ThredUp Inc. (TDUP) — Institutional Holders, Q2 2026
182 institutional investment managers reported a TDUP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $737.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TDUP in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- VANGUARD CAPITAL MANAGEMENTNew · +4,477,341 sh+$30.7M
- AQR CAPITAL MANAGEMENTAdded · +4,062,111 sh+$27.8M
- BlackRockAdded · +2,721,277 sh+$18.6M
- Divisadero Street Capital ManagementAdded · +2,634,257 sh+$18.0M
- VANGUARD PORTFOLIO MANAGEMENTNew · +2,274,685 sh+$15.6M
Biggest sellers
- Qube Research & Technologies LtdTrimmed · -1,972,710 sh-$13.5M
- MARSHALL WACE, LLPTrimmed · -1,384,901 sh-$9.5M
- ACADIAN ASSET MANAGEMENTTrimmed · -1,235,625 sh-$8.5M
- Squarepoint OpsTrimmed · -1,197,770 sh-$8.2M
- FMRTrimmed · -936,732 sh-$6.4M
TDUP 13F holders ranked 1–100 of 182
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 10,968,644 sh | 10,968,644 | $75.1M | <0.01% | +33.0% |
| 2 | NEEDHAM INVESTMENT MANAGEMENT#2 · 10,175,000 sh | 10,175,000 | $69.7M | 2.10% | +9.7% |
| 3 | Capital World Investors#3 · 8,939,970 sh | 8,939,970 | $61.2M | <0.01% | +2.7% |
| 4 | AQR CAPITAL MANAGEMENT#4 · 5,150,020 sh | 5,150,020 | $35.3M | 0.01% | +373.4% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 4,477,341 sh | 4,477,341 | $30.7M | <0.01% | New |
| 6 | GILDER GAGNON HOWE#6 · 4,147,133 sh | 4,147,133 | $28.4M | 0.29% | +74.6% |
| 7 | Divisadero Street Capital Management#7 · 3,628,206 sh | 3,628,206 | $24.9M | 0.56% | +265.0% |
| 8 | MARSHALL WACE, LLP#8 · 3,511,732 sh | 3,511,732 | $24.1M | 0.02% | -28.3% |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#9 · 3,355,413 sh | 3,355,413 | $23.0M | 0.01% | +13.1% |
| 10 | STATE STREET#10 · 3,220,371 sh | 3,220,371 | $22.1M | <0.01% | +4.1% |
| 11 | GOLDMAN SACHS GROUP#11 · 3,058,071 sh | 3,058,071 | $20.9M | <0.01% | +46.7% |
| 12 | GEODE CAPITAL MANAGEMENT#12 · 2,686,241 sh | 2,686,241 | $18.4M | <0.01% | +14.1% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT#13 · 2,274,685 sh | 2,274,685 | $15.6M | <0.01% | New |
| 14 | TWO SIGMA INVESTMENTS#14 · 2,273,563 sh | 2,273,563 | $15.6M | 0.01% | +2.3% |
| 15 | BLAIR WILLIAM#15 · 2,195,729 sh | 2,195,729 | $15.0M | 0.04% | +5.4% |
| 16 | FMR#16 · 2,126,272 sh | 2,126,272 | $14.6M | <0.01% | -30.6% |
| 17 | CI INVESTMENTS#17 · 2,029,000 sh | 2,029,000 | $13.9M | 0.04% | +12.1% |
| 18 | Nuveen#18 · 1,865,079 sh | 1,865,079 | $12.8M | <0.01% | +43.7% |
| 19 | D. E. Shaw#19 · 1,806,511 sh | 1,806,511 | $12.4M | <0.01% | +2359.0% |
| 20 | ACADIAN ASSET MANAGEMENT#20 · 1,727,119 sh | 1,727,119 | $11.8M | 0.01% | -41.7% |
