In a quarterly disclosure filed with the SEC, activist investor ValueAct Capital revealed a significant increase in its position in Rocket Companies (RKT). The firm boosted its holding by 47.68%, adding approximately 13.45 million shares to bring its total to 41.67 million. This transaction increased the reported value of its stake to $656.28 million and made the mortgage lender a much more substantial part of its portfolio, growing from a 7.04% to an 11.65% weight.
This 13F filing reflects trades made during the second quarter of 2026, which ended June 30. During that period, Rocket reported its most profitable quarter in four years, achieving record market share in both home purchases and refinancing despite a challenging housing market. ValueAct, known for taking a long-term, collaborative approach with its investments, has been actively building its position in Rocket since early 2025.