ThredUp Inc. - TDUP

Sector: Consumer Cyclical · Industry: Retail-Catalog & Mail-Order Houses

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$741.4M

QoQ value delta ($000)

+$429.1M (+137.4%)

Implied price effect (QoQ)

+108.49%

Total shares

108,335,727

QoQ shares delta

+13,191,953 (+13.87%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 186 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BlackRock, Inc.	75,135	10,968,644	0.0%
NEEDHAM INVESTMENT MANAGEMENT LLC	69,698	10,175,000	2.1%
Capital World Investors	61,238	8,939,970	0.01%
AQR CAPITAL MANAGEMENT LLC	35,277	5,150,020	0.01%
VANGUARD CAPITAL MANAGEMENT LLC	30,669	4,477,341	0.0%
GILDER GAGNON HOWE & CO LLC	28,407	4,147,133	0.29%
Divisadero Street Capital Management, LP	24,853	3,628,206	0.56%
MARSHALL WACE, LLP	24,055	3,511,732	0.02%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	22,984	3,355,413	0.01%
STATE STREET CORP	22,059	3,220,371	0.0%
GOLDMAN SACHS GROUP INC	20,947	3,058,071	0.0%
GEODE CAPITAL MANAGEMENT, LLC	18,403	2,686,241	0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC	15,581	2,274,685	0.0%
TWO SIGMA INVESTMENTS, LP	15,573	2,273,563	0.01%
BLAIR WILLIAM & CO/IL	15,040	2,195,729	0.04%
FMR LLC	14,564	2,126,272	0.0%
CI INVESTMENTS INC.	13,898	2,029,000	0.04%
Nuveen, LLC	12,775	1,865,079	0.0%
D. E. Shaw & Co., Inc.	12,374	1,806,511	0.01%
ACADIAN ASSET MANAGEMENT LLC	11,823	1,727,119	0.01%
Woodson Capital Management, LP	10,677	1,558,806	1.79%
READYSTATE ASSET MANAGEMENT LP	10,334	1,508,736	0.35%
BloombergSen Inc.	9,256	1,351,246	0.69%
GMT CAPITAL CORP	8,810	1,286,200	0.46%
FIL Ltd	8,562	1,250,000	0.01%