| 21 | Woodson Capital Management#21 · 1,558,806 sh | 1,558,806 | $10.7M | 1.79% | -8.0% |
| 22 | READYSTATE ASSET MANAGEMENT#22 · 1,508,736 sh | 1,508,736 | $10.3M | <0.01% | +197.4% |
| 23 | BloombergSen#23 · 1,351,246 sh | 1,351,246 | $9.3M | 0.69% | 0.0% |
| 24 | GMT CAPITAL#24 · 1,286,200 sh | 1,286,200 | $8.8M | 0.46% | +83.3% |
| 25 | FIL Ltd#25 · 1,250,000 sh | 1,250,000 | $8.6M | <0.01% | +25.0% |
| 26 | Zweig-DiMenna Associates#26 · 1,154,000 sh | 1,154,000 | $7.9M | 0.72% | -20.7% |
| 27 | Archon Capital Management#27 · 1,028,125 sh | 1,028,125 | $7.0M | 2.86% | -17.0% |
| 28 | NORTHERN#28 · 975,431 sh | 975,431 | $6.7M | <0.01% | +11.0% |
| 29 | MILLENNIUM MANAGEMENT#29 · 935,899 sh | 935,899 | $6.4M | <0.01% | -44.4% |
| 30 | TUDOR INVESTMENT ET AL#30 · 885,805 sh | 885,805 | $6.1M | <0.01% | -7.0% |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 884,302 sh | 884,302 | $6.1M | <0.01% | +10.5% |
| 32 | TOCQUEVILLE ASSET MANAGEMENT L.P.#32 · 880,000 sh | 880,000 | $6.0M | 0.08% | 0.0% |
| 33 | RENAISSANCE TECHNOLOGIES#33 · 838,400 sh | 838,400 | $5.7M | <0.01% | -40.6% |
| 34 | Onex Canada Asset Management#34 · 784,231 sh | 784,231 | $5.4M | 0.83% | -9.1% |
| 35 | Connor, Clark & Lunn Investment Management Ltd.#35 · 781,868 sh | 781,868 | $5.4M | 0.01% | -21.5% |
| 36 | Qube Research & Technologies Ltd#36 · 763,188 sh | 763,188 | $5.2M | <0.01% | -72.1% |
| 37 | VANGUARD FIDUCIARY#37 · 732,664 sh | 732,664 | $5.0M | <0.01% | New |
| 38 | UBS Group AG#38 · 692,714 sh | 692,714 | $4.7M | <0.01% | -49.5% |
| 39 | PANAGORA ASSET MANAGEMENT#39 · 660,980 sh | 660,980 | $4.5M | 0.01% | +2.6% |
| 40 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#40 · 493,883 sh | 493,883 | $3.4M | 0.22% | +1128.0% |
| 41 | Squarepoint Ops#41 · 452,320 sh | 452,320 | $3.1M | <0.01% | -72.6% |
| 42 | IEQ CAPITAL#42 · 389,838 sh | 389,838 | $2.7M | 0.01% | +443.9% |
| 43 | Trexquant Investment#43 · 386,422 sh | 386,422 | $2.6M | 0.02% | -70.7% |
| 44 | Man Group plc#44 · 343,759 sh | 343,759 | $2.4M | <0.01% | +45.4% |
| 45 | Bank of New York Mellon#45 · 321,790 sh | 321,790 | $2.2M | <0.01% | +6.3% |
| 46 | Point72 Asset Management, L.P.#46 · 310,720 sh | 310,720 | $2.1M | <0.01% | -31.3% |
| 47 | CANADA PENSION PLAN INVESTMENT BOARD#47 · 246,300 sh | 246,300 | $1.7M | <0.01% | -35.1% |
| 48 | Mariner#48 · 244,113 sh | 244,113 | $1.7M | <0.01% | +820.1% |
| 49 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#49 · 212,828 sh | 212,828 | $1.5M | <0.01% | +60.9% |
| 50 | CITADEL ADVISORS#50 · 203,351 sh | 203,351 | $1.4M | <0.01% | -78.9% |
| 51 | Swiss National Bank#51 · 202,800 sh | 202,800 | $1.4M | <0.01% | +6.0% |
| 52 | FEDERATED HERMES#52 · 196,162 sh | 196,162 | $1.3M | <0.01% | -82.4% |
