证券记录 · 已归档季度
TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
19被追踪持有人
+1Δ持有人
48.84M持有股份
$461.58M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +5.6% ·
股份流向 +11.3% ·
净新建仓位 +5.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 8.71M | 0.0% | $82.29M | 0.0% | Held | 6 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 3 | The Vanguard Group ✦ (被动) | 6.91M | +6.1% | $65.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Marshall Wace ✦ | 4.32M | -1.3% | $40.79M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 5 | Millennium Management ✦ | 2.74M | +27.1% | $25.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (被动) | 2.29M | +26.3% | $21.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 2.28M | +11.6% | $21.55M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Geode Capital Management ✦ (被动) | 2.25M | +1.7% | $21.31M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Fidelity (FMR) ✦ | 2.14M | +104.1% | $20.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Arrowstreet Capital ✦ | 2.06M | +263.8% | $19.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 1.94M | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 13 | JPMorgan Chase ✦ | 1.38M | — | $13.05M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Citadel Advisors ✦ | 839.57K | -48.3% | $7.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 640.41K | 新增 | $6.05M | 0.0% | New | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 619.01K | -33.9% | $5.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 219.88K | +94.0% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 186.45K | +64.6% | $1.76M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 19 | T. Rowe Price ✦ | 49.66K | +9.2% | $470,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Point72 Asset Management | $6.05M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 166 持有人, 94.67M 股份, $300.13M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 02
Homer Christopher
Officer · 26.63K 股 · $68,743
Sep 02
Homer Christopher
Officer · 19.46K 股 · $50,238
Sep 02
Homer Christopher
Officer · 14.13K 股 · $36,485
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据