GSHDNasdaqInsurance Agents, Brokers & ServiceFiscal year ends December 31
Goosehead Insurance, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$45.54−0.86 (-1.85%)
Close on Oct 19, 2026
- Market cap
- $1.63B
- P/E (TTM)
- 44.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
73.1%
26M of 36M shares
Institutional holders
230
48 new, 33 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
21 buys · 36 sales
Net sold $14.21M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,582,330 | – | 13G (passive) amendment | Dec 31, 2023 |
| Durable Capital Partners LP | 2,570,260 | 10.80% | 13G (passive) amendment | Jul 24, 2026 |
| Wasatch Advisors LP | 2,430,746 | 10.20% | 13G (passive) amendment | Sep 30, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 2,168,931 | 9.20% | 13G (passive) amendment | Jun 30, 2026 |
| Capital World Investors | 1,972,271 | 8.00% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 1,337,190 | 5.64% | 13G (passive) | Mar 31, 2026 |
| Mark E. Jones | 12,462,089 | 34.20% | 13D (active) amendment | Aug 20, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GSHD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,656,280 | 10.29% | $177.33M | −30,441 | 0.00% |
| Kayne Anderson Rudnick Investment Management LLC | 2,168,930 | 6.11% | $105.19M | −89,251 | 0.33% |
| Capital World Investors | 2,027,586 | 5.71% | $98.34M | +55,315 | 0.01% |
| Wasatch Advisors LP | 1,892,453 | 5.33% | $91.78M | −399,774 | 0.60% |
| Durable Capital Partners LP | 1,837,151 | 5.17% | $89.10M | +274,182 | 0.87% |
| Vanguard Portfolio Management LLC | 1,293,807 | 3.64% | $62.75M | −25,174 | 0.00% |
| Vanguard Capital Management LLC | 1,002,236 | 2.82% | $48.61M | −69,530 | 0.00% |
| State Street Corp | 919,003 | 2.59% | $44.57M | −164,149 | 0.00% |
| Df Dent & Co Inc | 775,412 | 2.18% | $37.61M | −8,203 | 0.71% |
| Langdon Equity Partners | 715,000 | 2.01% | $34.68M | −174,500 | 19.38% |
| Geode Capital Management, LLC | 635,114 | 1.79% | $30.81M | +26,242 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 602,345 | 1.70% | $29.21K | −592,653 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 557,992 | 1.57% | $27.06M | New | 0.01% |
| Goldman Sachs Group Inc | 507,585 | 1.43% | $24.62M | +67,787 | 0.00% |
| Akre Capital Management LLC | 443,385 | 1.25% | $21.50M | – | 0.42% |
| Morgan Stanley | 438,286 | 1.23% | $21.26M | +115,278 | 0.00% |
| Bank Of America Corp /De/ | 426,003 | 1.20% | $20.66M | +96,670 | 0.00% |
| Jupiter Topco LLC | 400,230 | 1.13% | $19.41M | New | 0.01% |
| Marshall Wace, Llp | 330,416 | 0.93% | $16.03M | +277,880 | 0.01% |
| Whitebark Investors LP | 269,322 | 0.76% | $13.06M | – | 10.09% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | 26M | 73.1% | 48 / 65 | 83 / 33 | 3M | 3M |
| Q1 2026 | 218 | 27M | 75.6% | 26 / 89 | 72 / 68 | 6M | 4M |
| Q4 2025 | 265 | 28M | 77.5% | 45 / 97 | 87 / 42 | 3M | 2M |
| Q3 2025 | 263 | 27M | 76.2% | 36 / 79 | 102 / 46 | 3M | 3M |
| Q2 2025 | 276 | 27M | 77.4% | 39 / 108 | 92 / 48 | 4M | 2M |
| Q1 2025 | 286 | 26M | 73.6% | 48 / 94 | 106 / 26 | 2M | 2M |
| Q4 2024 | 266 | 26M | 74.0% | 57 / 76 | 90 / 19 | 2M | 2M |
| Q3 2024 | 231 | 26M | 74.5% | 46 / 61 | 91 / 25 | 5M | 2M |
| Q2 2024 | 212 | 27M | 75.9% | 24 / 98 | 65 / 44 | 3M | 3M |
| Q1 2024 | 233 | 27M | 75.2% | 33 / 82 | 86 / 50 | 3M | 2M |
| Q4 2023 | 251 | 25M | 71.8% | 46 / 85 | 82 / 27 | 2M | 3M |
| Q3 2023 | 233 | 26M | 73.4% | 69 / 66 | 64 / 19 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GSHD | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 1,972,271 | 5.55% | $95.66M | 0.10% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 1,426,418 | 4.02% | $69.18M | 0.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 706,189 | 1.99% | $34.25M | 0.00% | Jun 30, 2026 |
