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TheRealReal, Inc.

REAL
Exchange
Nasdaq
Industry
Retail-Miscellaneous Retail
SEC CIK
0001573221

In the last 90 days, TheRealReal, Inc. insiders filed 0 open-market purchases and 5 sales; 252 institutions reported holding it in 13F filings for Q2 2026, worth $1.33B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in TheRealReal, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
141
−21 vs. Q3 2022
Shares held
58.3M
−6.78M (−10.4%) vs. Q3 2022
Total value
$73.0M
−$24.7M (−25.3%) vs. Q3 2022
New holders
31
32 more added
Sold out
52
44 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting REAL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 141 institutions
Q1 2021: 183 institutionsQ2 2021: 179 institutionsQ3 2021: 170 institutionsQ4 2021: 188 institutionsQ1 2022: 184 institutionsQ2 2022: 190 institutionsQ3 2022: 164 institutionsQ4 2022: 141 institutionsQ1 2023: 143 institutionsQ2 2023: 135 institutionsQ3 2023: 140 institutionsQ4 2023: 137 institutionsQ1 2024: 154 institutionsQ2 2024: 154 institutionsQ3 2024: 156 institutionsQ4 2024: 191 institutionsQ1 2025: 210 institutionsQ2 2025: 203 institutionsQ3 2025: 223 institutionsQ4 2025: 236 institutionsQ1 2026: 248 institutionsQ2 2026: 252 institutions
Value heldQ4 2022: $73.0M
Q1 2021: $1.93BQ2 2021: $1.79BQ3 2021: $1.11BQ4 2021: $944.9MQ1 2022: $595.0MQ2 2022: $201.9MQ3 2022: $97.7MQ4 2022: $73.0MQ1 2023: $67.3MQ2 2023: $100.6MQ3 2023: $96.5MQ4 2023: $109.7MQ1 2024: $244.7MQ2 2024: $222.8MQ3 2024: $229.3MQ4 2024: $843.1MQ1 2025: $491.7MQ2 2025: $454.4MQ3 2025: $1.09BQ4 2025: $1.83BQ1 2026: $1.05BQ2 2026: $1.33B
Institutions holding REAL and their total value by quarter
QuarterHoldersValue
Q2 2026252$1.33B
Q1 2026248$1.05B
Q4 2025236$1.83B
Q3 2025223$1.09B
Q2 2025203$454.4M
Q1 2025210$491.7M
Q4 2024191$843.1M
Q3 2024156$229.3M
Q2 2024154$222.8M
Q1 2024154$244.7M
Q4 2023137$109.7M
Q3 2023140$96.5M
Q2 2023135$100.6M
Q1 2023143$67.3M
Q4 2022141$73.0M
Q3 2022164$97.7M
Q2 2022190$201.9M
Q1 2022184$595.0M
Q4 2021188$944.9M
Q3 2021170$1.11B
Q2 2021179$1.79B
Q1 2021183$1.93B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding TheRealReal, Inc.; share changes are against Q3 2022.

