USAR
USA Rare Earth, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| D.E. Shaw re-entered | Q2 2025(8Q snapshot) | 4Q | $0.00 | $21 | — |
| Citadel Advisors | Q3 2025(8Q snapshot) | 3Q | $18 | $21 | +20% |
| Renaissance Technologies | Q4 2025(8Q snapshot) | 2Q | $15 | $21 | +43% |
| Millennium Management | Q4 2025(8Q snapshot) | 2Q | $14 | $21 | +47% |
| Bridgewater Associates | Q1 2026 | 1Q | $19 | $21 | +10% |
| AQR Capital Management | Q1 2026(8Q snapshot) | 1Q | $19 | $21 | +12% |
| Soros Fund Management | Q2 2026(8Q snapshot) | 1Q | $24 | $21 | -13% |
| Point72 Asset Management | Q2 2026(8Q snapshot) | 1Q | $24 | $21 | -13% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at USA Rare Earth, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001897745-26-000011Jun 8, 2026
- Form 40001897745-26-000009Jun 4, 2026
- Form 40001544115-26-000005Jun 4, 2026
- Form 40001236682-26-000005Jun 4, 2026
- Form 40001342570-26-000007Jun 4, 2026
- Form 40001458423-26-000004Jun 4, 2026
- Form 40001458423-26-000002May 21, 2026
- Form 40002060188-26-000005May 21, 2026
- Form 40001315431-26-000008May 21, 2026
- Form 40001544115-26-000003May 21, 2026
- Form 40001666771-26-000009May 21, 2026
- Form 40001236682-26-000003May 21, 2026
- Form 40001897745-26-000007May 21, 2026
- Form 40001315431-26-000005May 15, 2026
- Form 40001666771-26-000006May 15, 2026
Fundamentals
XBRL · USA Rare Earth, Inc.Annual figures sourced directly from USA Rare Earth, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for USA Rare Earth, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- S-3/AREGISTRATION STATEMENTJun 5, 2026
- 8-KCURRENT REPORTJun 5, 2026
- 8-KFORM 8-K - ITEM 5.07Jun 4, 2026
- 8-KCURRENT REPORTJun 3, 2026
- 8-KCURRENT REPORTJun 2, 2026
- 10-QFORM 10-Q Q1'2026May 14, 2026
- 8-KFORM 8-K - ITEM 2.02May 13, 2026
- S-4REGISTRATION STATEMENTMay 13, 2026
- S-3REGISTRATION STATEMENTMay 13, 2026
- 8-KCURRENT REPORTMay 13, 2026
- 8-KCURRENT REPORTApr 23, 2026
- DEF 14APROXY STATEMENTApr 23, 2026
- 8-KCURRENT REPORTApr 20, 2026
- 8-KCURRENT REPORTApr 20, 2026
- 8-KFORM 8--K - ITEM 7.01Apr 9, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Soros Fund Management | Q2 2026 | open | $24 | $21 | -13% |
| Point72 Asset Management | Q2 2026 | open | $24 | $21 | -13% |
| D.E. Shaw | Q1 2026 | open | $19 | $21 | +12% |
| AQR Capital Management | Q1 2026 | open | $19 | $21 | +12% |
| Bridgewater Associates | Q1 2026 | open | $19 | $31 | +58% |
| Millennium Management | Q4 2025 | open | $14 | $21 | +47% |
| Renaissance Technologies | Q4 2025 | open | $15 | $21 | +43% |
| Citadel Advisors | Q3 2025 | open | $18 | $21 | +20% |
| D.E. Shaw | Q2 2025 | Q1 2026 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.