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. KI
Unternehmen & Branche
| Name | Goosehead Insurance, Inc. |
|---|---|
| Ticker | GSHD |
| CIK | 0001726978 |
| Börse | Nasdaq |
| Sektor | Finanzen |
| Industrie | Versicherungsvermittlung |
| SIC | 6411 · Insurance Agents, Brokers & Service |
Wertpapier & Kennzahlen
| CUSIP | 38267D109 |
|---|---|
| ISIN | US38267D1090 |
| Typ | Common Stock |
| Marktkapitalisierung | 2,24 Mrd. USD |
| KGV (P/E) | 56,49 |
| Beta | 1,36 |
| Dividendenrendite | 0,01 % |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 1500 SOLANA BLVD BUILDING 4, SUITE 4500, 76262 WESTLAKE, TX |
| Telefon | 214-838-5500 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
Bewertung
| KUV (P/S) | 6,13 vs. 17,89 (2021) ▼ |
|---|---|
| EV/EBITDA | 29,8 vs. 206,9 (2021) ▼ |
| FCF-Rendite | 3,8 % vs. 0,8 % (2021) ▲ |
| Buyback-Rendite | 3,7 % |
| 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 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | – | 70,07 | 103,96 | 93,57 | – | – | |
| KUV (P/S) | 17,89 | 3,57 | 11,13 | 13,06 | 7,68 | 5,57 | |
| EV/EBITDA | 206,9 | 51,3 | 71,3 | 58,7 | 36,4 | 24,4 | |
| FCF-Rendite | 0,8 % | 3,5 % | 1,6 % | 1,7 % | 3,1 % | 3,6 % | |
| Buyback-Rendite | – | 0,0 % | 0,0 % | 1,5 % | 2,9 % | 6,0 % | |
| Ausschüttungsquote | 1.110,5 % | 0,0 % | 0,0 % | 0,0 % | 523,8 % | 0,0 % | |
| Qualität & Bilanz | |||||||
| Operative Marge | 5,7 % | 4,8 % | 12,6 % | 19,4 % | 20,4 % | 23,3 % | |
| Nettomarge | 3,6 % | 0,3 % | 5,4 % | 9,7 % | 7,6 % | 8,8 % | |
| ROIC | 3,4 % | 0,3 % | 8,3 % | 15,4 % | 10,8 % | 13,6 % | |
| Nettoverschuldung/EBITDA | 10,6 | 7,9 | 2,4 | 1,4 | 3,7 | 3,3 | |
| Zinsdeckungsgrad | 3,0 | 2,0 | 5,0 | 8,3 | 3,1 | 4,1 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
GSHD
Goosehead Insurance, Inc.
Effektiv
Risiko-Ausstieg
Handelsvolumen
Mittel
Insider
0,0
Keine Insider-Käufe
Institutionell
24,3
21 neu, 87 erhöht, -672357K $ netto
Aktivist
25,3
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
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 | Bullisch | 10 % | 44.61 | +39.0 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 55.79 | +11.1 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 52.86 | EMA50: 48.23 | |
| MACD-Histogramm | Bullisch | 10 % | 0.236 | Bullisch | |
| RSI(14) | Neutral | 10 % | 67.5 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 93.3 | Überkauft | |
| ADX(14)+DI | Bullisch | 10 % | 28.4 | +DI: 31.1 / −DI: 18.1 | |
| Z-Score(60) | Bärisch | 5 % | 2.37 | Extrem überkauft | |
| 52W-Position | Neutral | 5 % | 48.4 % | Hoch 91.45 / Tief 34.37 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 112.6 % | Upper 60.34 / Mid 53.75 / Lower 47.17 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.3131 | R²=0.52 / annualisiert +179.0 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-07-27 | Durable Capital Partners LP | 10% Owner | Open Market Purchase | 33.207 | 61,87 | 2.054.517,09 | +225,9% | |
| 2026-07-27 | Durable Capital Partners LP | 10% Owner | Open Market Purchase | 2.753 | 59,51 | 163.831,03 | +18,0% | |
| 2026-07-27 | Durable Capital Partners LP | 10% Owner | Open Market Purchase | 4.117 | 62,00 | 255.254,00 | +28,1% | |
| 2026-07-24 | Durable Capital Partners LP | 10% Owner | Open Market Purchase | 25.000 | 58,75 | 1.468.750,00 | +161,5% | |
