Glück Conviction Score™ ⓘ
GSHD
Goosehead Insurance, Inc.
Effektiv: Risiko-Ausstieg
Mittel
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
26,2
22 neu, 89 erhöht, -814392K $ netto
Aktivist
28,2
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 41.21 | -10.7 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 60.01 | -38.6 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 37.94 | EMA50: 41.13 | |
| MACD-Histogramm | Bullisch | 10 % | 0.237 | Bullisch | |
| RSI(14) | Neutral | 10 % | 45.2 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 38.7 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 12.9 | +DI: 21.2 / −DI: 21.7 | |
| Z-Score(60) | Neutral | 5 % | -1.24 | In Range | |
| 52W-Position | Bärisch | 5 % | 3.3 % | Hoch 108.24 / Tief 34.37 | |
| Bollinger(20,2σ) | Neutral | 5 % | 38.5 % | Upper 43.12 / Mid 38.00 / Lower 32.88 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.1280 | R²=0.36 / annualisiert -77.9 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | Langston Patrick Ryan | 10% Owner | Open Market Purchase | 2.800 | 35,56 | 99.568,00 | +11,8% | |
| 2026-05-28 | Martin John Arthur | Officer, Chief Financial Officer | Open Market Purchase | 5.000 | 34,73 | 173.650,00 | +20,5% | |
| 2026-05-27 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -3.122 | 41,28 | -128.876,16 | -15,2% | |
| 2026-05-27 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -6.466 | 40,51 | -261.937,66 | -30,9% | |
| 2026-05-26 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -45.588 | 40,07 | -1.826.711,16 | -215,6% | |
| 2026-05-22 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -3.350 | 42,43 | -142.140,50 | -16,8% | |
| 2026-05-22 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -79.339 | 41,74 | -3.311.609,86 | -390,9% | |
| 2026-05-21 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -20.730 | 42,21 | -875.013,30 | -103,3% | |
| 2026-05-21 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -29.238 | 40,62 | -1.187.647,56 | -140,2% | |
| 2026-05-21 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -20.783 | 41,57 | -863.949,31 | -102,0% | |
| 2026-05-15 | Jones Mark E. Jr. | Officer, 10% Owner, President & COO | Open Market Purchase | 2.650 | 37,50 | 99.375,00 | +11,7% | |
| 2026-05-14 | Miller Mark | Director, Officer, President and CEO | Open Market Purchase | 5.000 | 36,89 | 184.450,00 | +21,8% | |
| 2026-05-01 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -5.090 | 45,32 | -230.678,80 | -27,2% | |
| 2026-04-29 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -5.307 | 48,07 | -255.107,49 | -30,1% | |
| 2026-04-28 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -179 | 49,06 | -8.781,74 | -1,0% | |
| 2026-02-20 | Goldberg Louis | Director | Open Market Purchase | 5.575 | 44,85 | 250.038,75 | +29,5% | |
| 2025-12-01 | McConnon Thomas | Director | Open Market Sale | -1.700 | 74,56 | -126.752,00 | -15,0% | |
| 2025-12-01 | McConnon Thomas | Director | Open Market Sale | -67.986 | 73,60 | -5.003.769,60 | -590,6% | |
| 2025-11-28 | Miller Mark | Director, Officer, President and CEO | Open Market Purchase | 5.000 | 72,34 | 361.700,00 | +42,7% | |
| 2025-11-26 | O'Connor John Terry | Officer, General Counsel | Open Market Purchase | 2.100 | 71,81 | 150.801,00 | +17,8% | |
| 2025-10-27 | Jones Mark E. Jr. | Officer, 10% Owner, CFO & COO | Open Market Purchase | 7 | 74,45 | 521,15 | +0,1% | |
