Stocks › USAR

USA Rare Earth, Inc.

USAR·Nasdaq·United States United States·USD
$13.74
+0.09 (+0.66%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
USAR
USA Rare Earth, Inc. · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
USARS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
Loading price history…
Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair

Congressional Trades

Recent trades of USAR by members of U.S. Congress · 0 on record

No congressional trades in USAR on record.

Whale Activity

Position changes in USAR reported for 2026-09-30 by 1 tracked institutional filer
No prior filing: 1
  • Increased0
  • New0
  • Held0
  • Decreased0
  • Closed0
  • No prior filing1
FilerSharesValueChange
Acasta Partners UK LLP97.9K$1.4M—

KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.

Insider Trading

Net shares bought (+) or sold (−) on the open market by USAR insiders, by quarter · Form 4
-2.5M-1.3M01.3M2.5M2025 Q1: 02025 Q12025 Q2: 02025 Q22025 Q3: -2.1M2025 Q32025 Q4: 02025 Q42026 Q1: 101.3K2026 Q12026 Q2: -13.0K2026 Q22026 Q3: 02026 Q32026 Q4: -88.4K2026 Q4

Recent Insider Transactions

43 transactions on record · newest first
All insider activity →
InsiderTypeSharesPriceValueDate
Humpton BarbaraFormer Chief Executive Officer Sale −88.4K $13.75 $1.2M Oct 2, 2026 Form 4 ↗
Trabuco CarolynDirector Sale −13.0K $22.77 $296K Jun 8, 2026 Form 4 ↗
Caulfield ThomasDirector Option exercise +2,548 $0.00 $0 Jun 3, 2026 Form 4 ↗
Caulfield ThomasDirector Grant / award +407 $0.00 $0 Jun 3, 2026 Form 4 ↗
Steele William Robert JrChief Financial Officer Tax withholding −33.8K $22.57 $763K May 21, 2026 Form 4 ↗
Steele William Robert JrChief Financial Officer Option exercise +30.3K $22.57 $685K May 20, 2026 Form 4 ↗
Steele William Robert JrChief Financial Officer Option exercise +45.5K $22.57 $1.0M May 20, 2026 Form 4 ↗
Trabuco CarolynDirector Option exercise +12.3K $22.57 $277K May 20, 2026 Form 4 ↗
Trabuco CarolynDirector Option exercise +18.2K $22.57 $411K May 20, 2026 Form 4 ↗
Gutnick Mordechai ZevDirector Option exercise +12.3K $22.57 $277K May 20, 2026 Form 4 ↗
Gutnick Mordechai ZevDirector Option exercise +18.2K $22.57 $411K May 20, 2026 Form 4 ↗
Senft Michael FDirector Option exercise +12.3K $22.57 $277K May 20, 2026 Form 4 ↗
Senft Michael FDirector Option exercise +18.2K $22.57 $411K May 20, 2026 Form 4 ↗
BLITZER MICHAELDirector Option exercise +18.2K $0.00 $0 May 20, 2026 Form 4 ↗
BLITZER MICHAELDirector Option exercise +12.3K $0.00 $0 May 20, 2026 Form 4 ↗
Kern Paul JDirector Option exercise +12.3K $22.57 $277K May 20, 2026 Form 4 ↗
Kern Paul JDirector Option exercise +18.2K $22.57 $411K May 20, 2026 Form 4 ↗
SCHWETHELM OTTO CDirector Option exercise +12.3K $22.57 $277K May 20, 2026 Form 4 ↗
SCHWETHELM OTTO CDirector Option exercise +18.2K $22.57 $411K May 20, 2026 Form 4 ↗
Gutnick Mordechai ZevDirector Grant / award +939.6K — — May 15, 2026 Form 4 ↗

Fund Holders

Mutual funds and ETFs holding USAR · SEC Form N-PORT
FundSharesValue% of fundAs of
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
SPDR SERIES TRUST
9.1M$195.8M4.47%Jun 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND
VANGUARD INDEX FUNDS
6.0M$129.9M0.01%Jun 30, 2026
iShares Russell 2000 ETF
iShares Trust
5.0M$107.6M0.13%Jun 30, 2026
T. Rowe Price New Horizons Fund, Inc.2.3M$49.9M0.34%Jun 30, 2026
VANGUARD SMALL-CAP INDEX FUND
VANGUARD INDEX FUNDS
2.2M$46.9M0.02%Jun 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND
VANGUARD INDEX FUNDS
2.0M$43.6M0.04%Jun 30, 2026
Hood River Small-Cap Growth Fund
Manager Directed Portfolios
1.8M$39.8M0.60%Jun 30, 2026
iShares Russell 2000 Growth ETF
iShares Trust
1.8M$38.7M0.25%Jun 30, 2026
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC.
1.5M$33.4M0.34%Jun 30, 2026
Fidelity Small Cap Index Fund
Fidelity Salem Street Trust
2.1M$31.8M0.09%Jul 31, 2026

Mutual funds and ETFs whose N-PORT filings list USAR's shares (CUSIP 91733P107), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.

