STOCK TITAN

Wasatch Advisors (NASDAQ: GSHD) reports 2.29M-share stake, 9.7% ownership

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

Rhea-AI Filing Summary

Wasatch Advisors filed Amendment No. 8 to a Schedule 13G/A reporting beneficial ownership of 2,292,227 shares of Goosehead Insurance Inc. Class A, equal to 9.7% of the class.

The filing states Wasatch has sole voting power for 1,513,266 shares and sole dispositive power for 2,292,227 shares. The form lists the filer’s principal office in Salt Lake City and is signed by Mike Yeates on 04/23/2026.

Positive

  • None.

Negative

  • None.

Insights

Wasatch Advisors holds a significant passive stake of 9.7% in Goosehead Insurance Inc.

The Schedule 13G/A amendment records a 2,292,227-share position, showing sole dispositive control and substantial sole voting power of 1,513,266 shares. The filing format indicates passive institutional ownership reporting rather than an active Schedule 13D acquisition.

Implications hinge on holder behavior: the filing lists specific voting and dispositive counts; subsequent amendments or a switch to a Schedule 13D would be the material change to watch in future SEC filings.

The amendment clarifies voting and disposition rights but does not itself signal a change in control intent.

The entry specifies sole voting power for 1,513,266 shares and sole dispositive power for 2,292,227, consistent with institutional ownership disclosures under Rule 13(g). There is no disclosure here of an intent to influence management or solicit proxies.

Monitor future filings for any declaration of intent or conversions from passive to active reporting; the current record is informational about holdings and authority allocation as of the signed date.

Amendment number Amendment No. 8 Schedule 13G/A filing
Shares beneficially owned 2,292,227 shares Class A common stock
Percent of class 9.7% Percent of Class A as reported
Sole voting power 1,513,266 shares Number with sole power to vote
Sole dispositive power 2,292,227 shares Number with sole power to dispose
Signature date 04/23/2026 Signing by Mike Yeates
Schedule 13G/A regulatory
"Amendment No. 8 to Schedule 13G/A reporting beneficial ownership"
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
"Amount beneficially owned: 2,292,227 (b) Percent of class: 9.7 %"
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 dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 2,292,227"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

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

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FAQ

What stake does Wasatch Advisors report in Goosehead Insurance (GSHD)?

Wasatch Advisors reports beneficial ownership of 2,292,227 shares, equal to 9.7% of Class A common stock. This figure is the percentage of the class stated in the amendment and reflects sole dispositive control over those shares.

What voting and dispositive powers does Wasatch Advisors hold in GSHD?

The filing lists 1,513,266 shares with sole voting power and 2,292,227 shares with sole dispositive power. These counts indicate who can vote and who can direct disposition for the stated shares.

What form was filed to report Wasatch’s holdings in GSHD?

Wasatch Advisors filed an amendment to a Schedule 13G/A (Amendment No. 8) reporting passive institutional ownership. The amendment format is used for beneficial ownership disclosures under Rule 13(g).

When was the Schedule 13G/A amendment signed?

The amendment is signed by Mike Yeates with a signature date of 04/23/2026. That date appears on the submitted amendment as the signer’s attestation of the filing.

Does this filing indicate Wasatch Advisors seeks to influence Goosehead's management?

No explicit intent to influence management is stated in the amendment; it records holdings and voting/dispositive counts. Any change in intent would typically appear as a new filing or a conversion to Schedule 13D.





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



Wasatch Advisors LP
Signature:Mike Yeates
Name/Title:CEO
Date:04/23/2026