TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.3% ·
주식 흐름 +2.1% ·
순 신규 포지션 +1.2%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 8.71M | 0.0% | $55.64M | 0.0% | Held | 7 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 8.31M | +6.4% | $53.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 3 | The Vanguard Group ✦ (패시브) | 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 ✦ (패시브) | 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 ✦ (패시브) | 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 | 신규 | $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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| D. E. Shaw & Co. | $1.13M | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 166 보유 기관, 94.67M 주식, $300.13M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Officer · 26.63K 주(sh) · $68,743
Officer · 19.46K 주(sh) · $50,238
Officer · 14.13K 주(sh) · $36,485
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론