🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

The RealReal, Inc.

REAL Consumer Discretionary
$12.79 +$0.58 (4.75%)
Market Cap: $1.54 B
Gurus Holding
6
Popularity Rank
#1632
% of Shares Held
5.33%
Net Activity (Q1 2026)
+$29.94 M

Guru Ownership Trend

Guru Analysis for The RealReal, Inc. (REAL)

The RealReal, Inc. (REAL), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $82.21 M.

Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $29.94 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 647.9%. Conversely, Joel Greenblatt reduced exposure by 87.9%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$32.4 M
Total Buy Value
New Buys 0
Additions 4
-$2.46 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for The RealReal, Inc. (REAL)

Major holders include Steven Cohen ($17.04 M), Renaissance Technologies (RenTech) ($14.95 M), Cliff Asness ($12.45 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 6.43 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $29.94 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited REAL. The total reported sell value was $2.46 M.

Yes, 0 managers opened new positions in REAL, and 4 increased their existing holdings. The total reported buy value was $32.4 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 220.8% 1,876,363 $17.04 M Q1 2026
0.02% Add 117.9% 1,646,200 $14.95 M Q1 2026
0.01% Add 647.9% 1,370,627 $12.45 M Q1 2026
0.02% Add 26.3% 952,439 $8.65 M Q1 2026
0.05% Reduce -24.6% 570,686 $5.18 M Q1 2026
0.00% Reduce -87.9% 11,547 $104,847 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form