O'Shaughnessy Asset Management’s Goosehead Insurance GSHD Stock Holding History

O'Shaughnessy Asset 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
2025 Q4	–	Sell	-3,061	Closed	-$228K	–	2681
2025 Q3	$228K	Sell	3,061 -305	-9%	-$26.9K	﹤0.01%	1904
2025 Q2	$355K	Sell	3,366 -877	-21%	-$92.9K	﹤0.01%	1550
2025 Q1	$501K	Buy	4,243 +1,182	+39%	+$133K	﹤0.01%	1317
2024 Q4	$328K	Buy	+3,061	New	+$334K	﹤0.01%	1478
2021 Q2	–	Sell	-70	Closed	-$7K	–	2627
2021 Q1	$7K	Hold	70	–	–	﹤0.01%	1853
2020 Q4	$9K	Sell	70 -3,309	-98%	-$378K	﹤0.01%	1573
2020 Q3	$293K	Hold	3,379	–	–	0.01%	594
2020 Q2	$254K	Buy	+3,379	New	+$196K	0.01%	583

Other funds holding GSHD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

O'Shaughnessy Asset Management's GSHD Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 3,061 shares — an estimated $228K sold.

O'Shaughnessy Asset Management first reported a position in GSHD in Q2 2020 and held it in 8 quarters. The position peaked at $501K in Q1 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

O'Shaughnessy Asset Management reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
O'Shaughnessy Asset Management sold 3,061 Goosehead Insurance shares in Q4 2025, an estimated $228K.
O'Shaughnessy Asset Management first reported a position in Goosehead Insurance in Q2 2020 and held it in 8 quarters.
O'Shaughnessy Asset Management's Goosehead Insurance position peaked at $501K in Q1 2025.
265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.