Divisadero Street Capital Management’s The RealReal REAL Stock Holding History

Divisadero Street 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 Q1	$39.4M	Buy	4,342,757 +1,192,314	+38%	+$15.1M	1.65%	18
2025 Q4	$49.7M	Buy	3,150,443 +550,642	+21%	+$7.19M	2.33%	18
2025 Q3	$27.6M	Buy	2,599,801 +2,254,300	+652%	+$16.7M	1.21%	23
2025 Q2	$1.65M	Hold	345,501	–	–	0.11%	84
2025 Q1	$1.86M	Buy	345,501 +233,195	+208%	+$1.77M	0.19%	56
2024 Q4	$1.23M	Sell	112,306 -16,157	-13%	-$85.9K	0.14%	61
2024 Q3	$403K	Hold	128,463	–	–	0.05%	62
2024 Q2	$410K	Sell	128,463 -486,164	-79%	-$1.79M	0.06%	54
2024 Q1	$2.4M	Buy	+614,627	New	+$1.46M	0.56%	34

Other funds holding REAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Divisadero Street Capital Management's REAL Position: Q1 2026 in Review

Divisadero Street Capital Management increased its The RealReal (REAL) stake by 38% in Q1 2026, buying an estimated $15.1M and bringing the position to 4,342,757 shares worth $39.4M. The position accounts for 1.65% of the portfolio, ranked #18.

Divisadero Street Capital Management first reported a position in REAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $49.7M in Q4 2025. 246 funds tracked by Wall St. Rank hold REAL as of Q1 2026.

Divisadero Street Capital Management held 4,342,757 shares of The RealReal worth $39.4M as of Q1 2026.
Divisadero Street Capital Management bought 1,192,314 The RealReal shares in Q1 2026, an estimated $15.1M.
The RealReal made up 1.65% of Divisadero Street Capital Management's portfolio in Q1 2026, its #18 holding.
Divisadero Street Capital Management first reported a position in The RealReal in Q1 2024 and has held it in 9 quarters since.
Divisadero Street Capital Management's The RealReal position peaked at $49.7M in Q4 2025.
246 funds tracked by Wall St. Rank held The RealReal as of Q1 2026.

Based on Divisadero Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.