Jim Simons’s Goosehead Insurance GSHD Stock Holding History

Jim Simons’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	-9,400	Closed	-$692K	–	3424
2025 Q4	$692K	Buy	+9,400	New	+$670K	﹤0.01%	2448
2025 Q3	–	Sell	-9,500	Closed	-$1M	–	3649
2025 Q2	$1M	Sell	9,500 -44,500	-82%	-$4.71M	﹤0.01%	2517
2025 Q1	$6.38M	Buy	+54,000	New	+$6.06M	0.01%	1272
2023 Q2	–	Sell	-41,700	Closed	-$2.18M	–	4061
2023 Q1	$2.18M	Buy	+41,700	New	+$1.81M	﹤0.01%	1979
2022 Q1	–	Sell	-30,300	Closed	-$3.94M	–	4219
2021 Q4	$3.94M	Buy	+30,300	New	+$4.35M	﹤0.01%	1673
2021 Q1	–	Sell	-4,600	Closed	-$574K	–	3462
2020 Q4	$574K	Sell	4,600 -6,200	-57%	-$709K	﹤0.01%	2759
2020 Q3	$935K	Buy	+10,800	New	+$984K	﹤0.01%	2557
2020 Q2	–	Sell	-19,300	Closed	-$861K	–	3570
2020 Q1	$861K	Buy	+19,300	New	+$956K	﹤0.01%	2498

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 $134M AUM

Jim Simons's GSHD Position: Q1 2026 in Review

Jim Simons sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 9,400 shares — an estimated $692K sold.

Jim Simons first reported a position in GSHD in Q1 2020 and held it in 8 quarters. The position peaked at $6.38M in Q1 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Jim Simons reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 9,400 Goosehead Insurance shares in Q1 2026, an estimated $692K.
Jim Simons first reported a position in Goosehead Insurance in Q1 2020 and held it in 8 quarters.
Jim Simons's Goosehead Insurance position peaked at $6.38M in Q1 2025.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.