THREDUP INC TDUP
CL A · Common Stock · CUSIP 88556E102
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersOakland, CA
- Founded2009
- Websitethredup.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1.70. Options: 4 managers hold calls ($83.5k notional), 3 hold puts ($1.0k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 109 |
| Q4 2022 | 82 |
| Q1 2023 | 90 |
| Q2 2023 | 90 |
| Q3 2023 | 107 |
| Q4 2023 | 107 |
| Q1 2024 | 100 |
| Q2 2024 | 101 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 39 | 71 |
| Q1 2023 | 47 | 39 |
| Q2 2023 | 52 | 34 |
| Q3 2023 | 65 | 36 |
| Q4 2023 | 70 | 35 |
| Q1 2024 | 40 | 58 |
| Q2 2024 | 58 | 36 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.6m | $207.2k | 0.13 |
| Q4 2023 | $810.9k | $144.7k | 0.18 |
| Q1 2024 | $391.8k | $66.0k | 0.17 |
| Q2 2024 | $83.5k | $1.0k | 0.01 |
Biggest buyers
| NEEDHAM INVESTMENT MANAGEMENT LLC | Added | +885.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +805.1k |
| Bares Capital Management, Inc. | Added | +701.2k |
| BLAIR WILLIAM & CO/IL | Added | +674.9k |
| BlackRock Inc. | Added | +392.5k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +251.6k |
| MARSHALL WACE, LLP | Added | +209.8k |
| Squarepoint Ops LLC | Added | +169.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +147.7k |
| Man Group plc | New | +137.7k |
Biggest sellers
| Thrivent Financial for Lutherans | Reduced | -5.4m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.3m |
| GSA CAPITAL PARTNERS LLP | Reduced | -391.6k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Sold out | -337.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -300.9k |
| Granahan Investment Management, LLC | Sold out | -267.5k |
| MORGAN STANLEY | Reduced | -259.9k |
| JPMORGAN CHASE & CO | Reduced | -165.2k |
| Legato Capital Management LLC | Sold out | -133.8k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -57.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $69.7k41.0k shares |
| CITADEL ADVISORS LLC | Added | $8.7k5.1k shares |
| GROUP ONE TRADING LLC | Added | $5.1k3.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $1.0k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| SIMPLEX TRADING, LLC | Reduced | $0100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC 13G · passive investor +2.6 pts · filed 2026-05-14 | 8.7% |
| Highland Management Partners VIII Limited Partnership 13G · exempt (held before listing) filed 2025-02-14 | 8.6% |
| Capital World Investors 13G · institution -1.0 pts · filed 2026-02-13 | 8.4% |
| Highland Capital Partners VIII Limited Partnership 13G · exempt (held before listing) filed 2026-02-11 | 7.3% |
| BlackRock, Inc. 13G · institution filed 2026-01-21 | 7.3% |
| Reinhart James G. 13G · exempt (held before listing) -1.0 pts · filed 2025-11-04 | 6.9% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 5 | $159.7k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 3 | $103.4k | 2 | $788.3k | — |
| Q2 2023 | 0 | — | 2 | $563.3k | $415.7k |
| Q3 2023 | 0 | — | 2 | $1.9m | $1.7m |
| Q4 2023 | 0 | — | 2 | $754.8k | $581.1k |
| Q1 2024 | 0 | — | 2 | $112.6k | $88.9k |
| Q2 2024 | 0 | — | 3 | $2.2m | $2.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-14 | Rotem Alon Chief Legal Officer | Sold | $17.9k10.0k shares |
| 2024-06-03 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $16.0k7.8k shares |
| 2024-06-03 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $15877 shares |
| 2024-06-03 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $8843 shares |
| 2024-05-31 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $15.7k7.7k shares |
| 2024-05-31 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $15676 shares |
| 2024-05-31 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $8642 shares |
| 2024-05-30 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $60.1k28.9k shares |
| 2024-05-30 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $595286 shares |
| 2024-05-30 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $333160 shares |
| 2024-05-29 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $42.1k20.3k shares |
| 2024-05-29 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $416201 shares |
| 2024-05-29 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $234113 shares |
| 2024-05-28 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $47.7k22.6k shares |
| 2024-05-28 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $473224 shares |
| 2024-05-28 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $264125 shares |
