Hudson Bay Capital Management’s The RealReal REAL Stock Holding History

Hudson Bay 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	–	Sell	-539,300	Closed	-$4.9M	–	1631
2026 Q1	$4.9M	Hold	539,300	–	–	0.02%	516
2025 Q4	$8.51M	Buy	+539,300	New	+$7.04M	0.03%	372
2022 Q3	–	Sell	-1,650,000	Closed	-$4.11M	–	1339
2022 Q2	$4.11M	Buy	1,650,000 +1,350,000	+450%	+$6.01M	0.03%	507
2022 Q1	$2.18M	Sell	300,000 -25,000	-8%	-$221K	0.03%	676
2021 Q4	$3.77M	Buy	325,000 +75,000	+30%	+$986K	0.04%	465
2021 Q3	$3.29M	Buy	+250,000	New	+$3.7M	0.04%	497
2021 Q2	–	Sell	-105,000	Closed	-$2.38M	–	1009
2021 Q1	$2.38M	Buy	105,000 +75,000	+250%	+$1.84M	0.03%	519
2020 Q4	$586K	Sell	30,000 -20,000	-40%	-$308K	0.01%	490
2020 Q3	$724K	Buy	+50,000	New	+$764K	0.01%	449
2020 Q2	–	Sell	-65,000	Closed	-$456K	–	551
2020 Q1	$456K	Buy	+65,000	New	+$885K	0.01%	374

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

Hudson Bay Capital Management's REAL Position: Q2 2026 in Review

Hudson Bay Capital Management sold out of The RealReal (REAL) in Q2 2026, closing a stake of 539,300 shares — an estimated $4.9M sold.

Hudson Bay Capital Management first reported a position in REAL in Q1 2020 and held it in 10 quarters. The position peaked at $8.51M in Q4 2025. 253 funds tracked by Wall St. Rank hold REAL as of Q2 2026.

Hudson Bay Capital Management reported no remaining The RealReal position as of Q2 2026 after selling out during the quarter.
Hudson Bay Capital Management sold 539,300 The RealReal shares in Q2 2026, an estimated $4.9M.
Hudson Bay Capital Management first reported a position in The RealReal in Q1 2020 and held it in 10 quarters.
Hudson Bay Capital Management's The RealReal position peaked at $8.51M in Q4 2025.
253 funds tracked by Wall St. Rank held The RealReal as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.