| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $85.3M | 0.12% | 3.95M | +314% | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $4.0M | 0.02% | 186.95K | +7.2% | Q2 2026 |
| Soros Fund Management · George Soros | $673.7K | 0.01% | 31.22K | +49% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a USAR trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Humpton BarbaraOfficer | Sale at price 13.75 per share. | 88.4K | $1.22M |
| Sep 30, 2026 | Caulfield ThomasDirector | Stock Award(Grant) at price 0.00 per share. | 1.5K | — |
| Sep 30, 2026 | Humpton BarbaraOfficer | Conversion of Exercise of derivative security at price 13.80 per share. | 219.3K | $3.03M |
| Jul 6, 2026 | Caulfield ThomasDirector | Stock Award(Grant) at price 0.00 per share. | 271 | — |
| Jun 7, 2026 | Trabuco Carolyn L.Director | Sale at price 22.77 per share. | 13K | $295.98K |
| Jun 2, 2026 | Caulfield ThomasDirector | Stock Award(Grant) at price 0.00 per share. | 407 | — |
| Jun 2, 2026 | Caulfield ThomasDirector | — | 2.5K | — |
| May 19, 2026 | Schwethelm Otto CDirector | — | 30.5K | — |
| May 19, 2026 | Kern Paul JDirector | Conversion of Exercise of derivative security at price 22.57 per share. | 30.5K | $688.00K |
| May 19, 2026 | Senft Michael FDirector | Conversion of Exercise of derivative security at price 22.57 per share. | 30.5K | $688.00K |
| May 19, 2026 | Gutnick Mordechai ZevDirector | Conversion of Exercise of derivative security at price 22.57 per share. | 30.5K | $688.00K |
| May 19, 2026 | Blitzer MichaelDirector | — | 30.5K | — |
| May 19, 2026 | Trabuco Carolyn L.Director | Conversion of Exercise of derivative security at price 22.57 per share. | 30.5K | $688.00K |
| May 19, 2026 | Steele William Robert Jr.Chief Financial Officer | Conversion of Exercise of derivative security at price 22.57 per share. | 75.8K | $1.71M |
| May 14, 2026 | Kern Paul JDirector | Stock Award(Grant) at price 0.00 per share. | 11.2K | — |
| May 14, 2026 | Kern Paul JDirector | Conversion of Exercise of derivative security at price 24.39 per share. | 11.2K | $273.44K |
| May 14, 2026 | Gutnick Mordechai ZevDirector | Stock Award(Grant) at price 0.00 per share. | 939.6K | — |
| May 14, 2026 | Gutnick Mordechai ZevDirector | Conversion of Exercise of derivative security at price 24.39 per share. | 939.6K | $22.92M |
| Apr 14, 2026 | Kern Paul JDirector | — | 11.2K | — |
| Apr 14, 2026 | Gutnick Mordechai ZevDirector | — | 939.6K | — |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 88.4 | -15.7 | -19.9 | 71.6 | 7.9 | -23.0 | -30.7 | 19.2 | -21.0 | -16.1 | −0.7% | ||
| 2025 | 15.0 | -15.7 | -46.6 | 76.9 | -14.8 | 22.4 | 16.0 | 17.4 | 15.2 | 13.1 | -30.8 | -11.5 | +3.7% |
| 2024 | 0.7 | 0.4 | 0.2 | 0.5 | 0.3 | 0.5 | 0.5 | 0.2 | 0.7 | 0.1 | 0.6 | 6.1 | +11.1% |
| 2023 | 0.5 | 0.5 | 0.1 | 0.6 | 0.4 | +2.2% |
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia. It primarily explores neodymium, dysprosium, terbium, yttrium, gallium, hafnium, praseodymium, samarium, oxides, and other critical minerals. The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas. It products are used in aerospace, defense, semiconductors, data centers, physical AI, energy, mobility, healthcare, and numerous industrial sectors. It has a hydrometallurgical demonstration facility in Wheat Ridge, Colorado. USA Rare Earth, Inc. has a strategic partnership with Pasqal and Riven Systems to develop next-generation separation technology for the rare earth value chain. USA Rare Earth, Inc. was founded in 2019 and is based in Stillwater, Oklahoma.
Buy / hold / sell counts