Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Goosehead Ins Inc (GSHD)

228 + 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 218 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
218 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
65 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

115 buying141 selling
Last quarter: 141 funds reduced or exited vs 115 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: 37 → 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
139 out of 218 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 → 37 → 38 → 47 → 27 new funds/Q
New funds entering each quarter: 37 → 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 221 holders: 153 (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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
44 of 217 holders are among the 100 largest funds by AUM, controlling 45% 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.
2.5
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, 115 hedge funds were net buyers of GSHD (27 opened a new position, 88 added to an existing one), while 141 reduced or exited (71 trimmed, 70 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in GSHD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -43 funds (more exits than new entries). Total institutional holders: 218.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: GSHD
228 + Investors

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

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

Statistics: GSHD

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Valuation Measures Data as of: --

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Financial Highlights

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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:
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?

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 115 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 — 45% AUM from top-100 funds: 44 of 217 holders are among the 100 largest funds by AUM, controlling 45% 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?

64% of holders stayed for 2+ years: 139 out of 218 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.

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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