TheRealReal, Inc. (REAL) — Institutional Holders, Q2 2026
253 institutional investment managers reported a REAL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
REAL in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Divisadero Street Capital ManagementAdded · +4,855,491 sh+$57.2M
- BlackRockAdded · +2,297,559 sh+$27.1M
- BALYASNY ASSET MANAGEMENT L.P.New · +1,188,210 sh+$14.0M
- GILDER GAGNON HOWEAdded · +963,076 sh+$11.4M
- AQR CAPITAL MANAGEMENTAdded · +787,079 sh+$9.3M
Biggest sellers
- FMRTrimmed · -5,872,562 sh-$69.2M
- JANE STREET GROUPTrimmed · -2,067,225 sh-$24.4M
- Qube Research & Technologies LtdTrimmed · -1,831,623 sh-$21.6M
- BNP PARIBAS FINANCIAL MARKETSTrimmed · -1,368,718 sh-$16.1M
- DRIEHAUS CAPITAL MANAGEMENTTrimmed · -1,168,952 sh-$13.8M
REAL 13F holders ranked 1–100 of 253
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 11,408,817 sh | 11,408,817 | $134.5M | <0.01% | +25.2% |
| 2 | Divisadero Street Capital Management#2 · 9,198,248 sh | 9,198,248 | $108.4M | 2.46% | +111.8% |
| 3 | FMR#3 · 5,045,191 sh | 5,045,191 | $59.5M | <0.01% | -53.8% |
| 4 | D. E. Shaw#4 · 4,881,501 sh | 4,881,501 | $57.6M | 0.03% | +11.4% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 4,713,711 sh | 4,713,711 | $55.6M | <0.01% | +3.8% |
| 6 | TWO SIGMA INVESTMENTS#6 · 3,996,366 sh | 3,996,366 | $47.1M | 0.03% | -10.6% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#7 · 3,936,756 sh | 3,936,756 | $46.4M | 0.02% | -2.8% |
| 8 | AMERICAN CENTURY COMPANIES#8 · 3,718,683 sh | 3,718,683 | $43.8M | 0.02% | +24.2% |
| 9 | Woodson Capital Management#9 · 3,300,000 sh | 3,300,000 | $38.9M | 6.51% | +23.6% |
| 10 | STATE STREET#10 · 3,161,327 sh | 3,161,327 | $37.3M | <0.01% | +13.4% |
| 11 | GEODE CAPITAL MANAGEMENT#11 · 2,847,301 sh | 2,847,301 | $33.6M | <0.01% | -0.2% |
| 12 | GOLDMAN SACHS GROUP#12 · 2,716,327 sh | 2,716,327 | $32.0M | <0.01% | +23.1% |
| 13 | Nuveen#13 · 2,348,701 sh | 2,348,701 | $27.7M | <0.01% | +5.4% |
| 14 | AQR CAPITAL MANAGEMENT#14 · 2,157,706 sh | 2,157,706 | $25.4M | <0.01% | +57.4% |
| 15 | AWM Investment Company#15 · 1,803,647 sh | 1,803,647 | $21.3M | 1.85% | +21.6% |
| 16 | CITADEL ADVISORS#16 · 1,726,164 sh | 1,726,164 | $20.4M | <0.01% | -5.6% |
| 17 | Kanen Wealth Management#17 · 1,589,448 sh | 1,589,448 | $18.9M | 4.59% | +14.2% |
| 18 | UBS Group AG#18 · 1,602,187 sh | 1,602,187 | $18.9M | <0.01% | +13.9% |
| 19 | MASTERS CAPITAL MANAGEMENT#19 · 1,500,000 sh | 1,500,000 | $17.7M | 0.45% | -25.0% |
| 20 | Qube Research & Technologies Ltd#20 · 1,363,859 sh | 1,363,859 | $16.1M | 0.01% | -57.3% |
| 21 | Crestwood Capital Management, L.P.#21 · 1,300,404 sh | 1,300,404 | $15.3M | 10.04% | -8.3% |
| 22 | ROYCE & ASSOCIATES#22 · 1,271,708 sh | 1,271,708 | $15.0M | 0.12% | +122.8% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT#23 · 1,245,688 sh | 1,245,688 | $14.7M | <0.01% | +20.7% |
| 24 | BALYASNY ASSET MANAGEMENT L.P.#24 · 1,188,210 sh | 1,188,210 | $14.0M | 0.02% | New |
| 25 | DRIEHAUS CAPITAL MANAGEMENT#25 · 1,171,568 sh | 1,171,568 | $13.8M | 0.08% | -49.9% |
| 26 | BANK OF AMERICA#26 · 1,073,326 sh | 1,073,326 | $12.7M | <0.01% | -31.0% |
