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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 2023

Institutional positions in Goosehead Insurance, Inc. as of Sep 30, 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
234
+51 vs. Q2 2023
Shares held
26.0M
+2.19M (+9.2%) vs. Q2 2023
Total value
$1.94B
+$438.8M (+29.3%) vs. Q2 2023
New holders
70
66 more added
Sold out
19
64 more reduced

Compare with Q2 2023: 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 2023: 234 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 2023: $1.94B
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 2023

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2023.

Institutions holding GSHD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.3,456,870$257.6M0.01%+1,887,834+120.3%Added
Kayne Anderson Rudnick Investment Management LLC2,753,649$205.2M0.59%−87,892−3.1%Reduced
Vanguard Group Inc2,332,578$173.8M0.00%+351,630+17.8%Added
Wasatch Advisors Inc2,118,441$157.9M1.00%−360,461−14.5%Reduced
Capital World Investors1,688,000$125.8M0.02%00.0%Unchanged
DF Dent & Co Inc1,033,662$77.0M1.13%−45,658−4.2%Reduced
State Street Corp788,428$58.8M0.00%+354,759+81.8%Added
Durable Capital Partners LP767,260$57.2M0.52%−135,150−15.0%Reduced
Owls Nest Partners IA, LLC729,025$54.3M17.60%−117,964−13.9%Reduced
Geode Capital Management, LLC517,971$38.6M0.00%+24,388+4.9%Added
Wildcat Capital Management, LLC516,008$38.5M15.45%00.0%Unchanged
William Blair Investment Management, LLC423,919$31.6M0.10%−383,951−47.5%Reduced
Nuveen Asset Management, LLC414,640$30.9M0.01%+83,315+25.1%Added
Riverbridge Partners LLC385,775$28.8M0.39%−6,700−1.7%Reduced
Loomis Sayles & Co L P316,839$23.6M0.04%+316,839New
Morgan Stanley295,167$22.0M0.00%−50,232−14.5%Reduced
Ashford Capital Management Inc283,530$21.1M3.11%−187,245−39.8%Reduced
Dimensional Fund Advisors LP277,464$20.7M0.01%+35,699+14.8%Added
American Century Companies Inc263,122$19.6M0.02%−56,278−17.6%Reduced
Goldman Sachs Group Inc257,172$19.2M0.00%−253,617−49.7%Reduced
Northern Trust Corp246,365$18.4M0.00%+20,083+8.9%Added
Akre Capital Management LLCSuperinvestorAkre Capital Management243,672$18.2M0.17%00.0%Unchanged
Allspring Global Investments Holdings, LLC243,605$18.2M0.03%−14,039−5.4%Reduced
Polen Capital Management LLC221,873$16.5M0.04%−8,229−3.6%Reduced
Capital International Investors220,432$16.4M0.00%+30,000+15.8%Added
3G Capital Partners LP210,000$15.7M8.70%+105,303+100.6%Added
Barclays PLC191,401$14.3M0.01%+180,606+1,673.1%Added
Charles Schwab Investment Management Inc183,048$13.6M0.00%+12,362+7.2%Added
Bank of New York Mellon Corp181,779$13.5M0.00%+102,992+130.7%Added
Balyasny Asset Management LLC175,016$13.0M0.04%−157,995−47.4%Reduced
SEI Investments Co168,065$12.5M0.02%−15,534−8.5%Reduced
Ameriprise Financial Inc153,949$11.5M0.00%+67,728+78.6%Added
Wells Fargo & Company140,489$10.5M0.00%−10,898−7.2%Reduced
Jacobson & Schmitt Advisors, LLC128,605$9.58M2.72%−11,252−8.0%Reduced
Principal Financial Group Inc127,481$9.50M0.01%+127,481New
King Luther Capital Management Corp123,561$9.21M0.05%−6,654−5.1%Reduced
State of Wisconsin Investment Board113,153$8.43M0.03%−1,961−1.7%Reduced
Jane Street Group, LLC113,050$8.43M0.01%+107,852+2,074.9%Added
Russell Investments Group, Ltd.102,858$7.67M0.02%+4,667+4.8%Added
Motley Fool Asset Management LLC101,733$7.58M0.61%−418−0.4%Reduced
Motley Fool Wealth Management, LLC99,096$7.34M0.42%−232−0.2%Reduced
