Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ThredUp Inc. (TDUP) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TDUP at 35.3/100 on a 32-signal composite quality model, placing it at rank #2,312 of 2,962 stocks — the bottom half of the AI-ranked universe. TDUP scores in the top quartile across institutional flow (93.3). Areas of concern include balance sheet strength (14.8) and earnings quality (19.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 22.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ThredUp Inc. reports quarterly revenue of $90.8M, net income of $-5.9M, an operating margin of -6.7%. Top institutional holders of TDUP by reported 13-F value include BlackRock, NEEDHAM INVESTMENT MANAGEMENT, Capital World Investors, based on the most recent SEC filings. TDUP trades on the Nasdaq exchange and files with the SEC under CIK 1484778. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TDUP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ThredUp Inc. directly from SEC EDGAR.
AI Quality Score
35.3/100
AI Rank
#2,312
Revenue
$90.8M
Net Income
$-5.9M
Free Cash Flow
$1.8M
Operating Margin
-6.7%
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $310.8M | $-20.2M | -7.0% |
| FY 2024 | 10-K | $260.0M | $-77.0M | -15.6% |
| FY 2023 | 10-K | $258.5M | $-71.2M | -20.5% |
| FY 2022 | 10-K | $288.4M | $-92.3M | -31.0% |
| FY 2021 | 10-K | $251.8M | $-63.2M | -24.8% |
| FY 2020 | 10-K | $186.0M | $-47.9M | -25.1% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| BlackRock | 10,968,644 | $75.1M | 2026-06-30 |
| NEEDHAM INVESTMENT MANAGEMENT | 10,175,000 | $69.7M | 2026-06-30 |
| Capital World Investors | 8,939,970 | $61.2M | 2026-06-30 |
| AQR CAPITAL MANAGEMENT | 5,150,020 | $35.3M | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 4,477,341 | $30.7M | 2026-06-30 |
| GILDER GAGNON HOWE | 4,147,133 | $28.4M | 2026-06-30 |
| Divisadero Street Capital Management | 3,628,206 | $24.9M | 2026-06-30 |
| MARSHALL WACE, LLP | 3,511,732 | $24.1M | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,355,413 | $23.0M | 2026-06-30 |
| STATE STREET | 3,220,371 | $22.1M | 2026-06-30 |
13F Pro Quality Score
Rank #2,312 of 2,962 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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