The RealReal, Inc. $REAL Shares Sold by Crestwood Capital Management L.P.

Crestwood Capital Management L.P. lowered its holdings in The RealReal, Inc. (NASDAQ:REAL) by 8.0% during the third quarter, Holdings Channel.com reports. The firm owned 1,443,081 shares of the company’s stock after selling 125,000 shares during the period. RealReal makes up 10.7% of Crestwood Capital Management L.P.’s holdings, making the stock its 5th biggest holding. Crestwood Capital Management L.P.’s holdings in RealReal were worth $15,340,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. AQR Capital Management LLC increased its position in shares of RealReal by 589.2% during the 1st quarter. AQR Capital Management LLC now owns 887,997 shares of the company’s stock worth $4,786,000 after purchasing an additional 759,160 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in RealReal by 6.1% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,437 shares of the company’s stock valued at $326,000 after buying an additional 3,500 shares during the last quarter. Millennium Management LLC boosted its stake in RealReal by 1.9% during the first quarter. Millennium Management LLC now owns 883,690 shares of the company’s stock worth $4,763,000 after buying an additional 16,136 shares during the period. Y Intercept Hong Kong Ltd acquired a new stake in shares of RealReal during the second quarter valued at about $1,332,000. Finally, Teacher Retirement System of Texas increased its position in shares of RealReal by 217.7% during the second quarter. Teacher Retirement System of Texas now owns 35,769 shares of the company’s stock valued at $171,000 after acquiring an additional 24,512 shares during the last quarter. 64.73% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CAO Steve Ming Lo sold 16,962 shares of RealReal stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $10.72, for a total value of $181,832.64. Following the completion of the transaction, the chief accounting officer owned 170,236 shares in the company, valued at approximately $1,824,929.92. This trade represents a 9.06% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Levesque Rati Sahi sold 121,399 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $10.72, for a total transaction of $1,301,397.28. Following the sale, the chief executive officer owned 1,482,779 shares in the company, valued at $15,895,390.88. The trade was a 7.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 235,298 shares of company stock worth $2,522,395 over the last three months. Company insiders own 9.00% of the company’s stock.

Trending Headlines about RealReal

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: Q4 results beat expectations — EPS $0.06 vs. $0.04 est. and revenues $194.05M (up 18% YoY); company reported GMV growth and said it exceeded 2025 guidance. The RealReal Announces Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Company reported a record >$2 billion GMV, signalling accelerating marketplace demand and scale benefits for margins and unit economics. The RealReal achieves record 2 billion dollar GMV amid luxury resale surge
• Positive Sentiment: Management provided 2026 targets: outlined 12–15% GMV growth and reiterated investments in AI, automation and supply initiatives aimed at driving throughput and EBITDA expansion. RealReal outlines 12–15% GMV growth for 2026 while advancing AI automation and supply
• Positive Sentiment: Bullish analyst action: BTIG reaffirmed a “buy” and set an $18 price target (~47% upside from current levels), reinforcing upside sentiment. Benzinga – BTIG rating
• Positive Sentiment: Analyst commentary and research pieces highlight platform-level EBITDA leverage as GMV scales and the shift to a capital-light consignment model improves gross margins. TheRealReal: Platform Growth Is Leading To Sizable EBITDA Gains
• Neutral Sentiment: Robert W. Baird raised its price target from $15 to $16 but kept a “neutral” rating — a modest positive on price target but not a conviction upgrade. Benzinga – Baird note
• Neutral Sentiment: Earnings materials, the slide deck and full call transcript are available for deeper read-throughs (useful for modeling but informational). Q4 Results – Earnings Call Presentation Q4 Earnings Call Transcript
• Negative Sentiment: An insider (Levesque Rati Sahi) sold 121,399 shares, which could be viewed as a near-term negative or trigger for profit-taking by investors. Levesque Rati Sahi Sells 121,399 Shares of RealReal Stock

RealReal Stock Down 1.0%

NASDAQ:REAL opened at $12.26 on Friday. The RealReal, Inc. has a 52 week low of $4.61 and a 52 week high of $17.39. The company has a fifty day simple moving average of $14.50 and a two-hundred day simple moving average of $12.37. The company has a market cap of $1.43 billion, a price-to-earnings ratio of -11.25 and a beta of 2.65.

Analyst Ratings Changes

A number of research firms recently weighed in on REAL. Wall Street Zen raised shares of RealReal from a “hold” rating to a “buy” rating in a research report on Saturday. B. Riley Financial upped their price target on RealReal from $14.00 to $17.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of RealReal in a research note on Thursday, January 22nd. Robert W. Baird boosted their price objective on RealReal from $15.00 to $16.00 and gave the company a “neutral” rating in a report on Friday. Finally, Northland Securities set a $20.00 target price on RealReal in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $18.06.

About RealReal

The RealReal, Inc (NASDAQ: REAL) operates an online marketplace specializing in the authenticated resale of luxury goods. Since its founding in 2011 by entrepreneur Julie Wainwright, the company has positioned itself as a leading platform for consignors and shoppers seeking designer fashion, fine jewelry, watches, art, and home décor. Headquartered in San Francisco, The RealReal combines e-commerce technology with an in-house team of experts to offer a seamless buying and selling experience for secondhand luxury items.

At the core of The RealReal’s business model is its consignment service, which enables individuals to sell pre-owned luxury products through a fully managed process.