Jane Street
USAR

Jane Street’s USA Rare Earth Inc USAR Stock Holding History

Jane Street’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
Q1 		$22.4M Buy
1,480,700
+695,000
+88% +$13.5M ﹤0.01% 1683
2025
Q4 		$9.35M Buy
785,700
+251,700
+47% +$4.79M ﹤0.01% 2402
2025
Q3 		$9.18M Buy
534,000
+322,900
+153% +$4.61M ﹤0.01% 2530
2025
Q2 		$2.31M Buy
+211,100
New +$2.24M ﹤0.01% 4191

Other funds holding USAR

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jane Street's USAR Position: Q1 2026 in Review

Jane Street sold out of USA Rare Earth Inc (USAR) in Q1 2026, closing a stake of 136,548 shares — an estimated $2.65M sold.

Jane Street first reported a position in USAR in Q3 2025 and held it in 2 quarters. The position peaked at $1.62M in Q4 2025. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Jane Street reported no remaining USA Rare Earth Inc position as of Q1 2026 after selling out during the quarter.
  • Jane Street sold 136,548 USA Rare Earth Inc shares in Q1 2026, an estimated $2.65M.
  • Jane Street first reported a position in USA Rare Earth Inc in Q3 2025 and held it in 2 quarters.
  • Jane Street's USA Rare Earth Inc position peaked at $1.62M in Q4 2025.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.