Ownership history in WASATCH ADVISORS LP Β· 31 quarters on record
This page tracks every 13F SEC filing in which WASATCH ADVISORS LP reported a position in Goosehead Insurance Inc. (GSHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WASATCH ADVISORS LP outperformed the S&P 500 by +12.7% annually on this GSHD position. Timing score: 52% (15/29 decisions correct). Average cost basis: $57.11. Maximum drawdown during holding period: β77.5%.
π₯ Exceptional β beat the S&P 500 by 12.7% per year on this position.
29 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 29 add/trim decisions correct
Best entry: $23.88 (2018 Q4) Β· Worst: $123.11 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
13 adds Β· 18 trims. Bought during 8 of 13 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.76% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size