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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Aquatic Capital Management's GSHD Position: Q4 2025 in Review

Aquatic Capital Management sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 11,388 shares — an estimated $847K sold.

Aquatic Capital Management first reported a position in GSHD in Q2 2022 and held it in 7 quarters. The position peaked at $3.27M in Q1 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

Aquatic Capital Management reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
Aquatic Capital Management sold 11,388 Goosehead Insurance shares in Q4 2025, an estimated $847K.
Aquatic Capital Management first reported a position in Goosehead Insurance in Q2 2022 and held it in 7 quarters.
Aquatic Capital Management's Goosehead Insurance position peaked at $3.27M in Q1 2025.
265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.