Goosehead Insurance, Inc.: which funds bought and sold

Institutions that bought and sold Goosehead Insurance shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 107 institutions that filed 13F reports for both quarters added to or opened positions in Goosehead Insurance, and 115 cut or closed them. Together they sold a net 898K shares, −3.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 377K shares (−3.3%); index fund managers were net sellers of 298K shares (−3.5%). 42 opened a new position and 33 sold out entirely.

Bought, Q2 2026 107 institutions, 42 of them new holders Sold, Q2 2026 115 institutions, 33 of them sold out

Net change, all compared −898K shares (−3.5%)

Net change, active managers −377K shares (−3.3%), 20 bought, 20 sold

Buyers versus sellers

institutions compared, 256

107 bought 34 115 sold

Active managers and hedge funds 20 bought · 20 sold · −377K

Index fund managers 3 bought · 8 sold · −298K

Other institutions 84 bought · 87 sold · −222K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	+558K New position	558K	$27.1M
Marshall Wace, LLP Hedge fund	+278K +528.9%	330K	$16M
Durable Capital Partners LP Hedge fund	+274K +17.5%	1.8M	$89.1M
Walleye Capital LLC Hedge fund	+129K +911.8%	143K	$6.9M
Morgan Stanley	+115K +35.7%	438K	$21.3M
Bank Of America Corp	+97K +29.4%	426K	$20.7M
Point72 Asset Management, L.P. Hedge fund	+78K New position	78K	$3.8M
AQR Capital Management LLC Hedge fund	+71K +416.7%	88K	$4.3M
Goldman Sachs Group Inc	+68K +15.4%	508K	$24.6M
Los Angeles Capital Management LLC Active manager	+66K +49335.8%	66K	$3.2M
Bank Of Montreal	+63K New position	63K	$3.1M
Thrivent Financial For Lutherans	+56K +334.9%	72K	$3.5M
Capital World Investors Active manager	+55K +2.8%	2.0M	$98.3M
Apollon Wealth Management, LLC	+49K New position	49K	$2.4M
Quantinno Capital Management LP	+48K +150.4%	80K	$3.9M
Lighthouse Investment Partners, LLC Hedge fund	+37K New position	37K	$1.8M
Citigroup Inc	+33K +25.8%	161K	$7.8M
Corient Private Wealth LP	+31K +123.7%	57K	$2.8M
Capital Fund Management S.A. Hedge fund	+31K New position	31K	$1.5M
Balyasny Asset Management L.P. Hedge fund	+30K New position	30K	$1.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	+558K New position	558K	$27.1M
Marshall Wace, LLP Hedge fund	+278K +528.9%	330K	$16M
Durable Capital Partners LP Hedge fund	+274K +17.5%	1.8M	$89.1M
Walleye Capital LLC Hedge fund	+129K +911.8%	143K	$6.9M
Point72 Asset Management, L.P. Hedge fund	+78K New position	78K	$3.8M
AQR Capital Management LLC Hedge fund	+71K +416.7%	88K	$4.3M
Los Angeles Capital Management LLC Active manager	+66K +49335.8%	66K	$3.2M
Capital World Investors Active manager	+55K +2.8%	2.0M	$98.3M
Lighthouse Investment Partners, LLC Hedge fund	+37K New position	37K	$1.8M
Capital Fund Management S.A. Hedge fund	+31K New position	31K	$1.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−593K −49.6%	602K	$29.2M
Wasatch Advisors LP Active manager	−400K −17.4%	1.9M	$91.8M
Dimensional Fund Advisors LP	−186K −45.1%	226K	$11M
Langdon Equity Partners	−175K −19.6%	715K	$34.7M
King Luther Capital Management Corp Active manager	−170K −95.2%	8,580	$416,130
State Street Corp Index funds	−164K −15.2%	919K	$44.6M
Jacobson & Schmitt Advisors, LLC	−159K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−147K −55.5%	118K	$5.7M
Voloridge Investment Management, LLC Hedge fund	−137K −84.9%	24K	$1.2M
Man Group PLC Hedge fund	−114K −89.8%	13K	$628,657
Motley Fool Wealth Management, LLC	−91K Sold out	0	—
Kayne Anderson Rudnick Investment Management LLC Active manager	−89K −4.0%	2.2M	$105M
Winton Group Ltd Hedge fund	−88K −72.3%	34K	$1.6M
Millennium Management LLC Hedge fund	−83K −57.9%	60K	$2.9M
Riverbridge Partners LLC Active manager	−80K −40.9%	116K	$5.6M
Vanguard Capital Management LLC Index funds	−70K −6.5%	1.0M	$48.6M
Trexquant Investment LP Hedge fund	−59K Sold out	0	—
Xtx Topco Ltd	−51K −77.0%	15K	$744,621
Sei Investments Co	−44K −27.0%	119K	$5.8M
Phocas Financial Corp.	−39K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−593K −49.6%	602K	$29.2M
Wasatch Advisors LP Active manager	−400K −17.4%	1.9M	$91.8M
King Luther Capital Management Corp Active manager	−170K −95.2%	8,580	$416,130
Tudor Investment Corp Et Al Hedge fund	−147K −55.5%	118K	$5.7M
Voloridge Investment Management, LLC Hedge fund	−137K −84.9%	24K	$1.2M
Man Group PLC Hedge fund	−114K −89.8%	13K	$628,657
Kayne Anderson Rudnick Investment Management LLC Active manager	−89K −4.0%	2.2M	$105M
Winton Group Ltd Hedge fund	−88K −72.3%	34K	$1.6M
Millennium Management LLC Hedge fund	−83K −57.9%	60K	$2.9M
Riverbridge Partners LLC Active manager	−80K −40.9%	116K	$5.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Arrowstreet Capital, Limited PartnershipHedge fund	558K	$27.1M
Point72 Asset Management, L.P.Hedge fund	78K	$3.8M
Bank Of Montreal	63K	$3.1M
Apollon Wealth Management, LLC	49K	$2.4M
Lighthouse Investment Partners, LLCHedge fund	37K	$1.8M
Capital Fund Management S.A.Hedge fund	31K	$1.5M
Balyasny Asset Management L.P.Hedge fund	30K	$1.4M
Allstate Corp	28K	$1.3M
Jump Financial, LLC	27K	$1.3M
Brevan Howard Capital Management LPHedge fund	15K	$716,782

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jacobson & Schmitt Advisors, LLC	159K	$6.8M
Motley Fool Wealth Management, LLC	91K	$3.9M
Trexquant Investment LPHedge fund	59K	$2.5M
Phocas Financial Corp.	39K	$1.7M
Future Fund LLC	33K	$1.4M
Public Employees Retirement System Of Ohio	29K	$1.2M
TD Asset Management Inc	20K	$854,565
Dynamic Technology Lab Private Ltd	11K	$460,301
Voleon Capital Management LPHedge fund	11K	$449,508
Centiva Capital, LPHedge fund	9,192	$392,131

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 228
Ten largest holders: 64.1%
Index fund managers: 32.4%
Active managers and hedge funds: 43.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	20	20	9	5	−377K	−3.3%
Index fund managers	3	8	1	1	−298K	−3.5%
Other institutions	84	87	32	27	−222K	−3.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Goosehead Insurance.

Only managers that filed a holdings report for both quarters are compared (256 here). 8 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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