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
Q1 		– Sell
-100
Closed -$7.37K – 9484
2025
Q4 		$7.37K Buy
+100
New +$7.13K ﹤0.01% 7190
2025
Q1 		– Sell
-100
Closed -$10K – 8919
2024
Q4 		$10K Sell
100
-9,400
-99% -$1.03M ﹤0.01% 7183
2024
Q3 		$848K Buy
9,500
+9,300
+4,650% +$736K ﹤0.01% 3072
2024
Q2 		$11K Sell
200
-700
-78% -$42K ﹤0.01% 7357
2024
Q1 		$59K Sell
900
-1,100
-55% -$84.1K ﹤0.01% 6112
2023
Q4 		$151K Buy
2,000
+700
+54% +$50.6K ﹤0.01% 4968
2023
Q3 		$96K Buy
+1,300
New +$87.2K ﹤0.01% 5126
2022
Q4 		– Sell
-600
Closed -$21K – 9633
2022
Q3 		$21K Buy
+600
New +$31.2K ﹤0.01% 7460
2022
Q2 		– Sell
-100
Closed -$7K – 10371
2022
Q1 		$7K Sell
100
-1,200
-92% -$107K ﹤0.01% 9167
2021
Q4 		$169K Sell
1,300
-2,900
-69% -$416K ﹤0.01% 5425
2021
Q3 		$536K Sell
4,200
-100
-2% -$13.5K ﹤0.01% 3993
2021
Q2 		$547K Buy
4,300
+4,299
+429,900% +$438K ﹤0.01% 4014
2021
Q1 		$10K Sell
1
-5
-83% -$677 ﹤0.01% 7882
2020
Q4 		$74K Buy
6
+1
+20% +$114 ﹤0.01% 5743
2020
Q3 		$43K Sell
5
-3
-38% -$273 ﹤0.01% 5749
2020
Q2 		$60K Sell
8
-5
-38% -$290 ﹤0.01% 5323
2020
Q1 		$58K Buy
13
+12
+1,200% +$594 ﹤0.01% 4977
2019
Q4 		$4K Sell
1
-7
-88% -$310 ﹤0.01% 6767
2019
Q3 		$39K Buy
+8
New +$368 ﹤0.01% 5250
2019
Q2 		– Sell
-51
Closed -$142K – 7366
2019
Q1 		$142K Buy
51
+40
+364% +$1.15K ﹤0.01% 3968
2018
Q4 		$28K Sell
11
-333
-97% -$9.27K ﹤0.01% 5042
2018
Q3 		$1.17M Buy
+344
New +$9.97K ﹤0.01% 1740

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T 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

Simplex Trading's GSHD Position: Q1 2026 in Review

Simplex Trading sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 5 shares — an estimated $280 sold.

Simplex Trading first reported a position in GSHD in Q3 2018 and held it in 14 quarters. The position peaked at $176K in Q2 2020. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Simplex Trading reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 5 Goosehead Insurance shares in Q1 2026, an estimated $280.
  • Simplex Trading first reported a position in Goosehead Insurance in Q3 2018 and held it in 14 quarters.
  • Simplex Trading's Goosehead Insurance position peaked at $176K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.