Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rocket Cos Inc (RKT)

813 + 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
↑ +40
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — RKT

Based on 816 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added RKT 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
816 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 — +163% more funds vs a year ago

fund count last 6Q
+506 new funds entered over the past year (+163% 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 — 56% buying

476 buying378 selling
Last quarter: 476 funds bought or added vs 378 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 (-178 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 126 → 200 → 336 → 158. 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 — 26% long-term, 50% new

■ 26% conviction (2yr+) ■ 25% medium ■ 50% new
Of the 816 current holders: 209 (26%) held >2 years, 203 held 1–2 years, and 404 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.
💎

Buying through price weakness — shares -1%, value -28%

Value
-28%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

86 → 126 → 200 → 336 → 158 new funds/Q
New funds entering each quarter: 126 → 200 → 336 → 158. 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 — 55% of holders entered in last year

■ 39% veterans ■ 6% 1-2yr ■ 55% new
Of 877 current holders: 479 (55%) entered in the past year, only 341 (39%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
60 of 811 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — 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 Q1, 476 hedge funds were net buyers of RKT (158 opened a new position, 318 added to an existing one), while 378 reduced or exited (260 trimmed, 118 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in RKT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 816.

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 Q1 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 March 31, 2026 · 77d ago
RKT
-2.4%
XLF
+1220.3%

RKT outperformed XLF by -1222.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
RKT
+4.2%
XLF
+4.8%

Since the filing became public, RKT outperformed XLF by -0.6% .

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 ?
Broad Consensus, Selective Conviction

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

57 top-rated funds 15 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: RKT
813 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 813 776 4.77%
13F Shares 862M 868M -0.68%
Total Value $11.65B $16.28B -28.42%
New Positions 156 336 -180
Increased Positions 293 307 -14
Closed Positions 119 81 +38
Reduced Positions 248 89 +159
Total Calls 40 43 -6.98%
Total Puts 25 36 -30.56%
PUT/CALL Ratio 0.62 0.84 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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

813 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Veridan Wealth LLC 31.30% 5,939,945 $84.6M
2 OCO Capital Partners, L.P. 13.97% 4,000,000 $57.0M
3 Cooperman Leon G 9.83% 21,016,600 $299.5M
4 Technology Crossover Management X, Ltd. 8.12% 4,450,000 $63.4M
5 Newbrook Capital Advisors LP 7.16% 2,813,690 $40.1M
6 ValueAct Holdings, L.P. 7.04% 28,214,724 $402.1M
7 Axon Capital LP 6.13% 298,000 $4.2M
8 One Fin Capital Management LP 6.10% 1,200,000 $17.1M
9 Hillman Co 6.02% 1,085,554 $15.5M
10 Triavera Capital LLC 5.68% 666,950 $9.5M
11 Kettle Hill Capital Management, LLC 5.61% 1,572,187 $22.4M
12 Park Presidio Capital LLC 5.33% 5,328,129 $75.9M
13 Broad Bay Capital Management, LP 5.23% 4,317,895 $61.5M
14 Slate Path Capital LP 4.90% 23,152,887 $329.9M
15 Contour Asset Management LLC 4.57% 9,869,326 $140.6M
16 Wolf Hill Capital Management, LP 4.05% 2,931,987 $41.8M
17 PMC FIG Opportunities LLC 3.96% 180,915 $2.6M
18 Think Investments LP 3.80% 2,031,500 $28.9M
19 Lone Peak Global Investors LLC 3.67% 1,544,720 $22.0M
20 Tribune Investment Group LP 3.49% 640,000 $9.1M
21 Karl Kapital LLC 3.40% 344,556 $4.9M
22 Soma Equity Partners LP 3.32% 3,159,942 $45.0M
23 Nierenberg Investment Management Company, LLC 3.04% 429,631 $6.1M
24 DSC Meridian Capital LP 2.89% 659,400 $9.4M
25 South Street Advisors LLC 2.83% 1,371,977 $19.6M
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 Cos Inc (RKT)

What does the Smart Money Trend signal show for RKT?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added RKT 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 RKT?

Slight buying edge — 56% buying: Last quarter: 476 funds bought or added vs 378 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?

Strong quality — 30% AUM from major funds: 60 of 811 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RKT?

Mixed — 26% long-term, 50% new: Of the 816 current holders: 209 (26%) held >2 years, 203 held 1–2 years, and 404 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 Q1 hedge fund 13F filings?

As of today, RKT has moved +4.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), RKT has gained -2.4% vs +1220.3% 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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