| Virtus KAR Small-Cap Growth Fund | 655,219 | 1.84% | $31.78M | 5.15% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 611,078 | 1.72% | $29.64M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 515,266 | 1.45% | $24.99M | 0.01% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 509,293 | 1.43% | $24.70M | 0.83% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 320,572 | 0.90% | $15.55M | 0.43% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 295,812 | 0.83% | $14.35M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 272,999 | 0.77% | $13.24M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 255,691 | 0.72% | $15.85M | 0.05% | Jul 31, 2026 |
| Wasatch Small Cap Growth Fund | 224,981 | 0.63% | $10.91M | 0.93% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 216,876 | 0.61% | $10.52M | 0.06% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 197,434 | 0.56% | $9.58M | 0.09% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 197,316 | 0.56% | $9.57M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark Evan Jones | Executive Chairman, Director, 10% owner | 8,732,635 | 24.59% | Aug 31, 2026 |
| Mark Miller | President and CEO, Director | 40,000 | 0.11% | May 15, 2026 |
| John Arthur Martin | Chief Financial Officer | 5,000 | 0.01% | May 29, 2026 |
| Martin Ellis Thornthwaite | General Counsel | 5,000 | 0.01% | May 18, 2026 |
| Mark E. Jones Jr. | President & COO, 10% owner | 304,572 | 0.86% | May 15, 2026 |
| John Terry O'Connor | General Counsel | 3,100 | 0.01% | Jan 6, 2026 |
| Robyn Mary Elizabeth Jones | Director, 10% owner | 8,820,061 | 24.83% | Aug 31, 2026 |
| Peter R. Lane | Director | 1,600 | 0.00% | Aug 3, 2026 |
| Louis Goldberg | Director | 5,575 | 0.02% | May 7, 2026 |
| Waded Cruzado | Director | 9,093 | 0.03% | May 7, 2026 |
| James Reid | Director | 0 | – | May 7, 2026 |
| William Francis Wade Jr | Director | – | – | May 7, 2026 |
| Thomas McConnon | Director | 271,022 | 0.76% | Dec 3, 2025 |
| Capital Partners LP Durable | 10% owner | 2,720,260 | 7.66% | Sep 24, 2026 |
| & Robyn Jones Descendants Trust 2014 Mark | 10% owner | 8,434,016 | 23.75% | Aug 31, 2026 |
| Adrienne Kebodeaux | 10% owner | 331,557 | 0.93% | Aug 24, 2026 |
| Serena Jones | 10% owner | 804,028 | 2.26% | Aug 21, 2026 |
| Dynasty Trust SLJ | 10% owner | 824,974 | 2.32% | Aug 21, 2026 |
| & The Bear Irrevocable Trust Chick | 10% owner | 78,530 | 0.22% | Jul 30, 2026 |
| Patrick Ryan Langston | 10% owner | 89,687 | 0.25% | Jun 1, 2026 |
| 2025 Grantor Retained Annuity Trust SLJ | 10% owner | 114,777 | 0.32% | Sep 10, 2025 |
| Marie Jones Trust Emily | 10% owner | 9,787 | 0.03% | Aug 26, 2025 |
| 2023 Grantor Retained Annuity Trust SLJ | 10% owner | 783,782 | 2.21% | Aug 26, 2025 |
| Scot Jones Trust Brendan | 10% owner | 9,787 | 0.03% | Aug 26, 2025 |
| Thomas Jones Trust Joshua | 10% owner | 229,544 | 0.65% | Aug 26, 2025 |
| Douglas Jones Trust Benjamin | 10% owner | 9,788 | 0.03% | Aug 26, 2025 |
| Nicole Rogers Trust Alexandra | 10% owner | 9,788 | 0.03% | Aug 26, 2025 |
| Lindy Langston | 10% owner | 283,202 | 0.80% | May 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Capital Partners LP Durable 10% owner | Sep 22, 2026 | Buy | +150,000 | $47.32 | $7.10M | 2,720,260 |
| Mark Evan Jones Executive Chairman, Director, 10% owner | Aug 27, 2026 | Gift | +100,000 | – | – | 282,349 |
| Mark Evan Jones Executive Chairman, Director, 10% owner | Aug 27, 2026 | Gift | −100,000 | – | – | 182,349 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 27, 2026 | Gift | −100,000 | – | – | 6,645,180 |
| Adrienne Kebodeaux 10% owner | Aug 20, 2026 | Sale | −7,000 | $70.00 | $490.00K | 0 |
| Adrienne Kebodeaux 10% owner | Aug 20, 2026 | Conversion | +7,000 | – | – | 7,000 |