| 27 | GILDER GAGNON HOWE#27 · 1,014,304 sh | 1,014,304 | $12.0M | 0.12% | +1880.0% |
| 28 | JPMORGAN CHASE#28 · 971,419 sh | 971,419 | $11.9M | <0.01% | +37.5% |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT#29 · 957,158 sh | 957,158 | $11.3M | <0.01% | +14.4% |
| 30 | NORTHERN#30 · 956,478 sh | 956,478 | $11.3M | <0.01% | +11.0% |
| 31 | BNP PARIBAS FINANCIAL MARKETS#31 · 947,893 sh | 947,893 | $11.2M | <0.01% | -59.1% |
| 32 | Atika Capital Management#32 · 940,000 sh | 940,000 | $11.1M | 0.73% | +108.4% |
| 33 | Squarepoint Ops#33 · 833,630 sh | 833,630 | $9.8M | 0.01% | -53.3% |
| 34 | KINGDON CAPITAL MANAGEMENT, L.L.C.#34 · 813,000 sh | 813,000 | $9.6M | 0.98% | +103.2% |
| 35 | MARSHALL WACE, LLP#35 · 804,431 sh | 804,431 | $9.5M | <0.01% | -44.8% |
| 36 | NOMURA#36 · 759,795 sh | 759,795 | $9.0M | 0.01% | +1972.0% |
| 37 | Point72 Asset Management, L.P.#37 · 750,960 sh | 750,960 | $8.9M | <0.01% | -60.0% |
| 38 | TUDOR INVESTMENT ET AL#38 · 715,733 sh | 715,733 | $8.4M | 0.01% | -24.9% |
| 39 | BARCLAYS PLC#39 · 713,631 sh | 713,631 | $8.4M | <0.01% | +137.1% |
| 40 | VANGUARD FIDUCIARY#40 · 695,907 sh | 695,907 | $8.2M | <0.01% | +5.1% |
| 41 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#41 · 673,173 sh | 673,173 | $7.9M | 0.51% | New |
| 42 | WELLS FARGO & COMPANY#42 · 633,324 sh | 633,324 | $7.5M | <0.01% | -17.6% |
| 43 | JUPITER ASSET MANAGEMENT LTD#43 · 607,064 sh | 607,064 | $7.2M | 0.04% | -37.0% |
| 44 | MORGAN STANLEY#44 · 594,122 sh | 594,122 | $7.0M | <0.01% | -14.1% |
| 45 | Interval Partners#45 · 590,196 sh | 590,196 | $7.0M | 0.18% | -35.7% |
| 46 | Walleye Capital#46 · 587,699 sh | 587,699 | $6.9M | 0.02% | +546.9% |
| 47 | RAYMOND JAMES FINANCIAL#47 · 581,852 sh | 581,852 | $6.9M | <0.01% | +137.8% |
| 48 | Capricorn Fund Managers Ltd#48 · 581,571 sh | 581,571 | $6.9M | 0.54% | +6.0% |
| 49 | Shay Capital#49 · 563,162 sh | 563,162 | $6.6M | 0.43% | +109.4% |
| 50 | POLEN CAPITAL MANAGEMENT#50 · 496,556 sh | 496,556 | $5.9M | 0.05% | +123.8% |
| 51 | Hillsdale Investment Management#51 · 495,800 sh | 495,800 | $5.8M | 0.13% | +13.8% |
| 52 | RENAISSANCE TECHNOLOGIES#52 · 483,900 sh | 483,900 | $5.7M | <0.01% | -70.6% |
| 53 | Portolan Capital Management#53 · 478,194 sh | 478,194 | $5.6M | 0.21% | New |
| 54 | FRANKLIN RESOURCES#54 · 459,906 sh | 459,906 | $5.4M | <0.01% | +468.5% |
| 55 | FEDERATED HERMES#55 · 450,752 sh | 450,752 | $5.3M | <0.01% | -0.2% |
| 56 | JANE STREET GROUP#56 · 423,258 sh | 423,258 | $5.0M | <0.01% | -83.0% |
| 57 | PANAGORA ASSET MANAGEMENT#57 · 407,357 sh | 407,357 | $4.8M | 0.01% | +20.5% |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#58 · 406,014 sh | 406,014 | $4.8M | <0.01% | -15.4% |
| 59 | FIRST ADVISORS#59 · 404,193 sh | 404,193 | $4.8M | <0.01% | +2321.8% |
| 60 | Bank of New York Mellon#60 · 383,708 sh | 383,708 | $4.5M | <0.01% | +12.4% |
| 61 | MILLENNIUM MANAGEMENT#61 · 354,514 sh | 354,514 | $4.2M | <0.01% | -16.0% |
| 62 | MYDA Advisors#62 · 340,000 sh | 340,000 | $4.0M | 0.60% | 0.0% |
| 63 | Man Group plc#63 · 328,928 sh | 328,928 | $3.9M | <0.01% | +30.3% |