| 2025-10-27 | Jones Mark E. Jr. | Officer, 10% Owner, CFO & COO | Open Market Purchase | 866 | 74,44 | 64.465,04 | +7,6% | |
| 2025-08-19 | KEBODEAUX ADRIENNE | 10% Owner | Open Market Sale | -3.000 | 86,30 | -258.900,00 | -30,6% | |
| 2025-08-15 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -600 | 87,01 | -52.206,00 | -6,2% | |
| 2025-08-14 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -700 | 89,29 | -62.503,00 | -7,4% | |
| 2025-08-14 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -2.860 | 88,55 | -253.253,00 | -29,9% | |
| 2025-08-14 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -17.831 | 87,38 | -1.558.072,78 | -183,9% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -19.896 | 86,44 | -1.719.810,24 | -203,0% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -21.919 | 89,48 | -1.961.312,12 | -231,5% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -9.565 | 88,65 | -847.937,25 | -100,1% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -4.445 | 87,36 | -388.315,20 | -45,8% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -4.175 | 90,09 | -376.125,75 | -44,4% | |
| 2025-08-12 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -17.302 | 86,47 | -1.496.103,94 | -176,6% | |
| 2025-08-12 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -29.903 | 87,45 | -2.615.017,35 | -308,7% | |
| 2025-08-12 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -1.115 | 88,06 | -98.186,90 | -11,6% | |
| 2025-08-11 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -44.104 | 86,41 | -3.811.026,64 | -449,9% | |
| 2025-08-11 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -1.894 | 87,21 | -165.175,74 | -19,5% | |
| 2025-08-08 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -200 | 88,15 | -17.630,00 | -2,1% | |
| 2025-08-08 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -14.517 | 87,17 | -1.265.446,89 | -149,4% | |
| 2025-08-07 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -6.175 | 87,14 | -538.089,50 | -63,5% | |
| 2025-08-06 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -12.153 | 87,60 | -1.064.602,80 | -125,7% | |
| 2025-08-05 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -900 | 89,41 | -80.469,00 | -9,5% | |
| 2025-07-31 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -31.516 | 93,24 | -2.938.551,84 | -346,9% | |
| 2025-07-29 | Jones Mark E. Jr. | Officer, 10% Owner, Chief Financial Officer | Open Market Purchase | 1.149 | 86,08 | 98.905,92 | +11,7% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 2.564.899 | 0 | 2.564.899 | 188.904.811 | Neu | +100,0% | |
| BlackRock, Inc. | 3.686.721 | 3.605.871 | 80.850 | 157.275.522 | Aufgestockt | +2,2% | |
| WASATCH ADVISORS LP | 2.292.227 | 1.733.140 | 559.087 | 97.786.404 | Aufgestockt | +32,3% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.258.181 | 2.010.884 | 247.297 | 96.334.012 | Aufgestockt | +12,3% | |
| Capital World Investors | 1.972.271 | 1.688.000 | 284.271 | 84.137.081 | Aufgestockt | +16,8% | |
| Durable Capital Partners LP | 1.562.969 | 1.562.969 | 0 | 66.676.258 | Unverändert | 0,0% | |
| BALYASNY ASSET MANAGEMENT L.P. | 791.399 | 0 | 791.399 | 58.286.536 | Neu | +100,0% | |
| STATE STREET CORP | 1.083.152 | 1.028.265 | 54.887 | 46.207.264 | Aufgestockt | +5,3% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.071.766 | 0 | 1.071.766 | 45.721.538 | Neu | +100,0% | |
| Langdon Equity Partners | 889.500 | 520.000 | 369.500 | 37.946.070 | Aufgestockt | +71,1% | |
