Cross-institution positioning
May 12, 2026Reduction leaning. 1 exited across 1 comparable institution.
Source: Schedule 13 researchUSAR Institutional Ownership
USA Rare Earth, Inc.
Latest stored close $12.56 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
50/100
4 tracked · 1 comparable
Latest filing
May 12, 2026
Positive breadth
3 positive · 1 negative
Recent close
$12.56
Research confidence
Limited
Institutional Research 35/100 · 0 accumulating · 1 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 12, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported3
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 50/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 1 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Institutional
46/100
Insiders
45/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 2, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 1, 202613 non-amendment material events in the last 90 days; 5 capital-related filing/events (2 equity-related, 1 debt-related); Latest classified evidence: Regulation FD disclosure. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 10, 2026Net income +92.7% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 12% through its reported 52-week range; +12.1% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from State Street.
Filed May 12, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 12, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
State Street
Filed May 12, 2026
Direction locked
BlackRock
Filed Apr 27, 2026
Direction locked
Citadel Advisors
Filed Feb 14, 2024
Direction locked
Goldman Sachs Group
Filed Feb 14, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
State Street
Filed May 12, 2026
BlackRock
Filed Apr 27, 2026
Citadel Advisors
Filed Feb 14, 2024
Goldman Sachs Group
Filed Feb 14, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 2, 2026 | Humpton Barbara | SOpen-market or private sale | Common Stock, par value $0.0001 per share | 88.4K | $13.75 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Caulfield Thomas | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 1.5K | $0.00 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Humpton Barbara | MExercise or conversion of derivative · derivative | Restricted Stock Units | 31.3K | $0.00 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Humpton Barbara | MExercise or conversion of derivative · derivative | Restricted Stock Units | 104.4K | $0.00 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Humpton Barbara | MExercise or conversion of derivative · derivative | Restricted Stock Units | 83.6K | $0.00 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Humpton Barbara | MExercise or conversion of derivative | Common Stock, par value $0.0001 per share | 31.3K | $13.80 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Humpton Barbara | MExercise or conversion of derivative | Common Stock, par value $0.0001 per share | 104.4K | $13.80 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Humpton Barbara | MExercise or conversion of derivative | Common Stock, par value $0.0001 per share | 83.6K | $13.80 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Jacob Valerie | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 14.5K | $0.00 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Moraitis Thrasyvoulos | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 362.3K | $0.00 | Indirect | Oct 5, 2026 |
| Oct 1, 2026 | Moraitis Thrasyvoulos | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 108.7K | $0.00 | Indirect | Oct 5, 2026 |
| Sep 3, 2026 | Davis Michael Lawrence | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 7.0K | $0.00 | Direct | Sep 8, 2026 |
| Sep 3, 2026 | Moraitis Thrasyvoulos | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 226.4K | $0.00 | Direct | Sep 8, 2026 |
| Sep 3, 2026 | Moraitis Thrasyvoulos | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 216.5K | $0.00 | Direct | Sep 8, 2026 |
| Aug 19, 2026 | Trabuco Carolyn | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 2.1K | $0.00 | Direct | Aug 21, 2026 |
| Jul 19, 2026 | BLITZER MICHAEL | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 31.4K | $0.00 | Direct | Jul 20, 2026 |
| Jul 19, 2026 | BLITZER MICHAEL | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 133.4K | $0.00 | Direct | Jul 20, 2026 |
| Jul 7, 2026 | Caulfield Thomas | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 271 | $0.00 | Direct | Jul 7, 2026 |
| Apr 15, 2026 | Gutnick Mordechai Zev | MExercise or conversion of derivative · derivative | Earnout Right to Common Stock | 939.6K | — | Indirect | Apr 22, 2026 |
| Apr 15, 2026 | Gutnick Mordechai Zev | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 939.6K | — | Indirect | Apr 22, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events6
90-day capital-related5
90-day equity-related2
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 1, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Sep 17, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Sep 15, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Sep 4, 2026 | S-3 | — | Shelf securities registration | Capital-related | Filing |
| Sep 4, 2026 | S-3 | — | Shelf securities registration | Capital-related | Filing |
| Sep 4, 2026 | 8-K | 1.01, 2.01, 2.03, 3.02, 5.02, 7.01, 8.01, 9.01 | Material definitive agreement; Acquisition or disposition of assets; New direct financial obligation; Unregistered sale of equity securities; Director or executive change; Regulation FD disclosure; Other event; Financial statements / exhibits | Equity | Filing |
| Aug 31, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Aug 24, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Aug 10, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Aug 7, 2026 | 8-K | 2.01, 9.01 | Acquisition or disposition of assets; Financial statements / exhibits | — | Filing |
| Jul 23, 2026 | 8-K | 3.02, 7.01, 8.01, 9.01 | Unregistered sale of equity securities; Regulation FD disclosure; Other event; Financial statements / exhibits | Equity | Filing |
| Jul 20, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$5.8M
Q2 2026
10-Q filed Aug 10, 2026
Operating income
$-46.3M
Q2 2026
-426.1% YoY 10-Q filed Aug 10, 2026
Operating margin
-795.6%
Q2 2026
10-Q filed Aug 10, 2026
Net income
$-10.3M
Q2 2026
+92.7% YoY 10-Q filed Aug 10, 2026
Diluted EPS
$-0.05
Q2 2026
+96.8% YoY 10-Q filed Aug 10, 2026
Operating cash flow
$-75.3M
YTD through Jun 30, 2026
-313.0% YoY 10-Q filed Aug 10, 2026
Cash & equivalents
$1.5B
As of Jun 30, 2026
+1,156.4% YoY 10-Q filed Aug 10, 2026
Assets
$3.0B
As of Jun 30, 2026
10-Q filed Aug 10, 2026
Liabilities
$451.5M
As of Jun 30, 2026
10-Q filed Aug 10, 2026
Stockholders’ equity
$2.5B
As of Jun 30, 2026
+2,022.9% YoY 10-Q filed Aug 10, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $5.8M | — |
| Ended Jun 30, 2025 | $0 | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$15.40
View live quote ↗
52-week low
$11.45
Nov 25, 2025
52-week high
$43.98
Oct 13, 2025
Below 52-week high
65.0%
1W return
-12.8%
1M return
-23.0%
3M return
-33.1%
6M return
-20.9%
YTD return
+29.4%
1Y return
+12.1%
30-day volatility
75.7%
90-day volatility
90.7%
1Y max drawdown
-69.2%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 9 filing(s) · 6 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| State Street CIK0000093751 | Mar 31, 2026 observed May 12, 2026 filed · 42d Initial Schedule 13G | Initial Schedule 13G | 12.1M | 12.00% | $15.14 | $25.55 | $12.56 |
| BlackRock CIK0002012383 | Mar 31, 2026 observed Apr 27, 2026 filed · 27d Initial Schedule 13G | Initial Schedule 13G | 12.9M | 12.00% | $15.14 | $23.51 | $12.56 |
| Goldman Sachs Group CIK0000886982 | Sep 30, 2025 quarter end Nov 14, 2025 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 31.6K | $12.56 |
Explore more institutional activity
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