The RealReal, Inc.· REAL

🇺🇸 US · SmallBroad USNASDAQ

Consumer Cyclical Luxury Goods Website

Price: $9.66
Day: +2.17%
Mkt Cap: $1.16B
52W Range: $8.05 – $17.39
Volume: 2.00M
Beta: 2.71

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 266 institutions hold; 154 added, 69 reduced
Insiders Q3 2026: no purchases, 16 sales ($1.9M)

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The RealReal, Inc.

REAL|Consumer Cyclical|Luxury Goods

Current price: $10

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

5 sellers

vs 4.8 avg per quarter

Institutional net breadth · Q2 2026

+90

205 adding vs 115 reducing

Institutional ownership · Q2 2026

94.1%

266 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

11.4M

+23.7%

DIVISADERO STREET CAPITAL MANAGEMENT, LP

9.2M

+109.2%

FMR LLC

5.0M

-54.4%

D. E. SHAW & CO., INC.

4.9M

+10.0%

VANGUARD CAPITAL MANAGEMENT LLC

4.7M

+2.5%

TWO SIGMA INVESTMENTS, LP

4.0M

-11.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

108

74 buying108 unchanged25 selling

207 funds held REAL in Q2 2026, holding 56.3M shares between them, up 2.8% on the quarter.

Largest fund holders

VANGUARD INDEX FUNDS4.6M sh

iSHARES TRUST4.5M sh

T. Rowe Price Small-Cap Stock Fund, Inc.2.2M sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 17

Baird Gilbert L. III

$101.5M

Sale · Jan 6

Koryl John E

$3.2M

Sale · Aug 18

Sahi Levesque Rati

$1.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

REAL Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+32

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for REAL

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

16 sales totaling $1.9M (173.0K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

5 different insiders sold this quarter

Buying seen in 4 of 15 quarters

Steady selling pace across recent quarters

0.1x

Selling pace

quarter in progress, filings still arriving

1.14%

Stake sold

of active insiders' holdings

5 sellers

Seller breadth

vs 4.0 avg per quarter

Q3 2024

Last insider purchase

buying in 4 of 16 quarters

Notable Recent Transactions, REAL

Top 8 highest-value insider trades from the last 8 quarters

Baird Gilbert L. III

Director

Sell

7,686,442 shares at $13.21

≈100.0% of their stake at the time

Nov 17, 2025$101.54M

Koryl John E

Former Chief Executive Officer

Sell

328,308 shares at $9.61

≈82.8% of their stake at the time

Jan 6, 2025$3.16M

Sahi Levesque Rati

CEO

Sell

199,421 shares at $7.92

≈9.7% of their stake at the time

Aug 18, 2025$1.58M

Suko Todd A

Chief Legal Officer and Secret

Sell

75,693 shares at $14.08

≈9.6% of their stake at the time

Nov 18, 2025$1.07M

Suko Todd A

Chief Legal Officer and Secret

Sell

72,933 shares at $14.10

≈10.7% of their stake at the time

Nov 25, 2025$1.03M

Sahi Levesque Rati

CEO

Sell

115,000 shares at $7.78

≈5.3% of their stake at the time

Aug 15, 2025$894.59K

Lo Steve Ming

Chief Accounting Officer

Sell

59,789 shares at $14.46

≈19.3% of their stake at the time

Nov 25, 2025$864.25K

Madan Gopal Ajay

CFO

Sell

102,386 shares at $6.90

≈7.2% of their stake at the time

Feb 20, 2025$706.01K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for REAL

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

94.1% institutional ownership

Moderate accumulation: 205 adding vs 115 reducing

13F shares decreased by 1.6%, a modest change

+90

Net breadth

205 adding vs 115 reducing

Accumulating

1.78

Add / reduce ratio

in Q2 2026

New − closed

51 initiated, 46 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+205 growing-115 shrinkingNet: +90

154

New (51)

Increased (154)

Reduced (69)

Closed (46)

Top Institutional Holders, REAL

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

11.4M

$134.5M

Ownership

9.43%

+23.7%

DIVISADERO STREET CAPITAL MANAGEMENT, LP

9.2M

$108.4M

Ownership

7.60%

+109.2%

FMR LLC

5.0M

$59.5M

Ownership

4.17%

-54.4%

D. E. SHAW & CO., INC.

4.9M

$57.6M

Ownership

4.03%

+10.0%

VANGUARD CAPITAL MANAGEMENT LLC

4.7M

$55.6M

Ownership

3.89%

+2.5%

TWO SIGMA INVESTMENTS, LP

4.0M

$47.1M

Ownership

3.30%

-11.7%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

3.9M

$46.4M

Ownership

3.25%

-4.0%

AMERICAN CENTURY COMPANIES INC

3.7M

$43.8M

Ownership

3.07%

+22.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 207 ETFs and mutual funds reporting

74 buying25 sellingNet: +49

108

Buying (74)

Unchanged (108)

Selling (25)

In total, funds bought 5.6M shares and sold 4.0M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q2 2026

207 ETFs and mutual funds reporting

74 funds buying vs 25 selling

Top Fund Holders, REAL

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

VANGUARD INDEX FUNDS

4.6M

Weight

0.88%

Jun 30, 2026Increased

iSHARES TRUST

4.5M

Weight

0.01%

Jun 30, 2026Increased

T. Rowe Price Small-Cap Stock Fund, Inc.

2.2M

Weight

75.10%

Jun 30, 2026No change

AB CAP FUND, INC.

2.0M

Weight

3.38%

Jun 30, 2026No change

T. Rowe Price Equity Funds, Inc.

1.2M

Weight

11.04%

Jun 30, 2026No change

FIDELITY COVINGTON TRUST

972.7K

Weight

2.15%

Jun 30, 2026Increased

COLLEGE RETIREMENT EQUITIES FUND

784.0K

Weight

0.10%

Jun 30, 2026Decreased

Bridge Builder Trust

623.0K

Weight

0.01%

Jun 30, 2026Increased

The RealReal, Inc.· REAL

Holdings Analysis

Insider Trading Activity

1.3Transaction History253Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings123Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History253Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings123Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights