§ RETAIL
USD · RetailREAL
REALREAL INC/THE
USDSector · RetailBeta · 2.70
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
155 increased/new, 72 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 14.76 | EPS (TTM) | -0.57 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 10.9M | 0.0% | −12% |
| BlackRock, Inc. | 9.1M | 0.0% | +4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | n/a | n/a |
| TWO SIGMA INVESTMENTS, LP | 4.5M | 0.0% | +64% |
| DE Shaw | 4.4M | 0.0% | −2% |
| Divisadero Street Capital Management, LP | 4.3M | 1.6% | +38% |
◇ AC INTELLIGENCE
Top institutional owners for REAL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.1% · 0 holders
OTHER5.2% · 167 holders
QUALITY / COMPOUNDER1.6% · 18 holders
DEALER / BANK1.4% · 24 holders
PASSIVE / INDEX1.1% · 9 holders
SYSTEMATIC / QUANT0.8% · 12 holders
ACTIVIST0.4% · 1 holder
TACTICAL / MACRO0.4% · 4 holders
INCOME / DEFENSIVE0.1% · 10 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for REAL in the last 180 days.