THE REALREAL INC

$REAL
Smart money positioned

11 of the Top-200 alpha managers hold $REAL as of the latest 13F snapshot.

13F holders
241
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$REAL is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.41%, with an average of 0.05% of portfolio. Largest holder: Kingdon Capital Management, L.l.c. at 0.41%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 241 · Source: 13F-HR
01
Exor N.V.
8,206,140 sh
02
Founders Fund
4.18% of portfolio
5,338,840 sh
03
Leuthold Group, LLC
0.03% of portfolio
4,469,347 sh
04
Commerce Bank
0.03% of portfolio
4,383,797 sh
05
Private Wealth Asset Management, LLC
1.85% of portfolio
4,342,757 sh
06
Caz Investments LP
0.02% of portfolio
4,049,042 sh
07
Brightline Capital Management, LLC
3,634,200 sh
08
Spectrum Planning & Advisory Services Inc.
0.03% of portfolio
3,195,482 sh
09
Massachusetts Institute of Technology
0.01% of portfolio
2,994,474 sh
10
Axa S.a.
2,787,409 sh
See all 241 13F holders · Pro →

Insider activity · last 90 days

36 transactions · 7 filers
09 Dec 2025
Lo Steve Ming
▼ SOLD
43,926
$14.45
S
08 Dec 2025
Lo Steve Ming
▼ SOLD
13,900
$14.13
S
08 Dec 2025
Lo Steve Ming
▼ SOLD
3,974
$14.41
S
05 Dec 2025
Lo Steve Ming
▼ SOLD
555
$14.45
S
26 Nov 2025
Madan Gopal Ajay
▼ SOLD
28,520
$14.73
S
25 Nov 2025
Lo Steve Ming
▼ SOLD
59,789
$14.46
S
25 Nov 2025
Suko Todd A
▼ SOLD
72,933
$14.10
S
21 Nov 2025
Madan Gopal Ajay
▼ SOLD
7,697
$13.06
S
21 Nov 2025
Madan Gopal Ajay
▼ SOLD
22,499
$13.06
S
21 Nov 2025
Lo Steve Ming
▼ SOLD
2,068
$13.06
S
21 Nov 2025
Lo Steve Ming
▼ SOLD
8,571
$13.06
S
21 Nov 2025
Lo Steve Ming
▼ SOLD
5,358
$13.06
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $REAL in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:36 UTC.