Capital Fund Management (CFM)
GSHD icon

Capital Fund Management (CFM)’s Goosehead Insurance GSHD Stock Holding History

Capital Fund Management (CFM)’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 		$1.52M Buy
+31,359
New +$1.29M 0.01% 1555
2023
Q1 		– Sell
-64,472
Closed -$2.21M – 1635
2022
Q4 		$2.21M Buy
64,472
+34,656
+116% +$1.3M 0.01% 904
2022
Q3 		$1.06M Buy
29,816
+10,045
+51% +$522K 0.01% 1071
2022
Q2 		$903K Buy
+19,771
New +$1.08M 0.01% 1110

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Capital Fund Management (CFM)'s GSHD Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 31,359 shares worth $1.52M. The stake represents 0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in GSHD as recently as Q4 2022.

Capital Fund Management (CFM) first reported a position in GSHD in Q2 2022 and has held it in 4 quarters since. The position peaked at $2.21M in Q4 2022. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Capital Fund Management (CFM) held 31,359 shares of Goosehead Insurance worth $1.52M as of Q2 2026.
  • Goosehead Insurance was a new Capital Fund Management (CFM) position in Q2 2026.
  • Goosehead Insurance made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1555 holding.
  • Capital Fund Management (CFM) first reported a position in Goosehead Insurance in Q2 2022 and has held it in 4 quarters since.
  • Capital Fund Management (CFM)'s Goosehead Insurance position peaked at $2.21M in Q4 2022.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.