Vanguard Portfolio Management LLC filed an amended beneficial ownership statement with the SEC on October 30, 2026, disclosing a 4.95 percent stake in Goosehead Insurance Inc as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Portfolio Management reported ownership of 1,180,295 shares of Goosehead Insurance common stock (CUSIP 38267D109).
  • Percent of class: The reported position represents 4.95% of the outstanding class of common stock.
  • Sole voting power: Vanguard Portfolio Management holds sole voting power over 10,829 shares, with shared voting power of 0.
  • Sole dispositive power: The filing attributes sole dispositive power over all 1,180,295 shares to Vanguard Portfolio Management, with no shared dispositive power.
  • Amendment No. 1: This filing is an amendment to a prior beneficial ownership statement, triggered by events as of September 30, 2026.
  • Affiliates included: According to the filing, the reported securities reflect holdings attributed to Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, as affiliates or business divisions of Vanguard Portfolio Management LLC.

Vanguard Portfolio Management's Position in Goosehead Insurance Common Stock

According to the filing, Vanguard Portfolio Management LLC, organized in Pennsylvania and headquartered at 100 Vanguard Blvd, Malvern, PA 19355, reported an aggregate beneficial ownership of 1,180,295 shares of Goosehead Insurance Inc common stock. The filing identifies Goosehead Insurance Inc as a Texas-based company with principal executive offices at 1500 Solana Blvd, Building 4, Suite 4500, Westlake, TX 76262. Goosehead Insurance is an insurance distribution company that operates through a franchise model, offering personal lines insurance products across the United States and trading on NASDAQ:GSHD.

The filing notes that the reported securities include shares held by Vanguard funds, or sleeves of those funds, over which Vanguard Portfolio Management LLC exercises dispositive power, as well as securities held by clients over which affiliated entities exercise dispositive and/or voting power. The filing further states that it does not include securities beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC whose ownership is disaggregated from that of the reporting business unit, in accordance with SEC Release No. 34-39538 dated January 12, 1998.

The filing was signed by My Trieu-Gatt, identified as Authorized Signatory and Head of Global Fund Administration for Vanguard Portfolio Management, and was dated October 30, 2026. The certifying language states that the securities "were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer."

What Was Disclosed

Vanguard Portfolio Management LLC disclosed an amended beneficial ownership position of 1,180,295 shares of Goosehead Insurance Inc common stock, representing 4.95% of the class, with a triggering event date of September 30, 2026, and a filing date of October 30, 2026.