TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.1% ·
Aktienfluss +18.5% ·
neue Nettopositionen +6.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 8.71M | 0.0% | $65.22M | 0.0% | Held | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | The Vanguard Group ✦ (passiv) | 6.52M | — | $48.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passiv) | 6.52M | — | $48.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passiv) | 6.52M | — | $48.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 4.37M | +51.8% | $32.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Marshall Wace ✦ | 4.37M | +51.8% | $32.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Marshall Wace ✦ | 4.37M | +51.8% | $32.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passiv) | 2.22M | +12.0% | $16.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passiv) | 2.22M | +12.0% | $16.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Millennium Management ✦ | 2.16M | +80.3% | $16.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 2.04M | +85.2% | $15.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passiv) | 1.81M | +13.4% | $13.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 1.62M | +514.5% | $12.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 1.62M | +514.5% | $12.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.05M | — | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.05M | — | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.05M | — | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 935.77K | +142.7% | $7.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Arrowstreet Capital ✦ | 565.33K | +60.1% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 113.34K | Neu | $848,924 | 0.0% | New | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 113.27K | +19.7% | $848,421 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 113.27K | +19.7% | $848,421 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 113.27K | +19.7% | $848,421 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 113.27K | +19.7% | $848,421 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 113.27K | +19.7% | $848,421 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | T. Rowe Price ✦ | 45.48K | +27.0% | $341,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Gotham Asset Management | $848,924 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 166 Inhaber, 94.67M Anteile, $300.13M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.