- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 10 Feb 2025
- latest of these filings; the earliest 12 Nov 2024
- Managers listing it
- 5
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 4 listed it in both
- Shares listed
- 2,273,923
- combined, among listed positions
- Reported value
- $203m
- combined, at the quarter end
Among the 94 comparable managers: 1 buyer (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +36,507.
Managers listing GSHD in Q3 2024
5 of 5 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital World Investors | 1,688,000 | $151m | under 0.1% | Held | 0 | 13 Nov 2024 (the filing on sec.gov) |
| Akre Capital Management LLC | 366,125 | $33m | 0.27% | Held | 0 | 13 Nov 2024 (the filing on sec.gov) |
| Polen Capital Management LLC | 105,858 | $9.5m | under 0.1% | Trimmed | -23,195 | 10 Feb 2025 (the filing on sec.gov) |
| Tudor Investment Corp | 100,368 | $9.0m | under 0.1% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| Winton Group Ltd | 13,572 | $1.2m | 0.08% | Trimmed | -2,410 | 12 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Tudor Investment Corpnew position · 100,368 shares now+100,368
Reductions
- Polen Capital Management LLCexisting position · 105,858 shares now-23,195
- Winton Group Ltdexisting position · 13,572 shares now-2,410
New positions and exits
New (1)
Exited (1)
- Durable Capital Partners LPwas $2.2m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2018 | 1 | $311k | n.a. | n.a. |
| Q1 2019 | 1 | $1.1m | n.a. | n.a. |
| Q2 2019 | 1 | $4.9m | n.a. | n.a. |
| Q3 2019 | 1 | $5.0m | n.a. | n.a. |
| Q4 2019 | 1 | $7.3m | n.a. | n.a. |
| Q1 2020 | 2 | $19m | n.a. | n.a. |
| Q2 2020 | 4 | $124m | n.a. | n.a. |
| Q3 2020 | 8 | $144m | n.a. | n.a. |
| Q4 2020 | 5 | $106m | n.a. | n.a. |
| Q1 2021 | 6 | $89m | n.a. | n.a. |
| Q2 2021 | 5 | $171m | n.a. | n.a. |
| Q3 2021 | 6 | $218m | n.a. | n.a. |
| Q4 2021 | 5 | $203m | n.a. | n.a. |
| Q1 2022 | 5 | $182m | n.a. | n.a. |
| Q2 2022 | 5 | $95m | n.a. | n.a. |
| Q3 2022 | 4 | $76m | n.a. | n.a. |
| Q4 2022 | 5 | $128m | n.a. | n.a. |
| Q1 2023 | 5 | $181m | n.a. | n.a. |
| Q2 2023 | 4 | $193m | n.a. | n.a. |
| Q3 2023 | 5 | $218m | n.a. | n.a. |
| Q4 2023 | 4 | $250m | 0 | 2 |
| Q1 2024 | 5 | $152m | 1 | 2 |
| Q2 2024 | 5 | $129m | 2 | 2 |
| Q3 2024 | 5 | $203m | 1 | 3 |
| Q4 2024 | 6 | $245m | 1 | 2 |
| Q1 2025 | 8 | $326m | 4 | 2 |
| Q2 2025 | 8 | $364m | 5 | 1 |
| Q3 2025 | 5 | $338m | 2 | 2 |
| Q4 2025 | 6 | $340m | 16 | 12 |
| Q1 2026 | 4 | $175m | 14 | 12 |
| Q2 2026 | 4 | $211m | 19 | 10 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
GSHD and V →GSHD and AXP →GSHD and BAC →Choose a stock to compare with GSHD →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own GSHD, latest filings →Back to the 13F Explorer →