Institutions holding REAL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rhumbline Advisers183,848$230.0K0.00%+58,043+46.1%Added
JPMorgan Chase & Co187,086$234.0K0.00%+131,642+237.4%Added
XTX Topco Ltd195,848$244.8K0.05%−307,494−61.1%Reduced
UBS Group AG200,739$250.9K0.00%−54,312−21.3%Reduced
Credit Suisse AG224,758$280.9K0.00%−510,813−69.4%Reduced
Tudor Investment Corp Et Al238,215$298.0K0.01%00.0%Unchanged
Charles Schwab Investment Management Inc243,113$303.9K0.00%+53,456+28.2%Added
Occudo Quantitative Strategies LP251,870$314.8K0.04%−15,125−5.7%Reduced
MYDA Advisors LLC300,000$375.0K0.27%+300,000New
Bridgeway Capital Management, LLC320,500$400.6K0.01%+320,500New
Jane Street Group, LLC340,644$425.8K0.00%−21,082−5.8%Reduced
Russell Investments Group, Ltd.348,295$435.4K0.00%−110,489−24.1%Reduced
Raymond James Financial Services Advisors, Inc.357,833$447.3K0.00%+61,700+20.8%Added
Comerica Bank300,000$471.0K0.00%+300,000New
Capricorn Fund Managers Ltd384,000$480.0K0.12%00.0%Unchanged
BNP Paribas Arbitrage, SA404,599$505.7K0.00%+967+0.2%Added
Citadel Advisors LLC406,491$508.1K0.00%−533,284−56.7%Reduced
Neuberger Berman Group LLC434,097$542.6K0.00%+52,126+13.6%Added
River & Mercantile Asset Management LLP448,361$563.0K0.12%+73,440+19.6%Added
Bank of New York Mellon Corp453,017$566.3K0.00%+159,424+54.3%Added
Woodline Partners LP509,113$636.4K0.01%+184,776+57.0%Added
Fred Alger Management, LLC532,981$666.2K0.00%+274+0.1%Added
Price T Rowe Associates Inc533,619$667.0K0.00%−180,620−25.3%Reduced
Northern Trust Corp673,331$841.7K0.00%−302,569−31.0%Reduced
Bank of America Corp741,705$927.1K0.00%−30,369−3.9%Reduced
Susquehanna International Group, LLP844,912$1.06M0.00%+369,527+77.7%Added
Rokos Capital Management LLP1,108,723$1.41M0.14%00.0%Unchanged
Crestwood Capital Management, L.P.1,389,960$1.74M1.49%+1,389,960New
Morgan Stanley1,446,819$1.81M0.00%+28,816+2.0%Added
Geode Capital Management, LLC1,887,457$2.36M0.00%+407,301+27.5%Added
Interwest Venture Management Co2,354,080$2.94M14.15%00.0%Unchanged
Woodson Capital Management, LP2,500,000$3.13M0.61%+2,500,000New
Goldman Sachs Group Inc2,606,759$3.26M0.00%−1,178,091−31.1%Reduced
Builders Union LLP2,776,000$3.47M3.48%00.0%Unchanged
Millennium Management LLC2,901,658$3.63M0.00%+930,174+47.2%Added
State Street Corp3,163,376$3.95M0.00%−133,625−4.1%Reduced
D. E. Shaw & Co., Inc.3,409,352$4.26M0.01%+368,016+12.1%Added
FIL Ltd3,830,033$4.79M0.01%+10,000+0.3%Added
Marshall Wace, LLP4,192,348$5.24M0.01%+815,955+24.2%Added
Vanguard Group Inc5,155,010$6.44M0.00%−544,732−9.6%Reduced
BlackRock Inc.6,321,277$7.90M0.00%−534,461−7.8%Reduced
Sierra Capital LLC0$00.00%−329−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−1,073,600−100.0%Sold out
Federated Hermes, Inc.0$00.00%−972,682−100.0%Sold out
Norges Bank0$00.00%−943,700−100.0%Sold out
Penserra Capital Management LLC0$00.00%−910,092−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−855,106−100.0%Sold out
Franklin Resources Inc0$00.00%−447,100−100.0%Sold out
HRT Financial LP0$00.00%−405,404−100.0%Sold out
J. Goldman & Co LP0$00.00%−334,757−100.0%Sold out
Caption Management, LLC0$00.00%−290,288−100.0%Sold out
Swiss National Bank0$00.00%−185,700−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−176,500−100.0%Sold out
Twinbeech Capital LP0$00.00%−161,598−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−101,961−100.0%Sold out
Quadrature Capital Ltd0$00.00%−97,551−100.0%Sold out
Two Sigma Investments, LP0$00.00%−93,352−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−77,817−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−53,900−100.0%Sold out
Walleye Trading LLC0$00.00%−39,873−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−39,783−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−33,800−100.0%Sold out
Engineers Gate Manager LP0$00.00%−31,411−100.0%Sold out
Valley Forge Investment Consultants Inc Adv0$00.00%−30,000−100.0%Sold out
Am Investment Strategies LLC0$00.00%−28,144−100.0%Sold out
Must Asset Management Inc.0$00.00%−24,309−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−23,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−23,411−100.0%Sold out
Arizona State Retirement System0$00.00%−21,799−100.0%Sold out
Jump Financial, LLC0$00.00%−18,872−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−18,000−100.0%Sold out
QCM Cayman, Ltd.0$00.00%−17,334−100.0%Sold out
Man Group plc0$00.00%−17,400−100.0%Sold out
Janus Henderson Group PLC0$00.00%−15,460−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−14,763−100.0%Sold out
Old Mission Capital LLC0$00.00%−14,669−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−13,736−100.0%Sold out
Sand Hill Global Advisors, LLC0$00.00%−13,125−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−13,650−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−11,416−100.0%Sold out
Verition Fund Management LLC0$00.00%−10,759−100.0%Sold out
Delphia (USA) Inc.0$00.00%−10,979−100.0%Sold out
Raymond James & Associates0$00.00%−10,150−100.0%Sold out
Amundi0$00.00%−5,539−100.0%Sold out
Great West Life Assurance Co0$00.00%−4,156−100.0%Sold out
Sargent Bickham Lagudis LLC0$00.00%−2,000−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−1,000−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−41−100.0%Sold out
Howe & Rusling Inc0$00.00%−80−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−42−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−276−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−61−100.0%Sold out
IFP Advisors, Inc0$00.00%−97−100.0%Sold out
Empirical Capital Management, LLC––––Not filed
American Portfolios Advisors––––Not filed