| 53 | Cerity Partners#53 · 194,848 sh | 194,848 | $1.3M | <0.01% | +449.1% |
| 54 | MORGAN STANLEY#54 · 178,477 sh | 178,477 | $1.2M | <0.01% | -72.9% |
| 55 | WELLS FARGO & COMPANY#55 · 169,571 sh | 169,571 | $1.2M | <0.01% | +50.7% |
| 56 | PEAK6#56 · 164,107 sh | 164,107 | $1.1M | <0.01% | -7.3% |
| 57 | DIKER MANAGEMENT#57 · 160,555 sh | 160,555 | $1.1M | 0.85% | 0.0% |
| 58 | BANK OF AMERICA#58 · 149,792 sh | 149,792 | $1.0M | <0.01% | -56.6% |
| 59 | MERCER GLOBAL ADVISORS#59 · 148,718 sh | 148,718 | $1.0M | <0.01% | +399.7% |
| 60 | Creative Planning#60 · 146,124 sh | 146,124 | $1.0M | <0.01% | +228.6% |
| 61 | RHUMBLINE ADVISERS#61 · 124,923 sh | 124,923 | $855.7K | <0.01% | +11.1% |
| 62 | SEI INVESTMENTS#62 · 115,818 sh | 115,818 | $793.4K | <0.01% | -34.8% |
| 63 | Invesco Ltd.#63 · 115,347 sh | 115,347 | $790.1K | <0.01% | +37.7% |
| 64 | Byrne Asset Management#64 · 110,000 sh | 110,000 | $753.5K | — | 0.0% |
| 65 | DEUTSCHE BANK AG\#65 · 107,268 sh | 107,268 | $734.8K | <0.01% | +33.0% |
| 66 | Inspire Investing#66 · 100,515 sh | 100,515 | $688.5K | — | -36.5% |
| 67 | Axim Planning & Wealth#67 · 100,211 sh | 100,211 | $686.4K | 0.96% | +29.6% |
| 68 | WEALTH ENHANCEMENT ADVISORY SERVICES#68 · 112,970 sh | 112,970 | $674.4K | — | +413.0% |
| 69 | ALGERT GLOBAL#69 · 90,290 sh | 90,290 | $618.5K | <0.01% | New |
| 70 | Legal & General Group Plc#70 · 87,554 sh | 87,554 | $599.7K | <0.01% | +24.2% |
| 71 | PRICE T ROWE ASSOCIATES#71 · 86,435 sh | 86,435 | $593.0K | <0.01% | +26.3% |
| 72 | CITIGROUP#72 · 84,095 sh | 84,095 | $576.1K | <0.01% | +217.8% |
| 73 | ROYAL BANK OF CANADA#73 · 82,686 sh | 82,686 | $566.0K | <0.01% | -18.2% |
| 74 | Brevan Howard Capital Management#74 · 82,430 sh | 82,430 | $564.6K | <0.01% | +248.6% |
| 75 | POLEN CAPITAL MANAGEMENT#75 · 75,291 sh | 75,291 | $515.7K | <0.01% | New |
| 76 | BOOTHBAY FUND MANAGEMENT#76 · 69,642 sh | 69,642 | $477.0K | <0.01% | New |
| 77 | Simplicity Wealth#77 · 64,920 sh | 64,920 | $444.7K | — | +3.5% |
| 78 | XTX Topco Ltd#78 · 63,742 sh | 63,742 | $436.6K | <0.01% | -85.5% |
| 79 | Aquatic Capital Management#79 · 63,578 sh | 63,578 | $435.5K | 0.01% | New |
| 80 | Utah Retirement Systems#80 · 63,245 sh | 63,245 | $433.2K | <0.01% | 0.0% |
| 81 | MetLife Investment Management#81 · 62,768 sh | 62,768 | $430.0K | <0.01% | +59.3% |
| 82 | CAPTRUST FINANCIAL ADVISORS#82 · 61,647 sh | 61,647 | $422.3K | <0.01% | +369.7% |
| 83 | LVW Advisors#83 · 60,915 sh | 60,915 | $417.3K | — | +58.3% |
| 84 | JPMORGAN CHASE#84 · 59,119 sh | 59,119 | $413.8K | 0.00% | +30.7% |
| 85 | VANGUARD ASSET MANAGEMENT, Ltd#85 · 58,909 sh | 58,909 | $403.5K | <0.01% | New |
