Aquatic Capital Management’s Goosehead Insurance GSHD Stock Holding History

Aquatic Capital Management’s Portfolio GSHD Stock Details GSHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Buy	+7,644	New	+$315K	0.01%	874
2025 Q4	–	Sell	-11,388	Closed	-$847K	–	1536
2025 Q3	$847K	Buy	+11,388	New	+$1M	0.02%	724
2025 Q2	–	Sell	-27,689	Closed	-$3.27M	–	1358
2025 Q1	$3.27M	Buy	+27,689	New	+$3.11M	0.08%	300
2024 Q2	–	Sell	-500	Closed	-$33.3K	–	1374
2024 Q1	$33.3K	Buy	+500	New	+$38.2K	﹤0.01%	1064
2023 Q3	–	Sell	-1,000	Closed	-$63K	–	1404
2023 Q2	$63K	Sell	1,000 -1,000	-50%	-$57.5K	﹤0.01%	946
2023 Q1	$104K	Buy	2,000 +1,000	+100%	+$43.4K	0.01%	737
2022 Q4	$34K	Buy	+1,000	New	+$37.5K	﹤0.01%	1085
2022 Q3	–	Sell	-100	Closed	-$5K	–	1326
2022 Q2	$5K	Buy	+100	New	+$5.46K	﹤0.01%	1042

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

LEP

Langdon Equity Partners Toronto $179M AUM

Aquatic Capital Management's GSHD Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 7,644 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in GSHD as recently as Q3 2025.

Aquatic Capital Management first reported a position in GSHD in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.27M in Q1 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Aquatic Capital Management held 7,644 shares of Goosehead Insurance worth $371K as of Q2 2026.
Goosehead Insurance was a new Aquatic Capital Management position in Q2 2026.
Goosehead Insurance made up 0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #874 holding.
Aquatic Capital Management first reported a position in Goosehead Insurance in Q2 2022 and has held it in 8 quarters since.
Aquatic Capital Management's Goosehead Insurance position peaked at $3.27M in Q1 2025.
230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.