Jacobs Levy Equity Management
GSHD icon

Jacobs Levy Equity Management’s Goosehead Insurance GSHD Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		– Sell
-79,936
Closed -$5.89M – 1008
2025
Q4 		$5.89M Sell
79,936
-258,982
-76% -$18.5M 0.02% 373
2025
Q3 		$25.2M Buy
+338,918
New +$29.9M 0.1% 179
2024
Q1 		– Sell
-45,352
Closed -$3.44M – 985
2023
Q4 		$3.44M Sell
45,352
-21,866
-33% -$1.58M 0.02% 508
2023
Q3 		$5.01M Buy
+67,218
New +$4.51M 0.03% 378
2021
Q2 		– Sell
-16,811
Closed -$1.8M – 1064
2021
Q1 		$1.8M Sell
16,811
-1,057
-6% -$143K 0.01% 618
2020
Q4 		$2.23M Sell
17,868
-878
-5% -$100K 0.02% 556
2020
Q3 		$1.62M Sell
18,746
-968
-5% -$88.2K 0.02% 556
2020
Q2 		$1.48M Buy
+19,714
New +$1.14M 0.02% 584

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Jacobs Levy Equity Management's GSHD Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 79,936 shares — an estimated $5.89M sold.

Jacobs Levy Equity Management first reported a position in GSHD in Q2 2020 and held it in 8 quarters. The position peaked at $25.2M in Q3 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 79,936 Goosehead Insurance shares in Q1 2026, an estimated $5.89M.
  • Jacobs Levy Equity Management first reported a position in Goosehead Insurance in Q2 2020 and held it in 8 quarters.
  • Jacobs Levy Equity Management's Goosehead Insurance position peaked at $25.2M in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.