Schroder Investment Management Group88,611$6.60M0.01%−9,918−10.1%Reduced
Royal Bank of Canada85,754$6.39M0.00%−1,106−1.3%Reduced
Bank of America Corp85,086$6.34M0.00%+14,815+21.1%Added
Segall Bryant & Hamill, LLC83,629$6.23M0.07%−531−0.6%Reduced
Granahan Investment Management Inc74,186$5.53M0.20%+5,137+7.4%Added
FMR LLC70,292$5.24M0.00%+55,747+383.3%Added
Invesco Ltd.67,723$5.05M0.00%+51,436+315.8%Added
Rhumbline Advisers67,401$5.02M0.01%+38,392+132.3%Added
Jacobs Levy Equity Management, Inc67,218$5.01M0.03%+67,218New
Lord, Abbett & Co. LLC63,985$4.77M0.02%+63,985New
Legal & General Group Plc63,047$4.70M0.00%+45,587+261.1%Added
Mutual of America Capital Management LLC59,444$4.43M0.05%+903+1.5%Added
Point72 Asset Management, L.P.53,542$3.99M0.01%+16,334+43.9%Added
Public Employees Retirement System of Ohio52,159$3.89M0.02%−2,697−4.9%Reduced
Blair William & Co50,901$3.79M0.01%−1,243−2.4%Reduced
Natixis Advisors, L.P.49,836$3.71M0.01%+2,268+4.8%Added
Envestnet Asset Management Inc48,509$3.62M0.00%+8,277+20.6%Added
Swiss National Bank47,300$3.53M0.00%+1,500+3.3%Added
EAM Global Investors LLC46,510$3.47M0.94%+46,510New
TownSquare Capital, LLC44,069$3.28M0.06%−1,996−4.3%Reduced
Penserra Capital Management LLC42,772$3.19M0.07%+42,772New
Daiwa Securities Group Inc.37,625$2.80M0.02%−9,200−19.6%Reduced
EAM Investors, LLC35,558$2.65M0.51%+35,558New
Oppenheimer Asset Management Inc.34,340$2.56M0.04%−1,798−5.0%Reduced
Prudential Financial Inc33,643$2.51M0.00%+9,390+38.7%Added
Select Equity Group, L.P.32,290$2.41M0.01%00.0%Unchanged
CWM, LLC31,975$2.38M0.01%+31,723+12,588.5%Added
Stifel Financial Corp29,916$2.23M0.00%+40.0%Added
Algert Global LLC29,831$2.22M0.10%−1,773−5.6%Reduced
Public Sector Pension Investment Board29,539$2.20M0.02%+29,539New
Qube Research & Technologies Ltd29,475$2.20M0.01%+29,475New
JPMorgan Chase & Co28,427$2.12M0.00%−3,453−10.8%Reduced
Amundi30,000$2.08M0.00%+30,000New
Great West Life Assurance Co27,053$2.01M0.00%+20,161+292.5%Added
UBS Asset Management Americas Inc26,458$1.97M0.00%+6,002+29.3%Added
Dark Forest Capital Management LP25,509$1.90M0.16%+13,279+108.6%Added
Thrivent Financial for Lutherans24,914$1.86M0.00%+24,914New
Alliancebernstein L.P.24,697$1.84M0.00%+4,337+21.3%Added
California State Teachers Retirement System23,772$1.77M0.00%−1,909−7.4%Reduced
PFS Partners, LLC23,268$1.73M1.53%00.0%Unchanged
Pier 88 Investment Partners LLC22,365$1.67M0.42%−1,430−6.0%Reduced
Gsa Capital Partners LLP22,068$1.65M0.14%+16,037+265.9%Added
ClariVest Asset Management LLC20,981$1.56M0.09%+20,981New
BNP Paribas Arbitrage, SA20,886$1.56M0.00%−9,179−30.5%Reduced
Advisor Group Holdings, Inc.20,547$1.53M0.00%+5,528+36.8%Added
Texas Permanent School Fund20,294$1.51M0.01%+20,294New
Credit Suisse AG19,058$1.42M0.00%−955−4.8%Reduced
D. E. Shaw & Co., Inc.18,692$1.39M0.00%−74,972−80.0%Reduced
US Bancorp18,211$1.36M0.00%+976+5.7%Added
Squarepoint Ops LLC17,478$1.30M0.01%+17,478New
Neuberger Berman Group LLC16,518$1.23M0.00%+686+4.3%Added
Atria Investments LLC16,009$1.19M0.02%+60.0%Added
Voya Investment Management LLC16,009$1.19M0.00%+7,555+89.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys15,978$1.19M0.01%+15,978New
Ghisallo Capital Management LLC15,300$1.14M0.12%+15,300New
Ewing Morris & Co. Investment Partners Ltd.15,000$1.12M0.90%+15,000New
State of Alaska, Department of Revenue14,880$1.11M0.01%+14,880New
Two Sigma Investments, LP14,700$1.10M0.00%−23,446−61.5%Reduced
Panagora Asset Management Inc14,603$1.09M0.01%−194−1.3%Reduced