| DF DENT & CO INC | 783.615 | 1.044.660 | -261.045 | 33.429.010 | Reduziert | -25,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 608.872 | 716.148 | -107.276 | 25.979.585 | Reduziert | -15,0% | |
| AKRE CAPITAL MANAGEMENT LLC | 443.385 | 371.096 | 72.289 | 18.914.804 | Aufgestockt | +19,5% | |
| GOLDMAN SACHS GROUP INC | 439.798 | 361.553 | 78.245 | 18.761.783 | Aufgestockt | +21,6% | |
| DIMENSIONAL FUND ADVISORS LP | 411.527 | 448.113 | -36.586 | 17.555.616 | Reduziert | -8,2% | |
| 3G Capital Partners LP | 225.000 | 0 | 225.000 | 16.571.250 | Neu | +100,0% | |
| JANUS HENDERSON GROUP PLC | 386.906 | 10.792 | 376.114 | 16.505.681 | Aufgestockt | +3485,1% | |
| BANK OF AMERICA CORP /DE/ | 329.333 | 256.806 | 72.527 | 14.049.345 | Aufgestockt | +28,2% | |
| MORGAN STANLEY | 323.008 | 297.416 | 25.592 | 13.779.596 | Aufgestockt | +8,6% | |
| Whitebark Investors LP | 269.322 | 269.322 | 0 | 11.489.277 | Unverändert | 0,0% | |
| TUDOR INVESTMENT CORP ET AL | 264.836 | 59.870 | 204.966 | 11.297.904 | Aufgestockt | +342,4% | |
| NORTHERN TRUST CORP | 231.774 | 241.074 | -9.300 | 9.887.480 | Reduziert | -3,9% | |
| PRINCIPAL FINANCIAL GROUP INC | 219.745 | 178.411 | 41.334 | 9.374.321 | Aufgestockt | +23,2% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 216.799 | 227.628 | -10.829 | 9.248.645 | Reduziert | -4,8% | |
| Lighthouse Investment Partners, LLC | 120.303 | 0 | 120.303 | 8.860.316 | Neu | +100,0% | |
| RIVERBRIDGE PARTNERS LLC | 195.817 | 210.392 | -14.575 | 8.353.535 | Reduziert | -6,9% | |
| Select Equity Group, L.P. | 112.809 | 0 | 112.809 | 8.308.383 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 179.474 | 171.893 | 7.581 | 7.656.318 | Aufgestockt | +4,4% | |
| KING LUTHER CAPITAL MANAGEMENT CORP | 178.395 | 139.973 | 38.422 | 7.610.331 | Aufgestockt | +27,4% | |
| SEGALL BRYANT & HAMILL, LLC | 101.399 | 0 | 101.399 | 7.468.036 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 163.452 | 149.401 | 14.051 | 6.972.865 | Aufgestockt | +9,4% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 161.279 | 40.304 | 120.975 | 6.880.162 | Aufgestockt | +300,2% | |
| JACOBSON & SCHMITT ADVISORS, LLC | 158.918 | 152.776 | 6.142 | 6.779.426 | Aufgestockt | +4,0% | |
| Annex Advisory Services, LLC | 87.158 | 0 | 87.158 | 6.419.187 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 143.540 | 126.485 | 17.055 | 6.123.416 | Aufgestockt | +13,5% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 79.936 | 0 | 79.936 | 5.887.286 | Neu | +100,0% | |
| CITIGROUP INC | 128.309 | 5.426 | 122.883 | 5.473.662 | Aufgestockt | +2264,7% | |
| Man Group plc | 126.605 | 27.010 | 99.595 | 5.400.969 | Aufgestockt | +368,7% | |
| WINTON GROUP Ltd | 121.183 | 15.103 | 106.080 | 5.169.667 | Aufgestockt | +702,4% | |
| Ewing Morris & Co. Investment Partners Ltd. | 101.683 | 86.683 | 15.000 | 4.337.797 | Aufgestockt | +17,3% | |
| Motley Fool Wealth Management, LLC | 90.909 | 122.473 | -31.564 | 3.878.189 | Reduziert | -25,8% | |
| UBS Group AG | 90.152 | 156.019 | -65.867 | 3.845.884 | Reduziert | -42,2% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 89.104 | 86.205 | 2.899 | 3.801.177 | Aufgestockt | +3,4% | |
| Grandeur Peak Global Advisors, LLC | 50.389 | 0 | 50.389 | 3.711.150 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 83.240 | 65.447 | 17.793 | 3.551.020 | Aufgestockt | +27,2% | |
