Number of Shares
49,322.00
Current Holdings Value*
$5.82 Mil
% of Portfolio
3.36%
Total Estimate Gain
$3.50 Mil
% of Total Estimate Gain
74.88%

DF Dent Small Cap Growth Fund's Goosehead Insurance Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 49,322.00 shares of Goosehead Insurance Inc(GSHD), totaling $5.82 Mil. This investment constitutes 3.36% of their stock portfolio, and FORUM FUNDS now holds 0.2% of the outstanding Goosehead Insurance Inc(GSHD) stock.

The initial trade took place in 2022Q1. And since then DF Dent Small Cap Growth Fund has made 10 purchases of GSHD, at an average price of $58.21, for a total of 80,293.00 shares. In addition, there have been 3 sales at an average price of $101.34 for 30,971.00 shares. Based on historical transaction data and GSHD's current price of $102.09, DF Dent Small Cap Growth Fund's estimated gain on his GSHD holdings is $3.50 Mil, reflecting a 74.88% gain to date.

DF Dent Small Cap Growth Fund GSHD ($102.09) Holding Chart

DF Dent Small Cap Growth Fund GSHD ($102.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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