| 2024-05-16 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $73.3k35.7k shares |
| 2024-05-16 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $726354 shares |
| 2024-05-16 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $406198 shares |
| 2024-05-15 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $373.1k184.7k shares |
| 2024-05-15 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $3.7k1.8k shares |
| 2024-05-15 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $2.1k1.0k shares |
| 2024-05-14 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $201.2k100.1k shares |
| 2024-05-14 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $2.0k991 shares |
| 2024-05-14 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $1.1k553 shares |
| 2024-05-13 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $152.6k74.1k shares |
| 2024-05-13 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $1.5k733 shares |
| 2024-05-13 | Nakache Patricia Director · By Trinity X Side-By-Side Fund, L.P. | Sold plan | $845410 shares |
| 2024-05-10 | Nakache Patricia Director · By Trinity Ventures X, L.P. | Sold plan | $301.5k147.1k shares |
| 2024-05-10 | Nakache Patricia Director · By Trinity X Entrepreneurs' Fund, L.P. | Sold plan | $3.0k1.5k shares |
The latest 30 of 42 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Capital World Investors 0.00% of their portfolio | 8.7m $14.8m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 6.0m $10.1m | Reduced -1.3m |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.81% of their portfolio | 5.8m $9.8m | Added +885.0k |
| BlackRock Inc. 0.00% of their portfolio | 5.1m $8.7m | Added +392.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.3m $7.3m | Added +30.3k |
| Bares Capital Management, Inc. 0.35% of their portfolio | 4.2m $7.2m | Added +701.2k |
| FIL Ltd 0.01% of their portfolio | 3.2m $5.4m | Added +48.6k |
| FMR LLC 0.00% of their portfolio | 3.0m $5.1m | Reduced -3.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 3.0m $5.1m | Added +73.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $3.1m | Added +147.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $2.4m | Added +9.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 1.4m $2.3m | Added +251.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 1.0m $1.8m | Added +119.7k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 930.2k $1.6m | Reduced -5.4m |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 911.7k $1.5m | Added +674.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 835.2k $1.4m | Added +805.1k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 771.5k $1.3m | Added +209.8k |
| BOURGEON CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 694.1k $1.2m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 612.7k $1.0m | Reduced -24.7k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 496.8k $844.6k | Added +84.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 444.4k $755.5k | Added +91.7k |
| Squarepoint Ops LLC 0.00% of their portfolio | 402.4k $684.1k | Added +169.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 334.4k $568.5k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 321.7k $547.0k | Reduced -391.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 274.8k $467.2k | Added +20.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 237.0k $403.0k | Added +18.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 218.1k $370.7k | Added +22.2k |
| Privium Fund Management B.V. 0.09% of their portfolio | 217.6k $345.9k | Added +125.5k |
| PEAK6 Investments LLC 0.01% of their portfolio | 164.1k $279.0k | Unchanged |
| Man Group plc 0.00% of their portfolio | 137.7k $234.0k | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 133.6k $227.0k | Reduced -57.1k |
| MORGAN STANLEY 0.00% of their portfolio | 122.2k $207.8k | Reduced -259.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 110.4k $187.8k | Added +74.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 106.3k $180.6k | Added +55.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 105.1k $178.6k | Added +6.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 103.9k $176.6k | Added +64.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 99.5k $169.2k | Added +42.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 95.6k $162.0k | Reduced -300.9k |
| DIKER MANAGEMENT LLC 0.13% of their portfolio | 91.0k $154.7k | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 89.4k $152.0k | Added +61.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 80.4k $136.7k | Added +11.4k |
