Rocket Companies, Inc.
US ˙ NYSE ˙ US77311W1018

SecurityRKT / Rocket Companies, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership68,757 shares
Latest Disclosed Value $ 979,787
Cwm, Llc reports 40.66% increase in ownership of RKT / Rocket Companies, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 68,757 shares of Rocket Companies, Inc. (US:RKT) valued at $979,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 48,882 shares of Rocket Companies, Inc.. The current value of the position is $889,716 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ROCKET COS COM CL A 77311W101 68,757 19,875 40.66 980 0.0025
2026-01-26 2025-12-31 13F ROCKET COS COM CL A 77311W101 48,882 39,167 403.16 1 0.0026
2025-10-15 2025-09-30 13F ROCKET COS COM CL A 77311W101 9,715 3,208 49.30 0 0.0006
2025-07-25 2025-06-30 13F ROCKET COS COM CL A 77311W101 6,507 -195 -2.91 0 0.0003
2025-05-01 2025-03-31 13F ROCKET COS COM CL A 77311W101 6,702 1,243 22.77 0 0.0003
2025-02-04 2024-12-31 13F ROCKET COS COM CL A 77311W101 5,459 -19,695 -78.30 0 0.0003
2024-10-08 2024-09-30 13F ROCKET COS COM CL A 77311W101 25,154 10,668 73.64 0 0.0021
2024-07-10 2024-06-30 13F ROCKET COS COM CL A 77311W101 14,486 8,462 140.47 0 0.0009
2024-04-05 2024-03-31 13F ROCKET COS COM CL A 77311W101 6,024 2,368 64.77 0 0.0004
2024-02-01 2023-12-31 13F ROCKET COS COM CL A 77311W101 3,656 -1,037 -22.10 0 0.0003
2023-10-11 2023-09-30 13F ROCKET COS COM CL A 77311W101 4,693 247 5.56 0 0.0002
2023-08-03 2023-06-30 13F ROCKET COS COM CL A 77311W101 4,446 -399 -8.24 0 0.0002
2023-05-01 2023-03-31 13F ROCKET COS COM CL A 77311W101 4,845 417 9.42 0 0.0003
2023-02-01 2022-12-31 13F ROCKET COS COM CL A 77311W101 4,428 -2,969 -40.14 0 -100.00 0.0002
2022-10-27 2022-09-30 13F ROCKET COS COM CL A 77311W101 7,397 4,244 134.60 47 104.35 0.0004
2022-07-28 2022-06-30 13F ROCKET COS COM CL A 77311W101 3,153 1,920 155.72 23 64.29 0.0002
2022-04-21 2022-03-31 13F ROCKET COS COM CL A 77311W101 1,233 595 93.26 14 55.56 0.0001
2022-01-31 2021-12-31 13F ROCKET COS COM CL A 77311W101 638 73 12.92 9 -18.18 0.0001
2021-09-15 2021-06-30 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2021-07-29 2021-06-30 13F ROCKET COS COM CL A 77311W101 565 0 11 0.0001
2021-09-15 2021-03-31 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2021-04-27 2021-03-31 13F ROCKET COS COM CL A 77311W101 574 9 13 0.0001
2021-09-15 2020-12-31 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2021-01-27 2020-12-31 13F ROCKET COS COM CL A 77311W101 915 350 19 0.0002
2021-09-15 2020-09-30 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2020-10-19 2020-09-30 13F ROCKET COS COM CL A 77311W101 906 341 18 0.0002
2021-09-15 2020-06-30 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2021-09-15 2020-03-31 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2021-09-14 2019-12-31 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2021-09-14 2019-09-30 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2021-09-14 2019-06-30 13F/A-1 ROCKET COS COM CL A 77311W101 565 0 0.00 11 0.00 0.0001
2021-09-02 2019-03-31 13F/A-1 ROCKET COS COM CL A 77311W101 565 565 11 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.