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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 65,926 | $421.3K | 0.00% | +65,926 | New |
| Royal Bank of Canada | 67,281 | $430.0K | 0.00% | +30,258+81.7% | Added |
| Deutsche Bank AG | 73,227 | $467.9K | 0.00% | −292,548−80.0% | Reduced |
| CWM Advisors, LLC | 74,122 | $473.6K | 0.04% | +25,784+53.3% | Added |
| Invesco Ltd. | 75,404 | $481.8K | 0.00% | −1,048,280−93.3% | Reduced |
| Boothbay Fund Management, LLC | 76,835 | $491.0K | 0.01% | −32,375−29.6% | Reduced |
| Man Group plc | 85,453 | $546.0K | 0.00% | +29,156+51.8% | Added |
| Quantbot Technologies LP | 87,666 | $560.2K | 0.02% | +87,666 | New |
| Alliancebernstein L.P. | 89,510 | $572.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 89,936 | $574.7K | 0.00% | −129,948−59.1% | Reduced |
| Brevan Howard Capital Management LP | 91,469 | $584.5K | 0.01% | +49,509+118.0% | Added |
| Russell Investments Group, Ltd. | 93,170 | $591.0K | 0.00% | −139,021−59.9% | Reduced |
| California State Teachers Retirement System | 93,279 | $596.1K | 0.00% | +7,786+9.1% | Added |
| Legal & General Group Plc | 94,555 | $604.2K | 0.00% | +262+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 102,928 | $657.7K | 0.00% | +72,014+232.9% | Added |
| Lotus Technology Management, LP | 103,218 | $659.6K | 0.37% | +103,218 | New |
| Byrne Asset Management LLC | 110,000 | $702.9K | 0.39% | −850−0.8% | Reduced |
| Graham Capital Management, L.P. | 110,095 | $703.5K | 0.02% | +40,906+59.1% | Added |
| Shay Capital LLC | 111,200 | $710.6K | 0.11% | +111,200 | New |
| Rhumbline Advisers | 111,515 | $712.6K | 0.00% | −14,469−11.5% | Reduced |
| Atom Investors LP | 112,065 | $716.1K | 0.06% | +112,065 | New |
| Wells Fargo & Company | 116,718 | $745.8K | 0.00% | +53,686+85.2% | Added |
| XTX Topco Ltd | 122,692 | $784.0K | 0.02% | −17,699−12.6% | Reduced |
| UBS Asset Management Americas Inc | 132,389 | $846.0K | 0.00% | +3,082+2.4% | Added |
| Polen Capital Management LLC | 145,615 | $930.5K | 0.00% | +35,245+31.9% | Added |
| Diker Management LLC | 152,555 | $974.8K | 0.75% | +9,000+6.3% | Added |
| AQR Capital Management LLC | 155,619 | $994.4K | 0.00% | −30,832−16.5% | Reduced |
| PEAK6 LLC | 172,605 | $1.10M | 0.03% | +2,828+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 176,217 | $1.13M | 0.03% | +62,445+54.9% | Added |
| D. E. Shaw & Co., Inc. | 176,575 | $1.13M | 0.00% | +176,575 | New |
| Swiss National Bank | 191,400 | $1.22M | 0.00% | +14,000+7.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $1.28M | 0.00% | +39,900+24.9% | Added |
| Canada Pension Plan Investment Board | 210,500 | $1.35M | 0.00% | +210,500 | New |
| Barclays PLC | 212,177 | $1.36M | 0.00% | +76,859+56.8% | Added |
| Bank of America Corp | 233,524 | $1.49M | 0.00% | +1,753+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 239,523 | $1.53M | 0.35% | +60,432+33.7% | Added |
| Jane Street Group, LLC | 239,760 | $1.53M | 0.00% | −211,197−46.8% | Reduced |
| Penn Capital Management Co Inc | 245,298 | $1.57M | 0.12% | +245,298 | New |
| Bank of New York Mellon Corp | 305,581 | $1.95M | 0.00% | +3,450+1.1% | Added |
| Balyasny Asset Management LLC | 333,125 | $2.13M | 0.00% | −144,742−30.3% | Reduced |
| 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 |
| Archon Capital Management LLC | 347,251 | $2.22M | 1.26% | +100,801+40.9% | Added |
| Prudential Financial Inc | 351,415 | $2.25M | 0.00% | −2,760,430−88.7% | Reduced |
| UBS Group AG | 370,828 | $2.37M | 0.00% | +125,388+51.1% | Added |
| Castleark Management LLC | 373,310 | $2.39M | 0.07% | +373,310 | New |
| SEI Investments Co | 378,217 | $2.42M | 0.00% | +116,065+44.3% | Added |
| Engineers Gate Manager LP | 449,144 | $2.87M | 0.03% | +96,531+27.4% | Added |
| Gluskin Sheff & Assoc Inc | 463,112 | $2.96M | 0.41% | +463,112 | New |
| JPMorgan Chase & Co | 485,089 | $3.10M | 0.00% | −205,598−29.8% | Reduced |
