ThredUp Inc. 13F holders
180 funds reported a position in ThredUp Inc. in their 13F for the quarter ended 30 June 2026, together 107.7 million shares worth $737.6 million. Against the quarter before, 29 opened a position, 80 added, 46 trimmed and 24 sold out; together they bought a net 5.4 million shares. The largest holders: BlackRock, Inc., Needham Investment Management LLC and Capital World Investors.
Funds holding180+6 on Q1 2026
Shares they held107.7Mworth $737.6 million
Net bought on the quarter5.4M sharesabout $37.1 million at the funds' values
Funds buying to selling109 to 70opened or added, to cut or sold
Opened 29Added 80Held 22Trimmed 46Sold out 24
What each fund did in TDUP against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in TDUP in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 27 reported a position in ThredUp Inc.: 2 opened one, 11 added, 9 trimmed and 6 sold out, a net 793,256 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in ThredUp Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 2.7 million shares worth $18.4 million, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 5 trimmed or sold out; together they sold a net 2.8 million shares, about $19.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 2,686,241 | $18.4 million | 0.0% | +331,170 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 2,273,563 | $15.6 million | 0.0% | +50,056 | added | 30 June 2026 | 13F |
| FMR LLC | 2,126,272 | $14.6 million | 0.0% | -936,732 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 935,899 | $6.4 million | 0.0% | -747,584 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 838,400 | $5.7 million | 0.0% | -573,153 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 310,720 | $2.1 million | 0.0% | -141,335 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 203,351 | $1.4 million | 0.0% | -759,864 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 10,968,644 | 10.18% | $75.1 million | 0.00% | +2,721,277 | 13F |
| Needham Investment Management LLC | 10,175,000 | 9.44% | $69.7 million | 2.10% | +900,000 | 13F |
| Capital World Investors | 8,939,970 | 8.30% | $61.2 million | 0.01% | +232,370 | 13F |
| AQR Capital Management LLC | 5,150,020 | 4.78% | $35.3 million | 0.01% | +4,062,111 | 13F |
| Vanguard Capital Management LLC | 4,477,341 | 4.16% | $30.7 million | 0.00% | +114,130 | 13F |
| Gilder Gagnon Howe & Co. LLC | 4,147,133 | 3.85% | $28.4 million | 0.29% | +1,772,009 | 13F |
| Divisadero Street Capital Management, LP | 3,628,206 | 3.37% | $24.9 million | 0.58% | +2,634,257 | 13F |
| Marshall Wace, LLP | 3,511,732 | 3.26% | $24.1 million | 0.02% | -1,384,901 | 13F |
| Arrowstreet Capital, Limited Partnership | 3,355,413 | 3.11% | $23.0 million | 0.01% | +389,929 | 13F |
| State Street Corp. | 3,220,371 | 2.99% | $22.1 million | 0.00% | +126,407 | 13F |
| Goldman Sachs Group Inc. | 3,058,071 | 2.84% | $20.9 million | 0.00% | +973,210 | 13F |
| Geode Capital Management, LLC | 2,686,241 | 2.49% | $18.4 million | 0.00% | +331,170 | 13F |
| Vanguard Portfolio Management LLC | 2,274,685 | 2.11% | $15.6 million | 0.00% | -176,011 | 13F |
| Two Sigma Investments, LP | 2,273,563 | 2.11% | $15.6 million | 0.01% | +50,056 | 13F |
| Blair William & Co. | 2,195,729 | 2.04% | $15.0 million | 0.04% | +113,175 | 13F |
| FMR LLC | 2,126,272 | 1.97% | $14.6 million | 0.00% | -936,732 | 13F |
| CI Investments Inc. | 2,029,000 | 1.88% | $13.9 million | 0.04% | +219,000 | 13F |
| Nuveen, LLC | 1,865,079 | 1.73% | $12.8 million | 0.00% | +566,832 | 13F |
| D. E. Shaw & Co., Inc. | 1,806,511 | 1.68% | $12.4 million | 0.01% | +1,733,047 | 13F |
| Acadian Asset Management LLC | 1,727,119 | 1.60% | $11.8 million | 0.01% | -1,235,625 | 13F |
| Woodson Capital Management, LP | 1,558,806 | 1.45% | $10.7 million | 1.79% | -136,194 | 13F |