| 2026-07-24 | Durable Capital Partners LP | 10% Owner | Open Market Purchase | 36.000 | 58,50 | 2.106.000,00 | +231,6% | |
| 2026-07-24 | Durable Capital Partners LP | 10% Owner | Open Market Purchase | 31.000 | 57,75 | 1.790.250,00 | +196,9% | |
| 2026-07-24 | Durable Capital Partners LP | 10% Owner | Open Market Purchase | 21.646 | 58,46 | 1.265.425,16 | +139,2% | |
| 2026-05-29 | Langston Patrick Ryan | 10% Owner | Open Market Purchase | 2.800 | 35,56 | 99.568,00 | +10,9% | |
| 2026-05-28 | Martin John Arthur | Officer, Chief Financial Officer | Open Market Purchase | 5.000 | 34,73 | 173.650,00 | +19,1% | |
| 2026-05-27 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -3.122 | 41,28 | -128.876,16 | -14,2% | |
| 2026-05-27 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -6.466 | 40,51 | -261.937,66 | -28,8% | |
| 2026-05-26 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -45.588 | 40,07 | -1.826.711,16 | -200,9% | |
| 2026-05-22 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -3.350 | 42,43 | -142.140,50 | -15,6% | |
| 2026-05-22 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -79.339 | 41,74 | -3.311.609,86 | -364,2% | |
| 2026-05-21 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -20.730 | 42,21 | -875.013,30 | -96,2% | |
| 2026-05-21 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -29.238 | 40,62 | -1.187.647,56 | -130,6% | |
| 2026-05-21 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -20.783 | 41,57 | -863.949,31 | -95,0% | |
| 2026-05-15 | Jones Mark E. Jr. | Officer, 10% Owner, President & COO | Open Market Purchase | 2.650 | 37,50 | 99.375,00 | +10,9% | |
| 2026-05-14 | Miller Mark | Director, Officer, President and CEO | Open Market Purchase | 5.000 | 36,89 | 184.450,00 | +20,3% | |
| 2026-05-01 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -5.090 | 45,32 | -230.678,80 | -25,4% | |
| 2026-04-29 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -5.307 | 48,07 | -255.107,49 | -28,1% | |
| 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 | +27,5% | |
| 2025-12-01 | McConnon Thomas | Director | Open Market Sale | -67.986 | 73,60 | -5.003.769,60 | -550,2% | |
| 2025-12-01 | McConnon Thomas | Director | Open Market Sale | -1.700 | 74,56 | -126.752,00 | -13,9% | |
| 2025-11-28 | Miller Mark | Director, Officer, President and CEO | Open Market Purchase | 5.000 | 72,34 | 361.700,00 | +39,8% | |
| 2025-11-26 | O'Connor John Terry | Officer, General Counsel | Open Market Purchase | 2.100 | 71,81 | 150.801,00 | +16,6% | |
| 2025-10-27 | Jones Mark E. Jr. | Officer, 10% Owner, CFO & COO | Open Market Purchase | 866 | 74,44 | 64.465,04 | +7,1% | |
| 2025-10-27 | Jones Mark E. Jr. | Officer, 10% Owner, CFO & COO | Open Market Purchase | 7 | 74,45 | 521,15 | +0,1% | |
| 2025-08-19 | KEBODEAUX ADRIENNE | 10% Owner | Open Market Sale | -3.000 | 86,30 | -258.900,00 | -28,5% | |
| 2025-08-15 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -600 | 87,01 | -52.206,00 | -5,7% | |
| 2025-08-14 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -17.831 | 87,38 | -1.558.072,78 | -171,3% | |
| 2025-08-14 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -700 | 89,29 | -62.503,00 | -6,9% | |
