Renaissance Technologies
USAR

Renaissance Technologies’s USA Rare Earth Inc USAR Stock Holding History

Renaissance Technologies’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 		$85.3M Buy
3,951,100
+2,995,722
+314% +$68.3M 0.12% 189
2026
Q1 		$14.5M Sell
955,378
-157,622
-14% -$3.06M 0.02% 786
2025
Q4 		$13.2M Buy
1,113,000
+161,600
+17% +$3.08M 0.02% 787
2025
Q3 		$16.4M Buy
+951,400
New +$13.6M 0.02% 831

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Renaissance Technologies's USAR Position: Q2 2026 in Review

Renaissance Technologies increased its USA Rare Earth Inc (USAR) stake by 314% in Q2 2026, buying an estimated $68.3M and bringing the position to 3,951,100 shares worth $85.3M. The position accounts for 0.12% of the portfolio, ranked #189.

Renaissance Technologies first reported a position in USAR in Q3 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Renaissance Technologies held 3,951,100 shares of USA Rare Earth Inc worth $85.3M as of Q2 2026.
  • Renaissance Technologies bought 2,995,722 USA Rare Earth Inc shares in Q2 2026, an estimated $68.3M.
  • USA Rare Earth Inc made up 0.12% of Renaissance Technologies's portfolio in Q2 2026, its #189 holding.
  • Renaissance Technologies first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.