STOCK TITAN

Kayne Anderson holds 2.26M shares of Goosehead (NASDAQ: GSHD) — 9.5% stake

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Goosehead Insurance Inc reported a filing by Kayne Anderson Rudnick Investment Management, LLC reporting beneficial ownership of 2,258,181 shares of Common Stock, representing 9.5% of the class as disclosed.

The filing lists voting and dispositive powers: 844,064 shares sole voting power and 1,381,188 shares shared voting power; 876,993 shares sole dispositive power and 1,381,188 shares shared dispositive power. The signature block is dated 05/14/2026 and the report references 03/31/2026 as the reporting period.

Positive

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Negative

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Insights

Kayne Anderson Rudnick holds a sizable 9.5% stake in Goosehead as of 03/31/2026.

The filing shows the firm reports both sole and shared voting and dispositive powers across its 2,258,181 shares. This split suggests ownership via multiple managed accounts or pooled vehicles where voting authority is partly centralized and partly shared.

Future filings may disclose any changes; the current filing is a standard beneficial-ownership disclosure under Schedule 13G/A.

The position size approaches the typical passive-investor threshold that can draw attention to governance votes.

With 844,064 shares listed as sole voting power and 1,381,188 as shared, the filing clarifies voting capacity without asserting control. The ownership percentage is explicitly 9.5%.

Material implications depend on any subsequent Schedule 13D or Form 4 filings; this Schedule 13G/A remains a passive disclosure tool.

Beneficial ownership 2,258,181 shares as reported in Schedule 13G/A for 03/31/2026
Percent of class 9.5% percent of common stock reported
Sole voting power 844,064 shares shares with sole voting power
Shared voting power 1,381,188 shares shares with shared voting power
Sole dispositive power 876,993 shares shares with sole dispositive power
Shared dispositive power 1,381,188 shares shares with shared dispositive power
Signature date 05/14/2026 signature block date
Schedule 13G/A regulatory
"Item 1. (a) Name of issuer: Goosehead Insurance Inc"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"Item 4. (a) Amount beneficially owned: 2,258,181"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power governance
"Item 4. (c)(i) Sole power to vote: 844,064"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power governance
"Item 4. (c)(iii) Sole power to dispose: 876,993"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Kayne Anderson Rudnick report in Goosehead (GSHD)?

Kayne Anderson Rudnick reports beneficial ownership of 2,258,181 shares, equal to 9.5% of Goosehead's common stock as shown in the filing dated 03/31/2026.

How much voting power does Kayne Anderson Rudnick hold in GSHD?

The filing lists 844,064 shares as sole voting power and 1,381,188 shares as shared voting power, per the Schedule 13G/A disclosure dated 03/31/2026.

What dispositive (sale) authority is reported by Kayne Anderson Rudnick for GSHD?

Dispositive powers are 876,993 shares sole and 1,381,188 shares shared, according to the Schedule 13G/A filed for the 03/31/2026 period and signed 05/14/2026.

Does this filing indicate Kayne Anderson Rudnick is an active activist investor in GSHD?

The filing reports passive beneficial ownership under Schedule 13G/A and states a 9.5% stake; it does not assert activist intentions or amendments indicating a change to Schedule 13D in the provided excerpt.

When was the Schedule 13G/A signed for the Goosehead disclosure?

The signature block in the provided excerpt shows the filing was signed by Michael Shoemaker, Chief Compliance Officer, on 05/14/2026.





38267D109

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Kayne Anderson Rudnick Investment Management, LLC
Signature:/s/Michael Shoemaker
Name/Title:Chief Compliance Officer
Date:05/14/2026