Vanguard's stake at 4.95% is just under the 5% reporting threshold, suggesting a passive index or fund allocation. No change in control intent is indicated. Monitor for any future 13D conversion or further accumulation above 5%.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 4.95% passive stake in Goosehead Insurance as of September 30, 2026, representing 1,180,295 shares. This is a new filing by Vanguard, no prior 13G from this filer was in the cross-filing context, and the stake is just below the 5% threshold, indicating a meaningful passive position.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC filed an amended Schedule 13G for Goosehead Insurance, Inc.
- As of September 30, 2026, Vanguard beneficially owned 1,180,295 shares of common stock.
- The stake represents 4.95% of shares outstanding, just below the 5% threshold.
- Vanguard certifies the securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
- No prior 13G filing from Vanguard for Goosehead was provided in the cross-filing context.
Financial Impact
Vanguard holds 1,180,295 shares, representing 4.95% of outstanding shares. Based on a $1.6B market cap, the stake is valued at approximately $79.2M.
Risk Factors
- Passive stake filing; no activist or control intent signaled.
- Stake is just below 5%, so any additional buying could trigger further filings.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001051 |
| Document: 0002100121-26-001051-index.html | 0002100121-26-001051 |
| Document: 0002100121-26-001051.txt | 0002100121-26-001051 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $47.71 | awaiting T+20 | awaiting T+20 | $47.60 (−0.21%) |
Oct 15, 2026 17d ago | Press Release | $45.60 | awaiting T+20 | awaiting T+20 | $47.60 (+4.40%) |
Oct 7, 2026 25d ago | SC 13G/A | $43.72 | awaiting T+20 | awaiting T+20 | $47.60 (+8.89%) |
Sep 24, 2026 5w ago | Insider Buy | $45.23 $48.50 | ▲ +7.23% | ▲ +8.71% | $47.60 (+5.25%) |
Aug 24, 2026 9w ago | Insider Cluster | $72.33 $43.52 | ▼ −39.83% | ▼ −40.08% | $47.60 (−34.18%) |
Aug 24, 2026 9w ago | Insider Cluster | $72.33 $43.52 | ▼ −39.83% | ▼ −40.08% | $47.60 (−34.18%) |
Aug 5, 2026 12w ago | Insider Cluster | $66.66 $67.08 | ▲ +0.63% | ▲ +0.03% | $47.60 (−28.59%) |
Aug 4, 2026 12w ago | Insider Cluster | $66.95 $68.80 | ▲ +2.76% | ▲ +3.36% | $47.60 (−28.89%) |
Aug 3, 2026 12w ago | Insider Cluster | $68.56 $68.45 | ▼ −0.16% | ▲ +1.08% | $47.60 (−30.56%) |
Jul 30, 2026 13w ago | Insider Cluster | $62.00 $71.26 | ▲ +14.94% | ▲ +11.95% | $47.60 (−23.22%) |
US Market Status
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