William Blair & Company
USAR

William Blair & Company’s USA Rare Earth Inc USAR Stock Holding History

William Blair & Company’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 		$1.94M Buy
128,321
+62,912
+96% +$1.22M 0.01% 738
2025
Q4 		$778K Buy
+65,409
New +$1.25M ﹤0.01% 1003

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

William Blair & Company's USAR Position: Q1 2026 in Review

William Blair & Company increased its USA Rare Earth Inc (USAR) stake by 96% in Q1 2026, buying an estimated $1.22M and bringing the position to 128,321 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #738.

William Blair & Company first reported a position in USAR in Q4 2025 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • William Blair & Company held 128,321 shares of USA Rare Earth Inc worth $1.94M as of Q1 2026.
  • William Blair & Company bought 62,912 USA Rare Earth Inc shares in Q1 2026, an estimated $1.22M.
  • USA Rare Earth Inc made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #738 holding.
  • William Blair & Company first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.