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Security record · archived quarter

GSHD

Goosehead Insurance, Inc · Financial Services · Insurance - Brokers

72.33 -0.9% mkt cap $2.70B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
13Tracked holders
+2Δ holders
4.21MShares held
$496.84MReported value
+2New positions
−0Exits
Strongly Rising Conviction score 70/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +18.2% · share flow +10.7% · net new positions +15.4%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Capital World Investors 1.69M 0.0% $199.29M 0.0% Held 4 SEC ↗
2 State Street Global Advisors (passive) 1.01M -4.1% $119.62M 0.0% ▼ Trim 2 SEC ↗
3 Geode Capital Management (passive) 562.25K +2.3% $66.39M 0.0% ▲ Add 4 SEC ↗
4 Geode Capital Management (passive) 562.25K +2.3% $66.39M 0.0% ▲ Add 4 SEC ↗
5 D. E. Shaw & Co. 333.78K +63.6% $39.41M 0.1% ▲ Add 4 SEC ↗
6 D. E. Shaw & Co. 333.78K +63.6% $39.41M 0.1% ▲ Add 4 SEC ↗
7 Marshall Wace 219.89K +307.5% $25.96M 0.0% ▲ Add 4 SEC ↗
8 Marshall Wace 219.89K +307.5% $25.96M 0.0% ▲ Add 4 SEC ↗
9 Arrowstreet Capital 185.30K +69.0% $21.88M 0.0% ▲ Add 3 SEC ↗
10 Millennium Management 102.41K -2.5% $12.09M 0.0% ▼ Trim 4 SEC ↗
11 Renaissance Technologies 54.00K New $6.38M 0.0% New 1 SEC ↗
12 Two Sigma Investments 16.42K +3.9% $1.94M 0.0% ▲ Add 4 SEC ↗
13 T. Rowe Price 12.09K +29.3% $1.43M 0.0% ▲ Add 4 SEC ↗
14 Point72 Asset Management 11.48K +85.2% $1.36M 0.0% ▲ Add 2 SEC ↗
15 Citadel Advisors 5.12K New $603,995 0.0% New 1 SEC ↗
16 Citadel Advisors 5.12K New $603,995 0.0% New 1 SEC ↗
17 AQR Capital Management 4.33K +85.7% $511,443 0.0% ▲ Add 2 SEC ↗
18 AQR Capital Management 4.33K +85.7% $511,443 0.0% ▲ Add 2 SEC ↗
19 AQR Capital Management 4.33K +85.7% $511,443 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Renaissance Technologies $6.38M 0.0%
Citadel Advisors $603,995 0.0%
Citadel Advisors $603,995 0.0%

Exited

No tracked exits this quarter.

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 20 KEBODEAUX ADRIENNE

10% owner · 7.00K sh · $490,000

Aug 20 Jones Serena

10% owner · 5.00K sh · $350,000

Aug 20 Jones Serena

10% owner · 3.89K sh · $267,644

Aug 20 Jones Serena

10% owner · 1.11K sh · $77,346

Aug 20 Jones Serena

10% owner · 3.89K sh · $267,644

Aug 20 Jones Serena

10% owner · 1.11K sh · $77,346

Aug 20 Jones Serena

10% owner · 5.00K sh · $350,000

Aug 19 Jones Serena

10% owner · 4.88K sh · $330,086

Aug 19 Jones Serena

10% owner · 4.88K sh · $330,086

Aug 13 Jones Serena

10% owner · 125 sh · $8,438

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 24 SC 13D/A — Jones Mark Evan

34.2% of class · View original SEC filing ↗

Aug 14 SC 13G/A — T. Rowe Price Investment Management…

View original SEC filing ↗

Aug 13 SC 13G/A — KAYNE ANDERSON RUDNICK INVESTMENT…

View original SEC filing ↗

Aug 07 SC 13G/A — Durable Capital Partners LP

View original SEC filing ↗

Jul 31 SC 13G/A — VANGUARD CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Jul 15 SC 13G/A — WASATCH ADVISORS LP

View original SEC filing ↗

Jun 04 SC 13G/A — KAYNE ANDERSON RUDNICK INVESTMENT…

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API