Polen Capital Management
GSHD icon

Polen Capital Management’s Goosehead Insurance GSHD Stock Holding History

Polen Capital 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
Q3 		– Sell
-16,369
Closed -$1.73M – 253
2025
Q2 		$1.73M Sell
16,369
-44,948
-73% -$4.76M 0.01% 89
2025
Q1 		$7.24M Sell
61,317
-22,993
-27% -$2.58M 0.02% 48
2024
Q4 		$9.04M Sell
84,310
-21,548
-20% -$2.35M 0.02% 48
2024
Q3 		$9.45M Sell
105,858
-23,195
-18% -$1.84M 0.02% 46
2024
Q2 		$7.41M Sell
129,053
-2,949
-2% -$177K 0.02% 54
2024
Q1 		$8.79M Sell
132,002
-19,969
-13% -$1.53M 0.02% 55
2023
Q4 		$81M Sell
151,971
-69,902
-32% -$5.05M 0.2% 28
2023
Q3 		$16.5M Sell
221,873
-8,229
-4% -$552K 0.04% 43
2023
Q2 		$14.5M Sell
230,102
-60,666
-21% -$3.49M 0.04% 42
2023
Q1 		$15.2M Sell
290,768
-2,199
-0.8% -$95.5K 0.04% 41
2022
Q4 		$10.1M Sell
292,967
-20,400
-7% -$764K 0.03% 45
2022
Q3 		$11.2M Buy
313,367
+81,171
+35% +$4.21M 0.03% 45
2022
Q2 		$10.6M Buy
232,196
+16,174
+7% +$883K 0.03% 43
2022
Q1 		$17M Buy
216,022
+32,859
+18% +$2.92M 0.03% 46
2021
Q4 		$23.8M Buy
183,163
+24,169
+15% +$3.47M 0.04% 44
2021
Q3 		$24.2M Buy
158,994
+12,513
+9% +$1.69M 0.04% 36
2021
Q2 		$18.6M Buy
146,481
+21,471
+17% +$2.19M 0.04% 40
2021
Q1 		$13.4M Buy
125,010
+47,577
+61% +$6.44M 0.03% 41
2020
Q4 		$9.66M Buy
77,433
+14,899
+24% +$1.7M 0.02% 43
2020
Q3 		$5.42M Buy
+62,534
New +$5.7M 0.01% 47

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Polen Capital Management's GSHD Position: Q3 2025 in Review

Polen Capital Management sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 16,369 shares — an estimated $1.73M sold.

Polen Capital Management first reported a position in GSHD in Q3 2020 and held it in 20 quarters. The position peaked at $81M in Q4 2023. 261 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Polen Capital Management reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 16,369 Goosehead Insurance shares in Q3 2025, an estimated $1.73M.
  • Polen Capital Management first reported a position in Goosehead Insurance in Q3 2020 and held it in 20 quarters.
  • Polen Capital Management's Goosehead Insurance position peaked at $81M in Q4 2023.
  • 261 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.