Goosehead Insurance Inc: 5%+ holders

As of November 6, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Goosehead Insurance Inc. The largest reported stake is Mark E. Jones', at 34.2%. 24 filings are on record since August 14, 2025 (Schedule 13D/A, August 24, 2026).

Who owns Goosehead Insurance, Inc.?

Durable Capital Partners LP also filed stake reports on 13 other companies ↓

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Key facts

• Filed 2026-10-30 · Holder: Vanguard Portfolio Management · Percent: 4.95% · SCHEDULE 13G/A
• Filed 2026-10-07 · Holder: Wasatch Advisors LP · Percent: 10.2% · SCHEDULE 13G/A
• Filing 2026-08-24 · Reporting person: Mark E. Jones · Sole voting: 878,434 · Shared voting: 11,583,655 · Sole dispositive: 878,434 · Shared dispositive: 11,583,655 · SCHEDULE 13D/A, 2026-08-24
• Filed 2026-08-14 · Holder: T. Rowe Price Investment Management, Inc. · Percent: 2.5% · SCHEDULE 13G/A
• Filed 2026-08-13 · Holder: Kayne Anderson Rudnick Investment Management, LLC · Percent: 9.2% · SCHEDULE 13G/A

Goosehead Insurance Inc has 24 Schedule 13D or 13G filings on record since 2025-08-14. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

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Keep reading

More on Goosehead Insurance Inc and the records around it.

Goosehead Insurance Inc elsewhere on the record

• Leadership changes Jul 2026
• Who owns it

Companies that share a holder

• Durable Capital Partners LP also filed stake reports on 13 other companies: Shift4 Payments, Inc. (Aug 2026), Colliers International Group Inc. (May 2026), Madison Air Solutions Corp (Apr 2026)
• Kayne Anderson Rudnick Investment Management, LLC also filed stake reports on 53 other companies: Andersen Group Inc. (Aug 2026), Bright Horizons Family Solutions Inc (Aug 2026), Choice Hotels International Inc (Aug 2026)
• Wasatch Advisors LP also filed stake reports on 72 other companies: Smith Douglas Homes Corp (Oct 2026), Amtech Systems Inc (Oct 2026), BBB Foods Inc (Oct 2026)

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What the Full Report on Goosehead Insurance Inc covers

1. The Short Answer

2. Which Company This Is

3. What They Do, And How The Money Works

4. Who Runs It, And How To Reach Them

5. The Money: Funding, Valuation, Runway

6. Who Pays Them, And Who They Are Up Against

7. Warning Bells

8. Sources

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Voting and dispositive power, as filed

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The latest filing identifies Goosehead Insurance Inc by CUSIP 38267D109 and gives its principal executive office as 1500 Solana Blvd, Building 4, Westlake, TX 76262 (SCHEDULE 13G/A, 2026-10-30).

Source of funds (Item 3)

At the closing of the IPO of the Issuer's Class A Common Stock, the Issuer entered into an amended and restated limited liability company agreement with the continuing members of Goosehead Financial pursuant to which such members and their permitted transferees are entitled to exchange their LLC Units in Goosehead Financial, together with an equal number of shares of Class B Common Stock (together with an equal number of LLC Units in Goosehead Financial) for an equal number of shares of the Issuer's Class A Common Stock.Mark E. Jones, SCHEDULE 13D/A, 2026-08-24

Purpose of Transaction (Item 4)

Mark E. Jones

The Reporting Persons acquired, and presently hold, Class A Common Stock and Class B Common Stock for investment purposes. Each Reporting Person has signed and is a party to the Voting Agreements described in Item 2 above. Except as otherwise described herein and Rule 10b5-1 Trading Plans, none of the Reporting Persons currently has any plans or proposals that would result in or relate to any of the transactions or changes listed in Items 4(a) through 4(j) of Schedule 13D. However, as part of their ongoing evaluation of their investment and investment alternatives, the Reporting Persons may consider such matters and, subject to applicable law, may formulate a plan with respect to such matters or make formal proposals to the board of directors of the Issuer, other stockholders of the Issuer or other third parties regarding such matters. The Reporting Persons reserve the right to acquire additional securities of the Issuer in the open markets, in privately negotiated transactions (which may be with the Issuer or with third parties) or otherwise, to dispose of all or a portion of their holdings of securities of the Issuer or to change their intention with respect to any or all of the matters referred to in this Item 4.Item 4 of the SCHEDULE 13D/A filed 2026-08-24

Timeline

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Questions about who owns Goosehead Insurance Inc

Who owns Goosehead Insurance Inc?

On this page, 5 holders' latest ownership filings report 5% or more of Goosehead Insurance Inc: Mark E. Jones (34.2%, Schedule 13D/A, filed 2026-08-24), Durable Capital Partners LP (10.8%, Schedule 13G/A, filed 2026-08-07), Wasatch Advisors LP (10.2%, Schedule 13G/A, filed 2026-10-07), Kayne Anderson Rudnick Investment Management, LLC (9.2%, Schedule 13G/A, filed 2026-08-13) and Capital World Investors (8%, Schedule 13G/A, filed 2026-05-14).

Who are the largest shareholders of Goosehead Insurance Inc?

By the share each holder's latest filing reports, the largest holders of Goosehead Insurance Inc on this page are Mark E. Jones (34.2%), Durable Capital Partners LP (10.8%) and Wasatch Advisors LP (10.2%).

When did Mark E. Jones buy into Goosehead Insurance Inc?

The filings give report dates, not purchase dates. The earliest filing from Mark E. Jones on this page is the Schedule 13D/A, filed 2025-08-15, reporting 33.8%; its latest, Schedule 13D/A filed 2026-08-24, reports 34.2%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 24 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Goosehead Insurance Inc

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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