| JANE STREET GROUP, LLC | 44.193 | 0 | 44.193 | 3.254.814 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 73.306 | 67.341 | 5.965 | 3.127.000 | Aufgestockt | +8,9% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 70.327 | 70.582 | -255 | 3.000.150 | Reduziert | -0,4% | |
| RHUMBLINE ADVISERS | 67.515 | 66.903 | 612 | 2.880.165 | Aufgestockt | +0,9% | |
| XTX Topco Ltd | 66.670 | 4.401 | 62.269 | 2.844.142 | Aufgestockt | +1414,9% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3.686.721 | 3.605.871 | +2,2% | 157.275.522 | 15,48 |
| WASATCH ADVISORS LP | 2.292.227 | 1.733.140 | +32,3% | 97.786.404 | 9,62 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.258.181 | 2.010.884 | +12,3% | 96.334.012 | 9,48 |
| Capital World Investors | 1.972.271 | 1.688.000 | +16,8% | 84.137.081 | 8,28 |
| Durable Capital Partners LP | 1.562.969 | 1.562.969 | 0,0% | 66.676.258 | 6,56 |
| STATE STREET CORP | 1.083.152 | 1.028.265 | +5,3% | 46.207.264 | 4,55 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.071.766 | 0 | +100,0% | 45.721.538 | 4,50 |
| Langdon Equity Partners | 889.500 | 520.000 | +71,1% | 37.946.070 | 3,73 |
| DF DENT & CO INC | 783.615 | 1.044.660 | -25,0% | 33.429.010 | 3,29 |
| GEODE CAPITAL MANAGEMENT, LLC | 608.872 | 716.148 | -15,0% | 25.979.585 | 2,56 |
| AKRE CAPITAL MANAGEMENT LLC | 443.385 | 371.096 | +19,5% | 18.914.804 | 1,86 |
| GOLDMAN SACHS GROUP INC | 439.798 | 361.553 | +21,6% | 18.761.783 | 1,85 |
| DIMENSIONAL FUND ADVISORS LP | 411.527 | 448.113 | -8,2% | 17.555.616 | 1,73 |
| JANUS HENDERSON GROUP PLC | 386.906 | 10.792 | +3485,1% | 16.505.681 | 1,62 |
| BANK OF AMERICA CORP /DE/ | 329.333 | 256.806 | +28,2% | 14.049.345 | 1,38 |
| MORGAN STANLEY | 323.008 | 297.416 | +8,6% | 13.779.596 | 1,36 |
| Whitebark Investors LP | 269.322 | 269.322 | 0,0% | 11.489.277 | 1,13 |
| TUDOR INVESTMENT CORP ET AL | 264.836 | 59.870 | +342,4% | 11.297.904 | 1,11 |
| NORTHERN TRUST CORP | 231.774 | 241.074 | -3,9% | 9.887.480 | 0,97 |
| PRINCIPAL FINANCIAL GROUP INC | 219.745 | 178.411 | +23,2% | 9.374.321 | 0,92 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 218 | 28,2 | 1.144 |
| 31.12.2025 | ✓ | 259 | 28,3 | 1.893 |
| 30.09.2025 | ✓ | 263 | 27,9 | 1.932 |
| 30.06.2025 | ✓ | 274 | 27,6 | 2.727 |
| 31.03.2025 | ✓ | 284 | 27,5 | 3.066 |
| 31.12.2024 | ✓ | 265 | 29,5 | 2.989 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Langdon Equity Partners | 520.000 | 41.892.158 |
| Freestone Grove Partners LP | 188.271 | 13.866.159 |
| Lighthouse Investment Partners, LLC | 120.303 | 8.860.316 |
| TUDOR INVESTMENT CORP ET AL | 59.870 | 4.409.426 |
| MARSHALL WACE, LLP | 56.349 | 4.150.104 |
| Phocas Financial Corp. | 49.812 | 3.668.654 |
| Point72 Asset Management, L.P. | 14.818 | 1.091.346 |
| Creative Planning | 12.497 | 920.404 |
| Odyssean, LLC | 9.884 | 727.957 |
| RENAISSANCE TECHNOLOGIES LLC | 9.400 | 692.310 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2.002.003 | 556.293 | +38.5 % | 147.448 |
| 3G Capital Partners LP | 225.000 | 100.000 | +80.0 % | 16.571.250 |
| GOLDMAN SACHS GROUP INC | 361.553 | 99.397 | +37.9 % | 26.628.378 |
| Trexquant Investment LP | 94.359 | 75.910 | +411.5 % | 6.949.540 |
| Squarepoint Ops LLC | 71.321 | 68.338 | +2290.9 % | 5.252.792 |
| Select Equity Group, L.P. | 112.809 | 46.970 | +71.3 % | 8.308.383 |
| BlackRock, Inc. | 3.605.871 | 42.919 | +1.2 % | 265.572.408 |
| HRT FINANCIAL LP | 61.565 | 41.695 | +209.8 % | 4.534 |
| Motley Fool Wealth Management, LLC | 122.473 | 37.685 | +44.4 % | 9.020.149 |
