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RKT Smart Money

Rocket Companies, Inc.
1W: +5.3% 1M: +1.8% 3M: -13.5% YTD: -40.4% 1Y: -33.7% 3Y: +71.2% 5Y: -19.9%
$11.84
+0.35 (+3.05%)
 
Weekly Expected Move ±7.0%
$10 $11 $12 $13 $13
NYSE · Financial Services · Financial - Mortgages · Tech Score Neutral · Power 48 · $33.4B mcap · 507M float · 6.50% daily turnover · Short 46% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $1.28B held by 596 funds, 156 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
947
Institutions Holding
+13 vs prior
42.5%
Ownership
+8.04%
128 New
301 Increased
403 Reduced
139 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-07 Brown Brian Nicholas officer: president & chief fin officer F-Tax Withholding 16,112 $11.59 $187K Filing
2026-10-07 Edwards Noah A. officer: chief accounting officer F-Tax Withholding 2,302 $11.59 $27K Filing
2026-10-07 Lovier Heather M. officer: chief operating officer F-Tax Withholding 8,056 $11.59 $93K Filing
2026-10-07 Banfield William D. officer: chief business officer F-Tax Withholding 8,056 $11.59 $93K Filing
2026-10-07 Malhotra Shawn officer: chief technology officer F-Tax Withholding 13,751 $11.59 $159K Filing
2026-10-07 Mildenhall Jonathan officer: chief marketing officer F-Tax Withholding 12,860 $11.59 $149K Filing
2026-10-02 Bray Jesse K officer: pres & ceo, rocket mortgage S-Sale 92,300 $12.39 $1.1M Filing
2026-10-01 Bray Jesse K officer: pres & ceo, rocket mortgage S-Sale 132,700 $12.01 $1.6M Filing
2026-10-01 Bray Jesse K officer: pres & ceo, rocket mortgage F-Tax Withholding 57,200 $11.51 $658K Filing
2026-09-15 Bray Jesse K officer: pres & ceo, rocket mortgage S-Sale 225,000 $13.11 $2.9M Filing
2026-09-08 Brown Brian Nicholas officer: president & chief fin officer F-Tax Withholding 14,675 $14.06 $206K Filing
2026-09-08 Krishna Varun officer: chief executive officer F-Tax Withholding 58,259 $14.06 $819K Filing
2026-09-07 Banfield William D. officer: chief business officer F-Tax Withholding 61,315 $14.06 $862K Filing
2026-09-07 Brown Brian Nicholas officer: president & chief fin officer F-Tax Withholding 44,042 $14.06 $619K Filing
2026-09-07 Mildenhall Jonathan officer: chief marketing officer F-Tax Withholding 80,287 $14.06 $1.1M Filing
2026-09-07 Rizik Matthew director J-J 14,796 $14.06 $208K Filing
2026-09-07 Krishna Varun officer: chief executive officer F-Tax Withholding 126,999 $14.06 $1.8M Filing
2026-09-07 Lovier Heather M. officer: chief operating officer F-Tax Withholding 61,669 $14.06 $867K Filing
2026-09-07 Bray Jesse K officer: pres & ceo, rocket mortgage F-Tax Withholding 29,279 $14.06 $412K Filing
2026-09-07 Malhotra Shawn officer: chief technology officer F-Tax Withholding 37,930 $14.06 $533K Filing
2026-09-07 Edwards Noah A. officer: chief accounting officer F-Tax Withholding 12,009 $14.06 $169K Filing
2026-08-17 Watterson Sarah director A-Grant/Award 14,566 $— $0 Filing
2026-06-10 Olson Tagar director A-Grant/Award 11,255 $— $0 Filing
2026-06-10 Rampell Alastair director A-Grant/Award 16,312 $— $0 Filing
2026-06-10 MARINER JONATHAN D director A-Grant/Award 16,312 $— $0 Filing

🏛️ Congressional Trades

2 records
Date Politician Chamber Type Amount Filing
2026-04-13 Mark Warner Senate Buy $1,001 - $15,000 Filing
2026-04-13 Mark R. Warner Senate Buy $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Capital World Investors 69,332,560 $1.1B +69,332,560 2026-06-30 Filing
BlackRock, Inc. 69,066,062 $1.1B +2,473,904 2026-06-30 Filing
FMR LLC 52,060,648 $820M +20,382,974 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 42,689,718 $672M +1,014,007 2026-06-30 Filing
ValueAct Holdings, L.P. 41,668,774 $656M +13,454,050 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 40,503,401 $638M +951,151 2026-06-30 Filing
Capital International Investors 33,407,832 $526M +29,754,919 2026-06-30 Filing
MORGAN STANLEY 28,542,001 $450M +5,948,345 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 23,227,764 $366M +14,190,099 2026-06-30 Filing
STATE STREET CORP 22,268,377 $351M +722,909 2026-06-30 Filing
COOPERMAN LEON G 21,016,600 $331M — 2026-06-30 Filing
BANK OF AMERICA CORP /DE 19,729,308 $311M +3,560,981 2026-06-30 Filing
NORGES BANK 17,505,324 $276M +17,505,324 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 16,973,040 $267M +312,531 2026-06-30 Filing
Durable Capital Partners LP 16,488,238 $260M -2,817,487 2026-06-30 Filing
Bank of New York Mellon Corp 15,604,077 $246M +11,889,385 2026-06-30 Filing
Contour Asset Management LLC 14,961,047 $236M +5,091,721 2026-06-30 Filing
JPMORGAN CHASE & CO 13,727,827 $213M -1,377,305 2026-06-30 Filing
Capital Research Global Investors 10,703,415 $169M +10,703,415 2026-06-30 Filing
Allspring Global Investments Holdings, L 9,534,062 $151M +6,903,217 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms