ThredUp Inc.
TDUP- Exchange
- Nasdaq
- Industry
- Retail-Catalog & Mail-Order Houses
- SEC CIK
- 0001484778
In the last 90 days, ThredUp Inc. insiders filed 0 open-market purchases and 3 sales; 182 institutions reported holding it in 13F filings for Q2 2026, worth $738.4M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in ThredUp Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 192
- +18 vs. Q3 2025
- Shares held
- 94.8M
- +5.50M (+6.2%) vs. Q3 2025
- Total value
- $606.1M
- −$238.1M (−28.2%) vs. Q3 2025
- New holders
- 38
- 79 more added
- Sold out
- 20
- 50 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TDUP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 182 | $738.4M |
| Q1 2026 | 176 | $336.6M |
| Q4 2025 | 192 | $606.1M |
| Q3 2025 | 177 | $845.6M |
| Q2 2025 | 162 | $560.3M |
| Q1 2025 | 114 | $140.1M |
| Q4 2024 | 91 | $72.4M |
| Q3 2024 | 92 | $46.0M |
| Q2 2024 | 101 | $101.0M |
| Q1 2024 | 99 | $124.7M |
| Q4 2023 | 106 | $140.5M |
| Q3 2023 | 106 | $256.4M |
| Q2 2023 | 89 | $149.7M |
| Q1 2023 | 89 | $151.2M |
| Q4 2022 | 81 | $78.2M |
| Q3 2022 | 109 | $106.4M |
| Q2 2022 | 114 | $148.9M |
| Q1 2022 | 99 | $485.3M |
| Q4 2021 | 101 | $735.3M |
| Q3 2021 | 73 | $853.1M |
| Q2 2021 | 63 | $765.0M |
| Q1 2021 | 53 | $489.3M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding ThredUp Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 8,707,600 | $55.6M | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 8,312,930 | $53.1M | 0.00% | +502,910+6.4% | Added |
| Vanguard Group Inc | 7,530,479 | $48.1M | 0.00% | +616,052+8.9% | Added |
| Needham Investment Management LLC | 6,075,000 | $38.8M | 2.45% | +400,000+7.0% | Added |
| Marshall Wace, LLP | 4,825,251 | $30.8M | 0.03% | +509,195+11.8% | Added |
| FMR LLC | 3,153,700 | $20.2M | 0.00% | +1,012,081+47.3% | Added |
| State Street Corp | 2,886,417 | $18.4M | 0.00% | +598,793+26.2% | Added |
| Arrowstreet Capital, Limited Partnership | 2,491,577 | $15.9M | 0.01% | +435,232+21.2% | Added |
| Geode Capital Management, LLC | 2,416,626 | $15.4M | 0.00% | +161,967+7.2% | Added |
| Renaissance Technologies LLC | 2,292,853 | $14.7M | 0.02% | +12,127+0.5% | Added |
| Acadian Asset Management LLC | 2,232,235 | $14.3M | 0.02% | +28,283+1.3% | Added |
| Driehaus Capital Management LLC | 2,162,600 | $13.8M | 0.09% | −339,619−13.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,052,346 | $13.1M | 0.14% | +772,108+60.3% | Added |
| Millennium Management LLC | 1,930,924 | $12.3M | 0.01% | −810,068−29.6% | Reduced |
| Woodson Capital Management, LP | 1,800,000 | $11.5M | 1.78% | +1,800,000 | New |
| Nuveen, LLC | 1,606,244 | $10.3M | 0.00% | +460,069+40.1% | Added |
| Qube Research & Technologies Ltd | 1,556,298 | $9.94M | 0.01% | +915,231+142.8% | Added |
| Goldman Sachs Group Inc | 1,522,523 | $9.73M | 0.00% | −413,528−21.4% | Reduced |
| Blair William & Co | 1,506,155 | $9.62M | 0.03% | +71,802+5.0% | Added |
| BloombergSen Inc. | 1,274,289 | $8.14M | 0.86% | +393,385+44.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,200,188 | $7.67M | 0.02% | −179,920−13.0% | Reduced |
