |
| Hodges Capital Management Inc. | 55,303 | $5.13M | 0.42% | −101,161−64.7% | Reduced |
| King Luther Capital Management Corp | 102,953 | $5.37M | 0.03% | +16,558+19.2% | Added |
| Millennium Management LLC | 111,086 | $5.80M | 0.01% | −172,461−60.8% | Reduced |
| State of Wisconsin Investment Board | 114,282 | $5.97M | 0.02% | −24,351−17.6% | Reduced |
| Russell Investments Group, Ltd. | 119,824 | $6.25M | 0.01% | −3,852−3.1% | Reduced |
| Wells Fargo & Company | 143,734 | $7.50M | 0.00% | +14,510+11.2% | Added |
| Charles Schwab Investment Management Inc | 152,137 | $7.94M | 0.00% | +438+0.3% | Added |
| Norges Bank | 168,800 | $8.81M | 0.00% | +125,800+292.6% | Added |
| Jacobson & Schmitt Advisors, LLC | 170,490 | $8.90M | 2.55% | +28,497+20.1% | Added |
| Dimensional Fund Advisors LP | 188,002 | $9.81M | 0.00% | +112,973+150.6% | Added |
| Northern Trust Corp | 200,076 | $10.4M | 0.00% | +197+0.1% | Added |
| SEI Investments Co | 222,927 | $11.6M | 0.02% | +108,467+94.8% | Added |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 243,672 | $12.7M | 0.11% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 268,315 | $14.0M | 0.05% | −259,739−49.2% | Reduced |
| Polen Capital Management LLC | 290,768 | $15.2M | 0.04% | −2,199−0.8% | Reduced |
| Balyasny Asset Management LLC | 383,950 | $20.0M | 0.07% | +267,287+229.1% | Added |
| State Street Corp | 387,604 | $20.2M | 0.00% | +14,345+3.8% | Added |
| Riverbridge Partners LLC | 400,764 | $20.9M | 0.29% | −11,681−2.8% | Reduced |
| Geode Capital Management, LLC | 404,150 | $21.1M | 0.00% | +10,889+2.8% | Added |
| Morgan Stanley | 410,694 | $21.4M | 0.00% | +52,060+14.5% | Added |
| Nuveen Asset Management, LLC | 429,945 | $22.4M | 0.01% | +244,793+132.2% | Added |
| Ashford Capital Management Inc | 469,635 | $24.5M | 3.67% | −4,580−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 473,961 | $24.7M | 0.04% | −140,845−22.9% | Reduced |
| Wildcat Capital Management, LLC | 516,008 | $26.9M | 10.01% | +159,325+44.7% | Added |
| Goldman Sachs Group Inc | 572,516 | $29.9M | 0.01% | −72,432−11.2% | Reduced |
| William Blair Investment Management, LLC | 739,154 | $38.6M | 0.13% | +250,480+51.3% | Added |
| Owls Nest Partners IA, LLC | 914,369 | $47.7M | 17.15% | +39,693+4.5% | Added |
| Durable Capital Partners LP | 969,925 | $50.6M | 0.48% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,111,831 | $58.0M | 0.82% | +33,313+3.1% | Added |
| BlackRock Inc. | 1,437,303 | $75.0M | 0.00% | +16,472+1.2% | Added |
| Capital World Investors | 1,688,000 | $88.1M | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,973,373 | $103.0M | 0.00% | +171,554+9.5% | Added |
| Wasatch Advisors Inc | 2,549,392 | $133.1M | 0.83% | +4,100+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,897,246 | $151.2M | 0.44% | +212,130+7.9% | Added |
| 2Xideas AG | 0 | $0 | 0.00% | −265,523−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −64,472−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,320−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,459−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,634−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,683−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,777−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,569−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,149−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |