Woodson Capital Management’s The RealReal REAL Stock Holding History

Woodson 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	$38.9M	Buy	3,300,000 +630,580	+24%	+$6.72M	6.51%	5
2026 Q1	$24.2M	Buy	2,669,420 +169,420	+7%	+$2.14M	3.81%	10
2025 Q4	$39.5M	Sell	2,500,000 -1,000,000	-29%	-$13.1M	5.47%	7
2025 Q3	$37.2M	Sell	3,500,000 -2,900,000	-45%	-$21.5M	6.69%	3
2025 Q2	$30.7M	Buy	6,400,000 +1,097,172	+21%	+$6.04M	5.11%	7
2025 Q1	$28.6M	Buy	5,302,828 +1,952,828	+58%	+$14.8M	4.96%	6
2024 Q4	$36.6M	Sell	3,350,000 -2,050,000	-38%	-$10.9M	5.89%	2
2024 Q3	$17M	Buy	5,400,000 +150,000	+3%	+$451K	3.31%	14
2024 Q2	$16.7M	Buy	5,250,000 +249,998	+5%	+$922K	2.9%	12
2024 Q1	$19.6M	Buy	5,000,002 +1	+0%	+$2	3.12%	9
2023 Q4	$10.1M	Buy	5,000,001 +1	+0%	+$2	2.06%	16
2023 Q3	$10.6M	Buy	5,000,000 +100,000	+2%	+$244K	2.06%	19
2023 Q2	$10.9M	Buy	4,900,000 +1,100,000	+29%	+$1.51M	1.64%	22
2023 Q1	$4.79M	Buy	3,800,000 +1,300,000	+52%	+$1.89M	0.74%	37
2022 Q4	$3.13M	Buy	+2,500,000	New	+$3.59M	0.51%	30
2021 Q3	–	Sell	-670,000	Closed	-$13.2M	–	46
2021 Q2	$13.2M	Sell	670,000 -815,000	-55%	-$16.7M	0.85%	28
2021 Q1	$33.6M	Sell	1,485,000 -4,086,428	-73%	-$101M	2.52%	15
2020 Q4	$109M	Sell	5,571,428 -28,572	-0.5%	-$441K	7.07%	3
2020 Q3	$81M	Sell	5,600,000 -150,000	-3%	-$2.29M	4.63%	8
2020 Q2	$73.5M	Buy	5,750,000 +3,650,000	+174%	+$43.4M	5.66%	4
2020 Q1	$14.7M	Buy	+2,100,000	New	+$28.6M	2.09%	18

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Woodson Capital Management increased its The RealReal (REAL) stake by 24% in Q2 2026, buying an estimated $6.72M and bringing the position to 3,300,000 shares worth $38.9M. The position accounts for 6.51% of the portfolio, ranked #5.

Woodson Capital Management first reported a position in REAL in Q1 2020 and has held it in 21 quarters since. The position peaked at $109M in Q4 2020. 253 funds tracked by Wall St. Rank hold REAL as of Q2 2026.

Woodson Capital Management held 3,300,000 shares of The RealReal worth $38.9M as of Q2 2026.
Woodson Capital Management bought 630,580 The RealReal shares in Q2 2026, an estimated $6.72M.
The RealReal made up 6.51% of Woodson Capital Management's portfolio in Q2 2026, its #5 holding.
Woodson Capital Management first reported a position in The RealReal in Q1 2020 and has held it in 21 quarters since.
Woodson Capital Management's The RealReal position peaked at $109M in Q4 2020.
253 funds tracked by Wall St. Rank held The RealReal as of Q2 2026.

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