Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GOOSEHEAD INS INC (GSHD)

253 + 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
↑ +10
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — GSHD

Based on 249 hedge funds · latest filing: 2025 Q4 · 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 — 92% of 3.0Y peak

92% of all-time peak
249 funds currently hold this stock — 92% of the 3.0-year high of 270 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding GSHD is almost the same as a year ago (-3 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

143 buying116 selling
Last quarter: 143 funds bought or added vs 116 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new GSHD position: 43 → 33 → 36 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
151 out of 249 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 — ~46 new funds/quarter

54 → 43 → 33 → 36 → 46 new funds/Q
New funds entering each quarter: 43 → 33 → 36 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 21% new
Of 253 current holders: 171 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
37 of 249 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 2025 Q4, 143 hedge funds were net buyers of GSHD (46 opened a new position, 97 added to an existing one), while 116 reduced or exited (80 trimmed, 36 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 37% of total institutional value in GSHD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 249.

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

Financial Services Insurance Brokers

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: GSHD
2026 Q1 Stats Unlock in 8 days 253 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 253 244 3.69%
13F Shares 26M 27M -6.09%
Total Value $1.88B $2.01B -6.17%
New Positions 46 37 +9
Increased Positions 99 76 +23
Closed Positions 36 53 -17
Reduced Positions 89 99 -10
Total Calls 2 5 -60.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.2 Neutral

Statistics: GSHD

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

253 + investors

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

Top 25 institutional holders of GSHD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ewing Morris & Co. Investment Partners Ltd. 1.95% 101,683 $4.3M
2 JACOBSON & SCHMITT ADVISORS, LLC 1.23% 158,918 $6.8M
3 WASATCH ADVISORS LP 0.65% 2,292,227 $97.8M
4 Future Fund LLC 0.49% 32,673 $1.4M
5 PFS Partners, LLC 0.48% 24,536 $1.0M
6 Motley Fool Wealth Management, LLC 0.44% 90,909 $3.9M
7 Phocas Financial Corp. 0.26% 38,860 $1.7M
8 RIVERBRIDGE PARTNERS LLC 0.20% 195,817 $8.4M
9 WINTON GROUP Ltd 0.18% 121,183 $5.2M
10 GSA CAPITAL PARTNERS LLP 0.08% 28,328 $1K
11 Motley Fool Asset Management LLC 0.07% 37,372 $1.6M
12 WESBANCO BANK INC 0.04% 32,000 $1.4M
13 Verdence Capital Advisors LLC 0.03% 13,799 $589K
14 KING LUTHER CAPITAL MANAGEMENT CORP 0.03% 178,395 $7.6M
15 New Age Alpha Advisors, LLC 0.03% 15,564 $664K
16 Covestor Ltd 0.03% 898 —
17 LOGAN CAPITAL MANAGEMENT INC 0.02% 10,000 $427K
18 WOLFF WIESE MAGANA LLC 0.01% 611 $26K
19 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% 27,473 $1.2M
20 Louisiana State Employees Retirement System 0.01% 11,000 —
21 B. Metzler seel. Sohn & Co. AG 0.01% 17,354 $740K
22 State of Alaska, Department of Revenue 0.01% 13,580 —
23 PRINCIPAL FINANCIAL GROUP INC 0.01% 219,745 $9.4M
24 Atria Investments, Inc 0.00% 9,674 $413K
25 AlphaQuest LLC 0.00% 924 $68K
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?

Slight buying edge — 55% buying: Last quarter: 143 funds bought or added vs 116 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GSHD holders?

Strong quality — 37% AUM from major funds: 37 of 249 holders rank in the top 100 by AUM, accounting for 37% 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?

61% of holders stayed for 2+ years: 151 out of 249 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.