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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 2023

Institutional positions in TheRealReal, Inc. as of Dec 31, 2023. 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
137
+1 vs. Q3 2023
Shares held
54.6M
+11.9M (+27.8%) vs. Q3 2023
Total value
$109.7M
+$19.1M (+21.1%) vs. Q3 2023
New holders
29
43 more added
Sold out
28
35 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 137 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 2023: $109.7M
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 2023

Shares, value and share of portfolio for each institution holding TheRealReal, Inc.; share changes are against Q3 2023.

Institutions holding REAL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Woodson Capital Management, LP5,000,001$10.1M2.34%+10.0%Added
Morgan Stanley4,554,900$9.16M0.00%+2,488,001+120.4%Added
Vanguard Group Inc4,083,583$8.21M0.00%−512,046−11.1%Reduced
Manatuck Hill Partners, LLC4,000,000$8.04M3.44%+350,000+9.6%Added
Balyasny Asset Management LLC3,569,527$7.17M0.02%+2,166,704+154.5%Added
D. E. Shaw & Co., Inc.2,601,112$5.23M0.01%+1,650,791+173.7%Added
Two Sigma Investments, LP2,186,116$4.39M0.01%+367,025+20.2%Added
Two Sigma Advisers, LP2,063,800$4.15M0.01%+279,700+15.7%Added
BlackRock Inc.2,021,880$4.06M0.00%+265,246+15.1%Added
Susquehanna International Group, LLP1,873,998$3.77M0.01%+562,288+42.9%Added
Findell Capital Management LLC1,806,677$3.63M2.29%+1,806,677New
Millennium Management LLC1,594,892$3.21M0.00%−748,347−31.9%Reduced
Deutsche Bank AG1,241,342$2.50M0.00%+1,241,342New
Geode Capital Management, LLC1,219,378$2.45M0.00%+37,274+3.2%Added
Capricorn Fund Managers Ltd1,150,000$2.31M1.27%+150,000+15.0%Added
Laurion Capital Management LP945,614$1.90M0.07%+945,614New
Fuller & Thaler Asset Management, Inc.914,736$1.84M0.01%00.0%Unchanged
Crestwood Capital Management, L.P.878,289$1.77M1.05%−4,254−0.5%Reduced
MYDA Advisors LLC740,000$1.49M0.66%+20,000+2.8%Added
Scion Asset Management, LLC654,806$1.32M1.39%−95,194−12.7%Reduced
Jane Street Group, LLC596,903$1.20M0.00%+513,388+614.7%Added
Citigroup Inc594,864$1.20M0.00%+481,020+422.5%Added
Goldman Sachs Group Inc531,921$1.07M0.00%+446,889+525.6%Added
Credit Suisse AG521,844$1.05M0.00%−705,909−57.5%Reduced
Anthracite Investment Company, Inc.460,000$924.6K0.60%+460,000New
State Street Corp425,115$854.5K0.00%−73,233−14.7%Reduced
River & Mercantile Asset Management LLP415,720$837.7K0.16%−4,242−1.0%Reduced
Comerica Bank400,000$804.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.396,470$796.9K0.00%−10,450−2.6%Reduced
JPMorgan Chase & Co360,757$725.1K0.00%+244,934+211.5%Added
Boothbay Fund Management, LLC359,946$723.5K0.03%+137,720+62.0%Added
Bank of America Corp357,996$719.6K0.00%−59,655−14.3%Reduced
Eaton Financial Holdings Company, LLC303,670$610.4K0.15%00.0%Unchanged
Citadel Advisors LLC289,401$581.7K0.00%+147,797+104.4%Added
Man Group plc277,453$557.7K0.00%––
Tudor Investment Corp Et Al276,166$555.1K0.01%−3,172−1.1%Reduced
Connective Capital Management, LLC250,000$502.5K0.43%+250,000New
Walleye Trading LLC231,524$465.4K0.01%+226,203+4,251.1%Added
Qube Research & Technologies Ltd225,354$453.0K0.00%+126,057+126.9%Added
Independent Financial Group, LLC220,800$443.8K0.02%+209,300+1,820.0%Added
Occudo Quantitative Strategies LP215,317$432.8K0.06%+60,818+39.4%Added
Capital Impact Advisors, LLC202,202$406.4K0.53%−103,833−33.9%Reduced
