SCHEDULE: Wasatch Advisors Boosts Stake in Goosehead Insurance

Wasatch Advisors LP has increased its beneficial ownership of Goosehead Insurance Inc. Class A shares to 9.7%, holding over 2.29 million shares as of March 31, 2026.

Summary

• Wasatch Advisors LP has filed a Schedule 13G, indicating an amendment to its previous filing.
• As of March 31, 2026, Wasatch Advisors LP beneficially owns 2,292,227 shares of Goosehead Insurance Inc. Class A common stock.
• This represents 9.7% of the class of securities.
• The filing details sole voting power for 1,513,266 shares and sole dispositive power for 2,292,227 shares.
• Wasatch Advisors LP is identified as an investment adviser.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive filing due to the increased stake by a known investment adviser, indicating potential confidence in the company's future.

Positives

• Wasatch Advisors LP, an investment adviser, has increased its stake in Goosehead Insurance Inc., signaling confidence in the company's prospects.
• The firm holds significant sole dispositive power over 2,292,227 shares, indicating substantial investment conviction.

Future Outlook

The filing does not contain forward-looking statements or guidance. It is a disclosure of beneficial ownership.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that an increase in beneficial ownership by a significant investment adviser like Wasatch Advisors LP often suggests a positive outlook on the company's strategic direction and financial performance within the insurance sector.

Stakeholder Impact

• Shareholders may view the increased stake by Wasatch Advisors LP as a positive signal, potentially influencing investor sentiment and share price.
• The filing confirms that the securities are held in the ordinary course of business, suggesting no immediate intent to influence or control the issuer's management or operations.

Key Dates

Recommendation

The filing indicates an increased stake by a significant investment adviser, which is a positive signal. However, without further financial performance data or strategic updates, a 'hold' recommendation is prudent, suggesting investors monitor future developments.

Keywords

Goosehead Insurance, Wasatch Advisors, Schedule 13G, Beneficial Ownership, Investment Adviser, Class A Shares, SEC Filing