SCHEDULE 13G/A: Wasatch Advisors LP Maintains Significant Stake in Goosehead Insurance, Inc.

Wasatch Advisors LP has filed an amended Schedule 13G, disclosing a continued beneficial ownership of 9.4% of Goosehead Insurance, Inc.'s Class A Common Stock as of December 31, 2024.

Summary

• Wasatch Advisors LP, a Delaware-based investment adviser, reported beneficial ownership of 2,298,402 shares of Goosehead Insurance, Inc.'s Class A Common Stock.
• This ownership represents 9.4% of the Class A Common Stock outstanding.
• Wasatch Advisors LP holds sole voting power over 1,725,165 shares and sole dispositive power over all 2,298,402 shares.
• The filing is an Amendment No. 5 to a Schedule 13G, indicating a previous reporting of beneficial ownership.
• The event date requiring this filing was December 31, 2024.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would inherently convey positive or negative sentiment about the company's operational performance or future prospects. It simply reports an existing ownership stake.

Future Outlook

This document is a beneficial ownership report and does not contain any forward-looking statements or guidance regarding the issuer's future performance or outlook.

Industry Context

This Schedule 13G filing indicates a significant institutional investment firm, Wasatch Advisors LP, continues to hold a substantial stake in Goosehead Insurance, Inc. Such filings are standard disclosures for investors holding more than 5% of a company's stock, providing transparency on major ownership positions within the financial services and insurance sectors.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake, which can influence market perception and liquidity.
• Company Management: Awareness of a large, active institutional investor on their shareholder register.

Key Dates

Keywords

Goosehead Insurance, Wasatch Advisors LP, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, SEC Filing, Investment Adviser, Equity Stake