| 2025-08-14 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -2.860 | 88,55 | -253.253,00 | -27,8% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -9.565 | 88,65 | -847.937,25 | -93,2% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -21.919 | 89,48 | -1.961.312,12 | -215,7% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -19.896 | 86,44 | -1.719.810,24 | -189,1% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -4.175 | 90,09 | -376.125,75 | -41,4% | |
| 2025-08-13 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -4.445 | 87,36 | -388.315,20 | -42,7% | |
| 2025-08-12 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -1.115 | 88,06 | -98.186,90 | -10,8% | |
| 2025-08-12 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -29.903 | 87,45 | -2.615.017,35 | -287,6% | |
| 2025-08-12 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -17.302 | 86,47 | -1.496.103,94 | -164,5% | |
| 2025-08-11 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -44.104 | 86,41 | -3.811.026,64 | -419,1% | |
| 2025-08-11 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -1.894 | 87,21 | -165.175,74 | -18,2% | |
| 2025-08-08 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -200 | 88,15 | -17.630,00 | -1,9% | |
| 2025-08-08 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -14.517 | 87,17 | -1.265.446,89 | -139,2% | |
| 2025-08-07 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -6.175 | 87,14 | -538.089,50 | -59,2% | |
| 2025-08-06 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -12.153 | 87,60 | -1.064.602,80 | -117,1% | |
| 2025-08-05 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -900 | 89,41 | -80.469,00 | -8,8% | |
| 2025-07-31 | Mark & Robyn Jones Descendants Trust 2014 | 10% Owner | Open Market Sale | -31.516 | 93,24 | -2.938.551,84 | -323,1% | |
| 2025-07-29 | Jones Mark E. Jr. | Officer, 10% Owner, Chief Financial Officer | Open Market Purchase | 1.149 | 86,08 | 98.905,92 | +10,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3.686.721 | 0 | 3.686.721 | 157.275.522 | Neu | +100,0% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.258.181 | 0 | 2.258.181 | 96.334.012 | Neu | +100,0% | |
| WASATCH ADVISORS LP | 1.892.453 | 2.292.227 | -399.774 | 91.783.971 | Reduziert | -17,4% | |
| Capital World Investors | 1.972.271 | 0 | 1.972.271 | 84.137.081 | Neu | +100,0% | |
| Durable Capital Partners LP | 1.562.969 | 0 | 1.562.969 | 66.676.258 | Neu | +100,0% | |
| STATE STREET CORP | 1.083.152 | 0 | 1.083.152 | 46.207.264 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.071.766 | 0 | 1.071.766 | 45.721.538 | Neu | +100,0% | |
| Langdon Equity Partners | 889.500 | 0 | 889.500 | 37.946.070 | Neu | +100,0% | |
| DF DENT & CO INC | 783.615 | 0 | 783.615 | 33.429.010 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 608.872 | 0 | 608.872 | 25.979.585 | Neu | +100,0% | |
| AKRE CAPITAL MANAGEMENT LLC | 443.385 | 0 | 443.385 | 18.914.804 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 439.798 | 0 | 439.798 | 18.761.783 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 411.527 | 0 | 411.527 | 17.555.616 | Neu | +100,0% | |
| Janus Henderson Group Ltd. | 386.906 | 0 | 386.906 | 16.505.681 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 329.333 | 0 | 329.333 | 14.049.345 | Neu | +100,0% | |
| MORGAN STANLEY | 323.008 | 0 | 323.008 | 13.779.596 | Neu | +100,0% | |
| Whitebark Investors LP | 269.322 | 0 | 269.322 | 11.489.277 | Neu | +100,0% | |