| Trexquant Investment LP | 994,780 | $6.36M | 0.06% | +42,233+4.4% | Added |
| Divisadero Street Capital Management, LP | 993,949 | $6.35M | 0.36% | −3000.0% | Reduced |
| Federated Hermes, Inc. | 943,729 | $6.03M | 0.01% | +215,354+29.6% | Added |
| Two Sigma Investments, LP | 905,362 | $5.79M | 0.01% | +286,354+46.3% | Added |
| Tocqueville Asset Management L.P. | 880,000 | $5.62M | 0.08% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 866,134 | $5.53M | 0.00% | +23,338+2.8% | Added |
| Northern Trust Corp | 855,197 | $5.46M | 0.00% | −15,987−1.8% | Reduced |
| Point72 Asset Management, L.P. | 835,981 | $5.34M | 0.01% | +195,574+30.5% | Added |
| Landscape Capital Management, L.L.C. | 800,110 | $5.11M | 0.34% | +18,157+2.3% | Added |
| Two Sigma Advisers, LP | 752,900 | $4.81M | 0.01% | +189,300+33.6% | Added |
| BNP Paribas Arbitrage, SA | 744,588 | $4.76M | 0.00% | +29,118+4.1% | Added |
| Lord, Abbett & Co. LLC | 741,200 | $4.74M | 0.01% | −753−0.1% | Reduced |
| Panagora Asset Management Inc | 736,420 | $4.71M | 0.02% | +29,102+4.1% | Added |
| Morgan Stanley | 733,808 | $4.69M | 0.00% | −727,237−49.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 691,689 | $4.42M | 0.05% | +268,695+63.5% | Added |
| Citadel Advisors LLC | 668,720 | $4.27M | 0.00% | −170,849−20.3% | Reduced |
| Jump Financial, LLC | 639,633 | $4.09M | 0.05% | +119,997+23.1% | Added |
| Squarepoint Ops LLC | 587,087 | $3.75M | 0.01% | +170,261+40.8% | Added |
| Tudor Investment Corp Et Al | 576,971 | $3.69M | 0.02% | −81,300−12.4% | Reduced |
| Zweig-DiMenna Associates LLC | 538,500 | $3.44M | 0.24% | +538,500 | New |
| Readystate Asset Management LP | 536,512 | $3.43M | 0.15% | −180,000−25.1% | Reduced |
| JPMorgan Chase & Co | 485,089 | $3.10M | 0.00% | −205,598−29.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 463,112 | $2.96M | 0.41% | +463,112 | New |
| Engineers Gate Manager LP | 449,144 | $2.87M | 0.03% | +96,531+27.4% | Added |
| SEI Investments Co | 378,217 | $2.42M | 0.00% | +116,065+44.3% | Added |
| Castleark Management LLC | 373,310 | $2.39M | 0.07% | +373,310 | New |
| UBS Group AG | 370,828 | $2.37M | 0.00% | +125,388+51.1% | Added |
| Prudential Financial Inc | 351,415 | $2.25M | 0.00% | −2,760,430−88.7% | Reduced |
| Archon Capital Management LLC | 347,251 | $2.22M | 1.26% | +100,801+40.9% | Added |
| G2 Investment Partners Management LLC | 340,000 | $2.17M | 0.52% | −9,352−2.7% | Reduced |
| MYDA Advisors LLC | 340,000 | $2.17M | 0.61% | +340,000 | New |
| Balyasny Asset Management LLC | 333,125 | $2.13M | 0.00% | −144,742−30.3% | Reduced |
| Bank of New York Mellon Corp | 305,581 | $1.95M | 0.00% | +3,450+1.1% | Added |
| Penn Capital Management Co Inc | 245,298 | $1.57M | 0.12% | +245,298 | New |
| Jane Street Group, LLC | 239,760 | $1.53M | 0.00% | −211,197−46.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 239,523 | $1.53M | 0.35% | +60,432+33.7% | Added |
| Bank of America Corp | 233,524 | $1.49M | 0.00% | +1,753+0.8% | Added |
| Barclays PLC | 212,177 | $1.36M | 0.00% | +76,859+56.8% | Added |
| Canada Pension Plan Investment Board | 210,500 | $1.35M | 0.00% | +210,500 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $1.28M | 0.00% | +39,900+24.9% | Added |
