REAL — THE REALREAL INC
As of Q2 2026, 35 SEC-registered investment managers reported holding REAL (THE REALREAL INC) in their latest 13F filings, with a combined reported value of $453.72M across 93.73M shares. That is +10.9% by share count (+9.23M shares) versus the previous quarter, while reported value moved +43.2%. Ownership is concentrated: the five largest holders account for 59.6% of reported value and the top ten for 78.8%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
REAL is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 11.41M | $134.51M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 6.34M | $99.99M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 3.94M | $46.41M | 0.02% | Reduce |
| Geode Capital Management history | Q2 2026 | 2.85M | $33.58M | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 2.40M | $28.24M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 2.36M | $27.83M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 2.16M | $25.44M | 0.01% | Add |
| D. E. Shaw & Co history | Q2 2026 | 20.12M | $18.57M | 0.01% | Hold |
| Royce & Associates history | Q2 2026 | 1.27M | $14.99M | 0.12% | Add |
| Balyasny Asset Management history | Q2 2026 | 1.19M | $14.01M | 0.02% | New |
| Two Sigma Investments history | Q2 2026 | 9.86M | $13.83M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 1.07M | $12.65M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 957.16K | $11.28M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 956.48K | $11.28M | 0.00% | Add |
| Wellington Management Group history | Q1 2022 | 1.39M | $10.11M | 0.00% | Reduce |
| Maverick Capital history | Q3 2025 | 931.55K | $9.90M | 0.13% | Add |
| Marshall Wace history | Q2 2026 | 804.43K | $9.48M | 0.01% | Reduce |
| Point72 Asset Management history | Q2 2026 | 750.96K | $8.85M | 0.01% | Reduce |
| Fidelity International (FIL) history | Q2 2023 | 3.40M | $7.55M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 594.12K | $7.00M | 0.00% | Reduce |
New Positions (Q2 2026)
- Balyasny Asset Management 1.19M sh · $14.01M
- JPMorgan Chase & Co 8.20K sh · $100.12K
Fully Exited (vs previous quarter)
- CPP Investments sold 173.50K sh · $1.58M
- Janus Henderson Group sold 35.10K sh · $318.18K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.15M | 2.15M | 8.10M | 8.28M | 8.71M | 8.77M | 9.11M | 11.41M |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | 153.52K | — | — | — | 2.56M | 4.05M | 3.94M |
| Geode Capital Management | 1.34M | 1.37M | 1.31M | 1.54M | 1.48M | 1.89M | 1.98M | 1.15M | 1.18M | 1.22M | 1.24M | 2.25M | 2.29M | 2.33M | 2.33M | 2.30M | 2.39M | 2.45M | 2.85M | 2.85M |
| Citadel Advisors | 9.39M | 2.01M | 558.20K | 730.13K | 1.20M | 651.29K | 746.62K | 530.91K | 869.60K | 735.20K | 708.20K | 1.11M | 588.87K | 1.46M | 2.71M | 1.63M | 2.29M | 2.57M | 2.47M | 2.40M |
| UBS Group AG | 10.00K | 10.00K | 13.00K | 160.05K | 255.05K | 200.74K | 173.84K | 113.83K | 193.38K | 73.08K | 5.83M | 5.75M | 5.69M | 8.22M | 4.75M | 4.48M | 1.65M | 3.57M | 2.16M | 2.36M |
| AQR Capital Management | — | — | — | — | — | — | 46.59K | 33.56K | — | — | — | — | 24.11K | 128.84K | 888.00K | 632.86K | 139.94K | 183.25K | 1.37M | 2.16M |
| D. E. Shaw & Co | 422.48K | 94.28K | 1.04M | 2.36M | 3.04M | 3.41M | 2.00M | 993.57K | 950.32K | 2.60M | 3.96M | 3.71M | 3.51M | 3.13M | 4.08M | 2.75M | 4.21M | 20.12M | 20.12M | 20.12M |
| Royce & Associates | — | — | — | — | — | — | — | — | — | — | — | — | — | 187.50K | 337.50K | 716.97K | 806.31K | 757.20K | 570.69K | 1.27M |
| Balyasny Asset Management | 170.94K | 1.35M | 1.20M | 1.58M | — | — | — | 23.16K | 1.40M | 3.57M | 274.23K | 250.67K | 662.24K | 24.09K | 1.43M | 572.05K | — | — | — | 1.19M |
| Two Sigma Investments | 926.47K | 675.99K | 1.86M | 1.73M | 93.35K | — | 53.50K | 676.85K | 1.82M | 2.19M | 2.25M | 2.09M | 1.73M | 2.19M | 2.23M | 2.47M | 2.63M | 2.72M | 9.81M | 9.86M |
| Bank of America Corp | 2.79M | 2.00M | 307.00K | 116.00K | 772.07K | 741.71K | 96.00K | 473.51K | 417.65K | 358.00K | 738.10K | 625.06K | 1.14M | 1.04M | 962.57K | 1.02M | 610.00K | 610.00K | 610.00K | 1.07M |
| Charles Schwab Investment Management | 558.64K | 570.46K | 587.39K | 599.91K | 189.66K | 243.11K | 243.11K | 43.80K | 43.80K | 43.80K | 43.80K | 275.42K | 275.42K | 284.88K | 290.05K | 283.53K | 805.27K | 824.48K | 836.61K | 957.16K |
| Northern Trust Corp | 793.51K | 803.46K | 786.05K | 782.61K | 975.90K | 673.33K | 715.86K | 152.80K | 161.17K | 178.36K | 179.32K | 229.06K | 786.75K | 825.85K | 880.72K | 792.35K | 812.29K | 797.45K | 861.31K | 956.48K |
| Marshall Wace | 546.49K | 2.36M | 3.94M | 4.03M | 3.38M | 4.19M | 1.63M | — | 460.60K | — | 3.91M | 3.63M | 4.03M | 3.17M | 4.18M | 4.32M | 3.77M | 2.21M | 1.46M | 804.43K |
| Point72 Asset Management | — | — | 1.16M | 734.60K | 1.07M | — | — | 299.42K | 98.70K | — | — | — | — | 55.42K | 140.04K | 291.20K | 157.54K | 713.98K | 12.03M | 750.96K |
| Morgan Stanley | 1.95M | 1.81M | 1.73M | 2.04M | 1.42M | 1.45M | 300.00K | 348.00K | 348.00K | 348.00K | 348.00K | 348.00K | 348.00K | 348.00K | 2.54M | 1.07M | 1.97M | 1.13M | 691.65K | 594.12K |
| Polen Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 72.09K | 175.09K | 221.87K | 496.56K |
| Renaissance Technologies | — | — | — | 232.00K | — | — | — | 65.30K | 28.10K | — | — | 489.90K | — | 356.40K | 880.80K | 642.30K | 305.50K | 755.50K | 1.65M | 483.90K |
| Franklin Resources | 25.29K | 13.09K | 1.91K | 497.40K | 447.10K | 30.00M | 30.00M | 30.00M | 30.00M | 30.00M | 30.00M | 30.00M | 3.68K | 4.96K | 67.76K | 68.86K | 75.52K | 79.83K | 80.90K | 459.91K |
| BNY Mellon | 540.44K | 512.23K | 282.26K | 279.10K | 293.59K | 453.02K | 451.07K | 198.62K | 190.56K | 38.56K | — | 286.94K | 211.08K | 353.94K | 382.14K | 336.08K | 346.44K | 338.98K | 341.28K | 383.71K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details