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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, Q1 2024

Institutional positions in Goosehead Insurance, Inc. as of Mar 31, 2024. 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
233
−17 vs. Q4 2023
Shares held
26.1M
+830.4K (+3.3%) vs. Q4 2023
Total value
$1.74B
−$163.6M (−8.6%) vs. Q4 2023
New holders
33
80 more added
Sold out
50
87 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 233 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 heldQ1 2024: $1.74B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q4 2023.

Institutions holding GSHD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Motley Fool Asset Management LLC134,537$8.96M0.58%+29,392+28.0%Added
King Luther Capital Management Corp135,006$8.99M0.04%+8,311+6.6%Added
Wells Fargo & Company143,522$9.56M0.00%−831−0.6%Reduced
Principal Financial Group Inc144,929$9.66M0.01%+18,112+14.3%Added
Bank of New York Mellon Corp166,377$11.1M0.00%−11,254−6.3%Reduced
Ashford Capital Management Inc180,590$12.0M1.63%−21,845−10.8%Reduced
Millennium Management LLC185,367$12.3M0.01%+170,247+1,126.0%Added
Morgan Stanley187,962$12.5M0.00%−23,450−11.1%Reduced
Charles Schwab Investment Management Inc195,030$13.0M0.00%+4,480+2.4%Added
Durable Capital Partners LP199,058$13.3M0.10%−95,855−32.5%Reduced
Alyeska Investment Group, L.P.221,649$14.8M0.09%+221,649New
Northern Trust Corp242,834$16.2M0.00%−6,144−2.5%Reduced
Akre Capital Management LLCSuperinvestorAkre Capital Management243,672$16.2M0.13%00.0%Unchanged
Nuveen Asset Management, LLC255,091$17.0M0.01%−138,178−35.1%Reduced
Capital International Investors264,132$17.6M0.00%+180+0.1%Added
American Century Companies Inc310,102$20.7M0.01%+85,271+37.9%Added
Dimensional Fund Advisors LP342,070$22.8M0.01%+33,980+11.0%Added
Riverbridge Partners LLC369,225$24.6M0.30%−11,516−3.0%Reduced
3G Capital Partners LP375,000$25.0M10.49%+125,000+50.0%Added
Goldman Sachs Group Inc389,097$25.9M0.01%+94,120+31.9%Added
Balyasny Asset Management LLC401,520$26.7M0.07%+91,184+29.4%Added
Wildcat Capital Management, LLC516,008$34.4M12.48%00.0%Unchanged
T. Rowe Price Investment Management, Inc.569,545$37.9M0.02%+569,545New
Geode Capital Management, LLC583,721$38.9M0.00%+34,048+6.2%Added
Loomis Sayles & Co L P625,307$41.7M0.06%+25,390+4.2%Added
Owls Nest Partners IA, LLC638,725$42.6M11.27%−4,165−0.6%Reduced
State Street Corp837,470$55.8M0.00%+17,837+2.2%Added
DF Dent & Co Inc1,367,788$91.1M1.11%+380,213+38.5%Added
Capital World Investors1,688,000$112.5M0.02%00.0%Unchanged
Wasatch Advisors Inc2,101,847$140.0M0.73%+308,312+17.2%Added
Vanguard Group Inc2,416,115$161.0M0.00%+46,861+2.0%Added
Kayne Anderson Rudnick Investment Management LLC2,548,948$169.8M0.39%−129,293−4.8%Reduced
BlackRock Inc.3,558,962$237.1M0.01%−23,368−0.7%Reduced
Driehaus Capital Management LLC0$00.00%−223,447−100.0%Sold out
William Blair Investment Management, LLC0$00.00%−174,811−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−45,352−100.0%Sold out
G2 Investment Partners Management LLC0$00.00%−30,131−100.0%Sold out
Navellier & Associates Inc0$00.00%−29,106−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−25,041−100.0%Sold out
Norges Bank0$00.00%−21,600−100.0%Sold out
EFG Asset Management (North America) Corp.0$00.00%−17,838−100.0%Sold out
Pier 88 Investment Partners LLC0$00.00%−16,275−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−15,915−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−14,933−100.0%Sold out
Two Sigma Investments, LP0$00.00%−14,700−100.0%Sold out
Panagora Asset Management Inc0$00.00%−14,603−100.0%Sold out
Calamos Advisors LLC0$00.00%−13,879−100.0%Sold out
Wakefield Asset Management LLLP0$00.00%−13,730−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−13,072−100.0%Sold out
Advisory Research Inc0$00.00%−12,898−100.0%Sold out
Federated Hermes, Inc.0$00.00%−9,527−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−8,481−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−7,524−100.0%Sold out
Quantbot Technologies LP0$00.00%−7,480−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−7,460−100.0%Sold out
Jump Financial, LLC0$00.00%−6,057−100.0%Sold out
Squarepoint Ops LLC0$00.00%−5,738−100.0%Sold out
Penserra Capital Management LLC0$00.00%−5,635−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−5,533−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−5,300−100.0%Sold out
Fred Alger Management, LLC0$00.00%−4,996−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−4,853−100.0%Sold out
Lazard Asset Management LLC0$00.00%−4,476−100.0%Sold out
Axq Capital, LP0$00.00%−4,096−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−3,902−100.0%Sold out
Versor Investments LP0$00.00%−3,612−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,590−100.0%Sold out
MML Investors Services, LLC0$00.00%−3,500−100.0%Sold out
Centiva Capital, LP0$00.00%−3,080−100.0%Sold out
Clare Market Investments LLC0$00.00%−3,000−100.0%Sold out
Aigen Investment Management, LP0$00.00%−2,857−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−2,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,512−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−327−100.0%Sold out
LM Advisors LLC0$00.00%−189−100.0%Sold out
West Paces Advisors Inc.0$00.00%−73−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−70−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−63−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−38−100.0%Sold out
Gradient Investments LLC0$00.00%−16−100.0%Sold out
Valley National Advisers Inc0$00.00%−15−100.0%Sold out
Glassman Wealth Services0$00.00%−3−100.0%Sold out
Toronto Dominion Bank0$00.00%−2−100.0%Sold out
Coppell Advisory Solutions LLC––––Not filed