| Readystate Asset Management LP | 1,508,736 | 1.40% | $10.3 million | 0.68% | +1,001,482 | 13F |
| BloombergSen Inc. | 1,351,246 | 1.25% | $9.3 million | 1.03% | no change | 13F |
| GMT Capital Corp | 1,286,200 | 1.19% | $8.8 million | 0.46% | +584,600 | 13F |
| FIL Ltd | 1,250,000 | 1.16% | $8.6 million | 0.01% | +250,000 | 13F |
| Zweig-DiMenna Associates LLC | 1,154,000 | 1.07% | $7.9 million | 0.72% | -300,500 | 13F |
| Archon Capital Management LLC | 1,028,125 | 0.95% | $7.0 million | 2.86% | -210,000 | 13F |
| Northern Trust Corp. | 975,431 | 0.91% | $6.7 million | 0.00% | +96,601 | 13F |
| Millennium Management LLC | 935,899 | 0.87% | $6.4 million | 0.00% | -747,584 | 13F |
| Tudor Investment Corp. Et Al | 885,805 | 0.82% | $6.1 million | 0.03% | -66,281 | 13F |
| Charles Schwab Investment Management Inc. | 884,302 | 0.82% | $6.1 million | 0.00% | +84,281 | 13F |
| Tocqueville Asset Management L.P. | 880,000 | 0.82% | $6.0 million | 0.08% | no change | 13F |
| Renaissance Technologies LLC | 838,400 | 0.78% | $5.7 million | 0.01% | -573,153 | 13F |
| Onex Canada Asset Management Inc. | 784,231 | 0.73% | $5.4 million | 0.83% | -78,251 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 781,868 | 0.73% | $5.4 million | 0.01% | -213,605 | 13F |
| Qube Research & Technologies Ltd | 763,188 | 0.71% | $5.2 million | 0.01% | -1,972,710 | 13F |
| Vanguard Fiduciary Trust Co. | 732,664 | 0.68% | $5.0 million | 0.00% | +28,354 | 13F |
| UBS Group AG | 692,714 | 0.64% | $4.7 million | 0.00% | -679,403 | 13F |
| Panagora Asset Management Inc. | 660,980 | 0.61% | $4.5 million | 0.01% | +16,783 | 13F |
| Landscape Capital Management, L.l.c. | 493,883 | 0.46% | $3.4 million | 0.22% | +453,663 | 13F |
| Squarepoint Ops LLC | 452,320 | 0.42% | $3.1 million | 0.01% | -1,197,770 | 13F |
| Ieq Capital, LLC | 389,838 | 0.36% | $2.7 million | 0.01% | +318,166 | 13F |
| Trexquant Investment LP | 386,422 | 0.36% | $2.6 million | 0.02% | -931,778 | 13F |
| Man Group plc | 343,759 | 0.32% | $2.4 million | 0.00% | +107,372 | 13F |
| Bank of New York Mellon Corp | 321,790 | 0.30% | $2.2 million | 0.00% | +19,187 | 13F |
| Point72 Asset Management, L.P. | 310,720 | 0.29% | $2.1 million | 0.00% | -141,335 | 13F |
| Canada Pension Plan Investment Board | 246,300 | 0.23% | $1.7 million | 0.00% | -133,400 | 13F |
| Mariner, LLC | 244,113 | 0.23% | $1.7 million | 0.00% | +217,581 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 212,828 | 0.20% | $1.5 million | 0.00% | +80,531 | 13F |
| Citadel Advisors LLC | 203,351 | 0.19% | $1.4 million | 0.00% | -759,864 | 13F |
The 50 largest of the 180 funds that reported a position in TDUP in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on TDUP
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 54,800 | $375,380 | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 14,200 | $97,270 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 May 2026 | 13G/A | Needham Investment Management L.L.C. and 7 others | 9.3 million | 8.7% | 31 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Capital World Investors and 1 other | 8.7 million | 8.4% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 11 February 2026 | 13G/A | Highland Management Partners VIII Limited and 23 others | 8.2 million | 7.3% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 7.6 million | 7.3% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 4 November 2025 | 13G/A | James G. Reinhart and 1 other | 7.5 million | 6.9% | 30 September 2025 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 7 August 2026 | 3,698 | $3.11 | SEC |
| 6 August 2026 | 960 | $6.28 | SEC |
| 20 July 2026 | 16,344 | $6.60 | SEC |
| 16 July 2026 | 704 | $6.65 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.