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Equibles

TWO SIGMA INVESTMENTS, LP

Position in REAL — TheRealReal, Inc.

CIK 1179392 NEW YORK, NY
Back to REAL Full portfolio

Position in REAL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$47,117,155
+$6,535,485 QoQ
Shares Held
3,996,366
-10.6% QoQ
Ownership
3.28%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#6
of 251 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in REAL Over Time

Shares Held

Position Value (USD)

Derivatives in REAL

reported options exposure · as of Dec 31, 2021
CallValue
$424,926
CallShares
36,600
PutValue
$241,488
PutShares
20,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Luxury Goods

Consumer Cyclical · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $202,639,355 across 8 Luxury Goods names. REAL ranks #2 (23.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TPR
Tapestry, Inc.
 1,008,180 $147,577,388
2 REAL
TheRealReal, Inc.
This page 		3,996,366 $47,117,155
3 CPRI
Capri Holdings Ltd
 184,739 $3,430,603
4 MOV
Movado Group Inc
 81,364 $3,198,418
5 ELA
Envela Corp
 23,794 $687,170
6 SIG
Signet Jewelers Ltd
 5,100 $439,620
7 BRLT
Brilliant Earth Group, Inc.
 84,569 $95,562
8 LUXE
LuxExperience B.V.
 12,576 $93,439

All Filings in REAL

Export CSV
36 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $47,117,155 3,996,366
2026-03-31 $40,581,670 4,469,347
2025-12-31 $42,899,997 2,718,631
2025-09-30 $27,943,825 2,628,770
2025-06-30 $11,811,977 2,465,966
2025-03-31 $12,028,895 2,231,706
2024-12-31 $23,930,732 2,189,454
2024-09-30 $5,441,711 1,733,029
2024-06-30 $6,665,808 2,089,595
2024-03-31 $8,792,147 2,248,631
2023-12-31 $4,394,093 2,186,116
2023-09-30 $3,838,282 1,819,091
2023-06-30 $1,502,615 676,854
2023-03-31 $67,410 53,500
2022-09-30 $140,028 93,352
2022-06-30 $4,312,510 1,731,932
2022-03-31 $13,503,984 1,860,053
2021-12-31 $7,181,818 618,589
2021-12-31 $241,488 20,800
2021-12-31 $424,926 36,600
2021-09-30 $511,384 38,800
2021-09-30 $437,576 33,200
2021-09-30 $11,261,914 854,470
2021-06-30 $256,880 13,000
2021-06-30 $5,288,151 267,619
2021-06-30 $312,208 15,800
2021-03-31 $12,131,037 536,060
2021-03-31 $1,434,742 63,400
2021-03-31 $1,314,803 58,100
2020-12-31 $4,470,888 228,807
2020-12-31 $353,674 18,100
2020-12-31 $302,870 15,500
2020-09-30 $347,280 24,000
2020-09-30 $923,186 63,800
2020-06-30 $2,486,989 194,448
2020-03-31 $1,799,656 256,727