JACOBSON & SCHMITT ADVISORS, LLC

Position in GSHD — Goosehead Insurance, Inc.

CIK 1632096 MIDDLETON, WI

Position in GSHD

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$6,779,441

-$4,472,511 QoQ

Shares Held

158,918

+4.0% QoQ

Ownership

0.447%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,779,441	158,918	+4.0%	Shares	Sole	2026-04-10
2025-12-31	$11,251,952	152,776	+11.9%	Shares	Sole	2026-01-21
2025-09-30	$10,162,274	136,553	+31.8%	Shares	Sole	2025-11-10
2025-06-30	$10,927,881	103,572	-4.3%	Shares	Sole	2025-08-05
2025-03-31	$12,777,161	108,226	-9.5%	Shares	Sole	2025-05-02
2024-12-31	$12,826,943	119,632	-15.5%	Shares	Sole	2025-02-03
2024-09-30	$12,648,630	141,642	+10.6%	Shares	Sole	2024-10-28
2024-06-30	$7,355,077	128,048	+25.6%	Shares	Sole	2024-08-12
2024-03-31	$6,792,841	101,964	+0.6%	Shares	Sole	2024-05-08
2023-12-31	$7,684,907	101,384	-21.2%	Shares	Sole	2024-02-09
2023-09-30	$9,584,930	128,605	-8.0%	Shares	Sole	2023-11-07
2023-06-30	$8,795,606	139,857	-18.0%	Shares	Sole	2023-08-14
2023-03-31	$8,899,578	170,490	+20.1%	Shares	Sole	2023-05-12
2022-12-31	$4,876,039	141,993	0.0%	Shares	Sole	2023-01-31
2022-09-30	$5,060,630	141,993	+1.7%	Shares	Sole	2022-11-10
2022-06-30	$6,374,892	139,586	+72.1%	Shares	Sole	2022-08-08
2022-03-31	$6,372,419	81,105	+13.1%	Shares	Sole	2022-05-06
2021-12-31	$9,328,817	71,716	-0.8%	Shares	Sole	2022-02-10
2021-09-30	$11,005,846	72,269	-5.4%	Shares	Sole	2021-11-12
2021-06-30	$9,722,410	76,374	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.