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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, Q1 2026

Institutional positions in ThredUp Inc. as of Mar 31, 2026. 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
176
−13 vs. Q4 2025
Shares held
102.5M
+15.2M (+17.4%) vs. Q4 2025
Total value
$336.6M
−$221.4M (−39.7%) vs. Q4 2025
New holders
34
70 more added
Sold out
47
48 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 176 institutions
Q1 2021: 53 institutionsQ2 2021: 63 institutionsQ3 2021: 73 institutionsQ4 2021: 101 institutionsQ1 2022: 99 institutionsQ2 2022: 114 institutionsQ3 2022: 109 institutionsQ4 2022: 81 institutionsQ1 2023: 89 institutionsQ2 2023: 89 institutionsQ3 2023: 106 institutionsQ4 2023: 106 institutionsQ1 2024: 99 institutionsQ2 2024: 101 institutionsQ3 2024: 92 institutionsQ4 2024: 91 institutionsQ1 2025: 114 institutionsQ2 2025: 162 institutionsQ3 2025: 177 institutionsQ4 2025: 192 institutionsQ1 2026: 176 institutionsQ2 2026: 182 institutions
Value heldQ1 2026: $336.6M
Q1 2021: $489.3MQ2 2021: $765.0MQ3 2021: $853.1MQ4 2021: $735.3MQ1 2022: $485.3MQ2 2022: $148.9MQ3 2022: $106.4MQ4 2022: $78.2MQ1 2023: $151.2MQ2 2023: $149.7MQ3 2023: $256.4MQ4 2023: $140.5MQ1 2024: $124.7MQ2 2024: $101.0MQ3 2024: $46.0MQ4 2024: $72.4MQ1 2025: $140.1MQ2 2025: $560.3MQ3 2025: $845.6MQ4 2025: $606.1MQ1 2026: $336.6MQ2 2026: $738.4M
Institutions holding TDUP and their total value by quarter
QuarterHoldersValue
Q2 2026182$738.4M
Q1 2026176$336.6M
Q4 2025192$606.1M
Q3 2025177$845.6M
Q2 2025162$560.3M
Q1 2025114$140.1M
Q4 202491$72.4M
Q3 202492$46.0M
Q2 2024101$101.0M
Q1 202499$124.7M
Q4 2023106$140.5M
Q3 2023106$256.4M
Q2 202389$149.7M
Q1 202389$151.2M
Q4 202281$78.2M
Q3 2022109$106.4M
Q2 2022114$148.9M
Q1 202299$485.3M
Q4 2021101$735.3M
Q3 202173$853.1M
Q2 202163$765.0M
Q1 202153$489.3M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding ThredUp Inc.; share changes are against Q4 2025.

Institutions holding TDUP in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Axim Planning & Wealth77,340$253.7K0.31%+77,340New
Deutsche Bank AG80,668$264.6K0.00%+7,441+10.2%Added
Invesco Ltd.83,748$274.7K0.00%+8,344+11.1%Added
Jump Financial, LLC84,582$277.4K0.00%−555,051−86.8%Reduced
California State Teachers Retirement System92,549$303.6K0.00%−730−0.8%Reduced
DRW Securities, LLC95,736$314.0K0.02%+61,081+176.3%Added
Royal Bank of Canada101,062$331.0K0.00%+33,781+50.2%Added
Byrne Asset Management LLC110,000$360.8K0.21%00.0%Unchanged
Rhumbline Advisers112,437$368.8K0.00%+922+0.8%Added
Wells Fargo & Company112,539$369.1K0.00%−4,179−3.6%Reduced
ExodusPoint Capital Management, LP115,840$380.0K0.00%+115,840New
UBS Asset Management Americas Inc132,297$433.9K0.00%−92−0.1%Reduced
Farther Finance Advisors, LLC145,010$491.6K0.00%+144,941+210,059.4%Added
CWM Advisors, LLC158,228$519.0K0.03%+84,106+113.5%Added
State of Wisconsin Investment Board158,964$521.4K0.00%+100,849+173.5%Added
Diker Management LLC160,555$526.6K0.47%+8,000+5.2%Added
Alliancebernstein L.P.89,510$572.0K0.00%00.0%Unchanged
PEAK6 LLC177,107$580.9K0.02%+4,502+2.6%Added
SEI Investments Co177,645$582.7K0.00%−200,572−53.0%Reduced
Jane Street Group, LLC180,311$591.4K0.00%−59,449−24.8%Reduced
Swiss National Bank191,400$627.8K0.00%00.0%Unchanged
Gsa Capital Partners LLP200,668$658.0K0.04%+200,668New
Engineers Gate Manager LP216,044$708.6K0.01%−233,100−51.9%Reduced
Man Group plc236,387$775.3K0.00%+150,934+176.6%Added
Dynamic Technology Lab Private Ltd248,892$816.4K0.13%+9,369+3.9%Added
Los Angeles Capital Management LLC294,183$964.9K0.00%+254,279+637.2%Added
Bank of New York Mellon Corp302,603$992.5K0.00%−2,978−1.0%Reduced
BNP Paribas Arbitrage, SA312,922$1.03M0.00%−431,666−58.0%Reduced
Bank of America Corp345,353$1.13M0.00%+111,829+47.9%Added
Canada Pension Plan Investment Board379,700$1.25M0.00%+169,200+80.4%Added
Empowered Funds, LLC408,023$1.34M0.01%+408,023New
XTX Topco Ltd438,467$1.44M0.03%+315,775+257.4%Added
Point72 Asset Management, L.P.452,055$1.48M0.00%−383,926−45.9%Reduced
Readystate Asset Management LP507,254$1.66M0.10%−29,258−5.5%Reduced
Panagora Asset Management Inc644,197$2.11M0.01%−92,223−12.5%Reduced
Morgan Stanley658,973$2.16M0.00%−74,835−10.2%Reduced
GMT Capital Corp701,600$2.30M0.11%+701,600New
Vanguard Fiduciary Trust Co704,310$2.31M0.00%+704,310New
Charles Schwab Investment Management Inc800,021$2.62M0.00%−66,113−7.6%Reduced
Gluskin Sheff & Assoc Inc862,482$2.83M0.47%+399,370+86.2%Added
Northern Trust Corp878,830$2.88M0.00%+23,633+2.8%Added
Tocqueville Asset Management L.P.880,000$2.89M0.04%00.0%Unchanged
Tudor Investment Corp Et Al952,086$3.12M0.02%+375,115+65.0%Added
Citadel Advisors LLC963,215$3.16M0.00%+294,495+44.0%Added
Divisadero Street Capital Management, LP993,949$3.26M0.15%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.995,473$3.27M0.01%−204,715−17.1%Reduced
FIL Ltd1,000,000$3.28M0.00%+1,000,000New
AQR Capital Management LLC1,087,909$3.57M0.00%+932,290+599.1%Added
Federated Hermes, Inc.1,111,947$3.65M0.01%+168,218+17.8%Added
Archon Capital Management LLC1,238,125$4.06M2.29%+890,874+256.6%Added
Nuveen, LLC1,298,247$4.26M0.00%−307,997−19.2%Reduced
Trexquant Investment LP1,318,200$4.32M0.03%+323,420+32.5%Added
BloombergSen Inc.1,351,246$4.43M0.50%+76,957+6.0%Added
UBS Group AG1,372,117$4.50M0.00%+1,001,289+270.0%Added
Renaissance Technologies LLC1,411,553$4.63M0.01%−881,300−38.4%Reduced
Zweig-DiMenna Associates LLC1,454,500$4.77M0.67%+916,000+170.1%Added
Squarepoint Ops LLC1,650,090$5.41M0.01%+1,063,003+181.1%Added
Millennium Management LLC1,683,483$5.52M0.00%−247,441−12.8%Reduced
Woodson Capital Management, LP1,695,000$5.56M0.90%−105,000−5.8%Reduced
Ci Investments Inc.1,810,000$5.94M0.03%+1,810,000New
Blair William & Co2,082,554$6.83M0.02%+576,399+38.3%Added
Goldman Sachs Group Inc2,084,861$6.84M0.00%+562,338+36.9%Added
Two Sigma Investments, LP2,223,507$7.29M0.01%+1,318,145+145.6%Added
Geode Capital Management, LLC2,355,071$7.73M0.00%−61,555−2.5%Reduced
Gilder Gagnon Howe & Co LLC2,375,124$7.79M0.09%+322,778+15.7%Added
Vanguard Portfolio Management LLC2,450,696$8.04M0.00%+2,450,696New
Qube Research & Technologies Ltd2,735,898$8.97M0.01%+1,179,600+75.8%Added
Acadian Asset Management LLC2,962,744$9.71M0.01%+730,509+32.7%Added
Arrowstreet Capital, Limited Partnership2,965,484$9.73M0.01%+473,907+19.0%Added
FMR LLC3,063,004$10.0M0.00%−90,696−2.9%Reduced
State Street Corp3,093,964$10.1M0.00%+207,547+7.2%Added
Vanguard Capital Management LLC4,363,211$14.3M0.00%+4,363,211New
Marshall Wace, LLP4,896,633$16.1M0.02%+71,382+1.5%Added
BlackRock, Inc.8,247,367$27.1M0.00%−65,563−0.8%Reduced
Capital World Investors8,707,600$28.6M0.00%00.0%Unchanged
Needham Investment Management LLC9,275,000$30.4M1.55%+3,200,000+52.7%Added
Driehaus Capital Management LLC0$00.00%−2,162,600−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−752,900−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−741,200−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−691,689−100.0%Sold out
Castleark Management LLC0$00.00%−373,310−100.0%Sold out
MYDA Advisors LLC0$00.00%−340,000−100.0%Sold out
G2 Investment Partners Management LLC0$00.00%−340,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−333,125−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−245,298−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−200,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−176,217−100.0%Sold out
Polen Capital Management LLC0$00.00%−145,615−100.0%Sold out
Atom Investors LP0$00.00%−112,065−100.0%Sold out
Shay Capital LLC0$00.00%−111,200−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−110,095−100.0%Sold out
Lotus Technology Management, LP0$00.00%−103,218−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−102,928−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−89,936−100.0%Sold out
Quantbot Technologies LP0$00.00%−87,666−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−76,835−100.0%Sold out
Entropy Technologies, LP0$00.00%−56,264−100.0%Sold out
Jain Global LLC0$00.00%−49,338−100.0%Sold out
PharVision Advisers, LLC0$00.00%−41,066−100.0%Sold out
Capital Fund Management S.A.0$00.00%−37,042−100.0%Sold out