GSHD

Goosehead Insurance INC -a

-$863.9M

Net Activity

Institutions Holding

219

Popularity Rank

#2666

Avg Weight

0.22%

Total Value

$1.1B

Ownership Trend

219 institutions currently hold GSHD, with 110 net buyers and 136 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

136

Net Buying Institutions

110

Key Holders

View all 219 holding institutions

Quarterly Activity

Recent Activity

+$753.8M

Total Buy Value

$645.6M

Total Sell Value

New buy20
Trim71
Add90
Sold out65

110

Net Buyers

136

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-15
Reporting PersonTypeFiling Date% of Class
Wasatch Advisors LP13G/A2026-07-158.0%

View all Schedule 13D/13G filings

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-14
2026-07-14

Goosehead Insurance entered into a new stockholders agreement on July 8, 2026, to settle a 2023 shareholder lawsuit. The agreement gives Pre-IPO Holders with at least 10% ownership veto power over major corporate actions, including mergers, large asset transactions, equity issuances over $50 million, and executive compensation. These holders can also nominate a majority of the board. The Delaware court approved the settlement.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding GOOSEHEAD INSURANCE INC -A (GSHD)?
Major stakeholders currently include BlackRock, Inc. ($157.3M), Wasatch Advisors LP ($97.8M), Kayne Anderson Rudnick Investment Management LLC ($96.3M). Based on the latest 13F filings, there are a total of 219 tracked investment funds and institutions maintaining positions in GSHD.
What is the overall institutional sentiment toward GSHD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $863.9M, driven by 110 managers accumulating shares while 136 reduced their exposure.
Which institutions have been selling or reducing their GSHD positions?
In the latest period, 71 funds trimmed their holdings, and 65 managers completely exited their positions. The aggregate reported sell value was $645.6M.
Are there any notable investors adding GSHD to their portfolios?
Yes, buying activity remains notable. 20 institutions opened new positions in {ticker}, and 90 existing holders added to their shares. The total reported buy value for the quarter amounted to $753.8M.

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