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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jacobson & Schmitt Advisors, LLC | 128,605 | $9.58M | 2.72% | −11,252−8.0% | Reduced |
| Wells Fargo & Company | 140,489 | $10.5M | 0.00% | −10,898−7.2% | Reduced |
| Ameriprise Financial Inc | 153,949 | $11.5M | 0.00% | +67,728+78.6% | Added |
| SEI Investments Co | 168,065 | $12.5M | 0.02% | −15,534−8.5% | Reduced |
| Balyasny Asset Management LLC | 175,016 | $13.0M | 0.04% | −157,995−47.4% | Reduced |
| Bank of New York Mellon Corp | 181,779 | $13.5M | 0.00% | +102,992+130.7% | Added |
| Charles Schwab Investment Management Inc | 183,048 | $13.6M | 0.00% | +12,362+7.2% | Added |
| Barclays PLC | 191,401 | $14.3M | 0.01% | +180,606+1,673.1% | Added |
| 3G Capital Partners LP | 210,000 | $15.7M | 8.70% | +105,303+100.6% | Added |
| Capital International Investors | 220,432 | $16.4M | 0.00% | +30,000+15.8% | Added |
| Polen Capital Management LLC | 221,873 | $16.5M | 0.04% | −8,229−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 243,605 | $18.2M | 0.03% | −14,039−5.4% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 243,672 | $18.2M | 0.17% | 00.0% | Unchanged |
| Northern Trust Corp | 246,365 | $18.4M | 0.00% | +20,083+8.9% | Added |
| Goldman Sachs Group Inc | 257,172 | $19.2M | 0.00% | −253,617−49.7% | Reduced |
| American Century Companies Inc | 263,122 | $19.6M | 0.02% | −56,278−17.6% | Reduced |
| Dimensional Fund Advisors LP | 277,464 | $20.7M | 0.01% | +35,699+14.8% | Added |
| Ashford Capital Management Inc | 283,530 | $21.1M | 3.11% | −187,245−39.8% | Reduced |
| Morgan Stanley | 295,167 | $22.0M | 0.00% | −50,232−14.5% | Reduced |
| Loomis Sayles & Co L P | 316,839 | $23.6M | 0.04% | +316,839 | New |
| Riverbridge Partners LLC | 385,775 | $28.8M | 0.39% | −6,700−1.7% | Reduced |
| Nuveen Asset Management, LLC | 414,640 | $30.9M | 0.01% | +83,315+25.1% | Added |
| William Blair Investment Management, LLC | 423,919 | $31.6M | 0.10% | −383,951−47.5% | Reduced |
| Wildcat Capital Management, LLC | 516,008 | $38.5M | 15.45% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 517,971 | $38.6M | 0.00% | +24,388+4.9% | Added |
| Owls Nest Partners IA, LLC | 729,025 | $54.3M | 17.60% | −117,964−13.9% | Reduced |
| Durable Capital Partners LP | 767,260 | $57.2M | 0.52% | −135,150−15.0% | Reduced |
| State Street Corp | 788,428 | $58.8M | 0.00% | +354,759+81.8% | Added |
| DF Dent & Co Inc | 1,033,662 | $77.0M | 1.13% | −45,658−4.2% | Reduced |
| Capital World Investors | 1,688,000 | $125.8M | 0.02% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 2,118,441 | $157.9M | 1.00% | −360,461−14.5% | Reduced |
| Vanguard Group Inc | 2,332,578 | $173.8M | 0.00% | +351,630+17.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,753,649 | $205.2M | 0.59% | −87,892−3.1% | Reduced |
| BlackRock Inc. | 3,456,870 | $257.6M | 0.01% | +1,887,834+120.3% | Added |
| Norges Bank | 0 | $0 | 0.00% | −260,100−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −64,122−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −64,976−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −40,700−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −39,418−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −34,038−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,772−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −11,863−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,413−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,103−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,798−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |