Goosehead Insurance Inc -a (GSHD) Smart Money Holdings (13F, Q2 2026)

GSHD ranks #2644 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

GSHD is a top-conviction position for Langdon Equity Partners — at 19.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in GSHD belongs to BlackRock, Inc., but the position matters far more to Langdon Equity Partners, who has 19.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Citigroup Inc has added to its GSHD position for two straight quarters, increasing it by $7.4M to reach $7.8M today.

T. Rowe Price has trimmed its GSHD position for two straight quarters, cutting it by $118.2M while still holding $29.2M.

GSHD is down 3.7% today, but institutions show net buying of $15.3M this quarter — a divergence between today's price move and the underlying institutional flow.

GSHD posted net income of $35.3M over the trailing twelve months, and currently trades at a P/E of 74.1.

• Profitable — net income of $35.3M over the trailing twelve months
• Revenue grew 17.7% year over year
• Net income improved year over year, from $29.9M to $35.3M
• Generated $91.8M in positive operating cash flow
• Current ratio of 1.60x — enough short-term assets to cover short-term liabilities
• Total liabilities currently exceed total assets (negative shareholder equity)