| RAYMOND JAMES FINANCIAL INC | 38.213 | 34.545 | +941.8 % | 2.814.401 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| WASATCH ADVISORS LP | 1.733.140 | -483.043 | -21.8 % | 127.645.761 |
| BALYASNY ASSET MANAGEMENT L.P. | 791.399 | -301.662 | -27.6 % | 58.286.536 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 79.936 | -258.982 | -76.4 % | 5.887.286 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16.177 | -218.527 | -93.1 % | 1.192 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.484 | -143.909 | -89.2 % | 1.287.697 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.010.884 | -115.416 | -5.4 % | 148.101.627 |
| ROYAL BANK OF CANADA | 67.341 | -96.315 | -58.9 % | 4.960.000 |
| Whitebark Investors LP | 269.322 | -69.686 | -20.6 % | 19.835.565 |
| Campbell & CO Investment Adviser LLC | 4.888 | -67.434 | -93.2 % | 360.001 |
| JANE STREET GROUP, LLC | 44.193 | -61.111 | -58.0 % | 3.254.814 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 04.06.2026 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 10,40 % | 2.453.903 | +0,90 pp | |
| 15.05.2026 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 5,00 % | 1.194.998 | -3,00 pp | |
| 14.05.2026 | Capital World Investors | Passiv (13G/A) | 8,00 % | 1.972.271 | +1,00 pp | |
| 14.05.2026 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 9,50 % | 2.258.181 | +1,40 pp | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,30 % | 1.255.462 | Neu | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 5,64 % | 1.337.190 | Neu | |
| 23.04.2026 | Wasatch Advisors LP | Passiv (13G/A) | 9,70 % | 2.292.227 | +2,70 pp | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -10,44 pp | |
| 25.02.2026 | The Mark & Robyn Jones Descendants Trust 2014 | Aktivist (13D/A) | 19,60 % | 7.214.372 | +0,40 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | The Adrienne Morgan Jones Family Trust 2014 | Aktivist (13D/A) | 0,80 % | 282.734 | +0,10 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | The CP Descendants' Trust | Aktivist (13D/A) | 0,30 % | 101.351 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | The Desiree Robyn Coleman Family Trust 2014 | Aktivist (13D/A) | 0,80 % | 276.834 | +0,10 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Nathan Scott Romney | Aktivist (13D/A) | 0,00 % | 5 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | The Mark Evan Jones, Jr. Family Trust 2014 | Aktivist (13D/A) | 0,80 % | 282.734 | +0,10 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | The Lanni Elaine Romney Family Trust 2014 | Aktivist (13D/A) | 0,70 % | 264.534 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | SLJ 2023 Grantor Retained Annuity Trust | Aktivist (13D/A) | Ausstieg | 0 | -0,10 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Chick & The Bear Irrevocable Trust | Aktivist (13D/A) | 0,20 % | 63.530 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Lanni Romney | Aktivist (13D/A) | 0,50 % | 180.291 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | SLJ 2025 Grantor Retained Annuity Trust | Aktivist (13D/A) | 0,30 % | 114.777 | Neu | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Brendan Scot Jones Trust | Aktivist (13D/A) | 0,00 % | 9.787 | Neu | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Nathan Romney 2021 Family Trust | Aktivist (13D/A) | 0,20 % | 82.500 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Mark E. Jones, Jr. | Aktivist (13D/A) | 1,30 % | 463.251 | +0,30 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Ryan Langston 2021 Family Trust | Aktivist (13D/A) | 0,20 % | 72.500 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | The Camille LaVaun Peterson Family Trust 2014 | Aktivist (13D/A) | 0,70 % | 275.434 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Lindy Langston | Aktivist (13D/A) | 0,50 % | 200.079 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Lindy Langston Spousal Lifetime Access Trust | Aktivist (13D/A) | 0,20 % | 80.270 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Adrienne Jones | Aktivist (13D/A) | 0,80 % | 285.027 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Desiree Coleman | Aktivist (13D/A) | 0,50 % | 200.000 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Alexandra Nicole Rogers Trust | Aktivist (13D/A) | 0,00 % | 9.788 | Neu | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | The Lindy Jean Langston Family Trust 2014 | Aktivist (13D/A) | 0,80 % | 282.734 | +0,10 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Serena Jones | Aktivist (13D/A) | 1,00 % | 367.822 | -0,30 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Camille Peterson | Aktivist (13D/A) | 0,70 % | 255.019 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Emily Marie Jones Trust | Aktivist (13D/A) | 0,00 % | 9.787 | Neu | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | P. Ryan Langston | Aktivist (13D/A) | 0,30 % | 123.499 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Joshua Thomas Jones Trust | Aktivist (13D/A) | 0,00 % | 9.787 | Neu | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Jones 2020 Irrevocable Trust | Aktivist (13D/A) | 0,20 % | 82.005 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Mark E. Jones | Aktivist (13D/A) | 35,10 % | 12.957.869 | +1,30 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Lanni Romney Spousal Lifetime Access Trust | Aktivist (13D/A) | 0,20 % | 73.704 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Benjamin Douglas Jones Trust | Aktivist (13D/A) | 0,00 % | 9.788 | Neu | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
| 25.02.2026 | Robyn Jones | Aktivist (13D/A) | 0,70 % | 254.146 | 0,00 pp | The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Com… |
Stammdaten
Goosehead Insurance, Inc. fungiert als Holdinggesellschaft für Goosehead Financial, LLC, die Versicherungsmakler-Dienstleistungen für persönliche Linienpolicen in den Vereinigten Staaten erbringt. Das Unternehmen ist in zwei Segmenten tätig: Corporate Channel und Franchise Channel. Das Unternehmen bietet Hausbesitzer-, Kfz-, Wohnimmobilien-, Hochwasser-, Wind-, Erdbeben-, Excess Liability oder Umbrella-, Motorrad-, Freizeitfahrzeug-, Allgemeine Haftpflicht-, Sach- und Lebensversicherungsprodukte und -dienstleistungen an. Per 31. Dezember 2021 verfügte das Unternehmen über 2.151 Franchiseeinheiten insgesamt. Goosehead Insurance, Inc. wurde 2003 gegründet und ist in Westlake, Texas ansässig.
Unternehmen & Branche
| Name | Goosehead Insurance, Inc. |
|---|---|
| Ticker | GSHD |
| CIK | 0001726978 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Insurance - Diversified |
| SIC | 6411 · Insurance Agents, Brokers & Service |
Wertpapier & Kennzahlen
| CUSIP | 38267d109 |
|---|---|
| ISIN | US38267D1090 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,41 Mrd. USD |
| KGV (P/E) | 35,48 |
| Beta | 1,59 |
| Dividendenrendite | 0,01 % |
Bewertung
