ValueAct Capital (Mason Morfit)'s RKT Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 41.67 M shares of Rocket Companies, Inc. (RKT) worth $656.28 M, representing 11.65% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, ValueAct Capital (Mason Morfit) has maintained a strategic position in RKT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 13.99 M shares. Largest reduction occurred in Q1 2026, reducing 11.17 M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s Rocket Companies (RKT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rocket Companies (RKT) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +13.45 M | Add 47.68% | 41.67 M | $15.75 |
| Q1 2026 | -11.17 M | Reduce 28.35% | 28.21 M | $14.25 |
| Q4 2025 | +13.99 M | Add 55.07% | 39.38 M | $19.36 |
| Q3 2025 | +10.27 M | Add 67.90% | 25.4 M | $19.38 |
| Q2 2025 | +8.4 M | Add 124.80% | 15.13 M | $14.18 |
| Q1 2025 | +6.73 M | New Buy | 6.73 M | $12.07 |
| Q4 2022 | -1.3 M | Sold Out | 0 | $0.00 |
| Q3 2022 | -703,973 | Reduce 35.20% | 1.3 M | $6.32 |
| Q2 2022 | +2 M | New Buy | 2 M | $7.36 |
ValueAct Capital (Mason Morfit)'s Rocket Companies Investment FAQs
ValueAct Capital (Mason Morfit) first purchased Rocket Companies, Inc. (RKT) in Q2 2022, acquiring 2,000,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital (Mason Morfit) has held Rocket Companies, Inc. (RKT) for 9 quarters since Q2 2022.
ValueAct Capital (Mason Morfit)'s largest addition to Rocket Companies, Inc. (RKT) was in Q4 2025, adding 39,380,652 shares worth $762.41 M.
According to the latest 13F filing for Q2 2026, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 41,668,774 shares of Rocket Companies, Inc. (RKT), valued at approximately $656.28 M.
As of the Q2 2026 filing, Rocket Companies, Inc. (RKT) represents approximately 11.65% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in Rocket Companies, Inc. (RKT) was 41,668,774 shares, as reported at the end of Q2 2026.