| Swiss National Bank | 191,400 | $1.22M | 0.00% | +14,000+7.9% | Added |
| D. E. Shaw & Co., Inc. | 176,575 | $1.13M | 0.00% | +176,575 | New |
| Y-Intercept (Hong Kong) Ltd | 176,217 | $1.13M | 0.03% | +62,445+54.9% | Added |
| PEAK6 LLC | 172,605 | $1.10M | 0.03% | +2,828+1.7% | Added |
| AQR Capital Management LLC | 155,619 | $994.4K | 0.00% | −30,832−16.5% | Reduced |
| Diker Management LLC | 152,555 | $974.8K | 0.75% | +9,000+6.3% | Added |
| Polen Capital Management LLC | 145,615 | $930.5K | 0.00% | +35,245+31.9% | Added |
| UBS Asset Management Americas Inc | 132,389 | $846.0K | 0.00% | +3,082+2.4% | Added |
| XTX Topco Ltd | 122,692 | $784.0K | 0.02% | −17,699−12.6% | Reduced |
| Wells Fargo & Company | 116,718 | $745.8K | 0.00% | +53,686+85.2% | Added |
| Atom Investors LP | 112,065 | $716.1K | 0.06% | +112,065 | New |
| Rhumbline Advisers | 111,515 | $712.6K | 0.00% | −14,469−11.5% | Reduced |
| Shay Capital LLC | 111,200 | $710.6K | 0.11% | +111,200 | New |
| Graham Capital Management, L.P. | 110,095 | $703.5K | 0.02% | +40,906+59.1% | Added |
| Byrne Asset Management LLC | 110,000 | $702.9K | 0.39% | −850−0.8% | Reduced |
| Lotus Technology Management, LP | 103,218 | $659.6K | 0.37% | +103,218 | New |
| Schonfeld Strategic Advisors LLC | 102,928 | $657.7K | 0.00% | +72,014+232.9% | Added |
| Legal & General Group Plc | 94,555 | $604.2K | 0.00% | +262+0.3% | Added |
| California State Teachers Retirement System | 93,279 | $596.1K | 0.00% | +7,786+9.1% | Added |
| Russell Investments Group, Ltd. | 93,170 | $591.0K | 0.00% | −139,021−59.9% | Reduced |
| Brevan Howard Capital Management LP | 91,469 | $584.5K | 0.01% | +49,509+118.0% | Added |
| Gotham Asset Management, LLC | 89,936 | $574.7K | 0.00% | −129,948−59.1% | Reduced |
| Alliancebernstein L.P. | 89,510 | $572.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 87,666 | $560.2K | 0.02% | +87,666 | New |
| Man Group plc | 85,453 | $546.0K | 0.00% | +29,156+51.8% | Added |
| Boothbay Fund Management, LLC | 76,835 | $491.0K | 0.01% | −32,375−29.6% | Reduced |
| Invesco Ltd. | 75,404 | $481.8K | 0.00% | −1,048,280−93.3% | Reduced |
| CWM Advisors, LLC | 74,122 | $473.6K | 0.04% | +25,784+53.3% | Added |
| Deutsche Bank AG | 73,227 | $467.9K | 0.00% | −292,548−80.0% | Reduced |
| Royal Bank of Canada | 67,281 | $430.0K | 0.00% | +30,258+81.7% | Added |
| Cetera Investment Advisers | 65,926 | $421.3K | 0.00% | +65,926 | New |
| Utah Retirement Systems | 63,245 | $404.1K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 62,751 | $401.0K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 59,430 | $379.8K | 0.06% | +59,430 | New |
| State of Wisconsin Investment Board | 58,115 | $371.4K | 0.00% | −2,824−4.6% | Reduced |
| Entropy Technologies, LP | 56,264 | $359.5K | 0.02% | +15,309+37.4% | Added |
| MetLife Investment Management | 54,579 | $348.8K | 0.00% | −901−1.6% | Reduced |
| Price T Rowe Associates Inc | 54,154 | $347.0K | 0.00% | +4,495+9.1% | Added |
| Los Angeles Capital Management LLC | 39,904 | $344.0K | 0.00% | −45,949−53.5% | Reduced |