Wasatch holds 2.29M shares (9.7%) of Goosehead
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.
Sentiment and the balance of points
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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.
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.
Key Figures
Key Terms
Schedule 13G/A regulatory
Beneficially owned financial
Sole dispositive power regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Wasatch Advisors report in Goosehead Insurance (GSHD)?
What voting and dispositive powers does Wasatch Advisors hold in GSHD?
What form was filed to report Wasatch’s holdings in GSHD?
When was the Schedule 13G/A amendment signed?
Does this filing indicate Wasatch Advisors seeks to influence Goosehead's management?
AI-generated analysis. How Rhea-AI works. Not financial advice.