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What smart money is saying about Rocket CompaniesUnited States flag

RKT · Financial Services · Financial - Mortgages · Market cap $31.37B

6 funds in our archive have pitched Rocket Companies, most recently White Falcon Strategy in September 2026.

Company profile

Rocket Companies, Inc. is a leading enterprise focused on leveraging technology across the real estate, mortgage, and e-commerce industries, with operations spanning the United States and Canada. The firm organizes its activities into two principal divisions: direct engagement with consumers and a collaborative partner network. Its extensive suite of solutions encompasses: Rocket Mortgage: A primary provider of mortgage lending services. Amrock: Offering vital services such as title insurance, property valuation, and transaction settlement. Rocket Homes: A comprehensive platform for home searching and a referral network connecting clients with real estate agents, employing technology to simplify the home buying and selling journey. Rocket Auto: An online marketplace for automotive retail that facilitates centralized and virtual support for car purchases. Rocket Loans: A service specializing in online personal loans. Core Digital Media: A digital advertising agency prominent in the mortgage, insurance, and education sectors. Rocket Solar: Connecting homeowners to digital financing options for solar energy installations through expert advisors. Truebill: A personal finance application designed to help users manage various aspects of their financial lives. Lendesk: A technology services company providing point-of-sale systems for mortgage professionals and loan origination software for private lenders. Edison Financial: A digital mortgage brokerage. Beyond these specific brands, Rocket Companies also undertakes the initiation, finalization, sale, and servicing of agency-conforming loans. Established in 1985, the company maintains its headquarters in Detroit, Michigan, and operates as a subsidiary of Rock Holdings, Inc.

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6
Reported positions
1
Bought
0
Sold
9
Letters

Position history

Between Q2 2025 and Q3 2026, 6 fund letters reported a position in Rocket Companies, with 1 buy (opened or added).

Fund letters reporting a position in Rocket Companies, by quarter
QuarterLettersBoughtSoldTheses
Q3 20265105
Q1 20261000
Q2 20250001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 6 positions · 1 move

Fund coverage · 6 theses

Read every full thesis on Rocket Companies

Read all 6 theses in full, with each fund's reasoning, and get unlimited access to the archive.

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