Driehaus Capital Management LLC Acquires 861,902 Shares of The RealReal, Inc. $REAL

Key Points

• Driehaus Capital Management LLC increased its stake in The RealReal, Inc. by 90.8%, owning 1,810,651 shares worth approximately $9.76 million as of the latest SEC filing.
• The RealReal reported a revenue of $165.19 million for the last quarter, exceeding analyst expectations of $159.17 million, and the company announced a Q3 2025 earnings per share guidance.
• Multiple institutional investors have recently acquired stakes in The RealReal, with hedge funds now holding 64.73% of the company's stock, indicating increased institutional interest.

Driehaus Capital Management LLC raised its holdings in The RealReal, Inc. (NASDAQ:REAL - Free Report) by 90.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,810,651 shares of the company's stock after purchasing an additional 861,902 shares during the quarter. Driehaus Capital Management LLC owned 1.60% of RealReal worth $9,759,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently modified their holdings of the business. Voloridge Investment Management LLC bought a new stake in RealReal in the 4th quarter worth approximately $17,138,000. Landscape Capital Management L.L.C. purchased a new position in RealReal in the first quarter worth about $4,958,000. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in RealReal in the 1st quarter worth approximately $3,659,000. Nuveen LLC purchased a new position in RealReal in the 1st quarter worth approximately $3,331,000. Finally, Two Sigma Investments LP boosted its position in shares of RealReal by 26.3% during the 4th quarter. Two Sigma Investments LP now owns 2,189,454 shares of the company's stock valued at $23,931,000 after acquiring an additional 456,425 shares during the last quarter. Institutional investors own 64.73% of the company's stock.

Insider Transactions at RealReal

In other RealReal news, CEO Levesque Rati Sahi sold 260,171 shares of the company's stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $7.94, for a total transaction of $2,065,757.74. Following the completion of the sale, the chief executive officer directly owned 1,803,044 shares in the company, valued at $14,316,169.36. This represents a 12.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 9.00% of the stock is owned by company insiders.

RealReal Stock Performance

Shares of NASDAQ REAL traded down $0.12 during midday trading on Friday, reaching $8.57. 1,339,401 shares of the company's stock were exchanged, compared to its average volume of 3,388,277. The stock has a market capitalization of $987.03 million, a PE ratio of -8.07 and a beta of 2.50. The RealReal, Inc. has a 52-week low of $2.24 and a 52-week high of $11.38. The business's fifty day moving average price is $6.36 and its two-hundred day moving average price is $5.95.

RealReal (NASDAQ:REAL - Get Free Report) last issued its earnings results on Thursday, August 7th. The company reported ($0.13) EPS for the quarter, beating analysts' consensus estimates of ($0.15) by $0.02. The company had revenue of $165.19 million during the quarter, compared to analyst estimates of $159.17 million. RealReal has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS. Analysts predict that The RealReal, Inc. will post -0.4 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

REAL has been the topic of a number of recent research reports. B. Riley reissued a "buy" rating and set a $9.00 price target (up previously from $8.00) on shares of RealReal in a research report on Friday, August 8th. UBS Group boosted their price objective on RealReal from $7.00 to $8.00 and gave the stock a "neutral" rating in a research note on Friday, August 8th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, RealReal has an average rating of "Buy" and a consensus price target of $11.13.

About RealReal

The RealReal, Inc operates an online marketplace for resale luxury goods in the United State. The company offers various product categories, including women's fashion, men's fashion, jewelry, and watches. It primarily sells products through online marketplace and retail stores. The company was incorporated in 2011 and is headquartered in San Francisco, California.