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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, 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.

Institutional holdersQ1 2026: 248 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 heldQ1 2026: $1.05B
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, Q1 2026

Shares, value and share of portfolio for each institution holding TheRealReal, Inc.; share changes are against Q4 2025.

Institutions holding REAL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Atika Capital Management LLC451,055$4.10M0.65%−113,945−20.2%Reduced
Federated Hermes, Inc.451,606$4.10M0.01%−540−0.1%Reduced
Susquehanna International Group, LLP480,195$4.36M0.01%+455,669+1,857.9%Added
Counterpoint Mutual Funds LLC492,806$4.47M0.67%+492,806New
Hudson Bay Capital Management LP539,300$4.90M0.03%00.0%Unchanged
Capricorn Fund Managers Ltd548,730$4.98M0.78%+155,833+39.7%Added
Royce & Associates LP570,686$5.18M0.05%−186,514−24.6%Reduced
HRT Financial LP595,551$5.41M0.01%+411,556+223.7%Added
JPMorgan Chase & Co706,257$5.73M0.00%+172,976+32.4%Added
Vanguard Fiduciary Trust Co662,373$6.01M0.00%+662,373New
Morgan Stanley691,647$6.28M0.00%−434,090−38.6%Reduced
Wells Fargo & Company768,996$6.98M0.00%+512,099+199.3%Added
Engineers Gate Manager LP796,676$7.23M0.09%+422,286+112.8%Added
Charles Schwab Investment Management Inc836,608$7.60M0.00%+12,130+1.5%Added
Northern Trust Corp861,310$7.82M0.00%+63,864+8.0%Added
Interval Partners, LP918,033$8.34M0.29%+435,057+90.1%Added
Tudor Investment Corp Et Al952,439$8.65M0.05%+198,583+26.3%Added
Jupiter Asset Management Ltd963,524$8.75M0.05%−849,239−46.8%Reduced
Vanguard Portfolio Management LLC1,032,454$9.37M0.00%+1,032,454New
AQR Capital Management LLC1,370,627$12.4M0.01%+1,187,372+647.9%Added
Kanen Wealth Management LLC1,391,907$12.6M4.55%−466,403−25.1%Reduced
UBS Group AG1,407,075$12.8M0.00%−1,405,412−50.0%Reduced
Crestwood Capital Management, L.P.1,418,081$12.9M8.85%+75,000+5.6%Added
Marshall Wace, LLP1,458,040$13.2M0.01%−755,506−34.1%Reduced
AWM Investment Company, Inc.1,483,847$13.5M1.49%+60,000+4.2%Added
Bank of America Corp1,556,314$14.1M0.00%+287,764+22.7%Added
Renaissance Technologies LLC1,646,200$14.9M0.02%+890,700+117.9%Added
Squarepoint Ops LLC1,783,371$16.2M0.03%+379,813+27.1%Added
Citadel Advisors LLC1,827,713$16.6M0.01%+57,293+3.2%Added
Point72 Asset Management, L.P.1,876,363$17.0M0.03%+1,291,383+220.8%Added
Masters Capital Management LLC2,000,000$18.2M2.68%00.0%Unchanged
Goldman Sachs Group Inc2,206,339$20.0M0.00%+28,040+1.3%Added
Nuveen, LLC2,229,222$20.2M0.01%+20,513+0.9%Added
BNP Paribas Arbitrage, SA2,316,611$21.0M0.01%−677,966−22.6%Reduced
Driehaus Capital Management LLC2,340,520$21.3M0.16%−2,413,920−50.8%Reduced
Jane Street Group, LLC2,490,483$22.6M0.02%+2,041,352+454.5%Added
Woodson Capital Management, LP2,669,420$24.2M3.92%+169,420+6.8%Added
State Street Corp2,787,409$25.3M0.00%+41,171+1.5%Added
Geode Capital Management, LLC2,852,047$25.9M0.00%+404,865+16.5%Added
American Century Companies Inc2,994,474$27.2M0.01%+155,126+5.5%Added
Qube Research & Technologies Ltd3,195,482$29.0M0.04%+1,958,106+158.2%Added
Arrowstreet Capital, Limited Partnership4,049,042$36.8M0.02%+1,489,939+58.2%Added
Divisadero Street Capital Management, LP4,342,757$39.4M1.85%+1,192,314+37.8%Added
D. E. Shaw & Co., Inc.4,383,797$39.8M0.03%−106,992−2.4%Reduced
Two Sigma Investments, LP4,469,347$40.6M0.03%+1,750,716+64.4%Added
Vanguard Capital Management LLC4,542,550$41.2M0.00%+4,542,550New
BlackRock, Inc.9,111,258$82.7M0.00%+343,384+3.9%Added
FMR LLC10,917,753$99.1M0.01%−1,540,491−12.4%Reduced
Two Sigma Advisers, LP0$00.00%−2,448,800−100.0%Sold out
BIT Capital GmbH0$00.00%−1,133,140−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−609,792−100.0%Sold out
Night Squared LP0$00.00%−403,325−100.0%Sold out
EAM Investors, LLC0$00.00%−399,091−100.0%Sold out
Universal- Beteiligungs- und Servicegesellschaft mbH0$00.00%−202,039−100.0%Sold out
Jain Global LLC0$00.00%−146,139−100.0%Sold out
Voleon Capital Management LP0$00.00%−116,696−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−81,242−100.0%Sold out
Alpine Global Management, LLC0$00.00%−72,421−100.0%Sold out
Quantbot Technologies LP0$00.00%−67,959−100.0%Sold out
Simplex Trading, LLC0$00.00%−59,738−100.0%Sold out
Numerai GP LLC0$00.00%−56,947−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−54,361−100.0%Sold out
Fortis Group Advisors, LLC0$00.00%−54,605−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−46,955−100.0%Sold out
Calamos Advisors LLC0$00.00%−39,299−100.0%Sold out
Centiva Capital, LP0$00.00%−36,121−100.0%Sold out
PharVision Advisers, LLC0$00.00%−35,668−100.0%Sold out
Diversified Trust Co0$00.00%−32,509−100.0%Sold out
Lotus Technology Management, LP0$00.00%−31,846−100.0%Sold out
Versor Investments LP0$00.00%−30,700−100.0%Sold out
HighTower Advisors, LLC0$00.00%−28,042−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−26,433−100.0%Sold out
LPL Financial LLC0$00.00%−21,565−100.0%Sold out
Toroso Investments, LLC0$00.00%−19,086−100.0%Sold out
Baader Bank INC0$00.00%−17,500−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−15,989−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−15,000−100.0%Sold out
Abacus Wealth Partners, LLC0$00.00%−14,900−100.0%Sold out
R Squared Ltd0$00.00%−11,844−100.0%Sold out
9823 Capital, L.P.0$00.00%−11,381−100.0%Sold out
CFG Wealth Management Services, Inc.0$00.00%−9,000−100.0%Sold out
Lazard Asset Management LLC0$00.00%−7,045−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−4,500−100.0%Sold out
Quest Partners LLC0$00.00%−3,928−100.0%Sold out
Amalgamated Bank0$00.00%−3,161−100.0%Sold out
Quarry LP0$00.00%−2,406−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−1,250−100.0%Sold out
Accent Capital Management, LLC0$00.00%−690−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−304−100.0%Sold out
Vanguard Group Inc––––Not filed
Comerica Bank––––Not filed
Norges Bank––––Not filed
Motiv8 Investments LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed