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Joel Greenblatt’s GSHD Holdings & Trades

First Buy
Q4 2023
Duration Held
6 Quarters
Largest Add
Q4 2025
+5,016 Shares
Current Position
7,209 Shares
$307,536 Value

Joel Greenblatt's GSHD Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 7,209 shares of Goosehead Insurance, Inc. (GSHD) worth $307,536, representing 0.00% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 6 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in GSHD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 5,016 shares. Largest reduction occurred in Q1 2024, reducing 3,902 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Goosehead Insurance (GSHD) Holding Value Over Time

Track share changes against reported price movement

Quarterly Goosehead Insurance (GSHD) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +2,193 Add 43.72% 7,209 $42.66
Q4 2025 +5,016 New Buy 5,016 $73.65
Q3 2024 -3,734 Sold Out 0 $0.00
Q2 2024 +3,734 New Buy 3,734 $57.44
Q1 2024 -3,902 Sold Out 0 $0.00
Q4 2023 +3,902 New Buy 3,902 $75.80

Joel Greenblatt's Goosehead Insurance Investment FAQs

Joel Greenblatt first purchased Goosehead Insurance, Inc. (GSHD) in Q4 2023, acquiring 3,902 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Goosehead Insurance, Inc. (GSHD) for 6 quarters since Q4 2023.

Joel Greenblatt's largest addition to Goosehead Insurance, Inc. (GSHD) was in Q4 2025, adding 5,016 shares worth $369,428.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 7,209 shares of Goosehead Insurance, Inc. (GSHD), valued at approximately $307,536.

As of the Q1 2026 filing, Goosehead Insurance, Inc. (GSHD) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Goosehead Insurance, Inc. (GSHD) was 7,209 shares, as reported at the end of Q1 2026.