L3VLUP
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TDUP in the 13F filings

Thredup Inc · CUSIP 88556E102

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 4 Aug 2026
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 0 listed it in both
Shares listed
33,514,472
combined, among listed positions
Reported value
$229m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 12 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -500,235.

Managers listing TDUP in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
Capital World Investors8,939,970$61munder 0.1%Added+232,37012 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC5,150,020$35munder 0.1%Added+4,062,11114 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP3,511,732$24munder 0.1%Trimmed-1,384,90113 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP3,355,413$23munder 0.1%Added+389,92913 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP2,273,563$16munder 0.1%Added+50,05614 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,126,272$15munder 0.1%Trimmed-936,73213 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,806,511$12munder 0.1%Added+1,733,04714 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,727,119$12munder 0.1%Trimmed-1,235,62513 Aug 2026 (the filing on sec.gov)
Millennium Management LLC935,899$6.4munder 0.1%Trimmed-747,58414 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp885,805$6.1munder 0.1%Trimmed-66,28114 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC838,400$5.7munder 0.1%Trimmed-573,15313 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC452,320$3.1munder 0.1%Trimmed-1,197,77014 Aug 2026 (the filing on sec.gov)
Man Group PLC343,759$2.4munder 0.1%Added+107,37214 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP310,720$2.1munder 0.1%Trimmed-141,33514 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC203,351$1.4munder 0.1%Trimmed-759,8642 Sep 2026 (the filing on sec.gov)
Invesco Ltd115,347$790kunder 0.1%Added+31,59914 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc86,435$593kunder 0.1%Added+18,00814 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP82,430$565kunder 0.1%Added+58,78214 Aug 2026 (the filing on sec.gov)
Polen Capital Management LLC75,291$516kunder 0.1%Newnew4 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP51,068$350kunder 0.1%Trimmed-23,94914 Aug 2026 (the filing on sec.gov)
Winton Group Ltd46,744$320kunder 0.1%Newnew7 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP89,510$294kunder 0.1%Held014 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP40,341$276kunder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd39,322$269kunder 0.1%Held014 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP27,130$186kunder 0.1%Trimmed-88,71014 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

024620212022202320242025
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TDUP by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20214$27mn.a.n.a.
Q2 20213$55mn.a.n.a.
Q3 20213$137mn.a.n.a.
Q4 20214$90mn.a.n.a.
Q1 20224$75mn.a.n.a.
Q2 20223$14mn.a.n.a.
Q3 20222$14mn.a.n.a.
Q4 20221$11mn.a.n.a.
Q1 20231$20mn.a.n.a.
Q2 20231$20mn.a.n.a.
Q3 20231$32mn.a.n.a.
Q4 20231$19m10
Q1 20241$17m10
Q2 20241$15m00
Q3 20241$7.3m00
Q4 20241$12m00
Q1 20252$27m10
Q2 20255$118m31
Q3 20255$149m22
Q4 20255$106m1811
Q2 20262$62m1213

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TDUP and GOOGL →TDUP and AMZN →TDUP and GOOG →Choose a stock to compare with TDUP →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TDUP, latest filings →Back to the 13F Explorer →