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RKT Rocket Companies Inc.

Financials, filed as ROCKET COS INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 6

  • 7 Owners
  • #191
  • Max 11.7%
  • Master 0.08%
  • $1.4B
  • 1 new 1 add 3 reduce 3 exits 1 small

In 2026 Q2, 1 manager opened a position, 1 added, 3 trimmed, and 3 sold out.

Who owns this now

Largest portfolio weights among holders, up to 11.7% (Valueact Capital, Valueact Holdings). Not free-float ownership.

  1. Valueact Capital Add 11.7%
  2. Leon Cooperman 9.3%
  3. Henry Ellenbogen Reduce 2.5%
  4. Christopher Davis Reduce 0.30%
  5. Stanley Druckenmiller New 0.20%
  6. Ron Baron Reduce 0.05%

Who owns RKT

Sorted by value, long equity only, as of 2026 Q2.

History
Valueact Capital, Valueact Holdings 11.7%, was 7.0% Add +47.7% 41,668,774 $656M History
Leon Cooperman, Omega Advisors 9.3% Hold 21,016,600 $331M History
Henry Ellenbogen, Durable Capital Partners 2.5%, was 2.8% Reduce −14.6% 16,488,238 $260M History
Christopher Davis, Davis Selected Advisers 0.30%, was 0.31% Reduce −7.5% 4,463,148 $70M History
Ron Baron, Bamco Inc. (Baron Capital) 0.05%, was 0.12% Reduce −19.9% 2,265,775 $36M History
Stanley Druckenmiller, Duquesne Family Office 0.20% New 0.20% 652,220 $10M History
First Eagle Investment Management <0.01% Small add +4.2% 67,500 $1.1M History
Gavin Baker, Atreides Management exited 2026 Q2 Last 2026 Q1 1.7% Exit −1.74% 6,114,947 $87M History
Senator Investment Group exited 2026 Q2 Last 2026 Q1 0.82% Exit −0.82% 1,250,000 $18M History
George Soros, Soros Fund Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 13,467 $192K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by RKT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All RKT insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $7.7M sold by 2 insiders under 10b5-1 plans
  1. Jesse K Bray Pres & CEO, Rocket Mortgage
    Planned sale
    $1.1M 92,300 shares at $12.39 1.2% of stake
    Traded Oct 2 Filed Oct 5
  2. Jesse K Bray Pres & CEO, Rocket Mortgage
    Planned sale
    $1.6M 132,700 shares at $12.01 1.7% of stake
    Traded Oct 1 Filed Oct 2
  3. Jesse K Bray Pres & CEO, Rocket Mortgage
    Planned sale
    $2.9M 225,000 shares at $13.11 2.8% of stake
    Traded Sep 15 Filed Sep 16
  4. Matthew Rizik Director
    Planned sale
    $114K 5,000 shares at $22.89 0.5% of stake
    Traded Jan 9–12 Filed Jan 13
  5. Matthew Rizik Director
    Planned sale
    $106K 5,000 shares at $21.27 0.5% of stake
    Traded Jan 7–8 Filed Jan 9
  6. Matthew Rizik Director
    Planned sale
    $105K 5,000 shares at $21.01 0.5% of stake
    Traded Jan 5–6 Filed Jan 7
  7. Matthew Rizik Director
    Planned sale
    $98K 5,000 shares at $19.58 0.5% of stake
    Traded Dec 31, 2025–Jan 2 Filed Jan 5
  8. Matthew Rizik Director
    Planned sale
    $98K 5,000 shares at $19.56 0.5% of stake
    Traded Dec 29–30 Filed Dec 31, 2025
  9. Matthew Rizik Director
    Planned sale
    $144K 7,500 shares at $19.25 0.7% of stake
    Traded Dec 23–26 Filed Dec 29, 2025
  10. Matthew Rizik Director
    Planned sale
    $95K 5,000 shares at $19.10 0.5% of stake
    Traded Dec 19–22 Filed Dec 23, 2025
  11. Matthew Rizik Director
    Planned sale
    $93K 5,000 shares at $18.52 0.5% of stake
    Traded Dec 17–18 Filed Dec 19, 2025
  12. Matthew Rizik Director
    Planned sale
    $90K 5,000 shares at $18.03 0.5% of stake
    Traded Dec 15–16 Filed Dec 17, 2025
  13. Matthew Rizik Director
    Planned sale
    $144K 7,500 shares at $19.21 0.7% of stake
    Traded Dec 10–12 Filed Dec 12, 2025
  14. Matthew Rizik Director
    Planned sale
    $94K 5,000 shares at $18.79 0.5% of stake
    Traded Dec 8–9 Filed Dec 9, 2025
  15. Matthew Rizik Director
    Planned sale
    $98K 5,000 shares at $19.60 0.5% of stake
    Traded Dec 4–5 Filed Dec 8, 2025

Also filed in the last 12 months, not counted as buying or selling: 37 share withholdings for taxes, 14 stock grants, 3 other transactions, 3 option exercises, and 2 gifts.

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
8-K 5.02,7.01,9.01
SCHEDULE 13G —
SCHEDULE 13G —
10-Q
SCHEDULE 13G —
8-K 2.02,7.01,9.01
8-K 1.01,1.02,2.03
8-K 1.01
8-K 8.01,9.01
8-K 5.07
8-K 8.01,9.01
10-Q
8-K 2.02,7.01,9.01
SCHEDULE 13G —
DEFA14A

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Gross profit $1.31B $2.31B —
Net income -$15.51M $29.37M -$68M

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $19.23B $24.51B $60.68B
Total equity $8.3B $9.04B $22.9B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.11B -$2.63B -$3.93B
Cash from investing $0.861B -$0.495B -$2.53B
Cash from financing -$0.624B $3.28B $8.1B
Net change in cash $0.348B $0.152B $1.64B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.