D.E. Shaw & Co
USAR

D.E. Shaw & Co’s USA Rare Earth Inc USAR Stock Holding History

D.E. Shaw & Co’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.33M Buy
200,694
+88,491
+79% +$2.02M ﹤0.01% 2521
2026
Q1 		$1.7M Sell
112,203
-93,238
-45% -$1.81M ﹤0.01% 3036
2025
Q4 		$2.44M Buy
+205,441
New +$3.91M ﹤0.01% 2897
2024
Q4 		– Sell
-963,823
Closed -$10.4M – 4982
2024
Q3 		$10.4M Buy
963,823
+200,000
+26% +$2.13M 0.01% 1412
2024
Q2 		$8.1M Buy
763,823
+200,000
+35% +$2.11M 0.01% 1473
2024
Q1 		$5.9M Buy
563,823
+425,000
+306% +$4.43M 0.01% 1765
2023
Q4 		$1.43M Buy
138,823
+103,223
+290% +$1.06M ﹤0.01% 2896
2023
Q3 		$363K Buy
+35,600
New +$361K ﹤0.01% 3540

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co's USAR Position: Q2 2026 in Review

D.E. Shaw & Co increased its USA Rare Earth Inc (USAR) stake by 79% in Q2 2026, buying an estimated $2.02M and bringing the position to 200,694 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

D.E. Shaw & Co first reported a position in USAR in Q3 2023 and has held it in 8 quarters since. The position peaked at $10.4M in Q3 2024. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • D.E. Shaw & Co held 200,694 shares of USA Rare Earth Inc worth $4.33M as of Q2 2026.
  • D.E. Shaw & Co bought 88,491 USA Rare Earth Inc shares in Q2 2026, an estimated $2.02M.
  • USA Rare Earth Inc made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #2521 holding.
  • D.E. Shaw & Co first reported a position in USA Rare Earth Inc in Q3 2023 and has held it in 8 quarters since.
  • D.E. Shaw & Co's USA Rare Earth Inc position peaked at $10.4M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.