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REAL The Realreal Inc.

Consumer Discretionary, filed as THE REALREAL INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.1%
  • $5.9M
  • 1 add

In 2026 Q2 Polen Capital Management added to Realreal.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Add 0.05%

Who owns REAL

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.05%, was 0.01% Add +123.8% 496,556 $5.9M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by REAL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All REAL insider trades
  • None no insider bought on the open market
  • $106M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Steve Ming Lo Chief Accounting Officer
    Sale
    $896K 62,355 shares at $14.38 25% of stake
    Traded Dec 5–9 Filed Dec 9, 2025
    ↗
  2. Gopal Ajay Madan CFO
    Sale
    $420K 28,520 shares at $14.73 2.4% of stake
    Traded Nov 26, 2025 Filed Nov 28, 2025
    ↗
  3. Steve Ming Lo Chief Accounting Officer
    Sale
    $864K 59,789 shares at $14.46 19% of stake
    Traded Nov 25, 2025 Filed Nov 28, 2025
    ↗
  4. Todd A Suko Chief Legal Officer and Secret
    Sale
    $1M 72,933 shares at $14.10 11% of stake
    Traded Nov 25, 2025 Filed Nov 28, 2025
    ↗
  5. Todd A Suko Chief Legal Officer and Secret
    Sale
    $1.1M 75,693 shares at $14.08 9.6% of stake
    Traded Nov 18, 2025 Filed Nov 20, 2025
    ↗
  6. Gilbert L. Baird III Director
    Sale
    $102M 7,686,442 shares at $13.21 100% of stake
    Traded Nov 17, 2025 Filed Nov 19, 2025
    ↗
  7. Steve Ming Lo Chief Accounting Officer
    Sale
    $193K 13,542 shares at $14.27 3.9% of stake
    Traded Nov 13, 2025 Filed Nov 14, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 70 sales to cover taxes, 20 stock grants, and 1 option exercise.

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
8-K 1.01,2.03,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $549.3M $600.48M $692.84M
Gross profit $376.28M $447.52M $516.82M
Gross margin * 68.5% 74.5% 74.6%
Net income -$168.47M -$134.2M -$41.8M
Net margin * -30.7% -22.3% -6.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $235.95M $232.67M $227.49M
Total non-current assets * $210.98M $190.43M $181.54M
Total assets $446.92M $423.1M $409.03M
Total current liabilities $188.86M $248.68M $264.24M
Total non-current liabilities * $561.36M $581.8M $560.31M
Total equity -$303.3M -$407.38M -$415.52M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$61.27M $26.85M $37.01M
Cash from investing -$42.13M -$25.59M -$29.22M
Cash from financing $0.226M -$4.76M -$28.87M
Net change in cash -$103.17M -$3.5M -$21.08M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.