| Readystate Asset Management LP | 536,512 | $3.43M | 0.15% | −180,000−25.1% | Reduced |
| Zweig-DiMenna Associates LLC | 538,500 | $3.44M | 0.24% | +538,500 | New |
| Tudor Investment Corp Et Al | 576,971 | $3.69M | 0.02% | −81,300−12.4% | Reduced |
| Squarepoint Ops LLC | 587,087 | $3.75M | 0.01% | +170,261+40.8% | Added |
| Jump Financial, LLC | 639,633 | $4.09M | 0.05% | +119,997+23.1% | Added |
| Citadel Advisors LLC | 668,720 | $4.27M | 0.00% | −170,849−20.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 691,689 | $4.42M | 0.05% | +268,695+63.5% | Added |
| Morgan Stanley | 733,808 | $4.69M | 0.00% | −727,237−49.8% | Reduced |
| Panagora Asset Management Inc | 736,420 | $4.71M | 0.02% | +29,102+4.1% | Added |
| Lord, Abbett & Co. LLC | 741,200 | $4.74M | 0.01% | −753−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 744,588 | $4.76M | 0.00% | +29,118+4.1% | Added |
| Two Sigma Advisers, LP | 752,900 | $4.81M | 0.01% | +189,300+33.6% | Added |
| Landscape Capital Management, L.L.C. | 800,110 | $5.11M | 0.34% | +18,157+2.3% | Added |
| Point72 Asset Management, L.P. | 835,981 | $5.34M | 0.01% | +195,574+30.5% | Added |
| Northern Trust Corp | 855,197 | $5.46M | 0.00% | −15,987−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 866,134 | $5.53M | 0.00% | +23,338+2.8% | Added |
| Tocqueville Asset Management L.P. | 880,000 | $5.62M | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 905,362 | $5.79M | 0.01% | +286,354+46.3% | Added |
| Federated Hermes, Inc. | 943,729 | $6.03M | 0.01% | +215,354+29.6% | Added |
| Divisadero Street Capital Management, LP | 993,949 | $6.35M | 0.36% | −3000.0% | Reduced |
| Trexquant Investment LP | 994,780 | $6.36M | 0.06% | +42,233+4.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,200,188 | $7.67M | 0.02% | −179,920−13.0% | Reduced |
| BloombergSen Inc. | 1,274,289 | $8.14M | 0.86% | +393,385+44.7% | Added |
| Blair William & Co | 1,506,155 | $9.62M | 0.03% | +71,802+5.0% | Added |
| Goldman Sachs Group Inc | 1,522,523 | $9.73M | 0.00% | −413,528−21.4% | Reduced |
| Qube Research & Technologies Ltd | 1,556,298 | $9.94M | 0.01% | +915,231+142.8% | Added |
| Nuveen, LLC | 1,606,244 | $10.3M | 0.00% | +460,069+40.1% | Added |
| Woodson Capital Management, LP | 1,800,000 | $11.5M | 1.78% | +1,800,000 | New |
| Millennium Management LLC | 1,930,924 | $12.3M | 0.01% | −810,068−29.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,052,346 | $13.1M | 0.14% | +772,108+60.3% | Added |
| Driehaus Capital Management LLC | 2,162,600 | $13.8M | 0.09% | −339,619−13.6% | Reduced |
| Acadian Asset Management LLC | 2,232,235 | $14.3M | 0.02% | +28,283+1.3% | Added |
| Renaissance Technologies LLC | 2,292,853 | $14.7M | 0.02% | +12,127+0.5% | Added |
| Geode Capital Management, LLC | 2,416,626 | $15.4M | 0.00% | +161,967+7.2% | Added |
| Arrowstreet Capital, Limited Partnership | 2,491,577 | $15.9M | 0.01% | +435,232+21.2% | Added |
| State Street Corp | 2,886,417 | $18.4M | 0.00% | +598,793+26.2% | Added |
| FMR LLC | 3,153,700 | $20.2M | 0.00% | +1,012,081+47.3% | Added |
| Marshall Wace, LLP | 4,825,251 | $30.8M | 0.03% | +509,195+11.8% | Added |
| Needham Investment Management LLC | 6,075,000 | $38.8M | 2.45% | +400,000+7.0% | Added |
| Vanguard Group Inc | 7,530,479 | $48.1M | 0.00% | +616,052+8.9% | Added |
| BlackRock, Inc. | 8,312,930 | $53.1M | 0.00% | +502,910+6.4% | Added |
| Capital World Investors | 8,707,600 | $55.6M | 0.01% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −434,314−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −160,179−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −106,757−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −56,887−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −46,511−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −35,365−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −34,799−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −29,450−100.0% | Sold out |