Cross-institution positioning
Aug 14, 2026Strong institutional reduction. 1 accumulating, 1 reducing, 2 exited across 4 comparable institutions.
Source: Schedule 13 researchGSHD Institutional Ownership
Goosehead Insurance, Inc.
Latest stored close $43.51 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Sell
24/100
5 tracked · 4 comparable
Latest filing
Aug 14, 2026
Positive breadth
2 positive · 3 negative
Recent close
$43.51
Research confidence
Medium
Institutional Research 0/100 · 1 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 14, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported1
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 24/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 3 reducing/exited.
- 1 tracked institution shows persistent accumulation.
Institutional
5/100
Insiders
53/100
Fundamentals
58/100
Events
50/100
Quarterly 13F activity
Jun 30, 20260 increased/new, 2 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 22, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 11 purchases by 2 reporting owners and 23 sales by 7 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Jul 22, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 23, 2026Revenue +20.6% YoY; Net income +95.4% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 51% through its reported 52-week range; -25.5% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from T. Rowe Price Investment Management.
Filed Aug 14, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 14, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 23, 2024
Direction locked
Fidelity / FMR
Filed Feb 9, 2022
Direction locked
Vanguard Capital Management
Filed Jul 31, 2026
Direction locked
T. Rowe Price Investment Management
Filed Aug 14, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
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No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 23, 2024
Fidelity / FMR
Filed Feb 9, 2022
Vanguard Capital Management
Filed Jul 31, 2026
T. Rowe Price Investment Management
Filed Aug 14, 2026
Vanguard Group
Filed Mar 27, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases11 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth2Multi-insider
90-day sale breadth7Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 22, 2026 | Durable Capital Partners LP | POpen-market or private purchase | Class A Common Stock | 150.0K | $47.32 | Indirect | Sep 24, 2026 |
| Aug 27, 2026 | Jones Mark Evan | GGift · derivative | LLC Units in Goosehead Financial, LLC | 100.0K | $0.00 | Direct | Aug 31, 2026 |
| Aug 27, 2026 | Jones Mark Evan | GGift · derivative | LLC Units in Goosehead Financial, LLC | 100.0K | $0.00 | Direct | Aug 31, 2026 |
| Aug 27, 2026 | Jones Mark Evan | GGift | Class B Common Stock | 100.0K | $0.00 | Direct | Aug 31, 2026 |
| Aug 27, 2026 | Jones Mark Evan | GGift | Class B Common Stock | 100.0K | $0.00 | Direct | Aug 31, 2026 |
| Aug 27, 2026 | Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan, Jones Robyn Mary Elizabeth | GGift · derivative | LLC Units in Goosehead Financial, LLC | 100.0K | $0.00 | Direct | Aug 31, 2026 |
| Aug 27, 2026 | Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan, Jones Robyn Mary Elizabeth | GGift | Class B Common Stock | 100.0K | $0.00 | Direct | Aug 31, 2026 |
| Aug 20, 2026 | KEBODEAUX ADRIENNE | CConversion of derivative · derivative | LLC Units in Goosehead Financial, LLC | 7.0K | $0.00 | Direct | Aug 24, 2026 |
| Aug 20, 2026 | KEBODEAUX ADRIENNE | SOpen-market or private sale | Class A Common Stock | 7.0K | $70.00 | Direct | Aug 24, 2026 |
| Aug 20, 2026 | KEBODEAUX ADRIENNE | CConversion of derivative | Class A Common Stock | 7.0K | $0.00 | Direct | Aug 24, 2026 |
