Vault-13

ROCKET LAB USA INC

COM · Common Stock · CUSIP 773122106

10 institutional holders +2 vs Q1 2026
891,348891.3k shares reported held*
$90.6mreported value*
4 new 3 added 1 reduced 2 sold out net bought ≈ $22.1m (+217.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $101.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 188Q4 22: 185Q1 23: 192Q2 23: 200Q3 23: 218Q4 23: 227Q1 24: 240Q2 24: 241Q3 24: 286Q4 24: 397Q1 25: 413Q2 25: 15Q3 25: 11Q4 25: 8Q1 26: 8Q2 26: 1010Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022188
Q4 2022185
Q1 2023192
Q2 2023200
Q3 2023218
Q4 2023227
Q1 2024240
Q2 2024241
Q3 2024286
Q4 2024397
Q1 2025413
Q2 202515
Q3 202511
Q4 20258
Q1 20268
Q2 202610

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 24: 159 bought or addedQ3 24: 97 cut or sold outQ4 24: 261 bought or addedQ4 24: 123 cut or sold outQ4 24Q1 25: 255 bought or addedQ1 25: 176 cut or sold outQ2 25: 6 bought or addedQ2 25: 403 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 8 cut or sold outQ4 25: 3 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 3 cut or sold outQ2 26: 7 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202415997
Q4 2024261123
Q1 2025255176
Q2 20256403
Q3 202588
Q4 202533
Q1 202633
Q2 202673

Biggest buyers

BERKSHIRE CAPITAL HOLDINGS INC Added +136,680+136.7k
UNICOM Systems, Inc. Added +45,400+45.4k
Harvest Fund Management Co., Ltd Added +43,013+43.0k
Cascades Capital Asset Management, LLC New +1,032+1.0k
Your Advocates Ltd., LLP New +971+971
HORIZON FINANCIAL SERVICES, LLC New +42+42
RMG Wealth Management LLC New +15+15

Biggest sellers

Torray Investment Partners LLC Reduced -4,500-4.5k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Sold out -4,000-4.0k
Accent Capital Management, LLC Sold out -1,101-1.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Beck Peter 13D · may seek influence filed 2025-01-10
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On January 7, 2025, the Company closed the Preferred Stock Exchange. As a condition to such closing and to provide for the issuance of the Preferred Stock, on January 7, 2025, the Company filed the Certificate of Designation of Series A Convertible Participating Preferred Stock with the Secretary of State of the State of Delaware. At the Closing, the Company exchanged 50,951,250 shares of Common Stock held by the Trust for and issued 50,951,250 shares of Preferred Stock to the Trust. Full filing
 10.3% 51.3m≈ $5.2bn 2025-01-10
KHOSLA VENTURES SEED B, L.P. 13D · may seek influence filed 2025-02-18
Stated purposeThe shares of Common Stock reported herein were acquired solely for investment purposes. None of the Reporting Persons have any present plans or proposals that relate to or would result in any change in the business, policies, management, structure or capitalization of the Issuer. The Reporting Persons reserve the right to acquire, or dispose of, additional securities of the Issuer in the ordinary course of their business, to the extent deemed advisable in light of their general investment and trading policies, market conditions or other factors. The Reporting Persons may engage in discussions from time to time with other stockholders of the Issuer regarding the acquisition by the Reporting Persons or others of shares of the Issuer's Common Stock held by such stockholders. The Reporting P… Full filing
 10.2% 51.0m≈ $5.2bn 2025-02-18

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UNICOM Systems, Inc. 4.66% of their portfolio LAS VEGAS, NV 702,635702.6k $71.4m $71.4m 4.66% Added +45.4k +45,400
2 BERKSHIRE CAPITAL HOLDINGS INC 3.01% of their portfolio San Jose, CA 136,690136.7k $13.9m $13.9m 3.01% Added +136.7k +136,680
3 Harvest Fund Management Co., Ltd 0.15% of their portfolio BEIJING, F4 45,06245.1k $4.6m $4.6m 0.15% Added +43.0k +43,013
4 Torray Investment Partners LLC 0.06% of their portfolio Bethesda, MD 4,5004.5k $457.4k $457.4k 0.06% Reduced -4.5k -4,500
5 Cascades Capital Asset Management, LLC 0.04% of their portfolio GREENSBORO, NC 1,0321.0k $104.9k $104.9k 0.04% New
6 Your Advocates Ltd., LLP 0.03% of their portfolio HOUSTON, TX 971971 $98.7k $98.7k 0.03% New
7 Berbice Capital Management LLC 0.02% of their portfolio MELVILLE, NY 400400 $40.7k $40.7k 0.02% Unchanged
8 HORIZON FINANCIAL SERVICES, LLC 0.00% of their portfolio WINSTON SALEM, NC 4242 $4.3k $4.3k 0.00% New
9 RMG Wealth Management LLC 0.00% of their portfolio PLATTEVILLE, WI 1515 $1.2k $1.2k 0.00% New
10 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $25 $25 0.00% Unchanged