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, Q1 2026
Institutional positions in TheRealReal, Inc. as of Mar 31, 2026. 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
- 248
- +17 vs. Q4 2025
- Shares held
- 115.9M
- +6.36M (+5.8%) vs. Q4 2025
- Total value
- $1.05B
- −$674.9M (−39.1%) vs. Q4 2025
- New holders
- 58
- 87 more added
- Sold out
- 41
- 73 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 252 | $1.33B |
| Q1 2026 | 248 | $1.05B |
| Q4 2025 | 236 | $1.83B |
| Q3 2025 | 223 | $1.09B |
| Q2 2025 | 203 | $454.4M |
| Q1 2025 | 210 | $491.7M |
| Q4 2024 | 191 | $843.1M |
| Q3 2024 | 156 | $229.3M |
| Q2 2024 | 154 | $222.8M |
| Q1 2024 | 154 | $244.7M |
| Q4 2023 | 137 | $109.7M |
| Q3 2023 | 140 | $96.5M |
| Q2 2023 | 135 | $100.6M |
| Q1 2023 | 143 | $67.3M |
| Q4 2022 | 141 | $73.0M |
| Q3 2022 | 164 | $97.7M |
| Q2 2022 | 190 | $201.9M |
| Q1 2022 | 184 | $595.0M |
| Q4 2021 | 188 | $944.9M |
| Q3 2021 | 170 | $1.11B |
| Q2 2021 | 179 | $1.79B |
| Q1 2021 | 183 | $1.93B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding TheRealReal, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,917,753 | $99.1M | 0.01% | −1,540,491−12.4% | Reduced |
| BlackRock, Inc. | 9,111,258 | $82.7M | 0.00% | +343,384+3.9% | Added |
| Vanguard Capital Management LLC | 4,542,550 | $41.2M | 0.00% | +4,542,550 | New |
| Two Sigma Investments, LP | 4,469,347 | $40.6M | 0.03% | +1,750,716+64.4% | Added |
| D. E. Shaw & Co., Inc. | 4,383,797 | $39.8M | 0.03% | −106,992−2.4% | Reduced |
| Divisadero Street Capital Management, LP | 4,342,757 | $39.4M | 1.85% | +1,192,314+37.8% | Added |
| Arrowstreet Capital, Limited Partnership | 4,049,042 | $36.8M | 0.02% | +1,489,939+58.2% | Added |
| Qube Research & Technologies Ltd | 3,195,482 | $29.0M | 0.04% | +1,958,106+158.2% | Added |
| American Century Companies Inc | 2,994,474 | $27.2M | 0.01% | +155,126+5.5% | Added |
| Geode Capital Management, LLC | 2,852,047 | $25.9M | 0.00% | +404,865+16.5% | Added |
| State Street Corp | 2,787,409 | $25.3M | 0.00% | +41,171+1.5% | Added |
| Woodson Capital Management, LP | 2,669,420 | $24.2M | 3.92% | +169,420+6.8% | Added |
| Jane Street Group, LLC | 2,490,483 | $22.6M | 0.02% | +2,041,352+454.5% | Added |
| Driehaus Capital Management LLC | 2,340,520 | $21.3M | 0.16% | −2,413,920−50.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,316,611 | $21.0M | 0.01% | −677,966−22.6% | Reduced |
| Nuveen, LLC | 2,229,222 | $20.2M | 0.01% | +20,513+0.9% | Added |
| Goldman Sachs Group Inc | 2,206,339 | $20.0M | 0.00% | +28,040+1.3% | Added |
| Masters Capital Management LLC | 2,000,000 | $18.2M | 2.68% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,876,363 | $17.0M | 0.03% | +1,291,383+220.8% | Added |
| Citadel Advisors LLC | 1,827,713 | $16.6M | 0.01% | +57,293+3.2% | Added |
| Squarepoint Ops LLC | 1,783,371 | $16.2M | 0.03% | +379,813+27.1% | Added |
| Renaissance Technologies LLC | 1,646,200 | $14.9M | 0.02% | +890,700+117.9% | Added |
| Bank of America Corp | 1,556,314 | $14.1M | 0.00% | +287,764+22.7% | Added |
| AWM Investment Company, Inc. | 1,483,847 | $13.5M | 1.49% | +60,000+4.2% | Added |
