Realreal Inc/the (REAL) Quarterly Institutional 13F Update (Q2 2026)

REAL ranks #2465 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

REAL is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

REAL is a top-conviction position for Crestwood Capital Management, L.P. — at 10.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in REAL belongs to BlackRock, Inc., but the position matters far more to Crestwood Capital Management, L.P., who has 10.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Y-Intercept has trimmed its REAL position for two straight quarters, cutting it by $2.2M while still holding $312.4K.

REAL is down 1.4% today, but institutions show net buying of $18.3M this quarter — a divergence between today's price move and the underlying institutional flow.

REAL reported a net loss of $81.1M over the trailing twelve months.

• Not yet profitable — net loss of $81.1M over the trailing twelve months
• Revenue grew 17.7% year over year
• Net income declined year over year, from -$35.4M to -$81.1M
• Generated $37.0M in positive operating cash flow
• Current ratio of 0.86x — below the conventional 1.5x liquidity buffer