What smart money is saying about The RealReal
1 fund in our archive has pitched The RealReal — most recently Cedar Grove Capital Management Multi-Strategy Composite in September 2026.
The RealReal, Inc. manages a digital platform dedicated to the online resale of luxury goods throughout the United States. Its diverse inventory encompasses a wide array of categories, such as clothing and accessories for women, men, and children, along with fine jewelry, watches, and home furnishings and art. This company was founded in 2011 and maintains its corporate headquarters in San Francisco, California.
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Position history
Every position in The RealReal on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- September 2026
“Evolv Technologies (EVLV) and The RealReal (REAL), which we have held since Q1, both exceeded estimates and raised guidance during the quarter.”
The RealReal
Fund coverage · 1 thesis
- Cedar Grove Capital Management Multi-Strategy CompositeSeptember 2026
The RealReal is a secondhand luxury marketplace with improving profitability, strong network effects, and AI-enabled operating leverage.
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