Holocene Advisors’s Goosehead Insurance GSHD Stock Holding History

Holocene Advisors’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	$482K	Buy	+9,944	New	+$410K	﹤0.01%	742
2024 Q3	–	Sell	-10,113	Closed	-$581K	–	778
2024 Q2	$581K	Buy	+10,113	New	+$607K	﹤0.01%	634
2022 Q4	–	Sell	-18,093	Closed	-$645K	–	775
2022 Q3	$645K	Sell	18,093 -32,301	-64%	-$1.68M	﹤0.01%	683
2022 Q2	$2.3M	Buy	50,394 +45,390	+907%	+$2.48M	0.01%	498
2022 Q1	$393K	Buy	+5,004	New	+$444K	﹤0.01%	781

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 $3.37T AUM 44.26% 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

Holocene Advisors's GSHD Position: Q2 2026 in Review

Holocene Advisors opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 9,944 shares worth $482K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in GSHD as recently as Q2 2024.

Holocene Advisors first reported a position in GSHD in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.3M in Q2 2022. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Holocene Advisors held 9,944 shares of Goosehead Insurance worth $482K as of Q2 2026.
Goosehead Insurance was a new Holocene Advisors position in Q2 2026.
Goosehead Insurance made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #742 holding.
Holocene Advisors first reported a position in Goosehead Insurance in Q1 2022 and has held it in 5 quarters since.
Holocene Advisors's Goosehead Insurance position peaked at $2.3M in Q2 2022.
231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.