TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) :
étendue des détenteurs +5.6% ·
flux d'actions +11.3% ·
nouvelles positions nettes +5.3%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 8.71M | 0.0% | $82.29M | 0.0% | Held | 6 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 7.81M | +14.0% | $73.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passif) | 6.91M | +6.1% | $65.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passif) | 6.91M | +6.1% | $65.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 6.91M | +6.1% | $65.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 6.91M | +6.1% | $65.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 6.91M | +6.1% | $65.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Marshall Wace ✦ | 4.32M | -1.3% | $40.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Marshall Wace ✦ | 4.32M | -1.3% | $40.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Marshall Wace ✦ | 4.32M | -1.3% | $40.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | Millennium Management ✦ | 2.74M | +27.1% | $25.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passif) | 2.29M | +26.3% | $21.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 2.28M | +11.6% | $21.55M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 2.25M | +1.7% | $21.31M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passif) | 2.25M | +1.7% | $21.31M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2.14M | +104.1% | $20.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.14M | +104.1% | $20.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.14M | +104.1% | $20.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Arrowstreet Capital ✦ | 2.06M | +263.8% | $19.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 1.94M | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 1.94M | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.46M | — | $13.81M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.38M | — | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.38M | — | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.38M | — | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.38M | — | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.38M | — | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.38M | — | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 839.57K | -48.3% | $7.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Point72 Asset Management ✦ | 640.41K | Nouveau | $6.05M | 0.0% | New | 1 | SEC ↗ |
| 50 | Two Sigma Investments ✦ | 619.01K | -33.9% | $5.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 51 | Gotham Asset Management ✦ | 219.88K | +94.0% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 186.45K | +64.6% | $1.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 186.45K | +64.6% | $1.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 186.45K | +64.6% | $1.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 186.45K | +64.6% | $1.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 186.45K | +64.6% | $1.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | T. Rowe Price ✦ | 49.66K | +9.2% | $470,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $6.05M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 166 détenteurs, 94.67M actions, $300.13M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.