Skip to content
Esta página está disponible en españolCambiar →
GestorLensSign up

Goosehead Insurance (GSHD): which funds own it

Financials →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow GSHD for free
Share

Sections with a free account

3 concentrated managers hold it; combined they have held more shares for 3 quarters in a row (1 added, 1 trimmed). Its median weight in those portfolios is 0.4%. 5 officers or directors bought in 6 months.

Who owns Goosehead Insurance?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Mark E. Jones (13D/A filed Aug 24, 2026), Durable Capital Partners (13G/A filed Aug 7, 2026), Wasatch Advisors (13G/A filed Oct 7, 2026), Kayne Anderson Rudnick Investment Management (13G/A filed Aug 13, 2026) and Capital World Investors (13G/A filed May 14, 2026). Kebodeaux Adrienne, Jones Serena and Langston Patrick Ryan are listed on their Form 4 filings as owners of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were BlackRock (3.7 million shares), Kayne Anderson Rudnick Investment Management (2.2 million shares) and Capital World Investors (2.0 million shares).

Which institutions hold the most Goosehead Insurance shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. BlackRock: 3.7 million shares
  2. 2. Kayne Anderson Rudnick Investment Management: 2.2 million shares
  3. 3. Capital World Investors: 2.0 million shares
  4. 4. Wasatch Advisors: 1.9 million shares
  5. 5. Durable Capital Partners: 1.8 million shares
  6. 6. Vanguard Portfolio Management: 1.3 million shares
  7. 7. Vanguard Capital Management: 1.0 million shares
  8. 8. State Street: 919,003 shares
  9. 9. DF Dent: 775,412 shares
  10. 10. Langdon Equity Partners: 715,000 shares

Sources:13D/A by Mark E. Jones (Aug 24, 2026) ↗13G/A by Durable Capital Partners (Aug 7, 2026) ↗13G/A by Wasatch Advisors (Oct 7, 2026) ↗13G/A by Kayne Anderson Rudnick Investment Management (Aug 13, 2026) ↗13G/A by Capital World Investors (May 14, 2026) ↗All of the company's proxy statements on EDGAR ↗

With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Goosehead Insurance revenue

Goosehead Insurance reported annual revenue of $365.3 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Well-known investors holding it

Chuck Akre 13F (Q2 2026)

Concentrated managers
3
All 13F: 229
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$48.5
+13.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (3 → 3): 0 opened · 0 exited = 0

Net flow in the quarter: +$13.2M (+272 K shares) · bought $13.3M and sold $105KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Accumulation: combined they have held more shares for 3 quarters in a row (1 added, 1 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of GSHD (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.

Profitability
Operating margin
23.3%
Net margin
8.8%
ROE
—
Growth
Revenue (TTM)
$402M
Revenue growth
17.7%
Net income (TTM)
$35.3M
Balance sheet
Net debt / EBITDA
2.8x
Free cash flow (TTM)
$79.7M
Quality vs sector
47/100

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Shares outstanding: buybacks and dilution

Diluted shares by fiscal year (split-adjusted)

2025: 38.1 M

38.4 M0
20182025
1 year
−0.5%
3 years
+75.0%
5 years
+107.3%
Buybacks (FY 2025)
$81.7M
Share issuance
no data
Stock-based compensation
$23.4M6.4% of revenue
Dividends paid
$146M

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
2.44
Interest coverage (operating income ÷ interest)
3.1 timesfiscal 2025
Debt due within 12 months
$3.0M0.13 times cash and investments
Debt maturities by year (note as of Jun 30, 2026)
  • Year 1$3.0M
  • Year 2$3.0M
  • Year 3$3.0M
  • Year 4$29.0M
  • Year 5—
  • Later—

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
5
Amount (6 m)
$766K
CEO/CFO bought (12 m)
Yes

10% owners who bought (6 m): 2 · $18.5M

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Jul 22, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Goosehead Insurance, Inc. Announces Second Quarter 2026 Results»

  • Apr 22, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Goosehead Insurance, Inc. Announces First Quarter 2026 Results»

  • Apr 8, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Mar 31, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Goosehead Insurance, Inc. Announces Appointment of Martin Thornthwaite as General Counsel and Corporate Secretary»

  • Feb 17, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Goosehead Insurance, Inc. Announces Fourth Quarter»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Financials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Financials →

Follow GSHD for free

If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

Follow GSHD