| Quarter | Score |
|---|---|
| 2022-Q3 | 40.8 |
| 2022-Q4 | 49.2 |
| 2023-Q1 | 49.1 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 65.7 |
| 2024-Q1 | 49.8 |
| 2024-Q2 | 59.2 |
| 2024-Q3 | 58.1 |
| 2024-Q4 | 69.4 |
| 2025-Q1 | 42.0 |
| 2025-Q2 | 71.1 |
| 2025-Q3 | 74.2 |
| 2025-Q4 | 73.8 |
| 2026-Q1 | 48.8 |
| 2026-Q2 | 58.6 |
Stable institutional holding; maintain existing positions
Within 9.3% of funds' estimated purchase price
1 of 16 tracked funds hold RKT. Avg conviction: 11.6%. Net adding. First tracked at $12.07 (current +9.3% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| ValueAct Capital | 11.6% | Add |