| TUDOR INVESTMENT CORP ET AL | 264.836 | 0 | 264.836 | 11.297.904 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 231.774 | 0 | 231.774 | 9.887.480 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 219.745 | 0 | 219.745 | 9.374.321 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 216.799 | 0 | 216.799 | 9.248.645 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 179.474 | 0 | 179.474 | 7.656.318 | Neu | +100,0% | |
| KING LUTHER CAPITAL MANAGEMENT CORP | 178.395 | 0 | 178.395 | 7.610.331 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 163.452 | 0 | 163.452 | 6.972.865 | Neu | +100,0% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 161.279 | 0 | 161.279 | 6.880.162 | Neu | +100,0% | |
| JACOBSON & SCHMITT ADVISORS, LLC | 158.918 | 0 | 158.918 | 6.779.426 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 143.540 | 0 | 143.540 | 6.123.416 | Neu | +100,0% | |
| RIVERBRIDGE PARTNERS LLC | 115.819 | 195.817 | -79.998 | 5.617.220 | Reduziert | -40,9% | |
| CITIGROUP INC | 128.309 | 0 | 128.309 | 5.473.662 | Neu | +100,0% | |
| Man Group plc | 126.605 | 0 | 126.605 | 5.400.969 | Neu | +100,0% | |
| WINTON GROUP Ltd | 121.183 | 0 | 121.183 | 5.169.667 | Neu | +100,0% | |
| Ewing Morris & Co. Investment Partners Ltd. | 101.683 | 0 | 101.683 | 4.337.797 | Neu | +100,0% | |
| Motley Fool Wealth Management, LLC | 90.909 | 0 | 90.909 | 3.878.189 | Neu | +100,0% | |
| UBS Group AG | 90.152 | 0 | 90.152 | 3.845.884 | Neu | +100,0% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 89.104 | 0 | 89.104 | 3.801.177 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 83.240 | 0 | 83.240 | 3.551.020 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 73.306 | 0 | 73.306 | 3.127.000 | Neu | +100,0% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 70.327 | 0 | 70.327 | 3.000.150 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 67.515 | 0 | 67.515 | 2.880.165 | Neu | +100,0% | |
| XTX Topco Ltd | 66.670 | 0 | 66.670 | 2.844.142 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 63.986 | 0 | 63.986 | 2.629.825 | Neu | +100,0% | |
| Legal & General Group Plc | 60.267 | 0 | 60.267 | 2.570.988 | Neu | +100,0% | |
| Nuveen, LLC | 58.970 | 0 | 58.970 | 2.515.660 | Neu | +100,0% | |
| Trexquant Investment LP | 58.500 | 0 | 58.500 | 2.495.610 | Neu | +100,0% | |
| Apollon Wealth Management, LLC | 49.056 | 0 | 49.056 | 2.379.216 | Neu | +100,0% | |
| STIFEL FINANCIAL CORP | 53.811 | 0 | 53.811 | 2.295.576 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 52.536 | 0 | 52.536 | 2.241.187 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 49.396 | 0 | 49.396 | 2.107.233 | Neu | +100,0% | |
| Swiss National Bank | 49.300 | 0 | 49.300 | 2.103.138 | Neu | +100,0% | |
| ALLIANCEBERNSTEIN L.P. | 26.013 | 0 | 26.013 | 1.915.857 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 1.892.453 | 2.292.227 | -17,4% | 91.783.971 | 87,03 | 70 % | 17 Q |
| RIVERBRIDGE PARTNERS LLC | 115.819 | 195.817 | -40,9% | 5.617.220 | 5,33 | 87 % | 17 Q |
| Apollon Wealth Management, LLC | 49.056 | 0 | +100,0% | 2.379.216 | 2,26 | 0 % | 1 Q |
| WESBANCO BANK INC | 32.000 | 32.000 | 0,0% | 1.552.000 | 1,47 | 0 % | 10 Q |
| PFS Partners, LLC | 24.536 | 24.536 | 0,0% | 1.189.988 | 1,13 | 0 % | 17 Q |
| Louisiana State Employees Retirement System | 10.400 | 11.000 | -5,5% | 504.400 | 0,48 | 100 % | 12 Q |