| 86 | STATE OF WISCONSIN INVESTMENT BOARD#86 · 55,571 sh | 55,571 | $380.7K | <0.01% | -65.0% |
| 87 | Rafferty Asset Management#87 · 53,787 sh | 53,787 | $368.4K | <0.01% | +8.8% |
| 88 | Empowered Funds#88 · 52,962 sh | 52,962 | $362.8K | <0.01% | -87.0% |
| 89 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#89 · 51,068 sh | 51,068 | $349.8K | 0.00% | -31.9% |
| 90 | LEVIN CAPITAL STRATEGIES, L.P.#90 · 50,000 sh | 50,000 | $342.5K | 0.02% | New |
| 91 | MIRAE ASSET GLOBAL ETFS Ltd.#91 · 48,252 sh | 48,252 | $330.5K | <0.01% | +2.3% |
| 92 | SG Americas Securities#92 · 47,644 sh | 47,644 | $326.0K | <0.01% | -6.3% |
| 93 | WINTON GROUP Ltd#93 · 46,744 sh | 46,744 | $320.2K | 0.01% | New |
| 94 | HSBC PLC#94 · 45,056 sh | 45,056 | $307.1K | <0.01% | New |
| 95 | ALLIANCEBERNSTEIN L.P.#95 · 89,510 sh | 89,510 | $293.6K | <0.01% | 0.0% |
| 96 | Quantbot Technologies#96 · 40,341 sh | 40,341 | $276.3K | 0.01% | New |
| 97 | Vanguard Global Advisers#97 · 40,142 sh | 40,142 | $275.0K | <0.01% | New |
| 98 | Jupiter Topco#98 · 39,322 sh | 39,322 | $269.2K | <0.01% | — |
| 99 | Net Worth Advisory Group#99 · 36,980 sh | 36,980 | $253.3K | — | -8.0% |
| 100 | BRIGHTON JONES#100 · 36,721 sh | 36,721 | $251.5K | <0.01% | New |
Funds that sold out of TDUP in Q2 2026 (24)
Held TDUP at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Dynamic Technology Lab Private Ltd248,892 sh | 248,892 | $816.4K |
| Engineers Gate Manager216,044 sh | 216,044 | $708.6K |
| GSA CAPITAL PARTNERS LLP200,668 sh | 200,668 | $658.0K |
| JANE STREET GROUP180,311 sh | 180,311 | $591.4K |
| Jump Financial84,582 sh | 84,582 | $277.4K |
| Cetera Investment Advisers66,676 sh | 66,676 | $218.7K |
| Round Rock Advisors59,501 sh | 59,501 | $195.2K |
| AXQ CAPITAL57,492 sh | 57,492 | $188.6K |
| Allegheny Financial Group LTD46,987 sh | 46,987 | $154.1K |
| Centiva Capital24,880 sh | 24,880 | $81.6K |
| QUADRANT CAPITAL GROUP1,428 sh | 1,428 | $51.3K |
| Pictet Asset Management Holding SA15,484 sh | 15,484 | $50.8K |
| CSS12,100 sh | 12,100 | $39.7K |
| NINE MASTS CAPITAL Ltd11,502 sh | 11,502 | $37.7K |
| R Squared Ltd10,331 sh | 10,331 | $33.9K |
| Freestone Grove Partners9,670 sh | 9,670 | $31.7K |
| State of Wyoming5,308 sh | 5,308 | $17.4K |
| Allworth Financial1,522 sh | 1,522 | $5.0K |
| SUMMIT SECURITIES GROUP1,218 sh | 1,218 | $4.0K |
| GHP Investment Advisors493 sh | 493 | $1.6K |
| Advisory Services Network289 sh | 289 | $948.00 |
| Rachor Investment Advisory Services250 sh | 250 | $820.00 |
| Wealth Preservation Advisors186 sh | 186 | $610.00 |
| US BANCORP \DE\92 sh | 92 | $302.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.