GSHD

GSHD

GSHD

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Jul 21, 2025 Wasatch Small Cap Growth Strategy - - AGYS, BRBR, CWAN, FN, GSHD, NVMI earnings momentum, free cash flow, growth, Quality, small cap GSHD
2025 Q1 Apr 23, 2025 Polen Capital – U.S. Small Company Growth -10.8% -10.8% BROS, ELF, EXLS, FOXF, GLOB, GSHD, MODG, RVLV, TECH, YETI -
2025 Q1 Apr 22, 2025 Polen Capital – Global SMID Company Growth -5.0% -5.0% 8136 JP, ELF, GLOB, GSHD, KALYANKJIL IN, LTMC IM -
2025 Q1 Apr 22, 2025 Polen Capital – U.S. SMID Company Growth -12.7% -12.7% ALGN, BAH, CRL, ELF, ETSY, FIX, FOXF, GLOB, GSHD, MANH, MODG, PGNY, ROAD, RVLV, SAIA, TECH, WING, YETI -
2022 Q3 Oct 26, 2022 Polen Capital – U.S. Small Company Growth 7.4% -0.9% AMN, AZTA, EEF GR, GSHD, PCTY, PGNY, WING, YETI -
2022 Q3 Oct 26, 2022 Polen Capital – U.S. SMID Company Growth 8.8% -1.3% BMBL, DT, EEFT, GSHD, PAYC, TTD, WING, YETI -
2024 Q3 Oct 23, 2024 Polen Capital – U.S. Small Company Growth 7.4% -0.9% 4P0 GR, ALIT, ALRM, BROS, DOCS, ELF, GSHD, HLNE, NSIT, NVEE, PCTY, PGNY, RH, RMBS, RVLV, SITM -
2023 Q3 Oct 19, 2023 Polen Capital – Global SMID Company Growth 7.4% -2.4% 2412 JP, 696 HK, ALIT, DOCS, GSHD, KWS LN, MORN, XPEL, YETI -
2023 Q3 Oct 19, 2023 Polen Capital – U.S. Small Company Growth 7.4% -0.9% ALIT, CCCS, CWAN, DCGO, DOCS, EEFT, EXLS, FTCH, GSHD, LESL, OLO, XPEL, YETI -
2023 Q3 Oct 19, 2023 Polen Capital – U.S. SMID Company Growth 8.8% -1.3% CPRT, CWAN, DOCS, FTCH, GLOB, GSHD, OLO, PAYC, YETI -
2024 Q3 Oct 18, 2024 Polen Capital – U.S. SMID Company Growth 8.8% -1.3% 0HOT LN, AIT, ALIT, BLD, ELF, FIVE, GSHD, HLNE, MPWR, PGNY, RH, RVLV -
2024 Q3 Oct 18, 2024 Polen Capital – Global SMID Company Growth 7.4% -2.4% ALIT, BLD, CWAN, ELF, EXLS, FEVR, FIVE, GSHD, KNSL, MPWR, PGNY, RVLV, TME, TTEK -
2023 Q2 Jul 19, 2023 Polen Capital – Global SMID Company Growth 7.4% -2.4% 3697 JP, 6ON GR, AIF CN, DPH LN, DT, GSHD, KWS LN, RVLV, TOM NO -
2023 Q2 Jul 19, 2023 Polen Capital – U.S. Small Company Growth 7.4% -0.9% ALIT, APPF, BL, FFO GR, GSHD, LESL, PGNY, RVLV -
2023 Q1 Apr 19, 2023 Polen Capital – Global SMID Company Growth 7.4% -2.4% ALGN, AZTA, GSHD -
2024 Q4 Jan 23, 2025 Polen Capital – Global SMID Company Growth 7.4% -2.4% ALIT, BLD, CWAN, ELF, EXLS, FEVR, FIVE, GSHD, KNSL, MPWR, PGNY, RVLV, TCEHY, TTEK -
2024 Q4 Jan 23, 2025 Polen Capital – U.S. SMID Company Growth 2.7% 1.4% ALRM, BAH, BLD, BROS, BSY, EEFT, ENTG, FF0 GR, GSHD, HLNE, NSIT, PSTG, RMBS, RVLV, TYL, WRBY, WSC -
2023 Q4 Jan 18, 2024 Polen Capital – U.S. SMID Company Growth 8.8% -1.3% CNM, FF0 GR, FIVE, GNRC, GSHD, MEDP, MKTX, PAYC, POOL, TECH, TREX, WING -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 8, 2026 Fund Letters JB Taylor Goosehead Insurance, Inc. Financials Insurance Bull NASDAQ Brokerage, franchise, Insurance, productivity, scaling, technology
Sep 16, 2025 Short Thesis Wolfpack Goosehead Insurance Inc Financials Insurance Brokers Bear NASDAQ Attrition, Commissions, franchise, Insurance, valuation

BSD Shareholders of GSHD

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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