Vise Technologies, Inc.

Position in RKT — Rocket Companies, Inc.

CIK 1812090 NEW YORK, NY

Position in RKT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,090,293

-$108,673 QoQ

Shares Held

69,225

-17.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#330

of 787 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vise Technologies, Inc. holds $1,632,207 across 3 Mortgage Finance names. RKT ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	69,225	$1,090,293
2	PFSI	PennyMac Financial Services, Inc.	3,591	$312,776
3	WD	Walker & Dunlop, Inc.	4,189	$229,138

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,090,293	69,225	-17.7%	Shares	Sole	2026-08-11
2026-03-31	$1,198,966	84,138	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,628,911	84,138	+268.8%	Shares	Sole	2026-02-11
2025-09-30	$442,135	22,814	+88.9%	Shares	Sole	2025-11-13
2025-06-30	$171,251	12,077	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.