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Joel Greenblatt’s Goosehead Insurance GSHD Stock Holding History

Joel Greenblatt’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 		$362K Buy
7,464
+255
+4% +$10.5K ﹤0.01% 1596
2026
Q1 		$308K Buy
7,209
+2,193
+44% +$123K ﹤0.01% 1598
2025
Q4 		$369K Buy
+5,016
New +$357K ﹤0.01% 1516
2024
Q3 		– Sell
-3,734
Closed -$214K – 1462
2024
Q2 		$214K Buy
+3,734
New +$224K ﹤0.01% 1325
2024
Q1 		– Sell
-3,902
Closed -$296K – 1412
2023
Q4 		$296K Buy
+3,902
New +$282K 0.01% 1143

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Joel Greenblatt's GSHD Position: Q2 2026 in Review

Joel Greenblatt increased its Goosehead Insurance (GSHD) stake by 3.5% in Q2 2026, buying an estimated $10.5K and bringing the position to 7,464 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Joel Greenblatt first reported a position in GSHD in Q4 2023 and has held it in 5 quarters since. The position peaked at $369K in Q4 2025. 229 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Joel Greenblatt held 7,464 shares of Goosehead Insurance worth $362K as of Q2 2026.
  • Joel Greenblatt bought 255 Goosehead Insurance shares in Q2 2026, an estimated $10.5K.
  • Goosehead Insurance made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1596 holding.
  • Joel Greenblatt first reported a position in Goosehead Insurance in Q4 2023 and has held it in 5 quarters since.
  • Joel Greenblatt's Goosehead Insurance position peaked at $369K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.