YIH
GSHD icon

Y-Intercept (HK)’s Goosehead Insurance GSHD Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-4,571
Closed -$482K – 1751
2025
Q2 		$482K Buy
4,571
+1,612
+54% +$171K 0.01% 1216
2025
Q1 		$349K Buy
+2,959
New +$332K 0.02% 850
2023
Q3 		– Sell
-4,798
Closed -$302K – 1248
2023
Q2 		$302K Buy
+4,798
New +$276K 0.03% 762

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Y-Intercept (HK)'s GSHD Position: Q3 2025 in Review

Y-Intercept (HK) sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 4,571 shares — an estimated $482K sold.

Y-Intercept (HK) first reported a position in GSHD in Q2 2023 and held it in 3 quarters. The position peaked at $482K in Q2 2025. 261 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Y-Intercept (HK) reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 4,571 Goosehead Insurance shares in Q3 2025, an estimated $482K.
  • Y-Intercept (HK) first reported a position in Goosehead Insurance in Q2 2023 and held it in 3 quarters.
  • Y-Intercept (HK)'s Goosehead Insurance position peaked at $482K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.