Crestwood Capital Management’s The RealReal REAL Stock Holding History

Crestwood Capital Management’s Portfolio REAL Stock Details REAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.3M	Sell	1,300,404 -117,677	-8%	-$1.25M	10.04%	4
2026 Q1	$12.9M	Buy	1,418,081 +75,000	+6%	+$949K	8.85%	5
2025 Q4	$21.2M	Sell	1,343,081 -100,000	-7%	-$1.31M	13.42%	2
2025 Q3	$15.3M	Sell	1,443,081 -125,000	-8%	-$925K	10.68%	5
2025 Q2	$7.51M	Buy	1,568,081 +100,000	+7%	+$550K	5.12%	8
2025 Q1	$7.91M	Buy	1,468,081 +274,580	+23%	+$2.08M	6.07%	7
2024 Q4	$13M	Hold	1,193,501	–	–	9.59%	6
2024 Q3	$3.75M	Buy	1,193,501 +204,226	+21%	+$614K	2.89%	12
2024 Q2	$3.16M	Buy	989,275 +108,554	+12%	+$400K	2.25%	13
2024 Q1	$3.44M	Buy	880,721 +2,432	+0.3%	+$5.8K	2.13%	13
2023 Q4	$1.77M	Sell	878,289 -4,254	-0.5%	-$8.28K	1.05%	16
2023 Q3	$1.86M	Hold	882,543	–	–	1.41%	12
2023 Q2	$1.96M	Sell	882,543 -503,635	-36%	-$689K	1.36%	12
2023 Q1	$1.75M	Sell	1,386,178 -3,782	-0.3%	-$5.49K	1.32%	12
2022 Q4	$1.74M	Buy	+1,389,960	New	+$2M	1.49%	13

Other funds holding REAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Crestwood Capital Management's REAL Position: Q2 2026 in Review

Crestwood Capital Management reduced its The RealReal (REAL) stake by 8.3% in Q2 2026, selling an estimated $1.25M and leaving 1,300,404 shares worth $15.3M. The position accounts for 10.04% of the portfolio, ranked #4.

Crestwood Capital Management first reported a position in REAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.2M in Q4 2025. 253 funds tracked by Wall St. Rank hold REAL as of Q2 2026.

Crestwood Capital Management held 1,300,404 shares of The RealReal worth $15.3M as of Q2 2026.
Crestwood Capital Management sold 117,677 The RealReal shares in Q2 2026, an estimated $1.25M.
The RealReal made up 10.04% of Crestwood Capital Management's portfolio in Q2 2026, its #4 holding.
Crestwood Capital Management first reported a position in The RealReal in Q4 2022 and has held it in 15 quarters since.
Crestwood Capital Management's The RealReal position peaked at $21.2M in Q4 2025.
253 funds tracked by Wall St. Rank held The RealReal as of Q2 2026.

Based on Crestwood Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.