| Atria Investments, Inc | 8.935 | 9.674 | -7,6% | 433.353 | 0,41 | 0 % | 13 Q |
| OP Asset Management Ltd | 6.690 | 0 | +100,0% | 324.465 | 0,31 | 100 % | 5 Q |
| YOUSIF CAPITAL MANAGEMENT, LLC | 6.343 | 6.604 | -4,0% | 307.635 | 0,29 | 24 % | 12 Q |
| Police & Firemen's Retirement System of New Jersey | 6.342 | 6.342 | 0,0% | 307.587 | 0,29 | 100 % | 7 Q |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5.613 | 6.160 | -8,9% | 272.231 | 0,26 | 100 % | 12 Q |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5.429 | 5.729 | -5,2% | 263.307 | 0,25 | 100 % | 12 Q |
| TD Waterhouse Canada Inc. | 4.444 | 4.444 | 0,0% | 224.866 | 0,21 | 100 % | 16 Q |
| GAMMA Investing LLC | 872 | 738 | +18,2% | 42.292 | 0,04 | 100 % | 11 Q |
| Wilmington Savings Fund Society, FSB | 825 | 825 | 0,0% | 40.013 | 0,04 | 0 % | 8 Q |
| Versant Capital Management, Inc | 772 | 135 | +471,9% | 37.442 | 0,04 | 100 % | 9 Q |
| MassMutual Private Wealth & Trust, FSB | 514 | 88 | +484,1% | 24.929 | 0,02 | 100 % | 10 Q |
| WOLFF WIESE MAGANA LLC | 461 | 611 | -24,5% | 22.359 | 0,02 | 100 % | 17 Q |
| Sterling Capital Management LLC | 436 | 287 | +51,9% | 21.146 | 0,02 | 0 % | 8 Q |
| Financial Management Professionals, Inc. | 381 | 0 | +100,0% | 18.479 | 0,02 | 0 % | 4 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 45 | 2,2 | 106 |
| 31.03.2026 | ✓ | 217 | 28,4 | 1.152 |
| 31.12.2025 | ✓ | 259 | 28,2 | 1.891 |
| 30.09.2025 | ✓ | 262 | 27,6 | 1.912 |
| 30.06.2025 | ✓ | 273 | 27,5 | 2.723 |
| 31.03.2025 | ✓ | 283 | 27,5 | 3.057 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Corient Private Wealth LLC | 25.452 | 1.085.783 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 25.200 | 1.075.032 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 20.432 | 871.629 |
| Centiva Capital, LP | 9.192 | 392.131 |
| Numerai GP LLC | 7.451 | 317.860 |
| BNP Paribas Asset Management Holding S.A. | 408 | 17.405 |
| Advisory Services Network, LLC | 232 | 9.897 |
| Private Wealth Management Group, LLC | 129 | 5.504 |
| Keating Financial Advisory Services, Inc. | 51 | 2.176 |
| Bare Financial Services, Inc | 44 | 1.877 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| WASATCH ADVISORS LP | 2.292.227 | 559.087 | +32.3 % | 97.786.404 |
| Janus Henderson Group Ltd. | 386.906 | 376.114 | +3485.1 % | 16.505.681 |
| Langdon Equity Partners | 889.500 | 369.500 | +71.1 % | 37.946.070 |
| Capital World Investors | 1.972.271 | 284.271 | +16.8 % | 84.137.081 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.258.181 | 247.297 | +12.3 % | 96.334.012 |
| TUDOR INVESTMENT CORP ET AL | 264.836 | 204.966 | +342.4 % | 11.297.904 |
| CITIGROUP INC | 128.309 | 122.883 | +2264.7 % | 5.473.662 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 161.279 | 120.975 | +300.2 % | 6.880.162 |
| WINTON GROUP Ltd | 121.183 | 106.080 | +702.4 % | 5.169.667 |
| Man Group plc | 126.605 | 99.595 | +368.7 % | 5.400.969 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1.194.998 | -807.005 | -40.3 % | 50.979 |
| DF DENT & CO INC | 783.615 | -261.045 | -25.0 % | 33.429.010 |
| Freestone Grove Partners LP | 20.599 | -167.672 | -89.1 % | 878.753 |
| D. E. Shaw & Co., Inc. | 49.396 | -119.645 | -70.8 % | 2.107.233 |
| GEODE CAPITAL MANAGEMENT, LLC | 608.872 | -107.276 | -15.0 % | 25.979.585 |
| Motley Fool Asset Management LLC | 37.372 | -75.585 | -66.9 % | 1.594.290 |