| Adrienne Kebodeaux 10% owner | Aug 20, 2026 | Conversion | −7,000 | – | – | 273,027 |
| Serena Jones 10% owner | Aug 20, 2026 | Sale | −1,107 | $69.87 | $77.35K | 5,000 |
| Serena Jones 10% owner | Aug 20, 2026 | Sale | −3,893 | $68.75 | $267.64K | 6,107 |
| Serena Jones 10% owner | Aug 20, 2026 | Conversion | +10,000 | – | – | 10,000 |
| Serena Jones 10% owner | Aug 20, 2026 | Conversion | −10,000 | – | – | 136,246 |
| Serena Jones 10% owner | Aug 20, 2026 | Sale | −5,000 | $70.00 | $350.00K | 0 |
| Serena Jones 10% owner | Aug 20, 2026 | Sale | −1,107 | $69.87 | $77.35K | 5,000 |
| Serena Jones 10% owner | Aug 20, 2026 | Sale | −3,893 | $68.75 | $267.64K | 6,107 |
| Serena Jones 10% owner | Aug 20, 2026 | Conversion | +10,000 | – | – | 10,000 |
| Serena Jones 10% owner | Aug 20, 2026 | Conversion | −10,000 | – | – | 352,822 |
| Serena Jones 10% owner | Aug 20, 2026 | Sale | −5,000 | $70.00 | $350.00K | 0 |
| Serena Jones 10% owner | Aug 19, 2026 | Conversion | +4,875 | – | – | 4,875 |
| Serena Jones 10% owner | Aug 19, 2026 | Sale | −4,875 | $67.71 | $330.09K | 0 |
| Serena Jones 10% owner | Aug 19, 2026 | Conversion | +4,875 | – | – | 4,875 |
| Serena Jones 10% owner | Aug 19, 2026 | Conversion | −4,875 | – | – | 146,246 |
| Serena Jones 10% owner | Aug 19, 2026 | Sale | −4,875 | $67.71 | $330.09K | 0 |
| Serena Jones 10% owner | Aug 19, 2026 | Conversion | −4,875 | – | – | 362,822 |
| Mark Evan Jones Executive Chairman, Director, 10% owner | Aug 17, 2026 | Gift | −100 | – | – | 38,751 |
| Serena Jones 10% owner | Aug 13, 2026 | Conversion | −125 | – | – | 367,697 |
| Serena Jones 10% owner | Aug 13, 2026 | Conversion | +125 | – | – | 125 |
| Serena Jones 10% owner | Aug 13, 2026 | Sale | −125 | $67.50 | $8.44K | 0 |
| Serena Jones 10% owner | Aug 13, 2026 | Conversion | −125 | – | – | 151,121 |
| Serena Jones 10% owner | Aug 13, 2026 | Conversion | +125 | – | – | 125 |
| Serena Jones 10% owner | Aug 13, 2026 | Sale | −125 | $67.50 | $8.44K | 0 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 4, 2026 | Conversion | +22,481 | – | – | 22,481 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 4, 2026 | Sale | −2,682 | $67.84 | $181.95K | 3,876 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 4, 2026 | Sale | −10,956 | $66.71 | $730.87K | 6,558 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 4, 2026 | Sale | −4,967 | $65.46 | $325.14K | 17,514 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 4, 2026 | Sale | −3,876 | $68.44 | $265.27K | 0 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 4, 2026 | Conversion | −22,481 | – | – | 6,745,180 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 3, 2026 | Sale | −100,000 | $65.31 | $6.53M | 0 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 3, 2026 | Conversion | +100,000 | – | – | 100,000 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Aug 3, 2026 | Conversion | −100,000 | – | – | 6,767,661 |
| Capital Partners LP Durable 10% owner | Jul 31, 2026 | Buy | +22,764 | $61.88 | $1.41M | 2,556,768 |
| Capital Partners LP Durable 10% owner | Jul 31, 2026 | Buy | +13,492 | $62.00 | $836.50K | 2,570,260 |
| Peter R. Lane Director | Jul 31, 2026 | Buy | +1,600 | $63.14 | $101.02K | 1,600 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 30, 2026 | Sale | −2,144 | $66.45 | $142.47K | 0 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 30, 2026 | Sale | −375 | $65.22 | $24.46K | 2,144 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 30, 2026 | Conversion | +2,519 | – | – | 2,519 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 30, 2026 | Conversion | −2,519 | – | – | 6,867,661 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 29, 2026 | Sale | −56,414 | $70.29 | $3.97M | 0 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 29, 2026 | Sale | −47,182 | $69.60 | $3.28M | 56,414 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 29, 2026 | Conversion | −125,000 | – | – | 6,870,180 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 29, 2026 | Sale | −21,404 | $68.43 | $1.46M | 103,596 |
