Goosehead Insurance, Inc. - Common Stock (GSHD)

CUSIP: 38267D109

Q4 2022 13F Holders as of 31 Dec 2022

Holder snapshot 7 signals
Share change
+638,251
Put/Call ratio
73%
SEC-reported price per share
$34.34
Number of holders
163
Value change
+$20,339,280
Number of buys
78
Open additional details 1 more signal available
Number of sells
81
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
23,844,343

Security key

38267D109

Report period

Q4 2022

Institutions

163

Top holders

10

Ownership snapshot

Top reported holders of GSHD - Goosehead Insurance, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Colby 2014 Family Trust
Disclosed value leader
KAYNE ANDERSON RUDNICK IN...
Comparable rows
0/15
Latest evidence
30 Sep 2022
3/4/5 13F Highest disclosed value: $109,563,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC has the largest disclosed position value at $109.56M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's linked filing trail.
Disclosed position value Top 5
Colby 2014 Family Trust $51.45M
Nathan Romney 2021 Family Trust $6.11M
Amber Burbank-Ach $718.8K
KAYNE ANDERSON RUDNICK INVESTMENT... $109.56M
WASATCH ADVISORS LP $94.31M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Colby 2014 Family Trust
3/4/5
10%+ Owner
—
mixed-class rows
$51,446,867
1,306,866 shares
mixed-class rows
— 20 May 2021
Nathan Romney 2021 Family Trust
3/4/5
Member of 10% owner group, 10%+ Owner
—
mixed-class rows
$6,105,825
165,000 shares
mixed-class rows
— 31 Dec 2021
Amber Burbank-Ach
3/4/5
Member of 10% owner group, 10%+ Owner
—
denominator unverified
$718,785
9,712 shares
— 10 May 2021
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$109,563,000
3,074,160 shares
— 30 Sep 2022
WASATCH ADVISORS LP
13F
Company
13F
—
denominator unverified
$94,311,000
2,646,220 shares
— 30 Sep 2022
Michael C. Colby
3/4/5
President and COO
—
mixed-class rows
$84,369,845
2,173,925 shares
mixed-class rows
— 01 Mar 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
163
Shares
23,034,550
Rows available
163
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
151
Q4 2022 holders
163
Holder diff
12
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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