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TheRealReal REAL

US equityMarket cap rank #3143Luxury Goods

$9.40 −$0.01 (-0.11%)

Pre-market · Oct 8, 8:30 am ET · After hours $9.40 0.00%

Open$9.29

Prev close$9.41

Day range$9.20 – $9.55

Volume2.87M

Market cap$1.14B

P/E (TTM)–

Dividend yield–

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership94.7%-0.01 pts vs. prior quarter

Institutions holding304+0 vs. prior quarter

Insider trades (recent)20 buys / 30 sellsNet selling

Short interest13.76% of floatDays to cover 8.1 · as of 15 Sep 2026

Short-sale volume share17.9%5-day average of daily volume

Short-sale volume as % of daily volume

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: −$7.54M (7 inflow days, 13 outflow days).

Net flow by order size, last 20 sessions

Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.

The five largest holders on file together own 30.3% of shares outstanding.

Largest holders

BlackRock9.38%
Divisadero Street Capital Management, LP7.56%
Timothy Riley4.77%
Vanguard Capital Management, LLC4.45%
FMR4.14%
D. E. Shaw & Co., L.P.4.01%
Two Sigma Investments, LP3.28%
Arrowstreet Capital, Limited Partnership3.24%

By investor type

Mutual Fund49.54%
Hedge Fund36.07%
Individual/Insider8.84%
Public Company5.48%
Private Company1.84%
Insurance Company1.12%
Government Pension Fund0.41%
Family Office/Trust0.21%

Reported short interest has fallen from 14.71% to 13.76% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).

Recent institutional activity

Holder	Type	Period	Share change	New stake
Nuveen Asset Management LLC	Insurance Company	2026/Q3	+651,462	1.1%
Divisadero Street Capital Management, LP	Hedge Fund	2026/Q3	+4,855,491	7.6%
BlackRock	Mutual Fund	2026/Q3	+2,297,559	9.4%
Balyasny Asset Management L.P.	Hedge Fund	2026/Q3	+1,188,210	1.0%
Gilder Gagnon Howe & Co. LLC	Mutual Fund	2026/Q3	+963,076	0.8%
AQR Capital Management	Hedge Fund	2026/Q3	+786,900	1.8%
American Century Investment Management	Mutual Fund	2026/Q3	+724,209	3.1%
Nomura Holdings, Inc.	Public Company	2026/Q3	+723,126	0.6%
Royce & Associates, LP	Mutual Fund	2026/Q3	+701,022	1.0%
Goldman Sachs Asset Management, L.P.	Mutual Fund	2026/Q3	+688,369	0.8%
Landscape Capital Management, LLC	Hedge Fund	2026/Q3	+673,173	0.6%
Woodson Capital Management, LP	Hedge Fund	2026/Q3	+630,580	2.7%
Walleye Capital LLC	Hedge Fund	2026/Q3	+507,985	0.5%
D. E. Shaw & Co., L.P.	Hedge Fund	2026/Q3	+497,704	4.0%
Atika Capital Management, LLC	Hedge Fund	2026/Q3	+488,945	0.8%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

Date	Insider	Title	Transaction	Shares	Price	Held after
29 Sep 2026	Karen Katz	Independent Director	Other Acquisition	+2,262	–	105,769
29 Sep 2026	Mark McCaffrey	Director	Other Acquisition	+1,414	–	17,269
20 Aug 2026	Todd Suko	Chief Legal Officer	Open Market Disposition	-17,567	$10.98	405,623
20 Aug 2026	Luke Friang	Chief Technology Officer	Open Market Disposition	-22,028	$10.98	304,670
20 Aug 2026	Rati Levesque	President	Open Market Disposition	-84,432	$10.98	698,794
20 Aug 2026	Ajay Gopal	Chief Financial Officer	Open Market Disposition	-36,418	$10.98	384,235
20 Aug 2026	Ming Lo	Chief Accounting Officer	Open Market Disposition	-12,559	$10.98	70,074
26 Jul 2026	Karen Katz	Independent Director	Other Acquisition	+14,150	–	103,507
26 Jul 2026	Robert Krolik	Lead Independent Director	Other Acquisition	+14,150	–	40,175
26 Jul 2026	Caretha Coleman	Independent Director	Other Acquisition	+14,150	–	40,175
26 Jul 2026	James Miller	Independent Director	Other Acquisition	+14,150	–	91,100
26 Jul 2026	Mark McCaffrey	Director	Other Acquisition	+14,150	–	15,855
26 Jul 2026	Jennifer Mckeehan	Director	Other Acquisition	+14,150	–	14,150
29 Jun 2026	Karen Katz	Independent Director	Other Acquisition	+1,378	–	89,357
29 Jun 2026	Mark McCaffrey	Director	Other Acquisition	+742	–	13,605
20 May 2026	Todd Suko	Chief Legal Officer	Open Market Disposition	-17,353	$9.25	385,499
20 May 2026	Luke Friang	Chief Technology Officer	Open Market Disposition	-21,183	$9.25	273,966
20 May 2026	Rati Levesque	President	Open Market Disposition	-81,194	$9.25	626,585
20 May 2026	Ajay Gopal	Chief Financial Officer	Open Market Disposition	-35,023	$9.25	329,684
20 May 2026	Ming Lo	Chief Accounting Officer	Open Market Disposition	-12,077	$9.25	59,338

From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.

Short interest, by report

Report date	Shares short	% of float	Days to cover
15 Sep 2026	16,745,378	13.8%	8.1
31 Aug 2026	16,295,898	13.4%	5.6
14 Aug 2026	14,847,444	12.2%	3.6
31 Jul 2026	15,833,996	13.1%	6.2
15 Jul 2026	18,054,624	15.0%	6.4
30 Jun 2026	17,727,463	14.7%	4.5

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