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Goosehead Insurance, Inc. hedge fund holdings

GSHDNASDAQ
$45.51-1.64 (-3.48%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

GSHD · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-36.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025106111$325M$234M260Aug 14, 2025
Q3 202588103$190M$198M248Nov 14, 2025
Q4 20259198$165M$162M250Feb 14, 2026
Q1 202694106$151M$137M211May 15, 2026
Q2 20269292$94.9M$166M219Aug 14, 2026

Quarterly action breakdown

Q2 2026
219 filers
New position
35
$21M+434K sh
Increased
57
$73.9M+1.52M sh
Reduced
65
-$143M-2.95M sh
Out / sold
27
-$23.2M-479K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
T. Rowe Price Investment Management, Inc.Reduce 49.59%-$28.7M$29.2M0.02%Aug 14, 2026
Wasatch Advisors LPReduce 17.44%-$19.4M$91.8M0.60%Jul 10, 2026
Durable Capital Partners LPAdded 17.54%+$13.3M$89.1M0.87%Aug 14, 2026
Langdon Equity PartnersReduce 19.62%-$8.46M$34.7M19.38%Aug 13, 2026
King Luther Capital Management CorpReduce 95.19%-$8.24M$416K0.00%Aug 10, 2026
Jacobson & Schmitt Advisors, LLCSell 100%-$6.78M$00.00%Jul 14, 2026
Voloridge Investment Management, LLCReduce 84.88%-$6.64M$1.18M0.01%Aug 14, 2026
Kayne Anderson Rudnick Investment Management LLCReduce 3.95%-$4.33M$105M0.33%Aug 13, 2026
Riverbridge Partners LLCReduce 40.85%-$3.88M$5.62M0.16%Jul 13, 2026
Motley Fool Wealth Management, LLCSell 100%-$3.88M$00.00%Aug 6, 2026
Thrivent Financial for LutheransAdded 334.92%+$2.7M$3.51M0.01%Aug 14, 2026
Capital World InvestorsAdded 2.80%+$2.68M$98.3M0.01%Aug 12, 2026
Quantinno Capital Management LPAdded 150.36%+$2.32M$3.87M0.00%Aug 13, 2026
Lighthouse Investment Partners, LLCNew Buy+$1.81M$1.81M0.05%Aug 14, 2026
Phocas Financial Corp.Sell 100%-$1.66M$00.00%Jul 31, 2026
Capital Fund Management S.A.New Buy+$1.52M$1.52M0.01%Aug 13, 2026
Allstate CorpNew Buy+$1.34M$1.34M0.01%Aug 13, 2026
Ewing Morris & Co. Investment Partners Ltd.Reduce 23.65%-$1.17M$3.77M1.97%Aug 14, 2026
Natixis Advisors, LLCReduce 29.01%-$913K$2.24M0.00%Aug 14, 2026
Ironwood Investment Management LLCAdded 89.65%+$888K$1.88M0.65%Aug 14, 2026
Campbell & CO Investment Adviser LLCAdded 112.95%+$794K$1.5M0.08%Aug 3, 2026
New Age Alpha Advisors, LLCReduce 80.47%-$607K$147K0.01%Aug 13, 2026
Canada Pension Plan Investment BoardNew Buy+$601K$601K0.00%Aug 14, 2026
AdvisorShares Investments LLCNew Buy+$509K$509K0.06%Aug 11, 2026
Holocene Advisors, LPNew Buy+$482K$482K0.00%Aug 14, 2026
Voleon Capital Management LPSell 100%-$450K$00.00%Aug 14, 2026
DF Dent & Co IncReduce 1.05%-$398K$37.6M0.71%Aug 14, 2026
FJ Capital Management LLCNew Buy+$384K$384K0.05%Aug 14, 2026
Public Sector Pension Investment BoardReduce 8.75%-$378K$3.94M0.01%Aug 13, 2026
OP Asset Management LtdNew Buy+$324K$324K0.00%Jul 28, 2026
Stansberry Asset Management, LLCSell 100%-$320K$00.00%Aug 14, 2026
Numerai GP LLCSell 100%-$318K$00.00%Aug 14, 2026
Keeler Thomas Management LLCNew Buy+$278K$278K0.10%Jul 30, 2026
Institute for Wealth Management, LLC.Sell 100%-$224K$00.00%Jul 28, 2026
