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Yorktown Management & Research Company’s Goosehead Insurance GSHD Stock Holding History

Yorktown Management & Research Company’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
-5,050
Closed -$372K – 224
2025
Q4 		$372K Hold
5,050
– – 0.3% 137
2025
Q3 		$376K Hold
5,050
– – 0.3% 132
2025
Q2 		$533K Hold
5,050
– – 0.51% 63
2025
Q1 		$596K Hold
5,050
– – 0.65% 42
2024
Q4 		$541K Hold
5,050
– – 0.52% 67
2024
Q3 		$451K Hold
5,050
– – 0.46% 97
2024
Q2 		$290K Buy
+5,050
New +$303K 0.31% 163

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Yorktown Management & Research Company's GSHD Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 5,050 shares — an estimated $372K sold.

Yorktown Management & Research Company first reported a position in GSHD in Q2 2024 and held it in 7 quarters. The position peaked at $596K in Q1 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Yorktown Management & Research Company reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 5,050 Goosehead Insurance shares in Q1 2026, an estimated $372K.
  • Yorktown Management & Research Company first reported a position in Goosehead Insurance in Q2 2024 and held it in 7 quarters.
  • Yorktown Management & Research Company's Goosehead Insurance position peaked at $596K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.