Yousif Capital Management’s Goosehead Insurance GSHD Stock Holding History

Yousif Capital 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
2026 Q2	$308K	Sell	6,343 -261	-4%	-$10.8K	﹤0.01%	1496
2026 Q1	$282K	Sell	6,604 -108	-2%	-$6.04K	﹤0.01%	1637
2025 Q4	$462K	Sell	6,712 -1,093	-14%	-$77.9K	0.01%	1448
2025 Q3	$581K	Sell	7,805 -1,498	-16%	-$132K	0.01%	1364
2025 Q2	$982K	Buy	9,303 +338	+4%	+$35.8K	0.01%	1133
2025 Q1	$1.06M	Sell	8,965 -278	-3%	-$31.2K	0.01%	1079
2024 Q4	$991K	Sell	9,243 -40	-0.4%	-$4.37K	0.01%	1159
2024 Q3	$829K	Sell	9,283 -773	-8%	-$61.2K	0.01%	1270
2024 Q2	$578K	Sell	10,056 -898	-8%	-$53.9K	0.01%	1403
2024 Q1	$730K	Sell	10,954 -2,232	-17%	-$171K	0.01%	1346
2023 Q4	$999K	Buy	13,186 +1,384	+12%	+$100K	0.01%	1219
2023 Q3	$880K	Buy	+11,802	New	+$792K	0.01%	1207

Other funds holding GSHD

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Yousif Capital Management's GSHD Position: Q2 2026 in Review

Yousif Capital Management reduced its Goosehead Insurance (GSHD) stake by 4% in Q2 2026, selling an estimated $10.8K and leaving 6,343 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Yousif Capital Management first reported a position in GSHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2025. 27 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Yousif Capital Management held 6,343 shares of Goosehead Insurance worth $308K as of Q2 2026.
Yousif Capital Management sold 261 Goosehead Insurance shares in Q2 2026, an estimated $10.8K.
Goosehead Insurance made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1496 holding.
Yousif Capital Management first reported a position in Goosehead Insurance in Q3 2023 and has held it in 12 quarters since.
Yousif Capital Management's Goosehead Insurance position peaked at $1.06M in Q1 2025.
27 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.