TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +21.8% ·
net new positions +9.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 26.26K | $61,694 | n/a | n/a |
| Q2 2026 | 75 | -2 | 69.11M | $473.01M | +2 | −5 |
| Q1 2026 | 81 | +1 | 67.37M | $221.24M | +7 | −6 |
| Q4 2025 | 80 | +1 | 65.53M | $418.73M | +1 | n/a |
| Q3 2025 | 19 | +1 | 48.84M | $461.58M | +1 | n/a |
| Q2 2025 | 15 | +1 | 39.13M | $293.05M | +1 | n/a |
| Q1 2025 | 11 | +1 | 18.60M | $44.82M | +1 | n/a |
| Q4 2024 | 10 | +1 | 15.26M | $21.22M | +2 | −1 |
| Q3 2024 | 8 | -2 | 12.20M | $10.27M | +1 | −3 |
| Q2 2024 | 10 | n/a | 13.21M | $22.46M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 8.71M | 0.0% | $20.99M | 0.0% | Held | 4 | SEC ↗ |
| 2 | Marshall Wace ✦ | 2.88M | +89.4% | $6.94M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (passive) | 1.98M | +3.3% | $4.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 1.60M | +5.9% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.20M | +1368.8% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 1.10M | +12.7% | $2.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 385.50K | +236.3% | $929,050 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 353.19K | -5.7% | $851,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 264.32K | New | $637,006 | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 94.65K | +185.9% | $228,111 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | T. Rowe Price ✦ | 35.81K | +20.7% | $87,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $637,006 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 166 holders, 94.67M shares, $300.13M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 26.63K sh · $68,743
Officer · 19.46K sh · $50,238
Officer · 14.13K sh · $36,485
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology