Polen Capital Management
REAL icon

Polen Capital Management’s The RealReal REAL Stock Holding History

Polen 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 		$5.85M Buy
496,556
+274,691
+124% +$2.93M 0.05% 60
2026
Q1 		$2.01M Buy
221,865
+46,777
+27% +$592K 0.01% 100
2025
Q4 		$2.76M Buy
175,088
+103,000
+143% +$1.34M 0.01% 75
2025
Q3 		$766K Buy
+72,088
New +$533K ﹤0.01% 157

Other funds holding REAL

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Polen Capital Management increased its The RealReal (REAL) stake by 124% in Q2 2026, buying an estimated $2.93M and bringing the position to 496,556 shares worth $5.85M. The position accounts for 0.05% of the portfolio, ranked #60.

Polen Capital Management first reported a position in REAL in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold REAL as of Q2 2026.

  • Polen Capital Management held 496,556 shares of The RealReal worth $5.85M as of Q2 2026.
  • Polen Capital Management bought 274,691 The RealReal shares in Q2 2026, an estimated $2.93M.
  • The RealReal made up 0.05% of Polen Capital Management's portfolio in Q2 2026, its #60 holding.
  • Polen Capital Management first reported a position in The RealReal in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held The RealReal as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.