| KUV (P/S) | 3,85 vs. 17,89 (2021) ▼ |
|---|---|
| EV/EBITDA | 20,1 vs. 206,9 (2021) ▼ |
| FCF-Rendite | 6,1 % vs. 0,8 % (2021) ▲ |
| Buyback-Rendite | 5,8 % |
| Ausschüttungsquote | 523,8 % vs. 1.110,5 % (2021) ▼ |
Qualität & Bilanz
| Operative Marge | 20,4 % vs. 5,7 % (2021) ▲ |
|---|---|
| Nettomarge | 7,6 % vs. 3,6 % (2021) ▲ |
| ROIC | 10,8 % vs. 3,4 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 3,7 vs. 10,6 (2021) ▼ |
| Zinsdeckungsgrad | 3,1 vs. 3,0 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | – | 70,07 | 103,96 | 93,57 | – | |
| KUV (P/S) | 17,89 | 3,57 | 11,13 | 13,06 | 7,68 | |
| EV/EBITDA | 206,9 | 51,3 | 71,3 | 58,7 | 36,4 | |
| FCF-Rendite | 0,8 % | 3,5 % | 1,6 % | 1,7 % | 3,1 % | |
| Buyback-Rendite | – | 0,0 % | 0,0 % | 1,5 % | 2,9 % | |
| Ausschüttungsquote | 1.110,5 % | 0,0 % | 0,0 % | 0,0 % | 523,8 % | |
| Qualität & Bilanz | ||||||
| Operative Marge | 5,7 % | 4,8 % | 12,6 % | 19,4 % | 20,4 % | |
| Nettomarge | 3,6 % | 0,3 % | 5,4 % | 9,7 % | 7,6 % | |
| ROIC | 3,4 % | 0,3 % | 8,3 % | 15,4 % | 10,8 % | |
| Nettoverschuldung/EBITDA | 10,6 | 7,9 | 2,4 | 1,4 | 3,7 | |
| Zinsdeckungsgrad | 3,0 | 2,0 | 5,0 | 8,3 | 3,1 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 93.076.000 | 4.889.000 | 392.813.000 | -121.272.000 | |
| 2025-12-31 | 10-K | 365.304.000 | 27.831.000 | 1,04 | 414.864.000 | -95.504.000 |
| 2025-09-30 | 10-Q | 90.435.000 | 7.908.000 | 0,29 | 403.596.000 | -104.978.000 |
| 2025-06-30 | 10-Q | 94.027.000 | 5.150.000 | 0,18 | 436.587.000 | -78.589.000 |
| 2025-03-31 | 10-Q | 75.583.000 | 2.342.000 | 0,09 | 412.556.000 | -88.544.000 |
| 2024-12-31 | 10-K | 314.505.000 | 30.426.000 | 1,16 | 397.653.000 | 43.889.000 |
| 2024-09-30 | 10-Q | 78.035.000 | 7.559.000 | 0,29 | 358.063.000 | 58.347.000 |
| 2024-06-30 | 10-Q | 78.088.000 | 6.198.000 | 0,24 | 338.207.000 | 39.768.000 |
| 2024-03-31 | 10-Q | 64.460.000 | 1.814.000 | 0,05 | 366.209.000 | 67.349.000 |
| 2023-12-31 | 10-K | 261.276.000 | 14.140.000 | 0,55 | 354.892.000 | 27.966.000 |
| 2023-09-30 | 10-Q | 71.030.000 | 6.934.000 | 0,28 | 341.457.000 | 46.584.000 |
| 2023-06-30 | 10-Q | 69.277.000 | 3.666.000 | 0,15 | 323.179.000 | 29.670.000 |
| 2023-03-31 | 10-Q | 57.955.000 | -81.000 | 0,00 | 321.582.000 | 17.189.000 |
| 2022-12-31 | 10-K | 209.390.000 | 565.000 | 0,03 | 321.353.000 | 10.670.000 |
| 2022-09-30 | 10-Q | 57.687.000 | 1.979.000 | 0,09 | 323.988.000 | 6.329.000 |
| 2022-06-30 | 10-Q | 53.022.000 | 342.000 | 0,02 | 291.286.000 | -3.977.000 |
| 2022-03-31 | 10-Q | 41.278.000 | -2.257.000 | -0,11 | 275.271.000 | -10.447.000 |
| 2021-12-31 | 10-K | 151.312.000 | 5.403.000 | 0,26 | 270.291.000 | -14.020.000 |
| 2021-09-30 | 10-Q | 41.681.000 | 4.036.000 | 0,19 | 247.140.000 | -18.860.000 |
| 2021-06-30 | 10-Q | 38.173.000 | 1.487.000 | 0,07 | 238.003.000 | 3.419.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Franchise | 209,2 Mio. | 174,5 Mio. | 143,8 Mio. | 107,7 Mio. | 67,5 Mio. | 28,7 % | +19,9% | |
| Renewal Royalty Fees | 170,8 Mio. | 138,9 Mio. | 107,5 Mio. | 77,3 Mio. | 46,1 Mio. | 23,4 % | +22,9% | |
| Commissions And Agency Fees | 155,4 Mio. | 139,1 Mio. | 116,1 Mio. | 100,3 Mio. | 82,7 Mio. | 21,3 % | +11,7% | |
| Renewal Commissions | 78,6 Mio. | 74,9 Mio. | 70,7 Mio. | 57,5 Mio. | 39,1 Mio. | 10,8 % | +4,9% | |
| Contingent Commissions | 38,4 Mio. | 31,4 Mio. | 13,7 Mio. | 7,7 Mio. | 9,9 Mio. | 5,3 % | +22,3% | |
