USA Rare Earth, Inc.
USAR- Exchange
- Nasdaq
- Industry
- Metal Mining
- SEC CIK
- 0001970622
In the last 90 days, USA Rare Earth, Inc. insiders filed 0 open-market purchases and 1 sale; 399 institutions reported holding it in 13F filings for Q2 2026, worth $2.97B in total; Soros Fund Management is the only superinvestor holding it.
Key figures
- Market capClose on Nov 9, 2026
- $1.16B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $1.22M in total
- 1
- 13F holdersQ2 2026, +81 vs. previous quarter
- 399
- 13F valueReported value at the end of Q2 2026
- $2.97B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.64M
- No comparable prior period
- Net income, FY2025
- -$297.6M
- −3,867.0% year over year
- Free cash flow, FY2025
- -$86.3M
- No comparable prior period
- Revenue, Q2 FY2026
- $5.82M
- No comparable prior period
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $297.6M (18110.7% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 51.5M
- Shares sold short
- Change
- +6.33M
- +14.0% vs. previous
- Days to cover
- 3.53
- At average daily volume
Superinvestors holding USAR, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding USA Rare Earth, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Soros Fund Management
George Soros
<0.1%
USA Rare Earth, Inc.'s share of the portfolio
- Shares
- 31,221
- Value
- $673.7K
Latest insider trades
See all insider tradesOpen-market purchases and sales by USA Rare Earth, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 5, 2026 (view filing)8:48 PM ET | Oct 2 | 3 days | Humpton BarbaraFormer Chief Executive Officer | SSaleCommon Stock, par value $0.0001 per share | −88.4K | $13.75 | −$1.22M | −40.3%130.9K after | |
| Jun 8, 2026 (view filing) | Jun 8 | Same day | Trabuco CarolynDirector | SSaleCommon Stock, par value $0.0001 per share | −13.0K | $22.77 | −$296.0K | −40.9%18.8K after | |
| Jan 29, 2026 (view filing) | Jan 29 | Same day | Trabuco CarolynDirector | PPurchaseCommon Stock, par value $0.0001 per share | +1.30K | $22.60 | +$29.4K | New position1.30K after | |
| Jan 29, 2026 (view filing) | Jan 29 | Same day | Blitzer MichaelDirector | PPurchaseCommon Stock, par value $0.0001 per share | +100.0K | $21.44 | +$2.14M | +13.4%847.5K after | |
| Aug 15, 2025 (view filing)6:44 PM ET | Aug 13 | 2 days | Blitzer Michael and 1 otherDirector, 10% Owner | SSaleCommon Stock, par value $0.0001 per share | −2.09M | $15.75 | −$32.9M | −100.0%0 after | |
| Aug 15, 2025 (view filing)6:44 PM ET | Aug 14 | 1 day | Blitzer Michael and 1 otherDirector, 10% Owner | SSaleCommon Stock, par value $0.0001 per share | −3.81M | $5.70 | −$21.7M | –0 after | Derivative |
| Jun 16, 2025 (view filing) | Jun 13 | 3 days | Blitzer MichaelDirector, 10% Owner | SSaleCommon Stock, par value $0.0001 per share | −305.7K | $5.50 | −$1.68M | –0 after | Derivative |
| Jun 16, 2025 (view filing) | Jun 13 | 3 days | Blitzer MichaelDirector, 10% Owner | SSaleCommon Stock, par value $0.0001 per share | −2.90M | $5.50 | −$15.9M | –0 after | Derivative |
Top 10 13F holders, Q2 2026
See all 399 holdersThe largest institutional positions in USA Rare Earth, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,560,453 | $335.8M | 0.01% | +1,474,835+10.5% | Added |
| State Street Corp | 13,522,226 | $291.8M | 0.01% | +1,456,478+12.1% | Added |
| Alyeska Investment Group, L.P. | 11,290,321 | $243.6M | 0.63% | −5,280,456−31.9% | Reduced |
| UBS Group AG | 8,913,844 | $192.4M | 0.03% | +5,030,029+129.5% | Added |
| Price T Rowe Associates Inc | 8,913,480 | $192.4M | 0.02% | +5,710,125+178.3% | Added |
| Vanguard Capital Management LLC | 8,240,608 | $177.8M | 0.00% | −121,388−1.5% | Reduced |
| Vanguard Portfolio Management LLC | 5,495,447 | $118.6M | 0.01% | +4,087,930+290.4% | Added |
| Geode Capital Management, LLC | 4,858,203 | $104.9M | 0.01% | +540,361+12.5% | Added |
| Bayshore Capital Advisors, LLC | 4,438,785 | $95.8M | 44.72% | −4,304,431−49.2% | Reduced |
| Renaissance Technologies LLC | 3,951,100 | $85.3M | 0.12% | +2,995,722+313.6% | Added |
Holders of 5% or more of USAR
See all 7 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of USA Rare Earth, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Denham Mining GP LLC | 13G | 12.50%47.0M shares | New | Sep 11, 20261 filing | Sep 11, 2026 | SEC |
| Newtyn Management, LLC | 13G | 8.30%700.0K shares | New | Jan 7, 20251 filing | Jan 7, 2025 | SEC |
| VB (Rare Earths) Ltd | 13D | 7.90%29.5M shares | New | Sep 11, 20261 filing | Sep 11, 2026 | SEC |
| EMG Fund V SVRE Holdings, LLC | 13G | 7.80%29.2M shares | New | Sep 11, 20261 filing | Sep 11, 2026 | SEC |
| Gutnick Mordechai Zev | 13D/A | 6.80%15.6M shares | −9.90 ppfrom 16.70% | Mar 27, 20252 filings | Jun 9, 2026 | SEC |