Broad Bay Capital Management’s Rocket Companies RKT Stock Holding History

Broad Bay Capital Management’s Portfolio RKT Stock Details RKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.4M	Buy	4,789,632 +471,737	+11%	+$6.8M	7.05%	3
2026 Q1	$61.5M	Buy	4,317,895 +170,856	+4%	+$3.11M	5.23%	6
2025 Q4	$80.3M	Buy	4,147,039 +600,000	+17%	+$10.7M	8.4%	3
2025 Q3	$68.7M	Sell	3,547,039 -90,852	-2%	-$1.58M	8.5%	2
2025 Q2	$51.6M	Buy	+3,637,891	New	+$47.2M	6.07%	6

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Broad Bay Capital Management's RKT Position: Q2 2026 in Review

Broad Bay Capital Management increased its Rocket Companies (RKT) stake by 11% in Q2 2026, buying an estimated $6.8M and bringing the position to 4,789,632 shares worth $75.4M. The position accounts for 7.05% of the portfolio, ranked #3.

Broad Bay Capital Management first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $80.3M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Broad Bay Capital Management held 4,789,632 shares of Rocket Companies worth $75.4M as of Q2 2026.
Broad Bay Capital Management bought 471,737 Rocket Companies shares in Q2 2026, an estimated $6.8M.
Rocket Companies made up 7.05% of Broad Bay Capital Management's portfolio in Q2 2026, its #3 holding.
Broad Bay Capital Management first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
Broad Bay Capital Management's Rocket Companies position peaked at $80.3M in Q4 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Broad Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.