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 ↗ ×13 |
| 2 | Capital World Investors ✦ | 8.94M | +2.7% | $61.24M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 5.15M | +373.4% | $35.28M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 4 | Vanguard Capital Management Llc | 4.48M | +2.6% | $30.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Marshall Wace ✦ | 3.51M | -28.3% | $24.06M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 3.36M | +13.2% | $22.98M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 3.22M | +4.1% | $22.06M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 3.06M | +46.7% | $20.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 9 | Geode Capital Management ✦ (pasivo) | 2.69M | +14.1% | $18.40M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 2.27M | +2.2% | $15.57M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 11 | Blair William & Co/Il | 2.20M | +5.4% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 2.13M | -30.6% | $14.56M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 13 | Nuveen, LLC | 1.87M | +43.7% | $12.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | D. E. Shaw & Co. ✦ | 1.81M | +2359.0% | $12.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | FIL Ltd | 1.25M | +25.0% | $8.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 975.43K | +11.0% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Millennium Management ✦ | 935.90K | -44.4% | $6.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Tudor Investment Corp Et Al | 885.80K | -7.0% | $6.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Charles Schwab Investment… | 884.30K | +10.5% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 838.40K | -40.6% | $5.74M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment… | 781.87K | -21.5% | $5.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 763.19K | -72.1% | $5.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 692.71K | -49.5% | $4.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Squarepoint Ops LLC | 452.32K | -72.6% | $3.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Man Group plc | 343.76K | +45.4% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 321.79K | +6.3% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Point72 Asset Management ✦ | 310.72K | -31.3% | $2.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Canada Pension Plan Investment Board | 246.30K | -35.1% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 244.11K | +820.1% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 212.83K | +60.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 31 | Citadel Advisors ✦ | 203.35K | -78.9% | $1.39M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 32 | Swiss National Bank | 202.80K | +6.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Federated Hermes, Inc. | 196.16K | -82.4% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 194.85K | +449.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Morgan Stanley ✦ | 178.48K | -72.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 36 | Wells Fargo & Company/Mn | 169.57K | +50.7% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Peak6 Llc | 164.11K | -7.3% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 149.79K | -56.6% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Mercer Global Advisors Inc /Adv | 148.72K | +399.7% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 146.12K | +228.6% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Rhumbline Advisers | 124.92K | +11.1% | $855,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Sei Investments Co | 115.82K | -34.8% | $793,362 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Invesco Ltd. | 115.35K | +37.7% | $790,127 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 44 | Deutsche Bank Ag\ | 107.27K | +33.0% | $734,786 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Wealth Enhancement Advisory… | 112.97K | +413.0% | $674,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Legal & General Group Plc | 87.55K | +24.2% | $599,744 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | T. Rowe Price ✦ | 86.44K | +26.3% | $593,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 48 | Citigroup Inc | 84.09K | +217.8% | $576,051 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Royal Bank Of Canada | 82.69K | -18.2% | $566,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 50 | Captrust Financial Advisors | 61.65K | +369.7% | $422,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 59.12K | +30.7% | $413,833 | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 52 | State Of Wisconsin Investment Board | 55.57K | -65.0% | $380,661 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 51.07K | -31.9% | $349,816 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 48.25K | +2.2% | $330,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Hsbc Holdings Plc | 45.06K | Nuevo | $307,057 | 0.0% | New | 1 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 89.51K | 0.0% | $293,593 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 33.11K | +332.7% | $226,783 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Zurcher Kantonalbank (Zurich… | 29.44K | 0.0% | $201,657 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 27.94K | +4.2% | $191,375 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Amundi | 26.68K | -2.4% | $182,779 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | New York State Common Retirement… | 24.05K | 0.0% | $164,770 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Voya Investment Management Llc | 20.98K | +27.3% | $143,706 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Barclays Plc | 19.31K | -8.9% | $132,267 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | Bnp Paribas Financial Markets | 17.62K | -94.4% | $120,697 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Prudential Financial Inc | 17.23K | +14.2% | $118,060 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 16.55K | +51.0% | $113,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | LPL Financial LLC | 15.08K | Nuevo | $103,291 | 0.0% | New | 1 | SEC ↗ |
| 68 | ProShare Advisors LLC | 13.78K | -5.0% | $94,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Victory Capital Management Inc | 11.77K | +7.6% | $80,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 4.67K | +4.4% | $32,001 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | BNP Paribas Asset Management… | 2.39K | -5.5% | $16,344 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 932 | +161.8% | $6,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Jones Financial Companies Lllp | 811 | 0.0% | $5,620 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Optiver Holding B.V. | 320 | -54.8% | $2,192 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 283 | -72.4% | $1,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 35 | 0.0% | $242 | 0.0% | Held | 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
| Hsbc Holdings Plc | $307,057 | 0.0% |
| LPL Financial LLC | $103,291 | 0.0% |
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.
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