GSHD
Goosehead Insurance, Inc · Financial Services · Insurance - Brokers
Momentum inputs (comparable managers):
holder breadth +10.7% ·
share flow +3.9% ·
net new positions +9.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +8 | 16.07M | $779.43M | +12 | −4 |
| Q1 2026 | 78 | -10 | 15.90M | $679.24M | +3 | −13 |
| Q4 2025 | 88 | +5 | 16.92M | $1.25B | +5 | — |
| Q3 2025 | 14 | -3 | 10.81M | $804.64M | +1 | −4 |
| Q2 2025 | 14 | -2 | 10.13M | $1.07B | — | −2 |
| Q1 2025 | 13 | +2 | 4.21M | $496.84M | +2 | — |
| Q4 2024 | 11 | +2 | 3.80M | $407.46M | +2 | — |
| Q3 2024 | 8 | -1 | 2.56M | $229.03M | +1 | −2 |
| Q2 2024 | 9 | — | 2.51M | $144.06M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.66M | -0.8% | $177.33M | 0.0% | ▼ Trim | 5 | SEC ↗ ×14 |
| 2 | Kayne Anderson Rudnick Investment… | 2.17M | -4.0% | $105.19M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Capital World Investors ✦ | 2.03M | +2.8% | $98.34M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.00M | -6.5% | $48.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 919.00K | -15.2% | $44.57M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 635.11K | +4.3% | $30.81M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Arrowstreet Capital ✦ | 557.99K | New | $27.06M | 0.0% | New | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 507.58K | +15.4% | $24.62M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 438.29K | +35.7% | $21.26M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 10 | Bank Of America Corp /De/ | 426.00K | +29.4% | $20.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Marshall Wace ✦ | 330.42K | +528.9% | $16.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 234.87K | +1.3% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 13 | Dimensional Fund Advisors Lp | 225.94K | -45.1% | $10.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 14 | Principal Financial Group Inc | 221.31K | +0.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Charles Schwab Investment… | 202.67K | -6.5% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 173.94K | -3.1% | $8.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Citigroup Inc | 161.47K | +25.9% | $7.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Bank of New York Mellon Corp | 134.95K | -2.6% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 19 | Sei Investments Co | 119.26K | -27.0% | $5.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Tudor Investment Corp Et Al | 117.74K | -55.5% | $5.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 96.47K | +7.0% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | AQR Capital Management ✦ | 87.98K | +416.7% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 23 | Quantinno Capital Management LP | 79.81K | +150.4% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Point72 Asset Management ✦ | 77.58K | New | $3.76M | 0.0% | New | 1 | SEC ↗ |
| 25 | Nuveen, LLC | 77.40K | +31.2% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Envestnet Asset Management Inc | 72.27K | -13.2% | $3.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | State Of Wisconsin Investment Board | 64.28K | -8.6% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 63.27K | New | $3.07M | 0.0% | New | 1 | SEC ↗ ×4 |
| 29 | Millennium Management ✦ | 60.44K | -57.9% | $2.93M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 30 | Royal Bank Of Canada | 59.63K | -18.6% | $2.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 31 | Stifel Financial Corp | 59.37K | +10.3% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Legal & General Group Plc | 57.04K | -5.4% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Corient Private Wealth LP | 56.79K | +123.1% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Rhumbline Advisers | 56.38K | -16.5% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 53.70K | -16.1% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 48.61K | +9.4% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 37 | JPMorgan Chase ✦ | 46.78K | -17.3% | $2.29M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 38 | Swiss National Bank | 45.10K | -8.5% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Invesco Ltd. | 42.04K | +22.1% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Ameriprise Financial Inc | 40.01K | -1.4% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | Raymond James Financial Inc | 38.76K | -0.3% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | T. Rowe Price ✦ | 37.89K | +21.0% | $1.84M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 34.78K | +211.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 30.03K | +47.3% | $1.