| Aug 20, 2026 | KEBODEAUX ADRIENNE | CConversion of derivative | Class B Common Stock | 7.0K | $0.00 | Direct | Aug 24, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | CConversion of derivative · derivative | LLC Units in Goosehead Financial, LLC | 10.0K | $0.00 | Indirect | Aug 21, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | CConversion of derivative · derivative | LLC Units in Goosehead Financial, LLC | 10.0K | $0.00 | Direct | Aug 21, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | SOpen-market or private sale | Class A Common Stock | 5.0K | $70.00 | Indirect | Aug 21, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | SOpen-market or private sale | Class A Common Stock | 1.1K | $69.87 | Indirect | Aug 21, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | SOpen-market or private sale | Class A Common Stock | 3.9K | $68.75 | Indirect | Aug 21, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | CConversion of derivative | Class A Common Stock | 10.0K | $0.00 | Indirect | Aug 21, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | CConversion of derivative | Class B Common Stock | 10.0K | $0.00 | Indirect | Aug 21, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | SOpen-market or private sale | Class A Common Stock | 5.0K | $70.00 | Direct | Aug 21, 2026 |
| Aug 20, 2026 | Jones Serena, SLJ Dynasty Trust | SOpen-market or private sale | Class A Common Stock | 1.1K | $69.87 | Direct | Aug 21, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 22, 2026 | 8-K | 2.02, 5.02, 9.01 | Results of operations / financial condition; Director or executive change; Financial statements / exhibits | — | Filing |
| Jul 14, 2026 | 8-K | 1.01, 9.01 | Material definitive agreement; Financial statements / exhibits | — | Filing |
| May 4, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Apr 22, 2026 | 8-K | 2.02, 5.02, 8.01, 9.01 | Results of operations / financial condition; Director or executive change; Other event; Financial statements / exhibits | — | Filing |
| Apr 8, 2026 | 8-K/AAmendment | 5.02 | Director or executive change | — | Filing |
| Mar 31, 2026 | 8-K | 5.02, 8.01, 9.01 | Director or executive change; Other event; Financial statements / exhibits | — | Filing |
| Mar 12, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Feb 17, 2026 | 8-K | 2.02, 5.02, 7.01, 9.01 | Results of operations / financial condition; Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 22, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$113.4M
Q2 2026
+20.6% YoY 10-Q filed Jul 23, 2026
Operating income
$26.6M
Q2 2026
+69.8% YoY 10-Q filed Jul 23, 2026
Operating margin
23.5%
Q2 2026
+6.8 pts YoY 10-Q filed Jul 23, 2026
Net income
$10.1M
Q2 2026
+95.4% YoY 10-Q filed Jul 23, 2026
Diluted EPS
$1.04
FY 2025
-10.3% YoY 10-K filed Feb 19, 2026
Operating cash flow
$38.8M
YTD through Jun 30, 2026
-12.6% YoY 10-Q filed Jul 23, 2026
Free cash flow
$35.7M
YTD through Jun 30, 2026
-15.2% YoY 10-Q filed Jul 23, 2026
Cash & equivalents
$23.7M
As of Jun 30, 2026
-74.4% YoY 10-Q filed Jul 23, 2026
Long-term debt
$317.4M
As of Jun 30, 2026
+8.4% YoY 10-Q filed Jul 23, 2026
Assets
$406.8M
As of Jun 30, 2026
-6.8% YoY 10-Q filed Jul 23, 2026
Liabilities
$595.4M
As of Jun 30, 2026
+5.0% YoY 10-Q filed Jul 23, 2026
Stockholders’ equity
$-112.4M
As of Jun 30, 2026
-43.0% YoY 10-Q filed Jul 23, 2026
Shares outstanding
21.1M
As of Sep 30, 2022
10-Q/A filed Nov 1, 2022
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $113.4M | +20.6% |
| Ended Mar 31, 2026 | $93.1M | +23.1% |
| Ended Sep 30, 2025 | $90.4M | +15.9% |
| Ended Jun 30, 2025 | $94.0M | +20.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $365.3M | — |
| Ended Dec 31, 2024 | $0 | — |
| Ended Dec 31, 2023 | $0 | -100.0% |
| Ended Dec 31, 2022 | $209.4M | +38.4% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$59.35
View live quote ↗
52-week low
$33.68
May 28, 2026
52-week high
$84.36
Sep 17, 2025
Below 52-week high
29.6%
1W return
-4.8%
1M return
-10.5%
3M return
+64.6%
6M return
+34.4%
YTD return
-19.4%
1Y return
-25.5%
30-day volatility
48.8%
90-day volatility
71.4%
1Y max drawdown
-57.5%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 24 filing(s) · 21 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management CIK0001897612 | Jun 30, 2026 observed Aug 14, 2026 filed · 45d Schedule 13G amendment | Exit below reporting threshold | 602.3K -592.7K | 2.50% -9.50 pts | $48.50 | $66.29 | $43.51 |
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 1.0M | $43.51 | |||
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 observed Jul 31, 2026 filed · 31d Schedule 13G amendment | Reported reduction | 1.2M -73.6K | 12.00% +6.70 pts | $48.50 | $62.00 | $43.51 |
Explore more institutional activity
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