REAL
The RealReal, Inc. · Consumer Cyclical · Luxury Goods
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +7.8% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 90 | +3 | 75.36M | $888.65M | +11 | −8 |
| Q1 2026 | 90 | +5 | 83.78M | $760.76M | +12 | −8 |
| Q4 2025 | 86 | +2 | 77.96M | $1.23B | +3 | — |
| Q3 2025 | 17 | 0 | 41.57M | $441.92M | — | — |
| Q2 2025 | 14 | 0 | 31.55M | $151.13M | — | — |
| Q1 2025 | 11 | -3 | 20.73M | $111.74M | — | −3 |
| Q4 2024 | 14 | +4 | 17.20M | $187.97M | +5 | −1 |
| Q3 2024 | 9 | -1 | 13.57M | $42.63M | +1 | −2 |
| Q2 2024 | 10 | — | 17.26M | $55.05M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marshall Wace ✦ | 3.17M | -21.4% | $34.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Marshall Wace ✦ | 3.17M | -21.4% | $34.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 3.11M | -11.2% | $34.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 3.11M | -11.2% | $34.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 2.37M | — | $25.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 2.33M | +1.5% | $25.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 2.33M | +1.5% | $25.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 2.19M | +26.3% | $23.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 1.19M | +181.1% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.19M | +181.1% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 1.10M | New | $11.99M | 0.0% | New | 1 | SEC ↗ |
| 12 | Millennium Management ✦ | 867.55K | -10.6% | $9.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 356.40K | New | $3.90M | 0.0% | New | 1 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 153.52K | New | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 128.84K | +434.3% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 128.84K | +434.3% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 128.84K | +434.3% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 101.03K | +8.2% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 74.70K | New | $816,449 | 0.0% | New | 1 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 55.42K | New | $605,790 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $11.99M | 0.0% |
| Renaissance Technologies | $3.90M | 0.0% |
| Arrowstreet Capital | $1.68M | 0.0% |
| Gotham Asset Management | $816,449 | 0.0% |
| Point72 Asset Management | $605,790 | 0.0% |
Exited
| Scion Asset Management | $1.57M | was 1.9% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 242 holders, 114.77M shares, $1.03B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 8.48K sh · $93,165
Officer · 2.51K sh · $27,604
Officer · 8.53K sh · $93,637
Officer · 2.50K sh · $27,461
Officer · 2.17K sh · $23,772
Officer · 8.98K sh · $98,565
Officer · 1.41K sh · $15,449
Officer · 8.07K sh · $88,576
Officer · 4.77K sh · $52,375
Officer · 23.58K sh · $258,919
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology