David M. Polen
Polen Capital Management
Polen Capital Management TheRealReal Inc stake
total: 588
Polen Capital Management REAL trades
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 3
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 496,556 TheRealReal Inc (REAL) shares with a market value of roughly $5.85M accounting for 0.05% of the overall portfolio. To date, the estimated cost basis is nearly $12.19 for "buy" trades. Polen Capital Management first purchased REAL in 2025 Q3, initially acquiring 72,088 shares. Since the initial investment in TheRealReal Inc (REAL), Polen Capital Management has made 3 more transactions.
When did Polen Capital Management buy TheRealReal Inc (REAL)?
Polen Capital Management first invested in TheRealReal Inc (REAL) in 2025 Q3 at the reported quarter-end price of $10.63 per share.
What's the cost basis of Polen Capital Management's REAL stake?
The estimated cost basis for TheRealReal Inc (REAL) stake is around $12.19 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $12.19
Polen Capital Management's historical trades in TheRealReal Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.05%
|
496,556
|
$11.79
|
$5,854,395
|
+123.81% (+274,691)
|
+0.03%
|
|
2026 Q1
|
0.01%
|
221,865
|
$9.08
|
$2,014,534
|
+26.72% (+46,777)
|
+0%
|
|
2025 Q4
|
0.01%
|
175,088
|
$15.78
|
$2,762,889
|
+142.88% (+103,000)
|
+0.01%
|
|
2025 Q3
|
0.00%
|
72,088
|
$10.63
|
$766,295
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.