| 64 | Allspring Global Investments#64 · 289,651 sh | 289,651 | $3.5M | <0.01% | +23.0% |
| 65 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#65 · 298,986 sh | 298,986 | $3.5M | <0.01% | -14.3% |
| 66 | RBF Capital#66 · 255,000 sh | 255,000 | $3.0M | 0.12% | -5.6% |
| 67 | FIFTH THIRD BANCORP#67 · 251,106 sh | 251,106 | $3.0M | <0.01% | +0.4% |
| 68 | ESSEX INVESTMENT MANAGEMENT#68 · 230,657 sh | 230,657 | $2.7M | — | New |
| 69 | Archon Capital Management#69 · 229,075 sh | 229,075 | $2.7M | 1.10% | -30.4% |
| 70 | Swiss National Bank#70 · 220,800 sh | 220,800 | $2.6M | <0.01% | +14.3% |
| 71 | STATE OF WISCONSIN INVESTMENT BOARD#71 · 198,157 sh | 198,157 | $2.3M | <0.01% | -15.6% |
| 72 | Blueshift Asset Management#72 · 195,427 sh | 195,427 | $2.3M | 0.53% | New |
| 73 | ZAZOVE ASSOCIATES#73 · 185,000 sh | 185,000 | $2.2M | 0.18% | +94.7% |
| 74 | ALGERT GLOBAL#74 · 175,470 sh | 175,470 | $2.1M | 0.02% | +29.7% |
| 75 | CITIGROUP#75 · 169,178 sh | 169,178 | $2.0M | <0.01% | +31.9% |
| 76 | PRICE T ROWE ASSOCIATES#76 · 160,659 sh | 160,659 | $1.9M | <0.01% | +31.7% |
| 77 | MACKENZIE FINANCIAL#77 · 157,013 sh | 157,013 | $1.9M | <0.01% | +48.1% |
| 78 | RHUMBLINE ADVISERS#78 · 145,278 sh | 145,278 | $1.7M | <0.01% | +15.0% |
| 79 | Fund 1 Investments#79 · 142,618 sh | 142,618 | $1.7M | 0.28% | New |
| 80 | BRIDGEWAY CAPITAL MANAGEMENT#80 · 140,000 sh | 140,000 | $1.7M | 0.03% | New |
| 81 | PDT Partners#81 · 133,473 sh | 133,473 | $1.6M | 0.08% | 0.0% |
| 82 | Manatuck Hill Partners#82 · 132,769 sh | 132,769 | $1.6M | 0.52% | -47.5% |
| 83 | Quantum Private Wealth#83 · 128,506 sh | 128,506 | $1.5M | — | -3.7% |
| 84 | LOS ANGELES CAPITAL MANAGEMENT#84 · 127,233 sh | 127,233 | $1.5M | <0.01% | -30.1% |
| 85 | Mariner#85 · 123,367 sh | 123,367 | $1.5M | <0.01% | +100.2% |
| 86 | SEI INVESTMENTS#86 · 122,302 sh | 122,302 | $1.4M | <0.01% | +18.8% |
| 87 | Cambridge Investment Research Advisors#87 · 122,171 sh | 122,171 | $1.4M | <0.01% | +28.4% |
| 88 | Verition Fund Management#88 · 119,995 sh | 119,995 | $1.4M | <0.01% | +924.2% |
| 89 | BOOTHBAY FUND MANAGEMENT#89 · 118,710 sh | 118,710 | $1.4M | 0.02% | -58.2% |
| 90 | DEUTSCHE BANK AG\#90 · 117,620 sh | 117,620 | $1.4M | <0.01% | -68.1% |
| 91 | Aquatic Capital Management#91 · 116,548 sh | 116,548 | $1.4M | 0.05% | New |
| 92 | Diametric Capital#92 · 115,561 sh | 115,561 | $1.4M | 0.14% | +136.3% |
| 93 | ExodusPoint Capital Management#93 · 109,908 sh | 109,908 | $1.3M | <0.01% | -39.4% |
| 94 | ANGELES WEALTH MANAGEMENT#94 · 109,420 sh | 109,420 | $1.3M | — | New |
| 95 | INDEPENDENT FINANCIAL GROUP#95 · 108,550 sh | 108,550 | $1.3M | — | +97.4% |
| 96 | IEQ CAPITAL#96 · 100,904 sh | 100,904 | $1.2M | <0.01% | +21.3% |
| 97 | Atom Investors#97 · 100,669 sh | 100,669 | $1.2M | 0.11% | New |
| 98 | Jump Financial#98 · 99,309 sh | 99,309 | $1.2M | <0.01% | -75.5% |
| 99 | SIERRA SUMMIT ADVISORS#99 · 95,316 sh | 95,316 | $1.1M | 0.13% | New |
| 100 | GSA CAPITAL PARTNERS LLP#100 · 90,328 sh | 90,328 | $1.1M | 0.07% | -23.4% |
Funds that sold out of REAL in Q2 2026 (43)
Held REAL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.