TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +7.1% ·
flujo de acciones +18.5% ·
nuevas posiciones netas +6.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| 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 | 0.0% | $65.22M | 0.0% | Held | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 6.85M | — | $51.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | The Vanguard Group ✦ (pasivo) | 6.52M | — | $48.80M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 6.52M | — | $48.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 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 ✦ (pasivo) | 2.22M | +12.0% | $16.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 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 ✦ (pasivo) | 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 | Nuevo | $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 ↗ |
«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
| Gotham Asset Management | $848,924 | 0.0% |
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.