TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | -2 | 69.14M | $473.19M | +2 | −4 |
| Q1 2026 | 81 | +1 | 67.37M | $221.24M | +7 | −6 |
| Q4 2025 | 80 | +1 | 65.53M | $418.73M | +1 | — |
| Q3 2025 | 19 | +1 | 48.84M | $461.58M | +1 | — |
| Q2 2025 | 15 | +1 | 39.13M | $293.05M | +1 | — |
| Q1 2025 | 11 | +1 | 18.60M | $44.82M | +1 | — |
| Q4 2024 | 10 | +1 | 15.26M | $21.22M | +2 | −1 |
| Q3 2024 | 8 | -2 | 12.20M | $10.27M | +1 | −3 |
| Q2 2024 | 10 | — | 13.21M | $22.46M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 8.71M | — | $14.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.81M | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.81M | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 1.05M | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Marshall Wace ✦ | 771.48K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 771.48K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 444.41K | — | $755,500 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 106.25K | — | $180,628 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 103.87K | — | $176,572 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 103.87K | — | $176,572 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 99.50K | — | $169,152 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 95.58K | — | $162,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 22.38K | — | $39,000 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 166 tenedores, 94.67M acciones, $300.13M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.