Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Goosehead Ins Inc (GSHD)

215 + Investors. Track Smart Money conviction in GSHD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -43
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — GSHD

Based on 217 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GSHD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
217 funds currently hold this stock — 77% of the 3.0-year high of 283 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 23% fewer funds vs a year ago

fund count last 6Q
66 fewer hedge funds hold GSHD compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

114 buying141 selling
Last quarter: 141 funds reduced or exited vs 114 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 38 → 47 → 27. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 17% new
138 out of 217 hedge funds have held GSHD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -43%

Value
-42%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~27 new funds/quarter

46 → 36 → 38 → 47 → 27 new funds/Q
New funds entering each quarter: 36 → 38 → 47 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 17% newcomers

■ 69% veterans ■ 14% 1-2yr ■ 17% new
Entry-cohort mix of 220 holders: 152 (69%) are 2+ year veterans, 30 entered 1–2 years ago, and 38 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
42 of 216 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GSHD

In 2026 Q1, 114 hedge funds were net buyers of GSHD (27 opened a new position, 87 added to an existing one), while 141 reduced or exited (71 trimmed, 70 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 30% of total institutional value in GSHD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -43 funds (more exits than new entries). Total institutional holders: 217.

Hedge Fund Ownership: GSHD

How many hedge funds hold GSHD — quarterly history vs. share price
Quarterly hedge fund ownership of GSHD vs. share price

Market Analysis: GSHD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GSHD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Goosehead Ins Inc (GSHD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GSHD has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
GSHD
-13.7%
XLF
+8.0%

GSHD outperformed XLF by -21.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
GSHD
-2.2%
XLF
+4.4%

Since the filing became public, GSHD outperformed XLF by -6.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: GSHD
215 + Investors

Track Smart Money conviction in GSHD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 215 260 -17.31%
13F Shares 27M 26M 4.25%
Total Value $1.08B $1.89B -42.73%
New Positions 26 47 -21
Increased Positions 87 96 -9
Closed Positions 71 41 +30
Reduced Positions 69 82 -13
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: GSHD

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

215 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GSHD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GSHD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Langdon Equity Partners 28.40% 889,500 $37.9M
2 Whitebark Investors LP 9.19% 269,322 $11.5M
3 Ewing Morris & Co. Investment Partners Ltd. 1.95% 101,683 $4.3M
4 Jacobson & Schmitt Advisors, LLC 1.23% 158,918 $6.8M
5 Durable Capital Partners LP 0.69% 1,562,969 $66.7M
6 Wasatch Advisors LP 0.65% 2,292,227 $97.8M
7 Df Dent & Co Inc 0.64% 783,615 $33.4M
8 Future Fund LLC 0.49% 32,673 $1.4M
9 PFS Partners, LLC 0.48% 24,536 $1.0M
10 Motley Fool Wealth Management, LLC 0.44% 90,909 $3.9M
11 Ironwood Investment Management LLC 0.36% 20,432 $872K
12 Akre Capital Management LLC 0.31% 443,385 $18.9M
13 Kayne Anderson Rudnick Investment Management LLC 0.28% 2,258,181 $96.3M
14 Phocas Financial Corp. 0.26% 38,860 $1.7M
15 Riverbridge Partners LLC 0.20% 195,817 $8.4M
16 WINTON GROUP Ltd 0.18% 121,183 $5.2M
17 Dynamic Technology Lab Private Ltd 0.07% 10,790 $460K
18 Motley Fool Asset Management LLC 0.07% 37,372 $1.6M
19 XTX Topco Ltd 0.05% 66,670 $2.8M
20 One Capital Management, LLC 0.04% 32,673 $1.4M
21 Wesbanco Bank Inc 0.04% 32,000 $1.4M
22 Campbell & CO Investment Adviser LLC 0.04% 14,487 $618K
23 Verdence Capital Advisors LLC 0.03% 13,799 $589K
24 Owls Nest Partners IA, LLC 0.03% 2,266 $97K
25 Stansberry Asset Management, LLC 0.03% 7,504 $320K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Goosehead Ins Inc (GSHD)

What does the Smart Money Trend signal show for GSHD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GSHD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GSHD?

More sellers than buyers — 45% buying: Last quarter: 141 funds reduced or exited vs 114 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GSHD holders?

Strong quality — 30% AUM from major funds: 42 of 216 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GSHD?

64% of holders stayed for 2+ years: 138 out of 217 hedge funds have held GSHD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Goosehead Ins Inc (GSHD) following the 2026 Q1 hedge fund 13F filings?

As of today, GSHD has moved -2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -6.6%. Since the quarter end (March 31, 2026), GSHD has gained -13.7% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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