Goosehead Ins Inc (GSHD) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Goosehead Ins Inc (GSHD) following the 2026 Q2 hedge fund 13F filings?

As of today, GSHD has moved -19.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of -15.7%. Since the quarter end (June 30, 2026), GSHD gained +10.0% vs +4.2% 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.

Goosehead Ins Inc (GSHD)

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

Smart Money Signals — GSHD

Based on 231 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added GSHD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 82% of 3.0Y peak

82% of all-time peak

231 funds currently hold this stock — 82% 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 — 14% fewer funds vs a year ago

fund count last 6Q

39 fewer hedge funds hold GSHD compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 49% buying

116 buying120 selling

Last quarter: 120 funds reduced or exited vs 116 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.

📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter

Funds opening a new GSHD position: 38 → 48 → 27 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new

145 out of 231 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.

➡️

Steady discovery — ~50 new funds/quarter

37 → 38 → 48 → 27 → 50 new funds/Q

New funds entering each quarter: 38 → 48 → 27 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 18% new

Entry-cohort mix of 235 holders: 162 (69%) are 2+ year veterans, 30 entered 1–2 years ago, and 43 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

47 of 230 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in GSHD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.6

out of 10

Low Exit Risk

Exit risk score 2.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	228	218	4.59%
13F Shares	26M	27M	-3.19%
Total Value	$1.22B	$1.08B	12.41%
New Positions	50	27	+23
Increased Positions	65	88	-23
Closed Positions	39	70	-31
Reduced Positions	80	69	+11
Total Calls	3	2	50.0%
Total Puts	2	2	-
PUT/CALL Ratio	0.67	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

228

218

4.59%

13F Shares

26M

27M

-3.19%

Total Value

$1.22B

$1.08B

12.41%

New Positions

+23

Increased Positions

-23

Closed Positions

-31

Reduced Positions

+11

Total Calls

50.0%

Total Puts

PUT/CALL Ratio

0.67

1.0

Bullish

Institutional Holders (2026 Q2)

228 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GSHD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Langdon Equity Partners	19.38%	715,000	$34.7M
2	Whitebark Investors LP	10.09%	269,322	$13.1M
3	Ewing Morris & Co. Investment Partners Ltd.	1.97%	77,633	$3.8M
4	Durable Capital Partners LP	0.87%	1,837,151	$89.1M
5	Df Dent & Co Inc	0.71%	775,412	$37.6M
6	Ironwood Investment Management LLC	0.65%	38,750	$1.9M
7	Wasatch Advisors LP	0.60%	1,892,453	$91.8M
8	PFS Partners, LLC	0.48%	24,536	$1.2M
9	Akre Capital Management LLC	0.42%	443,385	$21.5M
10	Kayne Anderson Rudnick Investment Management LLC	0.33%	2,168,930	$105.2M
11	Riverbridge Partners LLC	0.16%	115,819	$5.6M
12	Grandeur Peak Global Advisors, LLC	0.10%	4,875	$440K
13	Keeler Thomas Management LLC	0.10%	5,725	$278K
14	Campbell & CO Investment Adviser LLC	0.08%	30,850	$1.5M
15	Curated Wealth Partners LLC	0.07%	16,090	$548K
16	Motley Fool Asset Management LLC	0.06%	33,196	$1.6M
17	AdvisorShares Investments LLC	0.06%	10,500	$509K
18	WINTON GROUP Ltd	0.05%	33,624	$1.6M
19	FJ Capital Management LLC	0.05%	7,925	$384K
20	Lighthouse Investment Partners, LLC	0.05%	37,329	$1.8M
21	One Capital Management, LLC	0.04%	32,673	$1.4M
22	Wesbanco Bank Inc	0.04%	32,000	$1.6M
23	Verdence Capital Advisors LLC	0.03%	13,460	$653K
24	Apollon Wealth Management, LLC	0.03%	49,056	$2.4M
25	Walleye Capital LLC	0.02%	142,749	$6.9M

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GSHD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GSHD?

More sellers than buyers — 49% buying: Last quarter: 120 funds reduced or exited vs 116 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?

Elite ownership — 48% AUM from top-100 funds: 47 of 230 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in GSHD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GSHD?

63% of holders stayed for 2+ years: 145 out of 231 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 Q2 hedge fund 13F filings?

As of today, GSHD has moved -19.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of -15.7%. Since the quarter end (June 30, 2026), GSHD has gained +10.0% vs +4.2% 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.

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Goosehead Ins Inc (GSHD)

Smart Money Signals — GSHD

Buying streak — 1 quarter in a row

High ownership — 82% of 3.0Y peak

Outflows — 14% fewer funds vs a year ago

More sellers than buyers — 49% buying

More new buyers each quarter (+23 vs last Q)

63% of holders stayed for 2+ years

Steady discovery — ~50 new funds/quarter

Veteran-anchored — 69% veterans vs 18% newcomers

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — GSHD

Hedge Fund Ownership: GSHD

Market Analysis: GSHD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GSHD

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

Hedge Fund Positioning: GSHD

Statistics: GSHD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Goosehead Ins Inc (GSHD)

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