Rocket Companies, Inc.
7.70%
19,727,127
1805284
77311W101
Jul 1, 2025
Jul 3, 2025, 02:13 PM
Reporting Persons (7)
This is a joint filing. The reported shares may overlap between reporting persons and should not be summed.
| Name | Type | % of Class | Aggregate | Sole Voting | Shared Voting |
|---|---|---|---|---|---|
| VA Partners I, LLC | Other | 7.70% | 19,727,127 | 0 | 19,727,127 |
| ValueAct Capital Master Fund, L.P. | Partnership | 7.70% | 19,727,127 | 0 | 19,727,127 |
| ValueAct Capital Management, L.P. | Partnership | 7.70% | 19,727,127 | 0 | 19,727,127 |
| ValueAct Capital Management, LLC | Other | 7.70% | 19,727,127 | 0 | 19,727,127 |
| ValueAct Holdings, L.P. | Partnership | 7.70% | 19,727,127 | 0 | 19,727,127 |
| ValueAct Holdings II, L.P. | Partnership | 7.70% | 19,727,127 | 0 | 19,727,127 |
| ValueAct Holdings GP, LLC | Other | 7.70% | 19,727,127 | 0 | 19,727,127 |
Disclosure Items (3)
Class A Common Stock
Rocket Companies, Inc.
1050 WOODWARD AVENUE, DETROIT, MI, 48226
The source of funds used for the purchase of the Issuer's securities was the working capital of ValueAct Master Fund. The aggregate purchase price of the Common Stock beneficially owned by the ValueAct Master Fund is approximately $246,408,433.61.
Set forth below is the beneficial ownership of shares of Common Stock of the Issuer for each person named in Item 2. Shares reported as beneficially owned by ValueAct Master Fund are also reported as beneficially owned by (i) ValueAct Management L.P. as the manager of each such investment partnership, (ii) ValueAct Management LLC, as General Partner of ValueAct Management L.P., (iii) ValueAct Holdings, as the majority owner of the membership interests of VA Partners I, (iv) ValueAct Holdings 11, as the sole owner of the limited partnership interests of ValueAct Management L.P. and the membership interests of ValueAct Management LLC, and (v) ValueAct Holdings GP, as General Partner of ValueAct Holdings and ValueAct Holdings II. Shares reported as beneficially owned by ValueAct Master Fund are also reported as beneficially owned by VA Partners I, as General Partner of ValueAct Master Fund. VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II, and ValueAct Holdings GP also, directly or indirectly, may own interests in one or more than one of the partnerships from time to time. Unless otherwise indicated below, by reason of such relationship ValueAct Master Fund is reported as having shared power to vote or to direct the vote, and shared power to dispose or direct the disposition of, such shares of Common Stock, with VA Partners I (only with respect to ValueAct Master Fund), ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II, and ValueAct Holdings GP. As of the date hereof, the Reporting Persons may be deemed to be the beneficial owner of 19,727,127 shares of Common Stock, representing approximately 7.7% of the Issuer's outstanding Common Stock. All percentages set forth in this Schedule 13D are based upon 254,664,311 shares of Common Stock, which is the sum of (a) the Issuer's reported 151,272,632 outstanding shares of Common Stock as of May 2, 2025 as reported in the Issuer's Form 10-Q for the fiscal period ended March 31, 2025, and (b) 103,391,679 shares of Common Stock of the Issuer that Redfin Corporation's ("Redfin") stockholders will receive pursuant to the Issuer's all-stock acquisition of Redfin as reported in the Issuer's Form 8-K dated July 1, 2025.
The response to Item 5(a) is incorporated herein by reference.
The following sets forth all transactions with respect to shares of Common Stock effected since the date of the previous filing to this Schedule 13D by the Reporting Persons, inclusive of any transactions effected through 1:00 p.m., New York City time, on July 3, 2025: As a result of the Redfin acquisition described in Item 5(a), ValueAct Master Fund acquired 4,601,518 shares of Common Stock effective July 2, 2025.
Not applicable.
Not applicable.