TDUP

Thredup Inc - Class A
Consumer DiscretionaryUSCUSIP 88556E102◍ Confluence graph
Tracked 13F Holders
174
-89 QoQ
13F Value (tracked)
$365.2M
Insider Net · 180d
-$1.9M
1↑ 3↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)34 adding · 16 trimming
Insider net (180d)-$1.9M

Who owns TDUP?

174 tracked 13F filers

174 tracked 13F filers disclose a position in TDUP as of the latest SEC 13F filings, a combined $365.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1NEEDHAM INVESTMENT MANAGEMENT LLC
$30.4M
9.3M
+53%
Added · +3.2M sh
Q1 2026
2BlackRock, Inc.
$27.1M
8.2M
−0.8%
Reduced · −66K sh
Q1 2026
3MARSHALL WACE, LLP
$16.1M
4.9M
+1.5%
Added · +71K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$14.3M
4.4M
First observed position
No prior filed position
Q1 2026
5GILDER GAGNON HOWE & CO LLC
$28.4M
4.1M
+75%
Added · +1.8M sh
Q2 2026
6STATE STREET CORP
$22.1M
3.2M
+4.1%
Added · +126K sh
Q2 2026
7FMR LLC
$10.0M
3.1M
−2.9%
Reduced · −91K sh
Q1 2026
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$9.7M
3.0M
+19%
Added · +474K sh
Q1 2026
9Qube Research & Technologies Ltd
$9.0M
2.7M
+76%
Added · +1.2M sh
Q1 2026
10GEODE CAPITAL MANAGEMENT, LLC
$18.4M
2.7M
+14%
Added · +331K sh
Q2 2026
11VANGUARD PORTFOLIO MANAGEMENT LLC
$8.0M
2.5M
First observed position
No prior filed position
Q1 2026
12TWO SIGMA INVESTMENTS, LP
$7.3M
2.2M
+146%
Added · +1.3M sh
Q1 2026
13BLAIR WILLIAM & CO/IL
$15.0M
2.2M
+5.4%
Added · +113K sh
Q2 2026
14GOLDMAN SACHS GROUP INC
$6.8M
2.1M
+37%
Added · +562K sh
Q1 2026
15CI INVESTMENTS INC.
$5.9M
1.8M
New
+1.8M sh
Q1 2026
16Woodson Capital Management, LP
$5.6M
1.7M
−5.8%
Reduced · −105K sh
Q1 2026
17MILLENNIUM MANAGEMENT LLC
$5.5M
1.7M
−13%
Reduced · −247K sh
Q1 2026
18Squarepoint Ops LLC
$5.4M
1.7M
+181%
Added · +1.1M sh
Q1 2026
19RENAISSANCE TECHNOLOGIES LLC
$4.6M
1.4M
−38%
Reduced · −881K sh
Q1 2026
20UBS Group AG
$4.5M
1.4M
+270%
Added · +1.0M sh
Q1 2026
21Trexquant Investment LP
$4.3M
1.3M
+33%
Added · +323K sh
Q1 2026
22Nuveen, LLC
$4.3M
1.3M
−19%
Reduced · −308K sh
Q1 2026
23Archon Capital Management LLC
$4.1M
1.2M
+257%
Added · +891K sh
Q1 2026
24Zweig-DiMenna Associates LLC
$7.9M
1.2M
−21%
Reduced · −301K sh
Q2 2026
25FEDERATED HERMES, INC.
$3.6M
1.1M
+18%
Added · +168K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is TDUP being bought or sold by institutions?

Last quarter, 10 funds opened a new position in TDUP and 24 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
10
funds
Added
24
funds
Reduced
16
funds
Exited
0
funds

Funds that own TDUP also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT96 funds$181.5B
AMAZON.COM INCAMZN95 funds$133.3B
NVIDIA CORPNVDA94 funds$264.0B
META PLATFORMS INC-CLASS AMETA94 funds$73.4B
ALPHABET INC-CL AGOOGL93 funds$100.5B
MICRON TECHNOLOGY INCMU92 funds$27.0B
APPLE INCAAPL91 funds$199.5B
BROADCOM INCAVGO91 funds$108.9B
TESLA INCTSLA91 funds$47.4B
CHEVRON CORPCVX90 funds$19.1B
VISA INC-CLASS A SHARESV89 funds$39.4B
ADVANCED MICRO DEVICESAMD89 funds$24.8B

Ranked by how many of TDUP's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$49K
1 insiders
Sells · 180d
$2.0M
3 insiders
Net
-$1.9M
19 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Sep 2, 2026Homer ChristopherChief Operating OfficerSell (S)14K$36K
Sep 2, 2026Homer ChristopherChief Operating OfficerSell (S)19K$50K
Sep 2, 2026Homer ChristopherChief Operating OfficerSell (S)27K$69K
Sep 2, 2026Sobers SeanChief Financial OfficerSell (S)12K$32K
Sep 2, 2026Sobers SeanChief Financial OfficerSell (S)13K$35K
Sep 2, 2026Sobers SeanChief Financial OfficerSell (S)19K$49K
Sep 2, 2026Reinhart James G.Chief Executive Officer, DirectorSell (S)27K$70K
Sep 2, 2026Reinhart James G.Chief Executive Officer, DirectorSell (S)58K$149K
Sep 2, 2026Reinhart James G.Chief Executive Officer, DirectorSell (S)86K$223K
Jun 2, 2026Sobers SeanChief Financial OfficerSell (S)12K$55K
Jun 2, 2026Sobers SeanChief Financial OfficerSell (S)14K$61K
Jun 2, 2026Sobers SeanChief Financial OfficerSell (S)19K$86K

Institutional ownership over time

69 funds-1 since Q3 2024
082163Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $122.6M

Share classes

Class13F holdersValue held
TDUPthis pagecs174 funds$365.2M
88556E106CL A1 funds$689K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for TDUP

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Ask your agent what changed in TDUP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TDUP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TDUP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TDUP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.