| BloombergSen Inc. 0.01% of their portfolio | 77.3k $131.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 71.4k $121.3k | Reduced -165.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 68.1k $115.7k | Added +5.0k |
| Utah Retirement Systems 0.00% of their portfolio | 63.2k $107.5k | Unchanged |
| BANTAMAC CAPITAL, LLC 0.06% of their portfolio | 60.0k $102.0k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 56.9k $96.7k | Added +2.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 52.8k $89.8k | Reduced -6.7k |
| Cerity Partners LLC 0.00% of their portfolio | 46.6k $79.3k | Added +13 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 45.7k $77.6k | Added +6.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 42.3k $72.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 42.3k $72.0k | Added +6.7k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 42.3k $71.9k | First filing |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 38.5k $65.4k | Added +35.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 37.4k $63.6k | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 30.6k $52.1k | Added +412 |
| Creekside Partners 0.03% of their portfolio | 30.0k $51.0k | First filing |
| UBS Group AG 0.00% of their portfolio | 29.2k $49.6k | Reduced -50.4k |
| Invesco Ltd. 0.00% of their portfolio | 28.9k $49.2k | Reduced -2.6k |
| CIDEL ASSET MANAGEMENT INC 0.00% of their portfolio | 28.8k $49.0k | Added +6.7k |
| DIVERSIFIED TRUST CO 0.00% of their portfolio | 28.1k $47.8k | Added +15.2k |
| Dynamic Technology Lab Private Ltd 0.01% of their portfolio | 27.8k $47.0k | Reduced -34.6k |
| BARCLAYS PLC 0.00% of their portfolio | 27.5k $46.7k | Reduced -24.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 27.2k $46.3k | Added +2.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 25.8k $43.9k | Reduced -6.1k |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 25.5k $43.4k | New |
| Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio | 24.3k $41.0k | Added +921 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 22.4k $39.0k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 21.6k $36.8k | New |
| State of Wyoming 0.01% of their portfolio | 21.6k $36.7k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 20.3k $34.5k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 18.7k $32.0k | Reduced -12.4k |
| CITIGROUP INC 0.00% of their portfolio | 17.6k $29.9k | Added +4.0k |
| ALGERT GLOBAL LLC 0.00% of their portfolio | 17.0k $28.8k | Added +5.5k |
| STONERIDGE INVESTMENT PARTNERS LLC 0.01% of their portfolio | 17.0k $29.0k | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 15.5k $26.3k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 13.1k $22.2k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 13.0k $22.0k | Reduced -28.5k |
| Zuckerman Investment Group, LLC 0.00% of their portfolio | 11.7k $19.9k | Unchanged |
| Mesirow Financial Investment Management, Inc. 0.00% of their portfolio | 10.7k $18.2k | Unchanged |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 10.1k $17.2k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.0k $17.0k | Added +8.3k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 7.9k $13.0k | Added +2.8k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 7.0k $11.9k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 6.8k $11.6k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 5.7k $9.7k | Reduced -1.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.3k $7.3k | Added +1.5k |
| Aquatic Capital Management LLC 0.00% of their portfolio | 4.1k $7.0k | Added +400 |
| Point72 (DIFC) Ltd 0.00% of their portfolio | 3.2k $5.5k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 2.0k $3.0k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 1.8k $3.1k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.8k $3.0k | Unchanged |
| Clearstead Advisors, LLC 0.00% of their portfolio | 1.3k $2.2k | Unchanged |
| Princeton Global Asset Management LLC 0.00% of their portfolio | 1.1k $1.9k | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 689 $1.2k | Reduced -22.8k |
| Fortitude Family Office, LLC 0.00% of their portfolio | 164 $279 | Reduced -55 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 127 $216 | Reduced -173 |
| Arax Advisory Partners 0.00% of their portfolio | 107 $182 | New |
| CWM, LLC 0.00% of their portfolio | 95 $0 | Added +87 |
| Parallel Advisors, LLC 0.00% of their portfolio | 46 $78 | Unchanged |