Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Goosehead Insurance GSHD Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 Q1	$1.08M	Buy	+25,200	New	+$1.41M	﹤0.01%	1138
2025 Q3	–	Sell	-9,800	Closed	-$1.03M	–	1233
2025 Q2	$1.03M	Buy	+9,800	New	+$1.04M	﹤0.01%	793
2023 Q3	–	Sell	-64,976	Closed	-$4.09M	–	1113
2023 Q2	$4.09M	Sell	64,976 -5,224	-7%	-$300K	0.02%	429
2023 Q1	$3.66M	Sell	70,200 -132,800	-65%	-$5.76M	0.02%	435
2022 Q4	$6.97M	Buy	+203,000	New	+$7.6M	0.03%	354
2022 Q2	–	Sell	-224	Closed	-$18K	–	1676
2022 Q1	$18K	Hold	224	–	–	﹤0.01%	1574
2021 Q4	$29K	Hold	224	–	–	﹤0.01%	1557
2021 Q3	$34K	Sell	224 -66	-23%	-$8.9K	﹤0.01%	1557
2021 Q2	$37K	Sell	290 -802	-73%	-$81.7K	﹤0.01%	1671
2021 Q1	$117K	Sell	1,092 -133	-11%	-$18K	﹤0.01%	1276
2020 Q4	$153K	Buy	1,225 +1,014	+481%	+$116K	﹤0.01%	1212
2020 Q3	$18K	Buy	+211	New	+$19.2K	﹤0.01%	968

Other funds holding GSHD

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

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

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

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

DCP

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LEP

Langdon Equity Partners Toronto $179M AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's GSHD Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Goosehead Insurance (GSHD) in Q1 2026: 25,200 shares worth $1.08M. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in GSHD as recently as Q2 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in GSHD in Q3 2020 and has held it in 12 quarters since. The position peaked at $6.97M in Q4 2022. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 25,200 shares of Goosehead Insurance worth $1.08M as of Q1 2026.
Goosehead Insurance was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q1 2026.
Goosehead Insurance made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #1138 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Goosehead Insurance in Q3 2020 and has held it in 12 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Goosehead Insurance position peaked at $6.97M in Q4 2022.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.