| Marshall Wace, LLP | 1,458,040 | $13.2M | 0.01% | −755,506−34.1% | Reduced |
| Crestwood Capital Management, L.P. | 1,418,081 | $12.9M | 8.85% | +75,000+5.6% | Added |
| UBS Group AG | 1,407,075 | $12.8M | 0.00% | −1,405,412−50.0% | Reduced |
| Kanen Wealth Management LLC | 1,391,907 | $12.6M | 4.55% | −466,403−25.1% | Reduced |
| AQR Capital Management LLC | 1,370,627 | $12.4M | 0.01% | +1,187,372+647.9% | Added |
| Vanguard Portfolio Management LLC | 1,032,454 | $9.37M | 0.00% | +1,032,454 | New |
| Jupiter Asset Management Ltd | 963,524 | $8.75M | 0.05% | −849,239−46.8% | Reduced |
| Tudor Investment Corp Et Al | 952,439 | $8.65M | 0.05% | +198,583+26.3% | Added |
| Interval Partners, LP | 918,033 | $8.34M | 0.29% | +435,057+90.1% | Added |
| Northern Trust Corp | 861,310 | $7.82M | 0.00% | +63,864+8.0% | Added |
| Charles Schwab Investment Management Inc | 836,608 | $7.60M | 0.00% | +12,130+1.5% | Added |
| Engineers Gate Manager LP | 796,676 | $7.23M | 0.09% | +422,286+112.8% | Added |
| Wells Fargo & Company | 768,996 | $6.98M | 0.00% | +512,099+199.3% | Added |
| Morgan Stanley | 691,647 | $6.28M | 0.00% | −434,090−38.6% | Reduced |
| Vanguard Fiduciary Trust Co | 662,373 | $6.01M | 0.00% | +662,373 | New |
| JPMorgan Chase & Co | 706,257 | $5.73M | 0.00% | +172,976+32.4% | Added |
| HRT Financial LP | 595,551 | $5.41M | 0.01% | +411,556+223.7% | Added |
| Royce & Associates LP | 570,686 | $5.18M | 0.05% | −186,514−24.6% | Reduced |
| Capricorn Fund Managers Ltd | 548,730 | $4.98M | 0.78% | +155,833+39.7% | Added |
| Hudson Bay Capital Management LP | 539,300 | $4.90M | 0.03% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 492,806 | $4.47M | 0.67% | +492,806 | New |
| Susquehanna International Group, LLP | 480,195 | $4.36M | 0.01% | +455,669+1,857.9% | Added |
| Federated Hermes, Inc. | 451,606 | $4.10M | 0.01% | −540−0.1% | Reduced |
| Atika Capital Management LLC | 451,055 | $4.10M | 0.65% | −113,945−20.2% | Reduced |
| Hillsdale Investment Management Inc. | 435,600 | $3.96M | 0.11% | +435,600 | New |
| Millennium Management LLC | 422,023 | $3.83M | 0.00% | −613,588−59.2% | Reduced |
| XTX Topco Ltd | 413,386 | $3.75M | 0.07% | +401,629+3,416.1% | Added |
| Jump Financial, LLC | 405,291 | $3.68M | 0.05% | −292,363−41.9% | Reduced |
| Kingdon Capital Management, L.L.C. | 400,000 | $3.63M | 0.61% | +400,000 | New |
| Trexquant Investment LP | 384,146 | $3.49M | 0.03% | −250,376−39.5% | Reduced |
| Deutsche Bank AG | 368,845 | $3.35M | 0.00% | +237,923+181.7% | Added |
| G2 Investment Partners Management LLC | 362,525 | $3.29M | 0.81% | +362,525 | New |
| UBS Asset Management Americas Inc | 348,722 | $3.17M | 0.00% | +76,218+28.0% | Added |
| Bank of New York Mellon Corp | 341,277 | $3.10M | 0.00% | +2,295+0.7% | Added |
| MYDA Advisors LLC | 340,000 | $3.09M | 0.73% | +10,000+3.0% | Added |
| Panagora Asset Management Inc | 338,070 | $3.07M | 0.01% | −60,834−15.3% | Reduced |
| Voloridge Investment Management, LLC | 330,345 | $3.00M | 0.01% | −589,837−64.1% | Reduced |
| Archon Capital Management LLC | 329,075 | $2.99M | 1.69% | −154,831−32.0% | Reduced |
