Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rocket Cos Inc (RKT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — RKT

Based on 803 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RKT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
803 hedge funds hold RKT 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 — +110% more funds vs a year ago

fund count last 6Q
+421 new funds entered over the past year (+110% 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.
🟡

Slight buying edge — 53% buying

463 buying418 selling
Last quarter: 463 funds bought or added vs 418 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 200 → 336 → 159 → 134. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 28% long-term, 44% new

■ 28% conviction (2yr+) ■ 28% medium ■ 44% new
Of the 803 current holders: 221 (28%) held >2 years, 227 held 1–2 years, and 355 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +35% but shares only +18% — price-driven

Value
+34%
Shares
+18%
Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +18%. 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.
📊

Peak discovery — momentum slowing

127 → 200 → 336 → 159 → 134 new funds/Q
New funds entering each quarter: 200 → 336 → 159 → 134. RKT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 39% veterans, 53% new entrants

■ 39% veterans ■ 8% 1-2yr ■ 53% new
Of 863 current holders: 334 (39%) held 2+ years, 73 held 1–2 years, 456 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
65 of 791 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in RKT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

Institutional Sentiment Summary — RKT

In 2026 Q2, 463 hedge funds were net buyers of RKT (134 opened a new position, 329 added to an existing one), while 418 reduced or exited (269 trimmed, 149 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 50% of total institutional value in RKT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 803.

Hedge Fund Ownership: RKT

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

Market Analysis: RKT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RKT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Rocket Cos Inc (RKT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RKT has moved relative to its sector benchmark (XLF) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 38d ago
RKT
+30.8%
XLF
+7.0%

RKT outperformed XLF by +23.8% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -7d ago
RKT
+0.0%
XLF
+0.0%

Since the filing became public, RKT outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 14 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: RKT
2026 Q3 Stats Unlock in 12 days 780 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 780 818 -4.65%
13F Shares 1.00B 862M 16.39%
Total Value $14.65B $11.66B 25.71%
New Positions 130 159 -29
Increased Positions 307 294 +13
Closed Positions 156 118 +38
Reduced Positions 252 249 +3
Total Calls 43 41 4.88%
Total Puts 28 25 12.0%
PUT/CALL Ratio 0.65 0.61 Bullish

Statistics: RKT

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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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

780 + investors

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

QUARTER:
Top 25 RKT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Veridan Wealth LLC 31.83% 5,939,945 $93.6M
2 OCO Capital Partners, L.P. 15.92% 5,750,000 $90.6M
3 ValueAct Holdings, L.P. 11.65% 41,668,774 $656.3M
4 Cooperman Leon G 9.33% 21,016,600 $331.0M
5 Technology Crossover Management X, Ltd. 8.81% 4,450,000 $70.1M
6 Broad Bay Capital Management, LP 7.05% 4,789,632 $75.4M
7 Park Presidio Capital LLC 6.37% 7,141,016 $112.5M
8 Newbrook Capital Advisors LP 6.27% 2,947,085 $46.4M
9 Lodge Hill Capital, LLC 6.26% 2,368,570 $37.3M
10 Hillman Co 6.05% 1,085,554 $17.1M
11 Triavera Capital LLC 5.85% 683,268 $10.8M
12 Contour Asset Management LLC 5.58% 14,961,047 $235.6M
13 Triveni Capital Investments LP 4.98% 264,921 $4.2M
14 Think Investments LP 4.84% 2,602,700 $41.0M
15 Ancient Art, L.P. 4.83% 1,500,000 $23.6M
16 Arvin Capital Management LP 3.88% 1,886,480 $29.7M
17 PMC FIG Opportunities LLC 3.86% 153,593 $2.4M
18 Peregrine Investment Management Inc 3.86% 575,000 $9.1M
19 One Fin Capital Management LP 3.76% 740,000 $11.7M
20 Bruni J V & Co /Co 3.76% 2,612,387 $41.1M
21 Kettle Hill Capital Management, LLC 3.61% 930,784 $14.7M
22 Lone Peak Global Investors LLC 3.56% 1,639,991 $25.8M
23 Nierenberg Investment Management Company, LLC 3.36% 429,631 $6.8M
24 Basswood Capital Management, L.L.C. 2.94% 4,694,791 $73.9M
25 No Street GP LP 2.93% 3,100,000 $48.8M
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

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Frequently Asked Questions — Rocket Cos Inc (RKT)

What does the Smart Money Trend signal show for RKT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RKT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RKT?

Slight buying edge — 53% buying: Last quarter: 463 funds bought or added vs 418 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RKT holders?

Elite ownership — 50% AUM from top-100 funds: 65 of 791 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in RKT. 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 RKT?

Mixed — 28% long-term, 44% new: Of the 803 current holders: 221 (28%) held >2 years, 227 held 1–2 years, and 355 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Rocket Cos Inc (RKT) following the 2026 Q3 hedge fund 13F filings?

As of today, RKT has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), RKT has gained +30.8% vs +7.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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