Manatuck Hill Partners LLC Buys New Holdings in The RealReal, Inc. $REAL

Manatuck Hill Partners LLC purchased a new position in shares of The RealReal, Inc. (NASDAQ:REAL) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 132,769 shares of the company’s stock, valued at approximately $1,565,000. Manatuck Hill Partners LLC owned about 0.11% of RealReal at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of REAL. BlackRock Inc. purchased a new position in RealReal during the 2nd quarter valued at about $134,510,000. Arrowstreet Capital Limited Partnership lifted its holdings in RealReal by 58.2% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 4,049,042 shares of the company’s stock worth $36,765,000 after buying an additional 1,489,939 shares during the period. Renaissance Technologies LLC lifted its holdings in RealReal by 117.9% in the 1st quarter. Renaissance Technologies LLC now owns 1,646,200 shares of the company’s stock worth $14,947,000 after buying an additional 890,700 shares during the period. AQR Capital Management LLC grew its position in shares of RealReal by 589.2% in the 1st quarter. AQR Capital Management LLC now owns 887,997 shares of the company’s stock worth $4,786,000 after buying an additional 759,160 shares during the last quarter. Finally, Landscape Capital Management L.L.C. bought a new stake in shares of RealReal in the 2nd quarter worth approximately $7,937,000. 64.73% of the stock is owned by hedge funds and other institutional investors.

Key RealReal News

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: The RealReal’s 2026 Resale Report highlights growing consumer adoption of secondhand luxury, suggesting resale is becoming a first-choice shopping channel. The report draws on 15 years of data covering more than 50 million items sold and 44 million members, reinforcing the company’s marketplace scale and industry expertise. The RealReal’s 2026 Resale Report
• Positive Sentiment: The company said demand for vintage products surged 432%, a potentially favorable signal for merchandise supply, buyer engagement and transaction growth. Resale shoppers are also identifying upcoming “it bags,” while Chanel has reportedly become the most popular brand on the platform. Vintage demand surge report Next it bags according to resale shoppers Chanel popularity on The RealReal
• Neutral Sentiment: A reported August short-interest figure of zero shares and a 0.0-day days-to-cover ratio appears inconsistent with the company’s trading activity and is likely incomplete or erroneous. It does not provide a reliable signal about short-seller positioning.
• Negative Sentiment: Several insiders sold shares on August 21 at approximately $10.97 to $10.98, including the CEO, CFO, chief accounting officer and another insider. The combined sales were worth roughly $1.90 million and reduced the sellers’ individual holdings by about 2.9% to 6.6%, creating a near-term overhang and potentially signaling limited insider conviction. RealReal insider sales

Analyst Ratings Changes

A number of equities analysts recently commented on REAL shares. Weiss Ratings restated a “sell (d-)” rating on shares of RealReal in a report on Friday, July 17th. UBS Group boosted their price objective on shares of RealReal from $14.00 to $16.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Robert W. Baird set a $13.00 price objective on shares of RealReal in a report on Friday, May 8th. BTIG Research restated a “buy” rating and issued a $17.00 price objective on shares of RealReal in a report on Wednesday, June 3rd. Finally, Roth Capital reaffirmed a “buy” rating and issued a $19.00 target price on shares of RealReal in a research report on Friday, August 7th. Six investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $17.75.

Insider Activity

In other news, CAO Steve Ming Lo sold 12,559 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $10.97, for a total transaction of $137,772.23. Following the completion of the transaction, the chief accounting officer directly owned 176,910 shares in the company, valued at $1,940,702.70. This trade represents a 6.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Levesque Rati Sahi sold 84,432 shares of RealReal stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $10.98, for a total value of $927,063.36. Following the completion of the transaction, the chief executive officer directly owned 1,496,844 shares of the company’s stock, valued at approximately $16,435,347.12. This represents a 5.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 173,004 shares of company stock valued at $1,899,283. 2.66% of the stock is currently owned by insiders.

RealReal Stock Performance

Shares of NASDAQ REAL opened at $11.12 on Wednesday. The RealReal, Inc. has a fifty-two week low of $7.21 and a fifty-two week high of $17.39. The company has a 50 day simple moving average of $11.66 and a two-hundred day simple moving average of $10.89. The company has a market capitalization of $1.35 billion, a price-to-earnings ratio of -9.93 and a beta of 2.69.

RealReal (NASDAQ:REAL) last posted its quarterly earnings results on Thursday, August 6th. The company reported ($0.01) earnings per share for the quarter, topping the consensus estimate of ($0.02) by $0.01. The company had revenue of $192.57 million during the quarter, compared to analysts’ expectations of $188.11 million. The business’s quarterly revenue was up 16.6% on a year-over-year basis. On average, analysts forecast that The RealReal, Inc. will post -0.13 earnings per share for the current fiscal year.

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.