Who owns Goosehead Insurance, Inc (GSHD)
Which tracked institutional funds hold GSHD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GSHD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GSHD is one-sided between 2025-Q4 and 2026-Q1: 23 added or opened and 105 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GSHD’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes GSHD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GSHD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 219 tracked filers holding GSHD, 117 increased or opened the position and 143 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GSHD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- VANGUARD PORTFOLIO MANAGEMENT LLC$56M
- VANGUARD CAPITAL MANAGEMENT LLC$46M
- VANGUARD FIDUCIARY TRUST CO$7M
- Corient Private Wealth LLC$1M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1M
- IRONWOOD INVESTMENT MANAGEMENT LLC$872K
Full exits 22
- VANGUARD GROUP INC$174M
- Balyasny Asset Management L.P.$58M
- 3G Capital Partners LP$17M
- Lighthouse Investment Partners, LLC$9M
- Select Equity Group, L.P.$8M
- SEGALL BRYANT & HAMILL, LLC$7M
Largest adds
- T. Rowe Price Investment Management, Inc.$31M
- JANUS HENDERSON GROUP PLC$16M
- TUDOR INVESTMENT CORP ET AL$7M
- CITIGROUP INC$5M
- WINTON GROUP Ltd$4M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$4M
Largest trims
- BlackRock, Inc.$108M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$52M
- Durable Capital Partners LP$48M
- DF DENT & CO INC$44M
- Capital World Investors$40M
- WASATCH ADVISORS LP$30M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,686,721 | $157M | 10.2% | 2026-Q1 |
| WASATCH ADVISORS LP added | 2,292,227 | $98M | 6.4% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 2,258,181 | $96M | 6.3% | 2026-Q1 |
| Capital World Investors added | 1,972,271 | $84M | 5.5% | 2026-Q1 |
| Durable Capital Partners LP | 1,562,969 | $67M | 4.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,318,981 | $56M | 3.7% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,194,998 | $51M | 3.3% | 2026-Q1 |
| STATE STREET CORP added | 1,083,152 | $46M | 3.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,071,766 | $46M | 3.0% | 2026-Q1 |
| Langdon Equity Partners added | 889,500 | $38M | 2.5% | 2026-Q1 |
| DF DENT & CO INC trimmed | 783,615 | $33M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 608,872 | $26M | 1.7% | 2026-Q1 |
| AKRE CAPITAL MANAGEMENT LLC added | 443,385 | $19M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 439,798 | $19M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 411,527 | $18M | 1.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 386,906 | $17M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 329,333 | $14M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 323,008 | $14M | 0.9% | 2026-Q1 |
| Whitebark Investors LP | 269,322 | $11M | 0.7% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 264,836 | $11M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 231,774 | $10M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 219,745 | $9M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 216,799 | $9M | 0.6% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 195,817 | $8M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 179,474 | $8M | 0.5% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 178,395 | $8M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 169,302 | $7M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 163,452 | $7M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 161,279 | $7M | 0.4% | 2026-Q1 |
| JACOBSON & SCHMITT ADVISORS, LLC added | 158,918 | $7M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 143,540 | $6M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 138,605 | $6M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 128,309 | $5M | 0.4% | 2026-Q1 |
| Man Group plc added | 126,605 | $5M | 0.4% | 2026-Q1 |
| WINTON GROUP Ltd added | 121,183 | $5M | 0.3% | 2026-Q1 |
| Ewing Morris & Co. Investment Partners Ltd. added | 101,683 | $4M | 0.3% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 90,909 | $4M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 90,152 | $4M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 89,104 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 83,240 | $4M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 73,306 | $3M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 70,327 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 67,515 | $3M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 66,670 | $3M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 64,923 | $3M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 63,986 | $3M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 60,267 | $3M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 58,970 | $3M | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 58,500 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 56,576 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 53,811 | $2M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 52,536 | $2M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 49,396 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank trimmed | 49,300 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 26,013 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 44,425 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 40,587 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 38,871 | $2M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 38,860 | $2M | 0.1% | 2026-Q1 |
| Motley Fool Asset Management LLC trimmed | 37,372 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 35,351 | $2M | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 34,432 | $1M | 0.1% | 2026-Q1 |
| Future Fund LLC added | 32,673 | $1M | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 32,673 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,366,109 | $174M | 11.4% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 791,399 | $58M | 3.8% | 2025-Q4 stale |
| Capital International Investors trimmed | 266,517 | $28M | 1.8% | 2025-Q2 stale |
| Driehaus Capital Management LLC trimmed | 186,371 | $22M | 1.4% | 2025-Q1 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 227,936 | $17M | 1.1% | 2025-Q3 stale |
| 3G Capital Partners LP added | 225,000 | $17M | 1.1% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 96,327 | $10M | 0.7% | 2025-Q2 stale |
| Lighthouse Investment Partners, LLC added | 120,303 | $9M | 0.6% | 2025-Q4 stale |
| Select Equity Group, L.P. added | 112,809 | $8M | 0.5% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 72,744 | $8M | 0.5% | 2025-Q2 stale |
| SEGALL BRYANT & HAMILL, LLC added | 101,399 | $7M | 0.5% | 2025-Q4 stale |
| TWINBEECH CAPITAL LP added | 54,713 | $6M | 0.4% | 2025-Q1 stale |
| Annex Advisory Services, LLC trimmed | 87,158 | $6M | 0.4% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 79,936 | $6M | 0.4% | 2025-Q4 stale |
| Alberta Investment Management Corp added | 40,830 | $5M | 0.3% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 61,565 | $5M | 0.3% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 36,296 | $4M | 0.2% | 2025-Q2 stale |
| Grandeur Peak Global Advisors, LLC added | 50,389 | $4M | 0.2% | 2025-Q4 stale |
| Amundi trimmed | 32,048 | $3M | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 44,193 | $3M | 0.2% | 2025-Q4 stale |
| G2 Investment Partners Management LLC trimmed | 25,400 | $3M | 0.2% | 2025-Q1 stale |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 27,658 | $3M | 0.2% | 2025-Q2 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 22,368 | $3M | 0.2% | 2025-Q1 stale |
| FJ Capital Management LLC trimmed | 21,705 | $2M | 0.1% | 2025-Q2 stale |
| Sovereign's Capital Management, LLC trimmed | 30,269 | $2M | 0.1% | 2025-Q3 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 29,172 | $2M | 0.1% | 2025-Q4 stale |
| CAXTON ASSOCIATES LLP new | 20,286 | $2M | 0.1% | 2025-Q2 stale |
| Advantage Alpha Capital Partners LP new | 28,588 | $2M | 0.1% | 2025-Q3 stale |
| NEXT CENTURY GROWTH INVESTORS LLC trimmed | 26,050 | $2M | 0.1% | 2025-Q4 stale |
| Atom Investors LP added | 17,466 | $2M | 0.1% | 2025-Q2 stale |
| State of New Jersey Common Pension Fund D added | 24,568 | $2M | 0.1% | 2025-Q3 stale |
| FIRST TRUST ADVISORS LP trimmed | 24,259 | $2M | 0.1% | 2025-Q3 stale |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 16,369 | $2M | 0.1% | 2025-Q2 stale |
| FourThought Financial Partners, LLC added | 14,744 | $2M | 0.1% | 2025-Q2 stale |
| Illinois Municipal Retirement Fund trimmed | 12,863 | $2M | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 11,799 | $1M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.