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Goosehead Insurance

218 hedge funds and large institutions have $1.15B invested in Goosehead Insurance in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 71

16% more call options, than puts

Call options by funds: $947K | Put options by funds: $819K

4.06% more ownership

Funds ownership: 109.35%113.41% (+4.1%)

18% less funds holding

Funds holding: 265218 (-47)

43% less capital invested

Capital invested by funds: $2.01B → $1.15B (-$864M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

61% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 66

Holders
218
Holders Change
-47
Holders Change %
-17.74%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
89
Reduced
71
Closed
66
Calls
$947K
Puts
$819K
Net Calls
+$128K
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M +$4.52M +80,850 +2%
WA
2
Wasatch Advisors
Utah
$97.8M +$31.3M +559,087 +32%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$96.3M +$13.8M +247,297 +12%
Capital World Investors
4
Capital World Investors
California
$84.1M +$15.9M +284,271 +17%
DCP
5
Durable Capital Partners
Maryland
$66.7M
VPM
6
Vanguard Portfolio Management
Pennsylvania
$56.3M +$73.8M +1,318,981 New
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$51M -$45.1M -807,005 -40%
State Street
8
State Street
Massachusetts
$46.2M +$3.07M +54,887 +5%
VCM
9
Vanguard Capital Management
Pennsylvania
$45.7M +$59.9M +1,071,766 New
LEP
10
Langdon Equity Partners
$37.9M +$20.7M +369,500 +71%
DDC
11
DF Dent & Co
Maryland
$33.4M -$14.6M -261,045 -25%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$26M -$6M -107,276 -15%
ACM
13
AKRE Capital Management
Virginia
$18.9M +$4.04M +72,289 +19%
Goldman Sachs
14
Goldman Sachs
New York
$18.8M +$4.38M +78,245 +22%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$17.6M -$2.05M -36,586 -8%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$16.5M +$21M +376,114 +3,485%
Bank of America
17
Bank of America
North Carolina
$14M +$4.06M +72,527 +28%
Morgan Stanley
18
Morgan Stanley
New York
$13.8M +$1.43M +25,592 +9%
WI
19
Whitebark Investors
Nevada
$11.5M
Tudor Investment Corp
20
Tudor Investment Corp
Connecticut
$11.3M +$11.5M +204,966 +342%
Northern Trust
21
Northern Trust
Illinois
$9.89M -$520K -9,300 -4%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.37M +$2.31M +41,334 +23%
Charles Schwab
23
Charles Schwab
California
$9.25M -$606K -10,829 -5%
RP
24
Riverbridge Partners
Minnesota
$8.35M -$815K -14,575 -7%
Wells Fargo
25
Wells Fargo
California
$7.66M +$424K +7,581 +4%

GSHD Hedge Fund Activity: Q1 2026 in Review

218 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2026, worth a combined $1.15B — down 43% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of GSHD and 26 opened new positions — a net loss of 40 holders — while 71 trimmed existing stakes and 89 added.

The largest buyer was Wasatch Advisors, adding an estimated $31.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $58.3M sold.

  • 218 institutional investors held Goosehead Insurance (GSHD) as of Q1 2026, down from 265 in Q4 2025.
  • Funds reported $1.15B of Goosehead Insurance stock for Q1 2026, down 43% quarter-over-quarter.
  • 26 funds opened new Goosehead Insurance positions in Q1 2026 and 66 closed out, a net change of -40 holders.
  • The largest Goosehead Insurance buyer in Q1 2026 was Wasatch Advisors, an estimated $31.3M added.
  • The largest Goosehead Insurance seller in Q1 2026 was Balyasny Asset Management, an estimated $58.3M sold.

Based on aggregated 13F filings for Q1 2026.