$GSHD

$46.30 +$0.15 (0.33%) Close

$GSHD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 23.7M shares outstanding

Who owns GSHD?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 117.5%

Mark E. Jones 52.5% · BlackRock, Inc. 15.4%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

228

+11 vs last qtr

Net shares bought

−915.4K

by institutions in Q2 2026

New / sold out

47 / 36

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Arrowstreet Capital, Limited Partnership NEW +558.0K
Jupiter Topco LLC NEW +400.2K

Biggest sellers in Q2 2026

T. Rowe Price Investment Management, Inc. −592.7K
Wasatch Advisors LP −399.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$39.9M

8 notices from 7 people

Shares covered

666.7K

2.81% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Mark Jones Affiliate $17.4M
Mark E. Jones Executive chairman $14.5M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

+181.1%

+15.91% a year

Each share's claim on the business

−64.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$145M vs $136M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years2% 1–3 years13% Under 1 year14%

Quarterly turnover

13.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting GSHD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.7M	15.42%	−30.4K (−0.8%)	≤2021	0.0%
Shares held by quarter Peak holding3.7M (Q1'26) Change over 8 quarters+137.8K Share of the company15.420% BlackRock, Inc.'s full portfolio →
WA Wasatch Advisors LP	1.9M	7.98%	−399.8K (−17.4%)	≤2021	0.6%
Shares held by quarter Peak holding2.6M (Q3'24) Change over 8 quarters−726.5K Share of the company7.980% Wasatch Advisors LP's full portfolio →

BlackRock, Inc.

3.7M

% of company

15.42%

Change vs last qtr

−30.4K (−0.8%)

Held since

≤2021

Wasatch Advisors LP

1.9M

% of company

7.98%

Change vs last qtr

−399.8K (−17.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Goosehead Insurance, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting GSHD on Form N-PORT; together they hold 54.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$95.7M	2.0M	8.32%	0.10%	June 30, 2026
IC iShares Core S&P Small-Cap ETF iShares Trust	$69.2M	1.4M	6.01%	0.06%	June 30, 2026

SMALLCAP World Fund Inc

Position value

$95.7M

% of company

8.32%

% of the fund

0.10%

As of

June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$69.2M

% of company

6.01%

% of the fund

0.06%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Goosehead Insurance, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
ME Mark E. Jones 5%+ holder 13D · 34.2%	12.5M	52.54%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company52.540% Disclosed stake13D · 34.2% View the 13D/G filing →

Mark E. Jones

5%+ holder13D · 34.2%

12.5M

% of company

52.54%

Change vs last qtr

—

Held since

—

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