State of Alaska, Department of RevenueReduce 33.85%-$223K$435K0.00%Jul 20, 2026
Motley Fool Asset Management LLCReduce 11.17%-$203K$1.61M0.06%Aug 6, 2026
Freestone Grove Partners LPAdded 18.37%+$184K$1.18M0.01%Aug 14, 2026
Daiwa Securities Group Inc.Reduce 9.08%-$131K$1.31M0.00%Jul 31, 2026
Owls Nest Partners IA, LLCReduce 95.59%-$105K$4.85K0.00%Aug 13, 2026
&PartnersReduce 23.44%-$81.2K$265K0.00%Aug 14, 2026
B. Metzler seel. Sohn & Co. AGAdded 8.00%+$67.3K$909K0.01%Aug 11, 2026
CANADA LIFE ASSURANCE CoReduce 6.20%-$65.1K$986K0.00%Aug 13, 2026
Baird Financial Group, Inc.Added 15.57%+$49.3K$366K0.00%Aug 12, 2026
Atria Investments, IncReduce 7.64%-$35.8K$433K0.00%Jul 28, 2026
Handelsbanken Fonder ABAdded 12.07%+$33.9K$315K0.00%Jul 10, 2026
Versant Capital Management, IncAdded 471.85%+$30.9K$37.4K0.00%Jul 2, 2026
Cullen/Frost Bankers, Inc.Sell 100%-$30.5K$00.00%Jul 27, 2026
Blair William & CoReduce 10.04%-$26.6K$238K0.00%Aug 11, 2026
MassMutual Private Wealth & Trust, FSBAdded 484.09%+$20.7K$24.9K0.00%Jul 2, 2026
Oppenheimer Asset Management Inc.Reduce 1.41%-$18.8K$1.31M0.01%Aug 3, 2026
Pinnacle Wealth Planning Services, Inc.Added 59.17%+$16.6K$44.6K0.00%Aug 7, 2026
Verdence Capital Advisors LLCReduce 2.46%-$16.4K$653K0.03%Jul 29, 2026
Oregon Public Employees Retirement FundReduce 5.24%-$14.6K$263K0.00%Jul 29, 2026
Bessemer Group IncAdded 117.48%+$14K$26K0.00%Aug 12, 2026
Yousif Capital Management, LLCReduce 3.95%-$12.7K$308K0.00%Jul 16, 2026
Gotham Asset Management, LLCAdded 3.54%+$12.4K$362K0.00%Aug 14, 2026
UMB Bank, n.a.Added 83.79%+$10.3K$22.6K0.00%Aug 13, 2026
Aster Capital Management (DIFC) LtdAdded 231.03%+$9.75K$14K0.00%Aug 14, 2026
Wolff Wiese Magana LLCReduce 24.55%-$7.28K$22.4K0.01%Jul 13, 2026
Silver Grove Financial Group, Inc.New Buy+$6.26K$6.26K0.00%Aug 13, 2026
Salomon & Ludwin, LLCAdded 200.00%+$5.47K$8.2K0.00%Aug 7, 2026
Huntington National BankNew Buy+$3.78K$3.78K0.00%Aug 13, 2026
Zions Bancorporation, National AssociationAdded 300.00%+$3.2K$4.27K0.00%Jul 31, 2026
Buck Wealth Strategies, LLCNew Buy+$3.15K$3.15K0.00%Jul 30, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 14.46%-$2.86K$16.9K0.00%Aug 13, 2026
1620 Investment Advisors, Inc.Reduce 19.19%-$2.52K$10.6K0.01%Jul 14, 2026
West Paces Advisors Inc.New Buy+$2.43K$2.43K0.00%Jul 20, 2026
JNBA Financial AdvisorsSell 100%-$1.49K$00.00%Jul 23, 2026
Fulcrum Asset Management LLPNew Buy+$1.44K$1.44K0.00%Aug 18, 2026
Stone House Investment Management, LLCAdded 2200.00%+$1.07K$1.12K0.00%Aug 5, 2026
Avion WealthNew Buy+$1K$1K0.00%Jul 31, 2026
Bare Financial Services, IncReduce 43.18%-$922$1.21K0.00%Jul 27, 2026
Signature Equity Partners, LLCSell 100%-$720$00.00%Jul 30, 2026
Missouri Trust & Investment CoSell 100%-$512$00.00%Aug 13, 2026
Quarry LPNew Buy+$485$4850.00%Aug 14, 2026
JFS Wealth Advisors, LLCSell 100%-$128$00.00%Jul 10, 2026
Keating Financial Advisory Services, Inc.Reduce 3.92%-$97$2.38K0.00%Aug 11, 2026
Davis Capital ManagementNew Buy+$49$490.00%Jul 16, 2026
Cedar Mountain Advisors, LLCSell 100%-$43$00.00%Jul 2, 2026

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