TwinBeech Capital’s Goosehead Insurance GSHD Stock Holding History

TwinBeech Capital’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	-54,713	Closed	-$6.46M	–	784
2025 Q1	$6.46M	Buy	54,713 +31,768	+138%	+$3.56M	0.12%	212
2024 Q4	$2.46M	Buy	+22,945	New	+$2.51M	0.04%	312
2022 Q4	–	Sell	-45,686	Closed	-$1.63M	–	778
2022 Q3	$1.63M	Buy	+45,686	New	+$2.37M	0.04%	382
2021 Q2	–	Sell	-4,300	Closed	-$461K	–	524
2021 Q1	$461K	Buy	+4,300	New	+$582K	0.07%	311

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 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 $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

TwinBeech Capital's GSHD Position: Q2 2025 in Review

TwinBeech Capital sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 54,713 shares — an estimated $6.46M sold.

TwinBeech Capital first reported a position in GSHD in Q1 2021 and held it in 4 quarters. The position peaked at $6.46M in Q1 2025. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

TwinBeech Capital reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 54,713 Goosehead Insurance shares in Q2 2025, an estimated $6.46M.
TwinBeech Capital first reported a position in Goosehead Insurance in Q1 2021 and held it in 4 quarters.
TwinBeech Capital's Goosehead Insurance position peaked at $6.46M in Q1 2025.
276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.