TDUP
ThredUp Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -2.6% ·
flujo de acciones +2.9% ·
nuevas posiciones netas -2.6%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| 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 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 10.97M | +33.0% | $75.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Capital World Investors ✦ | 8.94M | +2.7% | $61.24M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 4.48M | +2.6% | $30.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Marshall Wace ✦ | 3.51M | -28.3% | $24.06M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 25 | Marshall Wace ✦ | 3.51M | -28.3% | $24.06M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 26 | Arrowstreet Capital ✦ | 3.36M | +13.2% | $22.98M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (pasivo) | 3.22M | +4.1% | $22.06M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 3.06M | +46.7% | $20.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 3.06M | +46.7% | $20.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 3.06M | +46.7% | $20.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Geode Capital Management ✦ (pasivo) | 2.69M | +14.1% | $18.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 32 | Geode Capital Management ✦ (pasivo) | 2.69M | +14.1% | $18.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 2.27M | +2.2% | $15.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Blair William & Co/Il | 2.20M | +5.4% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 2.13M | -30.6% | $14.56M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 2.13M | -30.6% | $14.56M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Nuveen, LLC | 1.87M | +43.7% | $12.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Nuveen, LLC | 1.87M | +43.7% | $12.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Nuveen, LLC | 1.87M | +43.7% | $12.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 1.81M | +2359.0% | $12.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | FIL Ltd | 1.25M | +25.0% | $8.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 975.43K | +11.0% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 975.43K | +11.0% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 975.43K | +11.0% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 975.43K | +11.0% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northern Trust Corp | 975.43K | +11.0% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Millennium Management ✦ | 935.90K | -44.4% | $6.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 48 | Tudor Investment Corp Et Al | 885.80K | -7.0% | $6.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Charles Schwab Investment… | 884.30K | +10.5% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 838.40K | -40.6% | $5.74M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 51 | Connor, Clark & Lunn Investment… | 781.87K | -21.5% | $5.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 763.19K | -72.1% | $5.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | UBS Group AG | 692.71K | -49.5% | $4.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | UBS Group AG | 692.71K | -49.5% | $4.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Squarepoint Ops LLC | 452.32K | -72.6% | $3.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Man Group plc | 343.76K | +45.4% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 321.79K | +6.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 321.79K | +6.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 321.79K | +6.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 310.72K | -31.3% | $2.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Canada Pension Plan Investment Board | 246.30K | -35.1% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mariner, LLC | 244.11K | +820.1% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 212.83K | +60.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 212.83K | +60.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 212.83K | +60.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 212.83K | +60.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 212.83K | +60.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 212.83K | +60.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 212.83K | +60.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Citadel Advisors ✦ | 203.35K | -78.9% | $1.39M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 71 | Citadel Advisors ✦ | 203.35K | -78.9% | $1.39M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 72 | Swiss National Bank | 202.80K | +6.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Federated Hermes, Inc. | 196.16K | -82.4% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Cerity Partners LLC | 194.85K | +449.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Cerity Partners LLC | 194.85K | +449.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Cerity Partners LLC | 194.85K | +449.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 178.48K | -72.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 178.48K | -72.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 178.48K | -72.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 178.48K | -72.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 178.48K | -72.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 178.48K | -72.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 178.48K | -72.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | Wells Fargo & Company/Mn | 169.57K | +50.7% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Wells Fargo & Company/Mn | 169.57K | +50.7% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Wells Fargo & Company/Mn | 169.57K | +50.7% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Peak6 Llc | 164.11K | -7.3% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 149.79K | -56.6% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 149.79K | -56.6% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Mercer Global Advisors Inc /Adv | 148.72K | +399.7% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Creative Planning | 146.12K | +228.6% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Creative Planning | 146.12K | +228.6% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Rhumbline Advisers | 124.92K | +11.1% | $855,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Sei Investments Co | 115.82K | -34.8% | $793,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Sei Investments Co | 115.82K | -34.8% | $793,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Invesco Ltd. | 115.35K | +37.7% | $790,127 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Invesco Ltd. | 115.35K | +37.7% | $790,127 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Invesco Ltd. | 115.35K | +37.7% | $790,127 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Invesco Ltd. | 115.35K | +37.7% | $790,127 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Deutsche Bank Ag\ | 107.27K | +33.0% | $734,786 | 0.0% | ▲ Add | 3 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Jane Street Group, Llc | $591,420 | era 0.0% |
| Cetera Investment Advisers | $218,697 | era 0.0% |
| Pictet Asset Management… | $50,788 | era 0.0% |
| Us Bancorp \De\ | $302 | era 0.0% |
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.