GSHD
INSIDER BUYINSIDER SELLGoosehead Insurance, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeGoosehead posted strong 21% total revenue growth and beat EPS expectations ($0.64 vs. $0.47), but core revenue growth decelerated to 10% and missed revenue estimates, prompting analyst concerns about slowing KPI trajectory in 2H 2026. Management transition is underway with CEO Mark Miller retiring Dec 31, 2026, and a new CTO appointed to drive AI/technology initiatives, while strategic partnerships with Baird & Warner and Fay Servicing present long-term upside.
Red flags
- •Core revenue growth decelerated to 10%, significantly below total revenue growth of 21%
- •Revenue miss vs. consensus estimates despite EPS beat; analyst notes flagged 'worse 2026 growth outlook'
- •Stock down ~45% from 52-week high ($79.85 to $43.99) as of late September amid growth concerns
- •Analyst downgrades and price target cuts (KBW cut from $80 to $72, J.P. Morgan cut to $60) reflect growth skepticism
- •CEO departure effective Dec 31, 2026 creates near-term leadership transition risk
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Durable Capital Partners LP | — | BUY | 150K | $47.32 | $7.10M | 2026-09-22 | ↗ |
| KEBODEAUX ADRIENNE | — | SELL | 7K | $70.00 | $0.49M | 2026-08-20 | ↗ |
| Jones Serena | — | SELL | 1K | $69.87 | $0.08M | 2026-08-20 | ↗ |
| Jones Serena | — | SELL | 4K | $68.75 | $0.27M | 2026-08-20 | ↗ |
| Jones Serena | — | SELL | 1K | $69.87 | $0.08M | 2026-08-20 | ↗ |
| Jones Serena | — | SELL | 5K | $70.00 | $0.35M | 2026-08-20 | ↗ |
| Jones Serena | — | SELL | 4K | $68.75 | $0.27M | 2026-08-20 | ↗ |
| Jones Serena | — | SELL | 5K | $70.00 | $0.35M | 2026-08-20 | ↗ |
| Jones Serena | — | SELL | 5K | $67.71 | $0.33M | 2026-08-19 | ↗ |
| Jones Serena | — | SELL | 5K | $67.71 | $0.33M | 2026-08-19 | ↗ |
| Jones Serena | — | SELL | 125 | $67.50 | $0.01M | 2026-08-13 | ↗ |
| Jones Serena | — | SELL | 125 | $67.50 | $0.01M | 2026-08-13 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 4K | $68.44 | $0.27M | 2026-08-04 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 3K | $67.84 | $0.18M | 2026-08-04 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 5K | $65.46 | $0.33M | 2026-08-04 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 11K | $66.71 | $0.73M | 2026-08-04 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 100K | $65.31 | $6.53M | 2026-08-03 | ↗ |
| Durable Capital Partners LP | — | BUY | 23K | $61.88 | $1.41M | 2026-07-31 | ↗ |
| Durable Capital Partners LP | — | BUY | 13K | $62.00 | $0.84M | 2026-07-31 | ↗ |
| Lane Peter R. | — | BUY | 2K | $63.14 | $0.10M | 2026-07-31 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 375 | $65.22 | $0.02M | 2026-07-30 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 2K | $66.45 | $0.14M | 2026-07-30 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 56K | $70.29 | $3.97M | 2026-07-29 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 21K | $68.43 | $1.46M | 2026-07-29 | ↗ |
| Mark & Robyn Jones Descendants Trust 2014 | — | SELL | 47K | $69.60 | $3.28M | 2026-07-29 | ↗ |
| KEBODEAUX ADRIENNE | — | SELL | 5K | $65.20 | $0.33M | 2026-07-28 | ↗ |
| Chick & The Bear Irrevocable Trust | — | SELL | 5K | $65.03 | $0.33M | 2026-07-28 | ↗ |
| Durable Capital Partners LP | — | BUY | 4K | $62.00 | $0.26M | 2026-07-27 | ↗ |
| Durable Capital Partners LP | — | BUY | 3K | $59.51 | $0.16M | 2026-07-27 | ↗ |
| Durable Capital Partners LP | — | BUY | 33K | $61.87 | $2.05M | 2026-07-27 | ↗ |
| Durable Capital Partners LP | — | BUY | 36K | $58.50 | $2.11M | 2026-07-24 | ↗ |
| Durable Capital Partners LP | — | BUY | 31K | $57.75 | $1.79M | 2026-07-24 | ↗ |
| Durable Capital Partners LP | — | BUY | 22K | $58.46 | $1.27M | 2026-07-24 | ↗ |
| Durable Capital Partners LP | — | BUY | 25K | $58.75 | $1.47M | 2026-07-24 | ↗ |
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Durable Capital Partners | SC 13G/A | — | 10.8% | -29.6% vs SPY -29.2% abs | 2026-08-07 | ↗ |