| UBS Group AG | 90.152 | -65.867 | -42.2 % | 3.845.884 |
| Squarepoint Ops LLC | 25.724 | -45.597 | -63.9 % | 1.097.386 |
| DIMENSIONAL FUND ADVISORS LP | 411.527 | -36.586 | -8.2 % | 17.555.616 |
| Trexquant Investment LP | 58.500 | -35.859 | -38.0 % | 2.495.610 |
Zusätzlich aktuell von 119 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck | Δ-Balken |
|---|---|---|---|---|---|---|---|
| 15.07.2026 | Wasatch Advisors LP | Passiv (13G/A) | 8,00 % | 1.892.453 | -1,70 pp | – | |
| 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 | 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 | 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 | 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… | |
| 25.02.2026 | Alexandra Nicole Rogers Trust (+1) | 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 | 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 | 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 | 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 | 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 | The Adrienne Morgan Jones Family Trust 2014 (+2) | 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 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 | SLJ Dynasty Trust | Aktivist (13D/A) | 0,40 % | 151.246 | 0,00 pp | 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 | 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 | 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 | 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 | 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 | 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 | 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 | Joshua Thomas Jones Trust (+2) | 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 | 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 | 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 | 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 | 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 | 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 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 | 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… | |
| 17.02.2026 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 8,00 % | 2.002.003 | +2,60 pp | – | |
| 13.02.2026 | Virtus Investment Advisers, LLC | Passiv (13G/A) | 4,40 % | 1.099.575 | -0,80 pp | – | |
| 13.02.2026 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 8,10 % | 2.012.604 | -0,30 pp | – |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-06-30 | 10-Q | 113.389.000 $ | 10.065.000 $ | – | 406.842.000 $ | -112.402.000 $ |
| 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 $ |
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. | 57,3 % | +19,9% | |
| Renewal Royalty Fees | 170,8 Mio. | 138,9 Mio. | 107,5 Mio. | 77,3 Mio. | 46,1 Mio. | 46,7 % | +22,9% | |
| Commissions And Agency Fees | 155,4 Mio. | 139,1 Mio. | 116,1 Mio. | 100,3 Mio. | 82,7 Mio. | 42,5 % | +11,7% | |
| Renewal Commissions | 78,6 Mio. | 74,9 Mio. | 70,7 Mio. | 57,5 Mio. | 39,1 Mio. | 21,5 % | +4,9% | |
| Contingent Commissions | 38,4 Mio. | 31,4 Mio. | 13,7 Mio. | 7,7 Mio. | 9,9 Mio. | 10,5 % | +22,3% | |
| New Business Royalty Fees | 30,2 Mio. | 27,1 Mio. | 23,2 Mio. | 18,2 Mio. | 14,6 Mio. | 8,3 % | +11,2% | |
