Simplex Trading
GSHD icon

Simplex Trading’s Goosehead Insurance GSHD Stock Holding History

Simplex Trading’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 		$179K Buy
+3,686
New +$152K ﹤0.01% 4850
2026
Q1 		– Sell
-5
Closed -$280 – 9483
2025
Q4 		$368 Sell
5
-953
-99% -$67.9K ﹤0.01% 8197
2025
Q3 		$71K Buy
958
+927
+2,990% +$81.7K ﹤0.01% 6111
2025
Q2 		$3K Sell
31
-715
-96% -$75.7K ﹤0.01% 7975
2025
Q1 		$88K Buy
+746
New +$83.7K ﹤0.01% 5181
2024
Q3 		– Sell
-552
Closed -$43.7K – 8910
2024
Q2 		$31K Sell
552
-221
-29% -$13.3K ﹤0.01% 6533
2024
Q1 		$51K Sell
773
-810
-51% -$61.9K ﹤0.01% 6236
2023
Q4 		$119K Buy
+1,583
New +$114K ﹤0.01% 5208
2023
Q1 		– Sell
-36
Closed -$1.56K – 9421
2022
Q4 		$1K Buy
+36
New +$1.35K ﹤0.01% 8833
2022
Q1 		– Sell
-1,204
Closed -$107K – 10760
2021
Q4 		$156K Buy
+1,204
New +$173K ﹤0.01% 5539
2021
Q1 		– Sell
-270
Closed -$36.5K – 9254
2020
Q4 		$33K Sell
270
-524
-66% -$59.9K ﹤0.01% 6589
2020
Q3 		$68K Sell
794
-1,553
-66% -$141K ﹤0.01% 5305
2020
Q2 		$176K Buy
+2,347
New +$136K ﹤0.01% 4134
2019
Q2 		– Sell
-439
Closed -$12K – 7365
2019
Q1 		$12K Buy
+439
New +$12.6K ﹤0.01% 6043
2018
Q4 		– Sell
-4,309
Closed -$120K – 7302
2018
Q3 		$145K Buy
+4,309
New +$125K ﹤0.01% 4021

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

Simplex Trading's GSHD Position: Q2 2026 in Review

Simplex Trading opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 3,686 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #4850 among its holdings. This is a return to the name: Simplex Trading previously reported a position in GSHD as recently as Q4 2025.

Simplex Trading first reported a position in GSHD in Q3 2018 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Simplex Trading held 3,686 shares of Goosehead Insurance worth $179K as of Q2 2026.
  • Goosehead Insurance was a new Simplex Trading position in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4850 holding.
  • Simplex Trading first reported a position in Goosehead Insurance in Q3 2018 and has held it in 15 quarters since.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.