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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
Tudor Investment Corp Et Al276,166$555.1K0.01%−3,172−1.1%Reduced
Man Group plc277,453$557.7K0.00%––
Citadel Advisors LLC289,401$581.7K0.00%+147,797+104.4%Added
Eaton Financial Holdings Company, LLC303,670$610.4K0.15%00.0%Unchanged
Bank of America Corp357,996$719.6K0.00%−59,655−14.3%Reduced
Boothbay Fund Management, LLC359,946$723.5K0.03%+137,720+62.0%Added
JPMorgan Chase & Co360,757$725.1K0.00%+244,934+211.5%Added
Raymond James Financial Services Advisors, Inc.396,470$796.9K0.00%−10,450−2.6%Reduced
Comerica Bank400,000$804.0K0.00%00.0%Unchanged
River & Mercantile Asset Management LLP415,720$837.7K0.16%−4,242−1.0%Reduced
State Street Corp425,115$854.5K0.00%−73,233−14.7%Reduced
Anthracite Investment Company, Inc.460,000$924.6K0.60%+460,000New
Credit Suisse AG521,844$1.05M0.00%−705,909−57.5%Reduced
Goldman Sachs Group Inc531,921$1.07M0.00%+446,889+525.6%Added
Citigroup Inc594,864$1.20M0.00%+481,020+422.5%Added
Jane Street Group, LLC596,903$1.20M0.00%+513,388+614.7%Added
Scion Asset Management, LLC654,806$1.32M1.39%−95,194−12.7%Reduced
MYDA Advisors LLC740,000$1.49M0.66%+20,000+2.8%Added
Crestwood Capital Management, L.P.878,289$1.77M1.05%−4,254−0.5%Reduced
Fuller & Thaler Asset Management, Inc.914,736$1.84M0.01%00.0%Unchanged
Laurion Capital Management LP945,614$1.90M0.07%+945,614New
Capricorn Fund Managers Ltd1,150,000$2.31M1.27%+150,000+15.0%Added
Geode Capital Management, LLC1,219,378$2.45M0.00%+37,274+3.2%Added
Deutsche Bank AG1,241,342$2.50M0.00%+1,241,342New
Millennium Management LLC1,594,892$3.21M0.00%−748,347−31.9%Reduced
Findell Capital Management LLC1,806,677$3.63M2.29%+1,806,677New
Susquehanna International Group, LLP1,873,998$3.77M0.01%+562,288+42.9%Added
BlackRock Inc.2,021,880$4.06M0.00%+265,246+15.1%Added
Two Sigma Advisers, LP2,063,800$4.15M0.01%+279,700+15.7%Added
Two Sigma Investments, LP2,186,116$4.39M0.01%+367,025+20.2%Added
D. E. Shaw & Co., Inc.2,601,112$5.23M0.01%+1,650,791+173.7%Added
Balyasny Asset Management LLC3,569,527$7.17M0.02%+2,166,704+154.5%Added
Manatuck Hill Partners, LLC4,000,000$8.04M3.44%+350,000+9.6%Added
Vanguard Group Inc4,083,583$8.21M0.00%−512,046−11.1%Reduced
Morgan Stanley4,554,900$9.16M0.00%+2,488,001+120.4%Added
Woodson Capital Management, LP5,000,001$10.1M2.34%+10.0%Added
RIA Advisory Group LLC79,222––+38,811+96.0%Added
EAM Investors, LLC0$00.00%−494,276−100.0%Sold out
Marshall Wace, LLP0$00.00%−460,600−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−94,237−100.0%Sold out
Woodline Partners LP0$00.00%−70,877−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−61,222−100.0%Sold out
Simplex Trading, LLC0$00.00%−41,110−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−38,676−100.0%Sold out
Wolverine Trading, LLC0$00.00%−33,803−100.0%Sold out
HRT Financial LP0$00.00%−29,719−100.0%Sold out
Renaissance Technologies LLC0$00.00%−28,100−100.0%Sold out
State of Wyoming0$00.00%−27,114−100.0%Sold out
LMR Partners LLP0$00.00%−23,432−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−22,452−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−20,615−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−17,388−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−15,470−100.0%Sold out
Cetera Investment Advisers0$00.00%−14,842−100.0%Sold out
World Equity Group, Inc.0$00.00%−13,544−100.0%Sold out
Clear Street Markets LLC0$00.00%−6,447−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−6,598−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−3,500−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−3,209−100.0%Sold out
HM Payson & Co0$00.00%−1,521−100.0%Sold out
IFP Advisors, Inc0$00.00%−1,000−100.0%Sold out
Performa Ltd (US), LLC0$00.00%−1,000−100.0%Sold out
West Financial Advisors, LLC0$00.00%−400−100.0%Sold out
Toronto Dominion Bank0$00.00%−218−100.0%Sold out
Fifth Third Bancorp0$00.00%−120−100.0%Sold out
Interwest Venture Management Co––––Not filed
North Fourth Asset Management, LP––––Not filed
Springhouse Capital Management, LP––––Not filed
Freedom Wealth Alliance, LLC––––Not filed