Pathstone Holdings
GSHD icon

Pathstone Holdings’s Goosehead Insurance GSHD Stock Holding History

Pathstone Holdings’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
-14,978
Closed -$1.1M – 2275
2025
Q4 		$1.1M Buy
14,978
+1,490
+11% +$106K ﹤0.01% 1358
2025
Q3 		$1M Sell
13,488
-2,980
-18% -$263K ﹤0.01% 1425
2025
Q2 		$1.74M Sell
16,468
-1,544
-9% -$164K 0.01% 1080
2025
Q1 		$2.13M Buy
18,012
+2,863
+19% +$321K 0.01% 952
2024
Q4 		$1.62M Sell
15,149
-532
-3% -$58.1K 0.01% 1090
2024
Q3 		$1.4M Buy
15,681
+3,747
+31% +$297K 0.01% 1186
2024
Q2 		$685K Sell
11,934
-397
-3% -$23.8K ﹤0.01% 1529
2024
Q1 		$821K Buy
+12,331
New +$942K ﹤0.01% 1402

Other funds holding GSHD

BlackRock
BlackRock New York $5.7T 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