Verition Fund Management’s Goosehead Insurance GSHD Stock Holding History

Verition Fund 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 Q4	–	Sell	-5,752	Closed	-$428K	–	3676
2025 Q3	$428K	Sell	5,752 -4	-0.1%	-$352	﹤0.01%	3116
2025 Q2	$607K	Sell	5,756 -11,808	-67%	-$1.25M	﹤0.01%	2813
2025 Q1	$2.07M	Buy	17,564 +8,412	+92%	+$944K	0.01%	1550
2024 Q4	$981K	Buy	9,152 +2,259	+33%	+$247K	﹤0.01%	2067
2024 Q3	$616K	Buy	+6,893	New	+$546K	﹤0.01%	2194
2024 Q2	–	Sell	-6,866	Closed	-$457K	–	3098
2024 Q1	$457K	Buy	+6,866	New	+$525K	﹤0.01%	2048
2023 Q4	–	Sell	-6,315	Closed	-$471K	–	2474
2023 Q3	$471K	Buy	+6,315	New	+$424K	0.01%	1470

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

DCP

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Verition Fund Management's GSHD Position: Q4 2025 in Review

Verition Fund Management sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 5,752 shares — an estimated $428K sold.

Verition Fund Management first reported a position in GSHD in Q3 2023 and held it in 7 quarters. The position peaked at $2.07M in Q1 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

Verition Fund Management reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
Verition Fund Management sold 5,752 Goosehead Insurance shares in Q4 2025, an estimated $428K.
Verition Fund Management first reported a position in Goosehead Insurance in Q3 2023 and held it in 7 quarters.
Verition Fund Management's Goosehead Insurance position peaked at $2.07M in Q1 2025.
265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Verition Fund Management's 13F filing for Q4 2025, filed 13 Feb 2026.