Barclays PLC182,945$367.7K0.00%+58,876+47.5%Added
Neuberger Berman Group LLC182,177$366.2K0.00%−18,199−9.1%Reduced
Northern Trust Corp178,363$358.5K0.00%+17,190+10.7%Added
Quantum Private Wealth, LLC159,248$320.1K0.13%+44,535+38.8%Added
Advisor Group Holdings, Inc.144,451$290.3K0.00%−202,884−58.4%Reduced
Concentric Capital Strategies, LP134,364$270.1K0.04%+12,938+10.7%Added
Koss-Olinger Consulting, LLC115,000$231.0K0.02%+100,000+666.7%Added
American Asset Management Inc.100,000$201.0K0.32%00.0%Unchanged
Jump Financial, LLC97,173$195.3K0.01%+97,173New
683 Capital Management, LLC94,652$190.3K0.02%+94,652New
Cubist Systematic Strategies, LLC91,962$184.8K0.00%+25,165+37.7%Added
Bridgeway Capital Management, LLC90,000$180.9K0.00%−169,000−65.3%Reduced
BNP Paribas Arbitrage, SA87,558$176.0K0.00%+2,649+3.1%Added
Quadrature Capital Ltd86,502$174.3K0.00%+86,502New
Group One Trading, L.P.85,524$171.9K0.01%+81,210+1,882.5%Added
Wexford Capital LP80,000$160.8K0.03%−420,000−84.0%Reduced
Price T Rowe Associates Inc78,200$158.0K0.00%+1,500+2.0%Added
UBS Group AG73,080$146.9K0.00%−120,301−62.2%Reduced
Bank of Montreal70,205$146.7K0.00%+70,205New
Schonfeld Strategic Advisors LLC69,813$140.3K0.00%+69,813New
Algert Global LLC67,040$134.8K0.01%+7,940+13.4%Added
Verition Fund Management LLC65,802$132.3K0.00%+2,883+4.6%Added
Hollencrest Capital Management65,500$131.7K0.01%+9,500+17.0%Added
Engineers Gate Manager LP64,764$130.2K0.00%−42,465−39.6%Reduced
Squarepoint Ops LLC61,458$123.5K0.00%+29,136+90.1%Added
Wells Fargo & Company60,348$121.3K0.00%−1,101−1.8%Reduced
Venture Visionary Partners LLC59,745$120.1K0.01%−28,025−31.9%Reduced
Patriot Financial Group Insurance Agency, LLC59,598$119.8K0.02%−18,625−23.8%Reduced
Am Investment Strategies LLC53,144$107.0K0.03%00.0%Unchanged
Charles Schwab Investment Management Inc43,796$88.0K0.00%00.0%Unchanged
Centiva Capital, LP43,050$86.5K0.01%+19,120+79.9%Added
GWM Advisors LLC43,431$83.9K0.00%+38,481+777.4%Added
Platform Technology Partners42,488$82.9K0.03%−7,512−15.0%Reduced
Bank of New York Mellon Corp38,560$77.5K0.00%−152,000−79.8%Reduced
Arnhold LLC35,000$70.3K0.01%−17,500−33.3%Reduced
Y-Intercept (Hong Kong) Ltd31,985$64.3K0.01%+31,985New
Raymond James & Associates31,700$63.7K0.00%+31,700New
Creative Planning28,275$56.8K0.00%−23,995−45.9%Reduced
Focused Wealth Management, Inc27,600$55.5K0.01%+5,100+22.7%Added
HighTower Advisors, LLC29,858$54.0K0.00%+29,858New
Shay Capital LLC25,543$51.3K0.02%+25,543New
Private Capital Management, LLC24,000$48.2K0.01%00.0%Unchanged
Kestra Private Wealth Services, LLC21,000$42.2K0.00%+21,000New
FMR LLC20,269$40.7K0.00%+6,573+48.0%Added
Chicago Partners Investment Group LLC21,069$40.5K0.00%+21,069New
Insight Advisors, LLC20,000$40.2K0.01%00.0%Unchanged
Stifel Financial Corp18,931$38.1K0.00%+2,000+11.8%Added
Cutler Group LP17,025$34.0K0.00%+17,025New
Banco Santander, S.A.16,442$33.0K0.00%00.0%Unchanged
Walleye Capital LLC16,000$32.2K0.00%+16,000New
Virtu Financial LLC14,782$30.0K0.00%−79,534−84.3%Reduced
Tower Research Capital LLC (TRC)14,848$29.8K0.00%+2,937+24.7%Added
Prudential Financial Inc14,000$28.1K0.00%+14,000New
LPL Financial LLC13,853$27.8K0.00%−4,931−26.3%Reduced
The PNC Financial Services Group, Inc.13,679$27.5K0.00%−220−1.6%Reduced
Point72 Asia (Singapore) Pte. Ltd.13,100$26.3K0.01%+13,100New
Equitable Holdings, Inc.12,830$25.8K0.00%−4,500−26.0%Reduced
Two Sigma Securities, LLC11,801$23.7K0.00%+11,801New