13D Filings
Rocket Companies, Inc.
RKT
Amendment
Ownership

4.30%

Total Shares

41,509,252

Issuer CIK

1805284

CUSIP

77311W101

Event Date

Sep 30, 2025

Accepted

Oct 3, 2025, 04:09 PM

Reporting Persons (7)
Joint Filing

This is a joint filing. The reported shares may overlap between reporting persons and should not be summed.

NameType% of ClassAggregateSole VotingShared Voting
VA Partners I, LLC
Other
4.30%41,509,252041,509,252
ValueAct Capital Master Fund, L.P.
Partnership
4.30%41,509,252041,509,252
ValueAct Capital Management, L.P.
Partnership
4.30%41,509,252041,509,252
ValueAct Capital Management, LLC
Other
4.30%41,509,252041,509,252
ValueAct Holdings, L.P.
Partnership
4.30%41,509,252041,509,252
ValueAct Holdings II, L.P.
Partnership
4.30%41,509,252041,509,252
ValueAct Holdings GP, LLC
Other
4.30%41,509,252041,509,252
Disclosure Items (3)

Security Title

Class A Common Stock

Issuer Name

Rocket Companies, Inc.

Issuer Address

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 $509,080,275.68.

Percentage of Class

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 II, 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 41,509,252 shares of Common Stock, representing approximately 4.3% of the Issuer's outstanding Common Stock. All percentages set forth in this Schedule 13D are based upon 965,183,901 shares of Common Stock, which is the sum of (a) the Issuer's reported 261,257,942 outstanding shares of Common Stock as of September 30, 2025 as reported in the Issuer's Form S-3ASR, and (b) 703,925,959 shares of Common Stock of the Issuer that Mr. Cooper Group Inc.'s ("Mr. Cooper") stockholders will receive pursuant to the Issuer's acquisition of Mr. Cooper as reported in the Issuer's Form 8-K dated October 1, 2025. The 703,925,959 shares were calculated by applying the 11:1 Exchange Ratio to Mr. Cooper's reported 63,993,269 outstanding shares of Common Stock as of July 18, 2025 as reported in Mr. Cooper's Form 10-Q for the fiscal period ended June 30, 2025.

Number of Shares

The response to Item 5(a) is incorporated herein by reference.

Transactions

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 4:00 p.m., New York City time, on October 3, 2025: As a result of the Mr. Cooper acquisition described in Item 5(a), ValueAct Master Fund acquired beneficial ownership of 16,113,625 shares of Common Stock effective October 1, 2025.

Shareholders

Not applicable.

Date of 5% Ownership

As of October 1, 2025, the Reporting Persons have ceased to be beneficial owners of more than five percent of Issuer's Common Stock, and accordingly, their obligation to file a Schedule 13D has been terminated.

Rocket Companies, Inc. — Schedule 13D | 13D Filings