| New Business Commissions | 28,0 Mio. | 24,6 Mio. | 23,4 Mio. | 24,1 Mio. | 22,1 Mio. | 7,7 % | +13,7% | |
| Agency Fees | 10,4 Mio. | 8,1 Mio. | 8,2 Mio. | 10,9 Mio. | 11,5 Mio. | 2,8 % | +28,0% | |
| Initial Franchise Fees | 5,6 Mio. | 6,6 Mio. | 11,2 Mio. | 10,9 Mio. | 6,5 Mio. | 1,5 % | -15,5% | |
| Other Franchise Revenues | 2,7 Mio. | 1,8 Mio. | 1,8 Mio. | 1,3 Mio. | 297.000 | 0,7 % | +49,3% | |
| Interest Income 1 | 670.000 | 932.000 | 1,4 Mio. | 1,4 Mio. | 1,2 Mio. | 0,2 % | -28,1% | |
| Franchise Revenues | – | – | – | – | 67,5 Mio. | – | – |
Quartalsverlauf
| Segment | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Q2 FY2024 | Q1 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| Franchise | 55,8 Mio. | 55,8 Mio. | 46,0 Mio. | 46,9 Mio. | 46,2 Mio. | 38,0 Mio. | 61,7 % | +19,1% | |
| Renewal Royalty Fees | 45,7 Mio. | 45,4 Mio. | 37,2 Mio. | 38,1 Mio. | 36,8 Mio. | 29,1 Mio. | 50,5 % | +20,0% | |
| Commissions And Agency Fees | 34,5 Mio. | 38,1 Mio. | 29,4 Mio. | 30,9 Mio. | 31,6 Mio. | 26,2 Mio. | 38,1 % | +11,4% | |
| Renewal Commissions | 19,7 Mio. | 23,1 Mio. | 17,0 Mio. | 20,2 Mio. | 20,6 Mio. | 16,0 Mio. | 21,8 % | -2,7% | |
| New Business Royalty Fees | 8,3 Mio. | 7,8 Mio. | 6,9 Mio. | 7,0 Mio. | 7,2 Mio. | 6,2 Mio. | 9,2 % | +18,3% | |
| New Business Commissions | 7,5 Mio. | 7,6 Mio. | 5,8 Mio. | 6,2 Mio. | 6,7 Mio. | 5,7 Mio. | 8,3 % | +20,5% | |
| Contingent Commissions | 4,5 Mio. | 4,5 Mio. | 4,5 Mio. | 2,5 Mio. | 2,2 Mio. | 2,7 Mio. | 5,0 % | +82,4% | |
| Agency Fees | 2,7 Mio. | 2,9 Mio. | 2,2 Mio. | 2,0 Mio. | 2,1 Mio. | 1,9 Mio. | 3,0 % | +36,5% | |
| Initial Franchise Fees | 1,4 Mio. | 1,2 Mio. | 1,3 Mio. | 1,4 Mio. | 1,6 Mio. | 2,2 Mio. | 1,5 % | -2,3% | |
| Other Franchise Revenues | 477.000 | 1,3 Mio. | 456.000 | 385.000 | 598.000 | 458.000 | 0,5 % | +23,9% | |
| Interest Income 1 | 162.000 | 179.000 | 189.000 | 231.000 | 244.000 | 250.000 | 0,2 % | -29,9% |
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 | 24.04.2025 | 75,6 Mio. USD | 0,09 |
| Q3 2024 | 30.09.2024 | 24.10.2024 | 78,0 Mio. USD | 0,29 |
| Q2 2024 | 30.06.2024 | 25.07.2024 | 78,1 Mio. USD | 0,24 |
| Q1 2024 | 31.03.2024 | 25.04.2024 | 64,5 Mio. USD | 0,05 |
| Q3 2023 | 30.09.2023 | 09.11.2023 | 71,0 Mio. USD | 0,28 |
| Q2 2023 | 30.06.2023 | 27.07.2023 | 69,3 Mio. USD | 0,15 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 23.07.2026 | 10-Q | 30.06.2026 | 23 Tage | SEC » |
| 23.04.2026 | 10-Q | 31.03.2026 | 23 Tage | 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 » |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 25.03.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 25.03.2026 | HV-Einladung | 04.05.2026 Jahres-HV | 09.03.2026 | DEF 14A | SEC » |
| 26.03.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 26.03.2025 | HV-Einladung | 05.05.2025 Jahres-HV | 10.03.2025 | DEF 14A | SEC » |
| 28.03.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.03.2024 | HV-Einladung | 06.05.2024 Jahres-HV | 11.03.2024 | DEF 14A | SEC » |
| 23.03.2023 | HV-Einladung | 01.05.2023 Jahres-HV | 07.03.2023 | DEF 14A | SEC » |
| 22.03.2022 | HV-Einladung | 02.05.2022 Jahres-HV | 08.03.2022 | DEF 14A | SEC » |
| 17.03.2021 | HV-Einladung | 03.05.2021 Jahres-HV | 08.03.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Filing-Analyse (10-K / 10-Q)
Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.
