Renaissance Technologies (RenTech)'s USAR Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC) currently holds 955,378 shares of USA Rare Earth, Inc. (USAR) worth $14.46 M, representing 0.02% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Renaissance Technologies (RenTech) has maintained this position in USAR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 161,600 shares. Largest reduction occurred in Q1 2026, reducing 157,622 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s USA Rare Earth (USAR) Holding Value Over Time
Track share changes against reported price movement
Quarterly USA Rare Earth (USAR) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -157,622 | Reduce 14.16% | 955,378 | $15.13 |
| Q4 2025 | +161,600 | Add 16.99% | 1.11 M | $11.90 |
| Q3 2025 | +951,400 | New Buy | 951,400 | $17.19 |
Renaissance Technologies (RenTech)'s USA Rare Earth Investment FAQs
Renaissance Technologies (RenTech) first purchased USA Rare Earth, Inc. (USAR) in Q3 2025, acquiring 951,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held USA Rare Earth, Inc. (USAR) for 3 quarters since Q3 2025.
Renaissance Technologies (RenTech)'s largest addition to USA Rare Earth, Inc. (USAR) was in Q3 2025, adding 951,400 shares worth $16.35 M.
According to the latest 13F filing for Q1 2026, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC, owns 955,378 shares of USA Rare Earth, Inc. (USAR), valued at approximately $14.46 M.
As of the Q1 2026 filing, USA Rare Earth, Inc. (USAR) represents approximately 0.02% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in USA Rare Earth, Inc. (USAR) was 1,113,000 shares, as reported at the end of Q4 2025.