TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +1.3% ·
flujo de acciones +2.1% ·
nuevas posiciones netas +1.2%
— 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 Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| 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% | $55.64M | 0.0% | Held | 7 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 8.31M | +6.4% | $53.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 3 | The Vanguard Group ✦ (pasivo) | 7.53M | +8.9% | $48.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Marshall Wace ✦ | 4.83M | +11.8% | $30.83M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 3.15M | +47.3% | $20.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | State Street Global Advisors ✦ (pasivo) | 2.89M | +26.2% | $18.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 2.49M | +21.2% | $15.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 2.42M | +7.2% | $15.44M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Renaissance Technologies ✦ | 2.29M | +0.5% | $14.65M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Millennium Management ✦ | 1.93M | -29.6% | $12.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Nuveen, LLC | 1.61M | — | $10.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Qube Research & Technologies Ltd | 1.56M | — | $9.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 1.52M | -21.4% | $9.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Blair William & Co/Il | 1.51M | — | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Connor, Clark & Lunn Investment… | 1.20M | — | $7.67M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Federated Hermes, Inc. | 943.73K | — | $6.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Two Sigma Investments ✦ | 905.36K | +46.3% | $5.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Charles Schwab Investment… | 866.13K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northern Trust Corp | 855.20K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 20 | Point72 Asset Management ✦ | 835.98K | +30.5% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 744.59K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 733.81K | -49.8% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 23 | Citadel Advisors ✦ | 668.72K | -20.4% | $4.27M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 24 | Squarepoint Ops LLC | 587.09K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Tudor Investment Corp Et Al | 576.97K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 485.09K | -64.9% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Sei Investments Co | 378.22K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | UBS Group AG | 370.83K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Prudential Financial Inc | 351.42K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Peak6 Llc | 345.21K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 31 | Balyasny Asset Management L.P. | 333.12K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 305.58K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Jane Street Group, Llc | 239.76K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Bank Of America Corp /De/ | 233.52K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Barclays Plc | 212.18K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Canada Pension Plan Investment Board | 210.50K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Healthcare Of Ontario Pension Plan… | 200.00K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Swiss National Bank | 191.40K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | D. E. Shaw & Co. ✦ | 176.57K | Nuevo | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 155.62K | -16.5% | $994,405 | 0.0% | ▼ Trim | 6 | SEC ↗ ×6 |
| 41 | UBS AM, a distinct business unit of… | 132.39K | — | $845,965 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 42 | Wells Fargo & Company/Mn | 116.72K | — | $745,828 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Rhumbline Advisers | 111.52K | — | $712,572 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Legal & General Group Plc | 94.56K | — | $604,206 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | California State Teachers… | 93.28K | — | $596,053 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 93.17K | — | $591,025 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 47 | Gotham Asset Management ✦ | 89.94K | -59.1% | $574,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 89.51K | — | $571,969 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Man Group plc | 85.45K | — | $546,045 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Invesco Ltd. | 75.40K | — | $481,831 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | Deutsche Bank Ag\ | 73.23K | — | $467,920 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Royal Bank Of Canada | 67.28K | — | $430,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 53 | Cetera Investment Advisers | 65.93K | — | $421,267 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | State Of Wisconsin Investment Board | 58.12K | — | $371,355 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | T. Rowe Price ✦ | 54.15K | +9.1% | $347,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 45.51K | — | $290,815 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Susquehanna International Group, Llp | 43.41K | — | $277,371 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Janus Henderson Group Plc | 39.32K | — | $251,464 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 29.78K | — | $190,320 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Zurcher Kantonalbank (Zurich… | 29.44K | — | $188,115 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Simplex Trading, Llc | 25.78K | — | $164,727 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | New York State Common Retirement… | 24.05K | — | $153,705 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Cerity Partners LLC | 19.84K | — | $126,746 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | ProShare Advisors LLC | 17.92K | — | $114,533 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Universal- Beteiligungs- und… | 17.74K | — | $113,339 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Voya Investment Management Llc | 16.91K | — | $108,049 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Pictet Asset Management Holding SA | 15.48K | — | $98,943 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Quantinno Capital Management LP | 14.52K | — | $92,751 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Cwm, Llc | 11.99K | — | $77,000 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Victory Capital Management Inc | 10.78K | — | $68,865 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Dimensional Fund Advisors Lp | 10.05K | — | $63,662 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Citigroup Inc | 2.84K | — | $18,160 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Osaic Holdings, Inc. | 2.59K | — | $16,522 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | BNP Paribas Asset Management… | 1.65K | — | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Us Bancorp \De\ | 1.17K | — | $7,476 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Jones Financial Companies Lllp | 659 | — | $4,211 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 572 | — | $3,655 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 283 | — | $1,808 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Optiver Holding B.V. | 196 | — | $1,252 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | TD Waterhouse Canada Inc. | 35 | — | $224 | 0.0% | n/c | 1 | 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
| D. E. Shaw & Co. | $1.13M | 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 26.63K acc. · $68,743
Officer · 19.46K acc. · $50,238
Officer · 14.13K acc. · $36,485
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología