TheRealReal, Inc. 13F holders
252 funds reported a position in TheRealReal, Inc. in their 13F for the quarter ended 30 June 2026, together 113.1 million shares worth $1.33 billion. Against the quarter before, 47 opened a position, 103 added, 69 trimmed and 43 sold out; together they sold a net 2.8 million shares. The largest holders: BlackRock, Inc., Divisadero Street Capital Management, LP and FMR LLC.
Funds holding252+4 on Q1 2026
Shares they held113.1Mworth $1.33 billion
Net sold on the quarter2.8M sharesabout $33.1 million at the funds' values
Funds buying to selling150 to 112opened or added, to cut or sold
Opened 47Added 103Held 32Trimmed 69Sold out 43
What each fund did in REAL against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in REAL in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 34 reported a position in TheRealReal, Inc.: 3 opened one, 11 added, 10 trimmed and 9 sold out, a net 50,106 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in TheRealReal, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 5.0 million shares worth $59.5 million, 0.0% of its reported book. In the quarter, 0 funds added or opened a position and 7 trimmed or sold out; together they sold a net 8.8 million shares, about $103.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 5,045,191 | $59.5 million | 0.0% | -5,872,562 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 3,996,366 | $47.1 million | 0.0% | -472,981 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 2,847,301 | $33.6 million | 0.0% | -4,746 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 1,726,164 | $20.4 million | 0.0% | -101,549 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 750,960 | $8.9 million | 0.0% | -1,125,403 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 483,900 | $5.7 million | 0.0% | -1,162,300 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 354,514 | $4.2 million | 0.0% | -67,509 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 11,408,817 | 10.09% | $134.5 million | 0.00% | +2,297,559 | 13F |
| Divisadero Street Capital Management, LP | 9,198,248 | 8.13% | $108.4 million | 2.53% | +4,855,491 | 13F |
| FMR LLC | 5,045,191 | 4.46% | $59.5 million | 0.00% | -5,872,562 | 13F |
| D. E. Shaw & Co., Inc. | 4,881,501 | 4.32% | $57.6 million | 0.04% | +497,704 | 13F |
| Vanguard Capital Management LLC | 4,713,711 | 4.17% | $55.6 million | 0.00% | +171,161 | 13F |
| Two Sigma Investments, LP | 3,996,366 | 3.53% | $47.1 million | 0.04% | -472,981 | 13F |
| Arrowstreet Capital, Limited Partnership | 3,936,756 | 3.48% | $46.4 million | 0.02% | -112,286 | 13F |
| American Century Companies Inc. | 3,718,683 | 3.29% | $43.8 million | 0.02% | +724,209 | 13F |
| Woodson Capital Management, LP | 3,300,000 | 2.92% | $38.9 million | 6.51% | +630,580 | 13F |
| State Street Corp. | 3,161,327 | 2.80% | $37.3 million | 0.00% | +373,918 | 13F |
| Geode Capital Management, LLC | 2,847,301 | 2.52% | $33.6 million | 0.00% | -4,746 | 13F |
| Goldman Sachs Group Inc. | 2,716,327 | 2.40% | $32.0 million | 0.00% | +509,988 | 13F |
| Nuveen, LLC | 2,348,701 | 2.08% | $27.7 million | 0.01% | +119,479 | 13F |
| AQR Capital Management LLC | 2,157,706 | 1.91% | $25.4 million | 0.01% | +787,079 | 13F |
| AWM Investment Company, Inc. | 1,803,647 | 1.59% | $21.3 million | 1.84% | +319,800 | 13F |
| Citadel Advisors LLC | 1,726,164 | 1.53% | $20.4 million | 0.01% | -101,549 | 13F |
| Kanen Wealth Management LLC | 1,589,448 | 1.41% | $18.9 million | 4.63% | +197,541 | 13F |
| UBS Group AG | 1,602,187 | 1.42% | $18.9 million | 0.00% | +195,112 | 13F |
| Masters Capital Management LLC | 1,500,000 | 1.33% | $17.7 million | 2.49% | -500,000 | 13F |
| Qube Research & Technologies Ltd | 1,363,859 | 1.21% | $16.1 million | 0.02% | -1,831,623 | 13F |
| Crestwood Capital Management, L.P. | 1,300,404 | 1.15% | $15.3 million | 10.04% | -117,677 | 13F |
| Royce & Associates LP | 1,271,708 | 1.12% | $15.0 million | 0.12% | +701,022 | 13F |
