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Caption Management’s Rocket Companies RKT Stock Holding History

Caption 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
Q1 		$2.71M Buy
190,500
+114,200
+150% +$2.08M 0.02% 732
2025
Q4 		$1.48M Buy
76,300
+26,800
+54% +$479K 0.01% 931
2025
Q3 		$959K Hold
49,500
– – 0.01% 1117
2025
Q2 		$702K Buy
+49,500
New +$642K 0.01% 1028
2021
Q1 		– Sell
-90,000
Closed -$1.82M – 1332
2020
Q4 		$1.82M Sell
90,000
-98,100
-52% -$2.07M 0.04% 461
2020
Q3 		$3.75M Buy
+188,100
New +$4.39M 0.09% 271

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Caption Management's RKT Position: Q1 2026 in Review

Caption Management opened a new position in Rocket Companies (RKT) in Q1 2026: 160,000 shares worth $2.28M. The stake represents 0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Caption Management previously reported a position in RKT as recently as Q1 2025.

Caption Management first reported a position in RKT in Q3 2020 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Caption Management held 160,000 shares of Rocket Companies worth $2.28M as of Q1 2026.
  • Rocket Companies was a new Caption Management position in Q1 2026.
  • Rocket Companies made up 0.01% of Caption Management's portfolio in Q1 2026, its #787 holding.
  • Caption Management first reported a position in Rocket Companies in Q3 2020 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.