Woodson Capital Management, LP

Holdings History for TheRealReal, Inc. - Common Stock, par value $0.00001 per share (REAL)

Symbol: REAL on Nasdaq
Investment type: Equity / Common Stock, par value $0.00001 per share
Latest Disclosed Shares Owned: 3,500,000 shares
Security Ownership %: 3%

Shares, Excluding Options vs Price

Value, Excluding Options

Woodson Capital Management, LP ownership in TheRealReal, Inc. Common Stock, par value $0.00001 per share (REAL)

10 Oct 2025 - Woodson Capital Management, LP has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 3,500,000 shares of TheRealReal, Inc. Common Stock, par value $0.00001 per share (REAL). This represents 3% ownership of the company. In their previous filing dated 29 May 2025, Woodson Capital Management, LP had reported owning 6,148,629 shares, indicating a decrease of +43%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
Woodson Capital Management, LP	3%	-48%	$37,205,000	3,500,000	-2,648,629	-43%	$10.63	13G/A	10 Sep 2025	10 Oct 2025, 09:54
Woodson Capital Management, LP	5.4%		$37,506,637	6,148,629			$6.10	13G	27 May 2025	29 May 2025, 17:14

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	6.1%	-2.4%	$39,450,000	2,500,000	-1,000,000	-29%	$15.78	Q4 2025
30 Sep 2025	7.2%	-5.9%	$37,205,000	3,500,000	-2,900,000	-45%	$10.63	Q3 2025
30 Jun 2025	5.5%	+0.94%	$30,656,000	6,400,000	+1,097,172	+21%	$4.79	Q2 2025
31 Mar 2025	6.5%	+2.4%	$28,582,243	5,302,828	+1,952,828		$5.39	Q1 2025
31 Dec 2024	6.9%	-4.2%	$36,615,500	3,350,000	-2,050,000	-38%	$10.93	Q4 2024
30 Sep 2024	3.7%	+0.1%	$16,956,000	5,400,000	+150,000	+2.9%	$3.14	Q3 2024
30 Jun 2024	3.3%	+0.15%	$16,747,500	5,250,000	+249,998	+5%	$3.19	Q2 2024
31 Mar 2024	3.6%	+0%	$19,550,008	5,000,002	+1	+0%	$3.91	Q1 2024
31 Dec 2023	2.3%	0%	$10,050,002	5,000,001	+1	+0%	$2.01	Q4 2023
30 Sep 2023	2.3%	+0.05%	$10,550,000	5,000,000	+100,000	+2%	$2.11	Q3 2023
30 Jun 2023	1.8%	+0.41%	$10,878,000	4,900,000	+1,100,000	+29%	$2.22	Q2 2023
31 Mar 2023	0.84%	+0.29%	$4,788,000	3,800,000	+1,300,000	+52%	$1.26	Q1 2023
31 Dec 2022	0.61%	+0.61%	$3,125,000	2,500,000	+2,500,000	NEW	$1.25	Q4 2022
30 Sep 2021		-1.1%	$0	0	-670,000	-100%	$13.64	Q3 2021
30 Jun 2021	1.1%	-1.3%	$13,239,000	670,000	-815,000	-55%	$19.76	Q2 2021
31 Mar 2021	3.2%	-8.9%	$33,606,000	1,485,000	-4,086,428	-73%	$22.63	Q1 2021
31 Dec 2020	8.5%	-0.04%	$108,866,000	5,571,428	-28,572	-0.51%	$19.54	Q4 2020
30 Sep 2020	6.6%	-0.18%	$81,032,000	5,600,000	-150,000	-2.6%	$14.47	Q3 2020
30 Jun 2020	8%	+5.1%	$73,542,000	5,750,000	+3,650,000	+174%	$12.79	Q2 2020
31 Mar 2020	2.2%	+2.2%	$14,721,000	2,100,000	+2,100,000	NEW	$7.01	Q1 2020

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.