| Vanguard Portfolio Management LLC | 1,245,688 | 1.10% | $14.7 million | 0.00% | +213,234 | 13F |
| Balyasny Asset Management L.P. | 1,188,210 | 1.05% | $14.0 million | 0.03% | new | 13F |
| Driehaus Capital Management LLC | 1,171,568 | 1.04% | $13.8 million | 0.08% | -1,168,952 | 13F |
| Bank of America Corp. | 1,073,326 | 0.95% | $12.7 million | 0.00% | -482,988 | 13F |
| Gilder Gagnon Howe & Co. LLC | 1,014,304 | 0.90% | $12.0 million | 0.12% | +963,076 | 13F |
| JPMorgan Chase & Co. | 971,419 | 0.86% | $11.9 million | 0.00% | +265,162 | 13F |
| Charles Schwab Investment Management Inc. | 957,158 | 0.85% | $11.3 million | 0.00% | +120,550 | 13F |
| Northern Trust Corp. | 956,478 | 0.85% | $11.3 million | 0.00% | +95,168 | 13F |
| BNP Paribas Financial Markets | 947,893 | 0.84% | $11.2 million | 0.01% | -1,368,718 | 13F |
| Atika Capital Management LLC | 940,000 | 0.83% | $11.1 million | 1.10% | +488,945 | 13F |
| Squarepoint Ops LLC | 833,630 | 0.74% | $9.8 million | 0.02% | -949,741 | 13F |
| Kingdon Capital Management, L.l.c. | 813,000 | 0.72% | $9.6 million | 1.29% | +413,000 | 13F |
| Marshall Wace, LLP | 804,431 | 0.71% | $9.5 million | 0.01% | -653,609 | 13F |
| Nomura Holdings Inc. | 759,795 | 0.67% | $9.0 million | 0.04% | +723,126 | 13F |
| Point72 Asset Management, L.P. | 750,960 | 0.66% | $8.9 million | 0.01% | -1,125,403 | 13F |
| Tudor Investment Corp. Et Al | 715,733 | 0.63% | $8.4 million | 0.04% | -236,706 | 13F |
| Barclays PLC | 713,631 | 0.63% | $8.4 million | 0.00% | +412,668 | 13F |
| Vanguard Fiduciary Trust Co. | 695,907 | 0.62% | $8.2 million | 0.00% | +33,534 | 13F |
| Landscape Capital Management, L.l.c. | 673,173 | 0.60% | $7.9 million | 0.52% | new | 13F |
| Wells Fargo & Company | 633,324 | 0.56% | $7.5 million | 0.00% | -135,672 | 13F |
| Jupiter Asset Management Ltd | 607,064 | 0.54% | $7.2 million | 0.04% | -356,460 | 13F |
| Morgan Stanley | 594,122 | 0.53% | $7.0 million | 0.00% | -97,525 | 13F |
| Interval Partners, LP | 590,196 | 0.52% | $7.0 million | 0.22% | -327,837 | 13F |
| Walleye Capital LLC | 587,699 | 0.52% | $6.9 million | 0.04% | +496,850 | 13F |
| Raymond James Financial Inc. | 581,852 | 0.51% | $6.9 million | 0.00% | +337,216 | 13F |
| Capricorn Fund Managers Ltd | 581,571 | 0.51% | $6.9 million | 0.55% | +32,841 | 13F |
| Shay Capital LLC | 563,162 | 0.50% | $6.6 million | 0.73% | +294,251 | 13F |
| Polen Capital Management LLC | 496,556 | 0.44% | $5.9 million | 0.05% | +274,691 | 13F |
The 50 largest of the 252 funds that reported a position in REAL in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on REAL
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 382,800 | $4.5 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 286,600 | $3.4 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 9.5 million | 7.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 July 2026 | 13G/A | FMR LLC and 3 others | 6.2 million | 5.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 June 2026 | 13G | Divisadero Street Capital Management, LP and 9 others | 9.2 million | 7.6% | 23 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 16 January 2026 | 13G/A | Timothy M. Riley and 3 others | 5.8 million | 4.9% | 7 January 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 13 January 2026 | 13G/A | GreyLion Partners LP and 11 others | 0 | 0.0% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 8 January 2026 | 13G | FMR LLC and 3 others | 12.6 million | 10.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 30 October 2025 | 13G | The Vanguard Group and 1 other | 5.9 million | 5.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 29 September 2026 | 14,282 | $8.81 | SEC |
| 25 September 2026 | 60,139 | $8.89 | SEC |
| 14 September 2026 | 103,456 | $9.83 | SEC |
| 11 September 2026 | 84,711 | $9.55 | SEC |
| 10 September 2026 | 56,459 | $9.56 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.