Joel Greenblatt’s RKT Holdings & Trades

First Buy
Q3 2021
Duration Held
17 Quarters
Largest Add
Q4 2022
+135,166 Shares
Current Position
213,523 Shares
$4.14 M Value

Joel Greenblatt's RKT Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 213,523 shares of Rocket Companies, Inc. (RKT) worth $4.14 M, representing 0.02% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 17 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in RKT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 135,166 shares. Largest reduction occurred in Q1 2022, reducing 64,064 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Rocket Companies (RKT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Rocket Companies (RKT) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2021 +27,119 New Buy 27,119 $16.04
Q4 2021 +61,278 Add 225.96% 88,397 $14.01
Q1 2022 -64,064 Reduce 72.47% 24,333 $11.14
Q2 2022 +5,858 Add 24.07% 30,191 $7.35
Q3 2022 +28,756 Add 95.25% 58,947 $6.33
Q4 2022 +135,166 Add 229.30% 194,113 $7.00
Q1 2023 +48,608 Add 25.04% 242,721 $9.06
Q2 2023 -12,263 Reduce 5.05% 230,458 $8.96
Q4 2023 -10,084 Reduce 4.38% 220,374 $14.48
Q1 2024 -3 Reduce 0.00% 220,371 $14.55
Q2 2024 -1,697 Reduce 0.77% 218,674 $13.70
Q3 2024 -6,117 Reduce 2.80% 212,557 $19.19
Q1 2025 -138 Reduce 0.06% 212,419 $12.07
Q3 2025 +1,104 Add 0.52% 213,523 $19.38

Joel Greenblatt's Rocket Companies Investment FAQs

Joel Greenblatt first purchased Rocket Companies, Inc. (RKT) in Q3 2021, acquiring 27,119 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Rocket Companies, Inc. (RKT) for 17 quarters since Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Rocket Companies, Inc. (RKT) was in Q4 2022, adding 194,113 shares worth $1.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 213,523 shares of Rocket Companies, Inc. (RKT), valued at approximately $4.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Rocket Companies, Inc. (RKT) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Rocket Companies, Inc. (RKT) was 242,721 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.