Company Analysis

Goosehead Insurance, Inc. (GSHD)

Nasdaq: GSHD · Insurance Agents, Brokers & Service · Westlake, TX · filing with the SEC since 2018
Grade4.5
◀ Past 3.8● Present 4.7▶ Future 5.0

Who owns Goosehead Insurance, Inc.

As filed with the SEC
Holders of 5% or more
6
Mark E. Jones holds 34.2% of CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE, as its SCHEDULE 13D/A filed Aug 24, 2026 says.
Directors and officers
15
report now, of 23 people on the record since 2018. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 6 named at left.
Holders of 5% or moreshare of the class, as filed
Mark E. Jones
SCHEDULE 13D/A · filed Aug 24, 2026 · CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE · 35.1% in Feb 25, 2026
34.2%
Durable Capital Partners LP
SCHEDULE 13G/A · filed Aug 7, 2026 · Class A Common Stock, $0.01 per share · 5.7% in Aug 20, 2025
10.8%
Wasatch Advisors LP
SCHEDULE 13G/A · filed Oct 7, 2026 · Common Stock SH · 8% in Jul 15, 2026
10.2%
Kayne Anderson Rudnick Investment Management, LLC
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · 10.4% in Jun 4, 2026
9.2%
Capital World Investors
8%
Vanguard Portfolio Management
5.64%
Vanguard Capital Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.3% in Apr 30, 2026
under 5%
Df Dent & Co Inc
SCHEDULE 13G/A · filed Aug 6, 2024 · Common Stock · reported falling below 5%
under 5%
T. Rowe Price Investment Management, Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · COMMON STOCK · reported falling below 5%, from 5% in May 15, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What GSHD reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Vivint Smart Home's
A company bought · asset acquisition · May 2023 · owns, named in the 10-K filed Feb 19, 2026
Insider tradesForm 4
23sales
11purchases
0sales on a scheduled plan
4people selling
$31.1Msold, in dollars
$1.7Mbought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
181920212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window15 of 43 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Mark & Robyn Jones Descendants Trust 2014CEO14$21.7M00$0
Mcconnon Thomasdirector2$5.1M00$0
Jones Robyn Mary Elizabethdirector2$3.5M00$0
Jones Serena10% owner10$2.1M00$0
Jones Adrienne10% owner3$1.1M00$0
Jones Mark EvanExecutive Chairman5$900,00000$0
Durable Capital Partners LP10% owner0$0010$18.4M
Jones Mark E. Jr.President & COO0$003$200,000
Miller MarkPresident and CEO0$002$500,000
Martin John ArthurChief Financial Officer0$001$200,000
Langston Patrick RyanChief Legal Officer0$001$100,000
Thornthwaite Martin EllisGeneral Counsel0$001$200,000
O'Connor John TerryGeneral Counsel0$001$200,000
Lane Peter R.director0$001$100,000
Goldberg Louisdirector0$001$300,000
SI Assistanton GSHD · research, not advice