THE REALREAL INC REAL
COM · Common Stock · CUSIP 88339P101 · ISIN US88339P1012
American consignment company
- SectorConsumer discretionary
- IndustryRetail-Miscellaneous Retail
- HeadquartersSan Francisco, CA
- Founded2011
- Websitetherealreal.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 100.2m as of 2023-05-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.26. Options: 11 managers hold calls ($597.3k notional), 6 hold puts ($180.4k).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 164 |
| Q4 2022 | 142 |
| Q1 2023 | 143 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 56 | 96 |
| Q1 2023 | 56 | 67 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $2.7m | $700.0k | 0.26 |
| Q4 2022 | $878.2k | $239.1k | 0.27 |
| Q1 2023 | $597.3k | $180.4k | 0.30 |
Biggest buyers
| Beck Bode, LLC | New | +2.0m |
| Manatuck Hill Partners, LLC | New | +1.6m |
| Woodson Capital Management, LP | Added | +1.3m |
| Scion Asset Management, LLC | New | +684.4k |
| VANGUARD GROUP INC | Added | +621.7k |
| Chimera Capital Management LLC | New | +321.5k |
| WEXFORD CAPITAL LP | New | +300.0k |
| Capricorn Fund Managers Ltd | Added | +270.0k |
| XTX Topco Ltd | Added | +211.8k |
| GOLDMAN SACHS GROUP INC | Added | +154.8k |
Biggest sellers
| Builders Union LLP | Sold out | -2.8m |
| MARSHALL WACE, LLP | Reduced | -2.6m |
| D. E. Shaw & Co., Inc. | Reduced | -1.4m |
| Rokos Capital Management LLP | Sold out | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -577.1k |
| FRED ALGER MANAGEMENT, LLC | Reduced | -532.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -457.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -429.0k |
| Woodline Partners LP | Reduced | -353.5k |
| Russell Investments Group, Ltd. | Sold out | -348.3k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $209.8k166.5k shares |
| JANE STREET GROUP, LLC | Added | $102.7k81.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $89.0k71.2k shares |
| MYDA Advisors LLC | New | $63.0k50.0k shares |
| DIFESA CAPITAL MANAGEMENT, LP | New | $63.0k50.0k shares |
| GROUP ONE TRADING LLC | Reduced | $37.3k29.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $17.1k13.6k shares |
| Walleye Trading LLC | Reduced | $12.3k9.8k shares |
| HAP Trading, LLC | Reduced | $3.0k12.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $111.3k88.3k shares |
| GROUP ONE TRADING LLC | Reduced | $31.1k24.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $25.5k20.2k shares |
| PEAK6 Investments LLC | Unchanged | $12.6k10.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| SIMPLEX TRADING, LLC | Reduced | $0700 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-30 | 7.9% |
| Divisadero Street Capital Management, LP 13G · passive investor new · filed 2026-06-30 | 7.6% |
| FMR LLC 13G · institution -5.6 pts · filed 2026-07-08 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), RILEY TIMOTHY M (4.9%, 2026-01-16), GreyLion Partners LP (0.0%, 2026-01-13)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 6 | $4.2m | — |
| Q1 2022 | 0 | — | 5 | — | — |
| Q2 2022 | 0 | — | 7 | $202.0k | — |
| Q3 2022 | 0 | — | 4 | $116.7k | — |
| Q4 2022 | 0 | — | 1 | $38.9k | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 6.3m $8.0m | Reduced -3.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.8m $7.3m | Added +621.7k |
| Woodson Capital Management, LP 0.84% of their portfolio | 3.8m $4.8m | Added +1.3m |
| FIL Ltd 0.01% of their portfolio | 3.5m $4.4m | Reduced -299.7k |
| STATE STREET CORP 0.00% of their portfolio | 3.1m $3.9m | Reduced -89.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.8m $3.5m | Added +154.8k |
| INTERWEST VENTURE MANAGEMENT CO 14.26% of their portfolio | 2.4m $3.0m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 2.3m $2.9m | Reduced -577.1k |
| Beck Bode, LLC 0.63% of their portfolio | 2.0m $2.6m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 2.0m $2.5m | Reduced -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.0m $2.5m | Added +94.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.6m $2.0m | Reduced -2.6m |
| Manatuck Hill Partners, LLC 1.02% of their portfolio | 1.6m $2.0m | New |
| Crestwood Capital Management, L.P. 1.32% of their portfolio | 1.4m $1.7m | Reduced -3.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $1.4m | Reduced -323.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 715.9k $902.0k | Added +42.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 701.1k $883.3k | Reduced -40.6k |
| Scion Asset Management, LLC 0.81% of their portfolio | 684.4k $862.4k | New |
| Capricorn Fund Managers Ltd 0.24% of their portfolio | 654.0k $771.7k | Added +270.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 491.8k $619.7k | Added +85.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 451.1k $568.4k | Reduced -1.9k |
| RIVER GLOBAL INVESTORS LLP 0.11% of their portfolio | 440.2k $553.0k | Reduced -8.2k |
| XTX Topco Ltd 0.11% of their portfolio | 407.6k $513.6k | Added +211.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 387.4k $488.2k | Reduced -457.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 367.3k $462.8k | Reduced -37.3k |
| MYDA Advisors LLC 0.19% of their portfolio | 366.0k $461.2k | Added +66.0k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 359.0k $452.4k | Reduced -75.1k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 353.8k $445.8k | Reduced -4.0k |
| Chimera Capital Management LLC 0.21% of their portfolio | 321.5k $405.1k | New |
| WEXFORD CAPITAL LP 0.08% of their portfolio | 300.0k $378.0k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 281.3k $354.5k | Added +56.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 271.4k $342.0k | Added +111.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 243.1k $306.3k | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 220.5k $277.8k | Reduced -100.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 187.0k $236.0k | Added +3.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 177.0k $223.0k | Reduced -10.1k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 175.9k $222.0k | Reduced -62.3k |
| UBS Group AG 0.00% of their portfolio | 173.8k $219.0k | Reduced -26.9k |
| CastleKnight Management LP 0.05% of their portfolio | 169.1k $213.1k | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 157.8k $198.8k | Reduced -6.9k |
| Woodline Partners LP 0.00% of their portfolio | 155.6k $196.0k | Reduced -353.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 151.3k $191.0k | Reduced -21.3k |
| Capital Impact Advisors, LLC 0.23% of their portfolio | 150.2k $189.2k | Added +64.9k |
| Virtu Financial LLC 0.02% of their portfolio | 141.3k $178.0k | New |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 123.8k $156.0k | Added +7.4k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 105.5k $132.9k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 104.6k $132.0k | Reduced -429.0k |
| AMERICAN ASSET MANAGEMENT INC. 0.13% of their portfolio | 100.0k $126.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 86.5k $108.9k | Reduced -19.9k |
| Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio | 64.0k $80.7k | Added +15.0k |
| Concentric Capital Strategies, LP 0.03% of their portfolio | 61.1k $77.0k | Reduced -38.9k |
| Quantum Private Wealth, LLC 0.04% of their portfolio | 56.8k $71.5k | Reduced -1.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 55.0k $69.3k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 54.2k $68.3k | Added +19.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 53.5k $67.4k | New |
| AM INVESTMENT STRATEGIES LLC 0.02% of their portfolio | 53.1k $67.0k | New |
| Arnhold LLC 0.01% of their portfolio | 52.5k $66.2k | Unchanged |
| Krilogy Financial LLC 0.01% of their portfolio | 50.0k $63.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 49.1k $61.9k | Added +45.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 46.6k $58.7k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 46.3k $58.0k | Added +14.4k |
| Platform Technology Partners 0.03% of their portfolio | 46.2k $58.3k | New |
| BARCLAYS PLC 0.00% of their portfolio | 44.7k $56.4k | Added +21.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 42.7k $53.8k | Added +850 |
| FMR LLC 0.00% of their portfolio | 42.4k $53.4k | Added +15.8k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 40.0k $50.4k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 37.4k $47.2k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 33.5k $41.0k | Reduced -8.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 32.9k $41.4k | Reduced -2.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 32.0k $40.3k | Reduced -4.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 32.0k $40.3k | Unchanged |
| EVOKE WEALTH, LLC 0.00% of their portfolio | 30.0k $37.8k | Added +6.1k |
| SG Americas Securities, LLC 0.00% of their portfolio | 28.1k $35.0k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 26.8k $33.0k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 25.9k $32.6k | Added +2.2k |
| Private Capital Management, LLC 0.00% of their portfolio | 24.0k $30.2k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 23.8k $30.0k | Reduced -45.8k |
| Aigen Investment Management, LP 0.00% of their portfolio | 22.4k $28.3k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 22.4k $28.2k | Reduced -318.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20.9k $25.0k | Reduced -5.3k |
| Insight Advisors, LLC/ PA 0.01% of their portfolio | 20.0k $25.2k | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 18.4k $23.1k | Added +2.8k |
| LAKE STREET ADVISORS GROUP, LLC 0.00% of their portfolio | 16.5k $21.0k | New |
| Banco Santander, S.A. 0.00% of their portfolio | 16.4k $20.7k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 16.0k $20.1k | Added +199 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 15.2k $19.2k | New |
| Mayflower Financial Advisors, LLC 0.00% of their portfolio | 15.0k $18.9k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 14.2k $17.9k | New |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 13.8k $17.4k | Added +1.0k |
| Cutler Group LLC / CA 0.00% of their portfolio | 10.7k $13.0k | Added +3.7k |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 10.6k $13.0k | Unchanged |
| Jump Financial, LLC 0.00% of their portfolio | 10.6k $13.4k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 10.4k $13.1k | Reduced -970 |
| Stratos Wealth Advisors, LLC 0.00% of their portfolio | 10.1k $12.7k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 10.0k $12.6k | Unchanged |
| One68 Global Capital, LLC 0.02% of their portfolio | 10.0k $12.6k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 9.6k $12.0k | Reduced -1.4k |
| Parallel Advisors, LLC 0.00% of their portfolio | 9.1k $11.5k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 7.7k $9.7k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 6.2k $7.8k | Unchanged |