G2 Investment Partners Management’s Goosehead Insurance GSHD Stock Holding History

G2 Investment Partners 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 Q2	–	Sell	-25,400	Closed	-$3M	–	67
2025 Q1	$3M	Buy	+25,400	New	+$2.85M	0.98%	31
2024 Q1	–	Sell	-30,131	Closed	-$2.28M	–	86
2023 Q4	$2.28M	Buy	+30,131	New	+$2.18M	0.67%	48
2023 Q3	–	Sell	-11,863	Closed	-$746K	–	93
2023 Q2	$746K	Buy	+11,863	New	+$682K	0.18%	71
2021 Q2	–	Sell	-47,500	Closed	-$5.09M	–	86
2021 Q1	$5.09M	Sell	47,500 -18,500	-28%	-$2.5M	0.81%	44
2020 Q4	$8.23M	Sell	66,000 -50,094	-43%	-$5.73M	1.51%	29
2020 Q3	$10.1M	Buy	116,094 +20,594	+22%	+$1.88M	2.42%	12
2020 Q2	$7.18M	Buy	+95,500	New	+$5.53M	1.7%	22
2019 Q4	–	Sell	-5,578	Closed	-$275K	–	86
2019 Q3	$275K	Buy	+5,578	New	+$256K	0.08%	72

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

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

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

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

DDC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCP

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

G2 Investment Partners Management's GSHD Position: Q2 2025 in Review

G2 Investment Partners Management sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 25,400 shares — an estimated $3M sold.

G2 Investment Partners Management first reported a position in GSHD in Q3 2019 and held it in 8 quarters. The position peaked at $10.1M in Q3 2020. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

G2 Investment Partners Management reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
G2 Investment Partners Management sold 25,400 Goosehead Insurance shares in Q2 2025, an estimated $3M.
G2 Investment Partners Management first reported a position in Goosehead Insurance in Q3 2019 and held it in 8 quarters.
G2 Investment Partners Management's Goosehead Insurance position peaked at $10.1M in Q3 2020.
276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on G2 Investment Partners Management's 13F filing for Q2 2025, filed 14 Aug 2025.