Steve Schonfeld’s Goosehead Insurance GSHD Stock Holding History

Steve Schonfeld’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 Q2	–	Sell	-5,700	Closed	-$673K	–	2233
2025 Q1	$673K	Sell	5,700 -740	-11%	-$83K	﹤0.01%	1461
2024 Q4	$690K	Buy	+6,440	New	+$703K	﹤0.01%	1278
2023 Q2	–	Sell	-16,401	Closed	-$856K	–	2282
2023 Q1	$856K	Buy	+16,401	New	+$712K	0.01%	1009
2022 Q4	–	Sell	-7,316	Closed	-$260K	–	2766
2022 Q3	$260K	Sell	7,316 -6,284	-46%	-$326K	﹤0.01%	2173
2022 Q2	$621K	Buy	+13,600	New	+$742K	0.01%	1248
2021 Q2	–	Sell	-5,800	Closed	-$622K	–	2079
2021 Q1	$622K	Buy	+5,800	New	+$785K	0.01%	1066

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCP

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

Steve Schonfeld's GSHD Position: Q2 2025 in Review

Steve Schonfeld sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 5,700 shares — an estimated $673K sold.

Steve Schonfeld first reported a position in GSHD in Q1 2021 and held it in 6 quarters. The position peaked at $856K in Q1 2023. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

Steve Schonfeld reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
Steve Schonfeld sold 5,700 Goosehead Insurance shares in Q2 2025, an estimated $673K.
Steve Schonfeld first reported a position in Goosehead Insurance in Q1 2021 and held it in 6 quarters.
Steve Schonfeld's Goosehead Insurance position peaked at $856K in Q1 2023.
276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.