Monitor Wasatch's next 13G filing for any reduction below 10% or conversion to 13D, which would signal a shift from passive to activist intent. The 10.2% stake gives Wasatch significant influence but no control intent per the filing.
Price Chart
Executive Summary
Wasatch Advisors LP filed an amended Schedule 13G disclosing a 10.2% passive stake in Goosehead Insurance as of September 30, 2026, representing 2,430,746 shares. This is a new filing by Wasatch — no prior 13G from this filer was in the cross-filing context — and the stake is well above the 5% threshold, indicating a meaningful passive position.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP reported beneficial ownership of 2,430,746 shares of Goosehead Insurance common stock.
- The stake represents 10.2% of shares outstanding as of September 30, 2026.
- Wasatch certifies the shares were acquired in the ordinary course of business and not to influence control (passive investor).
- The filing is an amendment to Schedule 13G, indicating a change from a prior filing (no prior Wasatch 13G was provided in the cross-filing context).
Financial Impact
10.2% passive stake valued at approximately $1.7 million based on sole voting power of 1,689,311 shares (no market price provided in filing).
Risk Factors
- Wasatch could reduce its stake in future quarters, potentially pressuring the stock.
- A future conversion to Schedule 13D would signal activist intentions, though not indicated here.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000814133-26-000111 |
| Document: 0000814133-26-000111-index.html | 0000814133-26-000111 |
| Document: 0000814133-26-000111.txt | 0000814133-26-000111 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Press Release | $45.60 | awaiting T+60 | — | $46.15 (+1.21%) |
Oct 7, 2026 20d ago | SC 13G/A | $43.72 | awaiting T+60 | — | $46.15 (+5.56%) |
Sep 24, 2026 4w ago | Insider Buy | $45.23 | awaiting T+60 | — | $46.15 (+2.03%) |
Aug 24, 2026 9w ago | Insider Cluster | $72.33 | awaiting T+60 | — | $46.15 (−36.20%) |
Aug 24, 2026 9w ago | Insider Cluster | $72.33 | awaiting T+60 | — | $46.15 (−36.20%) |
Aug 5, 2026 11w ago | Insider Cluster | $66.66 | awaiting T+60 | — | $46.15 (−30.77%) |
Aug 4, 2026 12w ago | Insider Cluster | $66.95 | awaiting T+60 | — | $46.15 (−31.07%) |
Aug 3, 2026 12w ago | Insider Cluster | $68.56 | awaiting T+60 | — | $46.15 (−32.69%) |
Jul 30, 2026 12w ago | Insider Cluster | $62.00 $47.92 | ▼ −22.71% | ▼ −25.16% | $46.15 (−25.56%) |
Jul 30, 2026 12w ago | Insider Cluster | $62.00 $47.92 | ▼ −22.71% | ▼ −25.16% | $46.15 (−25.56%) |
US Market Status
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