ThredUp Inc.
TDUP- Exchange
- Nasdaq
- Industry
- Retail-Catalog & Mail-Order Houses
- SEC CIK
- 0001484778
In the last 90 days, ThredUp Inc. insiders filed 1 open-market purchase and 3 sales; 182 institutions reported holding it in 13F filings for Q2 2026, worth $738.4M in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysLast 90 days, $13.4K in total
- 1
- Insider sellsLast 90 days, $712.0K in total
- 3
- 13F holdersQ2 2026, +9 vs. previous quarter
- 182
- 13F valueReported value at the end of Q2 2026
- $738.4M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $310.8M
- +19.5% year over year
- Net income, FY2025
- -$20.2M
- No comparable prior period
- Free cash flow, FY2025
- –
- No comparable prior period
- Revenue, Q3 FY2026
- $88.2M
- +7.4% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $20.2M (6.5% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 14.2M
- Shares sold short
- Change
- −666.1K
- −4.5% vs. previous
- Days to cover
- 9.91
- At average daily volume
Superinvestors holding TDUP, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding TDUP at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by ThredUp Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2026 (view filing)4:15 PM ET | Nov 6 | 3 days | Friedman IanDirector | PPurchaseClass A Common Stock | +10.0K | $1.34 | +$13.4K | +2.2%471.7K after | 2 lots |
| Sep 2, 2026 (view filing)6:43 PM ET | Sep 2 | Same day | Homer ChristopherChief Operating Officer | SSaleClass A Common Stock | −60.2K | $2.58 | −$155.5K | −4.1%1.40M after | 3 lots |
| Sep 2, 2026 (view filing)6:32 PM ET | Sep 2 | Same day | Reinhart James G.Chief Executive Officer | SSaleClass A Common Stock | −171.1K | $2.58 | −$441.5K | −9.2%1.69M after | 3 lots |
| Sep 2, 2026 (view filing)6:31 PM ET | Sep 2 | Same day | Sobers SeanChief Financial Officer | SSaleClass A Common Stock | −44.6K | $2.58 | −$115.0K | −6.5%637.4K after | 3 lots |
| Jun 3, 2026 (view filing) | Jun 2 | 1 day | Homer ChristopherChief Operating Officer | SSaleClass A Common Stock | −61.6K | $4.43 | −$272.8K | −4.4%1.34M after | 3 lots |
| Jun 3, 2026 (view filing) | Jun 2 | 1 day | Reinhart James G.Chief Executive Officer | SSaleClass A Common Stock | −174.9K | $4.43 | −$774.8K | −10.2%1.53M after | 3 lots |
| Jun 3, 2026 (view filing) | Jun 2 | 1 day | Sobers SeanChief Financial Officer | SSaleClass A Common Stock | −45.6K | $4.43 | −$201.8K | −7.1%595.8K after | 3 lots |
| Mar 10, 2026 (view filing) | Mar 10 | Same day | Nakache PatriciaDirector | PPurchaseClass A Common Stock | +13.2K | $3.73 | +$49.1K | +1,529.9%14.0K after | |
| Mar 3, 2026 (view filing) | Mar 3 | Same day | Homer ChristopherChief Operating Officer | SSaleClass A Common Stock | −69.7K | $3.82 | −$266.4K | −5.2%1.27M after | 3 lots |
| Mar 3, 2026 (view filing) | Mar 3 | Same day | Reinhart James G.Chief Executive Officer | SSaleClass A Common Stock | −215.3K | $3.82 | −$822.6K | −19.7%876.3K after | 3 lots |
Top 10 13F holders, Q2 2026
See all 182 holdersThe largest institutional positions in ThredUp Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,968,644 | $75.1M | 0.00% | +2,721,277+33.0% | Added |
| Needham Investment Management LLC | 10,175,000 | $69.7M | 2.10% | +900,000+9.7% | Added |
| Capital World Investors | 8,939,970 | $61.2M | 0.01% | +232,370+2.7% | Added |
| AQR Capital Management LLC | 5,150,020 | $35.3M | 0.01% | +4,062,111+373.4% | Added |
| Vanguard Capital Management LLC | 4,477,341 | $30.7M | 0.00% | +114,130+2.6% | Added |
| Gilder Gagnon Howe & Co LLC | 4,147,133 | $28.4M | 0.29% | +1,772,009+74.6% | Added |
| Divisadero Street Capital Management, LP | 3,628,206 | $24.9M | 0.58% | +2,634,257+265.0% | Added |
| Marshall Wace, LLP | 3,511,732 | $24.1M | 0.02% | −1,384,901−28.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,355,413 | $23.0M | 0.01% | +389,929+13.1% | Added |
| State Street Corp | 3,220,371 | $22.1M | 0.00% | +126,407+4.1% | Added |
Holders of 5% or more of TDUP
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of ThredUp Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Needham Investment Management LLC | 13G/A | 8.70%9.28M shares | +2.60 ppfrom 6.10% | Mar 14, 20244 filings | May 14, 2026 | SEC |
| Highland Management Partners VIII Limited Partnership | 13G/A | 8.60%8.01M shares | – | Feb 10, 20224 filings | Feb 14, 2025 | SEC |
| Capital World Investors | 13G/A | 8.40%8.71M shares | −1.00 ppfrom 9.40% | Oct 8, 20217 filings | Feb 13, 2026 | SEC |
| Highland Capital Partners VIII Limited Partnership | 13G/A | 7.30%8.15M shares | – | Feb 11, 20261 filing | Feb 11, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 7.30%7.65M shares | – | Jan 21, 20261 filing | Jan 21, 2026 | SEC |