| New Business Royalty Fees | 30,2 Mio. | 27,1 Mio. | 23,2 Mio. | 18,2 Mio. | 14,6 Mio. | 4,1 % | +11,2% | |
| New Business Commissions | 28,0 Mio. | 24,6 Mio. | 23,4 Mio. | 24,1 Mio. | 22,1 Mio. | 3,8 % | +13,7% | |
| Agency Fees | 10,4 Mio. | 8,1 Mio. | 8,2 Mio. | 10,9 Mio. | 11,5 Mio. | 1,4 % | +28,0% | |
| Initial Franchise Fees | 5,6 Mio. | 6,6 Mio. | 11,2 Mio. | 10,9 Mio. | 6,5 Mio. | 0,8 % | -15,5% | |
| Other Franchise Revenues | 2,7 Mio. | 1,8 Mio. | 1,8 Mio. | 1,3 Mio. | 297.000 | 0,4 % | +49,3% | |
| Interest Income 1 | 670.000 | 932.000 | 1,4 Mio. | 1,4 Mio. | 1,2 Mio. | 0,1 % | -28,1% | |
| Franchise Revenues | – | – | – | – | 67,5 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 23.04.2026 | 93,1 Mio. USD | – |
| Q3 2025 | 30.09.2025 | 23.10.2025 | 90,4 Mio. USD | 0,29 |
| Q2 2025 | 30.06.2025 | 24.07.2025 | 94,0 Mio. USD | 0,18 |
| Q1 2025 | 31.03.2025 | 23.04.2026 | 75,6 Mio. USD | 0,09 |
| Q3 2024 | 30.09.2024 | 23.10.2025 | 78,0 Mio. USD | 0,29 |
| Q2 2024 | 30.06.2024 | 24.07.2025 | 78,1 Mio. USD | 0,24 |
| Q1 2024 | 31.03.2024 | 24.04.2025 | 64,5 Mio. USD | 0,05 |
| Q3 2023 | 30.09.2023 | 24.10.2024 | 71,0 Mio. USD | 0,28 |
| Q2 2023 | 30.06.2023 | 25.07.2024 | 69,3 Mio. USD | 0,15 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 23.04.2026 | 10-Q | – | – | SEC » |
| 19.02.2026 | 10-K | 31.12.2025 | 50 Tage | SEC » |
| 23.10.2025 | 10-Q | 30.09.2025 | 23 Tage | SEC » |
| 24.07.2025 | 10-Q | 30.06.2025 | 24 Tage | SEC » |
| 24.04.2025 | 10-Q | 31.03.2025 | 24 Tage | SEC » |
| 03.03.2025 | 10-K | 31.12.2024 | 62 Tage | SEC » |
| 24.10.2024 | 10-Q | 30.09.2024 | 24 Tage | SEC » |
| 25.07.2024 | 10-Q | 30.06.2024 | 25 Tage | SEC » |
| 25.04.2024 | 10-Q | 31.03.2024 | 25 Tage | SEC » |
| 22.02.2024 | 10-K | 31.12.2023 | 53 Tage | SEC » |
| 09.11.2023 | 10-Q | 30.09.2023 | 40 Tage | SEC » |
| 27.07.2023 | 10-Q | 30.06.2023 | 27 Tage | SEC » |
| 28.04.2023 | 10-Q | 31.03.2023 | 28 Tage | SEC » |
| 27.02.2023 | 10-K | 31.12.2022 | 58 Tage | SEC » |
| 01.11.2022 | 10-Q/A | 30.09.2022 | 32 Tage | SEC » |
| 27.10.2022 | 10-Q | 30.09.2022 | 27 Tage | SEC » |
| 28.07.2022 | 10-Q | 30.06.2022 | 28 Tage | SEC » |
| 28.04.2022 | 10-Q | 31.03.2022 | 28 Tage | SEC » |
| 28.02.2022 | 10-K | 31.12.2021 | 59 Tage | SEC » |
| 28.10.2021 | 10-Q | 30.09.2021 | 28 Tage | SEC » |
| 29.07.2021 | 10-Q | 30.06.2021 | 29 Tage | SEC » |
| 30.04.2021 | 10-Q | 31.03.2021 | 30 Tage | SEC » |
| 26.02.2021 | 10-K | 31.12.2020 | 57 Tage | SEC » |
| 30.10.2020 | 10-Q | 30.09.2020 | 30 Tage | SEC » |
| 31.07.2020 | 10-Q | 30.06.2020 | 31 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (08.04.2026)
HOCH Abgang Schlüsselpersonen (08.04.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 08.04.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 17.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | forth by specific reference in such filing. Item 5.02 Departure of Directors or Certain Officers; Election of… |
| 28.08.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 17.04.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 21.02.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 26.04.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | K and is incorporated by reference herein. Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 16.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 10.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 03.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |