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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
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 5 listed it in both
Shares listed
32,401,510
combined, among listed positions
Reported value
$207m
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +911,929.

Managers listing TDUP in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Capital World Investors8,707,600$56munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP4,825,251$31munder 0.1%Added+509,19513 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,153,700$20munder 0.1%Added+1,012,08117 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP2,491,577$16munder 0.1%Added+435,23213 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC2,292,853$15munder 0.1%Added+12,12712 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC2,232,235$14munder 0.1%Added+28,28310 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,930,924$12munder 0.1%Trimmed-810,06817 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP905,362$5.8munder 0.1%Added+286,35417 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP835,981$5.3munder 0.1%Added+195,57417 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP752,900$4.8munder 0.1%Added+189,30017 Feb 2026 (the filing on sec.gov)
Maverick Capital Ltd691,689$4.4munder 0.1%Added+268,69513 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC668,720$4.3munder 0.1%Trimmed-170,84917 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC587,087$3.8munder 0.1%Added+170,26113 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp576,971$3.7munder 0.1%Trimmed-81,30017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC333,125$2.1munder 0.1%Trimmed-144,74217 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC239,760$1.5munder 0.1%Trimmed-211,19712 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.176,575$1.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC155,619$994kunder 0.1%Trimmed-30,83217 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC145,615$930kunder 0.1%Added+35,24512 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC102,928$658kunder 0.1%Added+72,01417 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP91,469$584kunder 0.1%Added+49,50917 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP89,510$572kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP87,666$560kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
Man Group PLC85,453$546kunder 0.1%Added+29,15617 Feb 2026 (the filing on sec.gov)
Invesco Ltd75,404$482kunder 0.1%Trimmed-1,048,28019 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

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 →