| Zazove Associates LLC | 255,000 | $2.95M | 0.14% | +160,000+168.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 309,620 | $2.81M | 0.01% | −476,190−60.6% | Reduced |
| Barclays PLC | 300,963 | $2.73M | 0.00% | +60,592+25.2% | Added |
| Boothbay Fund Management, LLC | 284,190 | $2.58M | 0.06% | +234,634+473.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 273,999 | $2.49M | 0.05% | +253,541+1,239.3% | Added |
| RBF Capital, LLC | 270,000 | $2.45M | 0.12% | −66,889−19.9% | Reduced |
| Shay Capital LLC | 268,911 | $2.44M | 0.35% | +242,911+934.3% | Added |
| Manatuck Hill Partners, LLC | 252,769 | $2.30M | 0.75% | −602,486−70.4% | Reduced |
| Man Group plc | 252,424 | $2.29M | 0.00% | +189,531+301.4% | Added |
| Fifth Third Bancorp | 250,033 | $2.27M | 0.00% | +250,033 | New |
| Raymond James Financial Inc | 244,636 | $2.22M | 0.00% | −85,420−25.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 235,568 | $2.19M | 0.00% | −190,056−44.7% | Reduced |
| State of Wisconsin Investment Board | 234,868 | $2.13M | 0.00% | +234,868 | New |
| Polen Capital Management LLC | 221,865 | $2.01M | 0.01% | +46,777+26.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 206,804 | $1.88M | 0.00% | −22,945−10.0% | Reduced |
| Penn Capital Management Co Inc | 206,440 | $1.87M | 0.15% | −1,130,234−84.6% | Reduced |
| Swiss National Bank | 193,100 | $1.75M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 182,043 | $1.65M | 0.01% | +154,997+573.1% | Added |
| ExodusPoint Capital Management, LP | 181,509 | $1.65M | 0.02% | +181,509 | New |
| Alliancebernstein L.P. | 100,982 | $1.59M | 0.00% | −189−0.2% | Reduced |
| Canada Pension Plan Investment Board | 173,500 | $1.58M | 0.00% | +67,000+62.9% | Added |
| Russell Investments Group, Ltd. | 173,349 | $1.57M | 0.00% | −61,890−26.3% | Reduced |
| Castleark Management LLC | 156,760 | $1.42M | 0.05% | +156,760 | New |
| SG Americas Securities, LLC | 144,038 | $1.31M | 0.00% | −227,028−61.2% | Reduced |
| California State Teachers Retirement System | 136,422 | $1.24M | 0.00% | +44,606+48.6% | Added |
| Algert Global LLC | 135,300 | $1.23M | 0.02% | +37,390+38.2% | Added |
| Quantum Private Wealth, LLC | 133,506 | $1.21M | 0.37% | −500−0.4% | Reduced |
| PDT Partners, LLC | 133,473 | $1.21M | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 128,244 | $1.16M | 0.00% | +17,736+16.0% | Added |
| Rhumbline Advisers | 126,351 | $1.15M | 0.00% | +3,993+3.3% | Added |
| Price T Rowe Associates Inc | 121,952 | $1.11M | 0.00% | +13,977+12.9% | Added |
| Gsa Capital Partners LLP | 117,877 | $1.07M | 0.07% | +11,534+10.8% | Added |
| Mackenzie Financial Corp | 106,034 | $962.8K | 0.00% | −17,974−14.5% | Reduced |
| SEI Investments Co | 102,943 | $934.7K | 0.00% | −58,782−36.3% | Reduced |
| Independent Financial Group, LLC | 97,500 | $885.3K | 0.02% | −44,237−31.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 95,182 | $864.0K | 0.00% | −450−0.5% | Reduced |
| Walleye Capital LLC | 90,849 | $824.9K | 0.01% | −742,165−89.1% | Reduced |
| Ieq Capital, LLC | 83,208 | $755.5K | 0.00% | +83,208 | New |