Activist & Passive Stakes

Schedule 13D / 13G beneficial-ownership filings
  • John T. RaymondSCHEDULE 13G · passive (13G) · 29.2M shares7.8%
    Sep 11, 2026 · ↗
  • EMG Fund V Accordion Offshore, LPSCHEDULE 13G · passive (13G) · 29.2M shares7.8%
    Sep 11, 2026 · ↗
  • The Energy & Minerals Group Fund V Accordion, LPSCHEDULE 13G · passive (13G) · 29.2M shares7.8%
    Sep 11, 2026 · ↗
  • EMG Fund V Offshore, LPSCHEDULE 13G · passive (13G) · 29.2M shares7.8%
    Sep 11, 2026 · ↗
  • The Energy & Minerals Group Fund V, LPSCHEDULE 13G · passive (13G) · 29.2M shares7.8%
    Sep 11, 2026 · ↗
  • EMG Fund V SVRE Holdings, LLCSCHEDULE 13G · passive (13G) · 29.2M shares7.8%
    Sep 11, 2026 · ↗
  • Vision Blue Resources LtdSCHEDULE 13D · activist (13D) · 29.5M shares7.9%
    Sep 11, 2026 · ↗
  • VB (Rare Earths) LtdSCHEDULE 13D · activist (13D) · 29.5M shares7.9%
    Sep 11, 2026 · ↗
  • Denham Mining GP LLCSCHEDULE 13G · passive (13G) · 47.0M shares12.5%
    Sep 11, 2026 · ↗
  • Denham Mining GP LPSCHEDULE 13G · passive (13G) · 47.0M shares12.5%
    Sep 11, 2026 · ↗

Corporate Lobbying

Estimated quarterly lobbying spending reported under the LDA, filings naming USA Rare Earth, Inc. as client

No lobbying filings found naming USA Rare Earth, Inc. as the client.

Government Contracts

Federal awards to USA Rare Earth, Inc. · USAspending

No federal contract awards found for USA Rare Earth, Inc..

U.S. Patents

Recent USPTO applications naming USA Rare Earth, Inc.

No USPTO patent applications found for USA Rare Earth, Inc..

Annual Financials

From USAR's 10-K filings · XBRL

No annual XBRL figures on record for USAR. KeyVex's fundamentals cover about 130 large companies so far.

Stock Splits

Every split and reverse split in the price history

No stock splits in USAR's price history.

Material Events (8-K)

Corporate events filed with the SEC
  • 8-K · Items 7.01, 9.01Reg FD disclosureOct 1, 2026
    EDGAR ↗
  • 8-K · Items 8.01, 9.01Other eventsSep 15, 2026
    EDGAR ↗
  • 8-K · Items 1.01, 2.01, 2.03, 3.02, 5.02, 7.01, 8.01, 9.01Material agreement · Acquisition or disposition · Direct financial obligationSep 4, 2026
    EDGAR ↗
  • 8-K · Items 5.07Shareholder voteAug 31, 2026
    EDGAR ↗
  • 8-K · Items 8.01, 9.01Other eventsAug 24, 2026
    EDGAR ↗
  • 8-K · Items 2.02, 9.01Results of operationsAug 10, 2026
    EDGAR ↗
  • 8-K · Items 2.01, 9.01Acquisition or dispositionAug 7, 2026
    EDGAR ↗
  • 8-K · Items 3.02, 7.01, 8.01, 9.01Unregistered sale of equity · Reg FD disclosure · Other eventsJul 23, 2026
    EDGAR ↗
  • 8-K · Items 5.02, 7.01, 9.01Officer / director change · Reg FD disclosureJul 20, 2026
    EDGAR ↗
  • 8-K · Items 1.01, 8.01, 9.01Material agreement · Other eventsJul 16, 2026
    EDGAR ↗

About USA Rare Earth, Inc.

From SEC EDGAR company records
Industry (SIC 1000)Metal Mining
SectorMaterials
HeadquartersSTILLWATER, OK
IncorporatedE9
Former namesInflection Point Acquisition Corp. II