Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ROCKET LAB CORP (RKLB)

848 + Investors. Track Smart Money conviction in RKLB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +152
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — RKLB

Based on 782 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added RKLB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
782 hedge funds hold RKLB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +104% more funds vs a year ago

fund count last 6Q
+399 new funds entered over the past year (+104% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

528 buying294 selling
Last quarter: 528 funds were net buyers (229 opened a brand new position + 299 added to an existing one). Only 294 were sellers (217 trimmed + 77 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new RKLB position: 88 → 160 → 210 → 229. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 55% entered in last year

23% conviction (2yr+) 22% medium 55% new
Only 176 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +48% but shares only +0% — price-driven

Value
+47%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

141 → 88 → 160 → 210 → 229 new funds/Q
New funds entering each quarter: 88 → 160 → 210 → 229. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 63% of holders entered in last year

28% veterans 10% 1-2yr 63% new
Of 848 current holders: 533 (63%) entered in the past year, only 234 (28%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
40 of 782 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in RKLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: RKLB

How many hedge funds hold RKLB — quarterly history vs. share price
Quarterly hedge fund ownership of RKLB vs. share price

Market Analysis: RKLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RKLB

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

97 top-rated funds 11 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: RKLB
2026 Q1 Stats Unlock in 23 days 848 + Investors

Track Smart Money conviction in RKLB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 848 682 24.34%
13F Shares 339M 339M 0.08%
Total Value $23.80B $16.12B 47.63%
New Positions 233 216 +17
Increased Positions 344 282 +62
Closed Positions 83 69 +14
Reduced Positions 299 218 +81
Total Calls 38 32 18.75%
Total Puts 35 30 16.67%
PUT/CALL Ratio 0.92 0.94 Neutral

Statistics: RKLB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

848 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RKLB. Verified SEC 13F-HR filings.

Top 25 institutional holders of RKLB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TB Alternative Assets Ltd. 4.79% 359,203 $23.1M
2 Connective Portfolio Management, LLC 2.78% 16,000 $1.0M
3 UDINE WEALTH MANAGEMENT, INC. 2.00% 63,675 $4.1M
4 ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.89% 1,024,998 $65.8M
5 Terra Nova Asset Management LLC 1.51% 31,850 $2.0M
6 Pinnacle Wealth Management, LLC 0.96% 22,163 $1.4M
7 Intellectus Partners, LLC 0.83% 63,485 $4.1M
8 SLT Holdings LLC 0.71% 16,406 $1.1M
9 Overbrook Management Corp 0.71% 58,724 $3.8M
10 SANDERS MORRIS HARRIS LLC 0.53% 51,871 $3.3M
11 Cadent Capital Advisors, LLC 0.42% 25,287 $1.6M
12 Huntleigh Advisors, Inc. 0.41% 37,347 $2.4M
13 Corecam Pte. Ltd. 0.38% 13,668 $878K
14 THOMPSON DAVIS & CO., INC. 0.34% 7,950 $511K
15 LBP AM SA 0.34% 382,554 $24.6M
16 Sara-Bay Financial 0.31% 15,905 $1.0M
17 SeaCrest Wealth Management, LLC 0.25% 36,328 $2.3M
18 Parisi Gray Wealth Management 0.24% 15,695 $1.0M
19 TRUE BLUE FINANCIAL, LLC 0.23% 4,500 $289K
20 Emergent Wealth Advisors, LLC 0.22% 5,868 $377K
21 Sage Capital Management, LLC 0.22% 7,257 $466K
22 Silverleafe Capital Partners, LLC 0.22% 11,516 $740K
23 Tortuga Wealth Management, Inc 0.22% 2,928 $204K
24 Prospect Financial Services LLC 0.20% 5,013 $322K
25 Braeburn Wealth Management LLC 0.18% 5,000 $321K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ROCKET LAB CORP (RKLB)

What does the Smart Money Trend signal show for RKLB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added RKLB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RKLB?

More buyers than sellers — 64% buying: Last quarter: 528 funds were net buyers (229 opened a brand new position + 299 added to an existing one). Only 294 were sellers (217 trimmed + 77 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RKLB holders?

Elite ownership — 50% AUM from top-100 funds: 40 of 782 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in RKLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RKLB?

Mostly new holders — 55% entered in last year: Only 176 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.