🔒 Die aufklappbare Detailanalyse (Red Flags, Risiko-Änderungen, Guidance-Zitate, voller Wortlaut) ist Teil des Kunden-Abos — freischalten.
| Datum | Form | Stimmung | Guidance | Risiko-Δ | Qualitativ | Zusammenfassung | |
|---|---|---|---|---|---|---|---|
| 23.07.2026 | 10-Q | 0,42 | k. A. | 0,00 | 68 | Goosehead Insurance erzielte im Q2 2026 ein starkes Umsatzwachstum von 21% auf 113,4 Mio. USD, wobei das bereinigte EBITDA um 30% auf 37,9 Mio. USD stieg und die Marge auf 33% verbessert wurde. Der Anstieg wurde jedoch wesentlich durch volatile Cont… | 🔒 |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 22.04.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;… |
| 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… |
| 31.03.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;… |
| 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… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 04.05.2026 | HV-Abstimmung | 0,00 | 30 | Goosehead Insurance hielt am 4. Mai 2026 die jährliche Hauptversammlung ab. Aktionäre stimmten über die Wahl von Vorstandsmitgliedern und we… 🔒 | SEC |
| 22.04.2026 | Quartalszahlen | 0,20 | 55 | Goosehead Insurance kündigte Q1 2026-Ergebnisse an. Gleichzeitig ernannte das Unternehmen John Martin als neuen CFO und beförderte Jones Jr.… 🔒 | SEC |
| 08.04.2026 | Personalwechsel | -0,30 | 45 | John O'Connor, General Counsel von Goosehead Insurance, schied am 30. März 2026 mit sofortiger Wirkung aus dem Unternehmen aus. Eine Nachfol… 🔒 | SEC |
| 31.03.2026 | Personalwechsel | -0,35 | 45 | John O'Connor tritt mit sofortiger Wirkung aus dem Unternehmen aus; Martin Ellis Thornthwaite wird zum neuen General Counsel ernannt. | SEC |
| 17.02.2026 | Personalwechsel | 0,10 | 30 | Louis Goldberg wurde am 18. Februar 2026 in den Board of Directors und das Nominating and Governance Committee von Goosehead Insurance aufge… 🔒 | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 240 | 47,98 | 11.515 |
| 2026-06-23 | 5.108 | 39,01 | 199.263 |
| 2026-06-09 | 192 | 36,51 | 7.010 |
| 2026-06-02 | 437 | 36,65 | 16.016 |
| 2026-06-01 | 2.661 | 34,39 | 91.512 |
| 2026-05-29 | 79 | 35,23 | 2.783 |
| 2026-05-22 | 30 | 42,49 | 1.275 |
| 2026-05-19 | 174 | 42,14 | 7.332 |
| 2026-05-15 | 1.364 | 36,85 | 50.263 |