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Balyasny Asset Management L.P. | 29.60K | New | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 46 | Daiwa Securities Group Inc. | 27.03K | -9.1% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Deutsche Bank Ag\ | 26.39K | +18.8% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Healthcare Of Ontario Pension Plan… | 25.20K | 0.0% | $1.22M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Prudential Financial Inc | 24.58K | -3.5% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Creative Planning | 24.23K | +127.9% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Barclays Plc | 23.52K | +328.4% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | Alliancebernstein L.P. | 26.01K | 0.0% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 20.05K | +66.1% | $972,579 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Bnp Paribas Financial Markets | 19.89K | -37.7% | $964,859 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | D. E. Shaw & Co. ✦ | 18.31K | -62.9% | $887,842 | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 56 | Man Group plc | 12.96K | -89.8% | $628,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Canada Pension Plan Investment Board | 12.40K | New | $601,400 | 0.0% | New | 1 | SEC ↗ |
| 58 | Mariner, LLC | 12.01K | New | $582,464 | 0.0% | New | 1 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 10.85K | +9.0% | $526,371 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.78K | -3.1% | $522,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Holocene Advisors, LP | 9.94K | New | $482,284 | 0.0% | New | 1 | SEC ↗ |
| 62 | New York State Common Retirement… | 8.28K | -45.1% | $401,677 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Baird Financial Group, Inc. | 7.54K | +15.6% | $365,739 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 64 | Gotham Asset Management ✦ | 7.46K | +3.5% | $362,004 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Fifth Third Bancorp | 6.75K | -13.4% | $327,195 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Squarepoint Ops LLC | 6.36K | -75.3% | $308,557 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Us Bancorp \De\ | 6.12K | -10.8% | $296,869 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | State Board Of Administration Of… | 6.07K | 0.0% | $294,250 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Zurcher Kantonalbank (Zurich… | 5.73K | 0.0% | $277,760 | 0.0% | Held | 3 | SEC ↗ |
| 70 | LPL Financial LLC | 5.56K | -5.6% | $269,854 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 5.27K | New | $255,692 | 0.0% | New | 1 | SEC ↗ |
| 72 | Blair William & Co/Il | 4.91K | -10.0% | $238,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 4.44K | 0.0% | $224,866 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Voya Investment Management Llc | 4.51K | New | $218,638 | 0.0% | New | 1 | SEC ↗ |
| 75 | Simplex Trading, Llc | 3.69K | New | $178,771 | 0.0% | New | 1 | SEC ↗ |
| 76 | ProShare Advisors LLC | 3.34K | New | $162,040 | 0.0% | New | 1 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 2.47K | +25.6% | $119,762 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 78 | Pnc Financial Services Group, Inc. | 2.26K | +75.7% | $109,611 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 79 | Rockefeller Capital Management L.P. | 868 | -5.0% | $42,142 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 80 | Osaic Holdings, Inc. | 799 | +28.2% | $38,751 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 81 | BNP Paribas Asset Management… | 349 | -14.5% | $16,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Northwestern Mutual Wealth… | 237 | +383.7% | $11,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Optiver Holding B.V. | 125 | New | $6,062 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $27.06M | 0.0% |
| Point72 Asset Management | $3.76M | 0.0% |
| Bank Of Montreal /Can/ | $3.07M | 0.0% |
| Balyasny Asset Management L.P. | $1.44M | 0.0% |
| Canada Pension Plan… | $601,400 | 0.0% |
| Mariner, LLC | $582,464 | 0.0% |
| Holocene Advisors, LP | $482,284 | 0.0% |
| Mercer Global Advisors Inc… | $255,692 | 0.0% |
| Voya Investment Management Llc | $218,638 | 0.0% |
| Simplex Trading, Llc | $178,771 | 0.0% |
| ProShare Advisors LLC | $162,040 | 0.0% |
| Optiver Holding B.V. | $6,062 | 0.0% |
Exited
| Td Asset Management Inc | $854,565 | was 0.0% |
| Hsbc Holdings Plc | $391,721 | was 0.0% |
| Two Sigma Investments | $285,907 | was 0.0% |
| Neuberger Berman Group LLC | $254,851 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 218 holders, 26.79M shares, $1.08B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
10% owner · 150.00K sh @ 47.32 · $7.10M
Open-market sales (S)
10% owner · 7.00K sh · $490,000
10% owner · 1.11K sh · $77,346
10% owner · 5.00K sh · $350,000
10% owner · 3.89K sh · $267,644
10% owner · 1.11K sh · $77,346
10% owner · 5.00K sh · $350,000
10% owner · 3.89K sh · $267,644
10% owner · 4.88K sh · $330,086
10% owner · 4.88K sh · $330,086
10% owner · 125 sh · $8,438
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
34.2% of class · View original SEC filing ↗