| & Robyn Jones Descendants Trust 2014 Mark 10% owner | Jul 29, 2026 | Conversion | +125,000 | – | – | 125,000 |
| Adrienne Kebodeaux 10% owner | Jul 28, 2026 | Sale | −5,000 | $65.20 | $326.00K | 0 |
| Adrienne Kebodeaux 10% owner | Jul 28, 2026 | Conversion | −5,000 | – | – | 280,027 |
| Adrienne Kebodeaux 10% owner | Jul 28, 2026 | Conversion | +5,000 | – | – | 5,000 |
| Adrienne Kebodeaux 10% owner | Jul 28, 2026 | Conversion | −5,000 | – | – | 58,530 |
| Adrienne Kebodeaux 10% owner | Jul 28, 2026 | Sale | −5,000 | $65.03 | $325.15K | 0 |
| Adrienne Kebodeaux 10% owner | Jul 28, 2026 | Conversion | +5,000 | – | – | 5,000 |
| Capital Partners LP Durable 10% owner | Jul 27, 2026 | Buy | +33,207 | $61.87 | $2.05M | 2,529,887 |
| Capital Partners LP Durable 10% owner | Jul 27, 2026 | Buy | +2,753 | $59.51 | $163.83K | 2,496,680 |
| Capital Partners LP Durable 10% owner | Jul 27, 2026 | Buy | +4,117 | $62.00 | $255.25K | 2,534,004 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kebodeaux Adrienne Affiliate | Aug 20, 2026 | 2,000 | $136.78K | Aug 20, 2026 | Class A Common Shares received in exchange of Class B Units. The Class B Units were acquired on April 27, 2018. |
| Dynasty Trust SLJ Affiliate | Aug 13, 2026 | 15,000 | $983.25K | Aug 13, 2026 | Class A Common Shares received in exchange of Class B Units. The Class B Units were acquired on April 27, 2018 |
| Jones Serena Affiliate | Aug 13, 2026 | 15,000 | $983.25K | Aug 13, 2026 | Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018 |
| Jones Mark Affiliate | Jul 29, 2026 | 250,000 | $17.37M | Jul 29, 2026 | Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018. |
| Kebodeaux Adrienne Affiliate | Jul 28, 2026 | 10,000 | $650.00K | Jul 28, 2026 | Class A Common Shares received in exchange of Class B Units. The Class B Units were acquired on April 27, 2018. |
| & The Bear Irrevocable Trust Chick Affiliate | Jul 28, 2026 | 5,000 | $325.00K | Jul 28, 2026 | Class A Common Shares received in exchange of Class B Units. The Class B Units were acquired on April 27,2018 |
| E. Jones Mark Executive Chairman | Apr 28, 2026 | 300,000 | $14.48M | Apr 28, 2026 | Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018. |
| Investors LP Whitebark Account controlled by director | Dec 1, 2025 | 69,686 | $4.99M | Dec 1, 2025 | Open Market Purchases |
| Kebodeaux Adrienne Affiliate | Aug 19, 2025 | 3,000 | $255.87K | Aug 19, 2025 | Class A Common Shares received in exchange of Class B Units. The Class B Units were acquired on April 27, 2018. |
| E. Jones Mark Executive Chairman | Jul 31, 2025 | 300,000 | $27.44M | Jul 31, 2025 | Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018. |
| Langston Lindy Affiliate | May 21, 2025 | 25,000 | $2.71M | May 21, 2025 | Class A Common Shares received in exchange of Class B Units. The Class B units were acquired on April 27, 2018. |
| John Terry O'Connor Officer | May 14, 2025 | 2,500 | $261.05K | May 14, 2025 | Option Granted 01/03/2023 |
| E. Jones Mark Executive Chairman | May 13, 2025 | 100,000 | $10.54M | May 13, 2025 | Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018. |
| E. Jones Mark Executive Chairman | May 8, 2025 | 150,000 | $15.35M | May 8, 2025 | Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018. |
| E. Jones Mark Executive Chairman | Mar 6, 2025 | 200,000 | $24.77M | Mar 5, 2025 | Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018. |