What is the 13F Pro Quality Score for TDUP?

13F Pro ranks ThredUp Inc. (TDUP) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View TDUP's current score at https://13fpro.ai/research/TDUP (free sign-up required for the full ranking).

Where does 13F Pro source TDUP data?

All ThredUp Inc. fundamentals and ownership data come directly from SEC EDGAR. ThredUp Inc. files with the SEC under CIK 1484778. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is TDUP in?

ThredUp Inc. (TDUP) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is TDUP research updated on 13F Pro?

TDUP's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ThredUp Inc.(TDUP)Stock Analysis

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Consumer Discretionary →Nasdaq

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SEC EDGAR: CIK 1484778 TDUP stock profile & AI dashboard →

13F Pro Quality Score

31.2/100

Rank #2,322 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

36.7/100

Profitability

33.3/100

Balance Sheet

15.4/100

Earnings Quality

30.0/100

Free Cash Flow

37.8/100

Institutional Flow

40.1/100

Revenue Scale

30.3/100

Dilution Risk

23.0/100

TDUP Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ThredUp Inc. (TDUP), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TDUP at 31.2/100 on a 32-signal composite quality model, placing it at rank #2,322 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include balance sheet strength (15.4) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 23.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ThredUp Inc. reports quarterly revenue of $81.7M, net income of $-6.5M, an operating margin of -8.1%. Top institutional holders of TDUP by reported 13-F value include NEEDHAM INVESTMENT MANAGEMENT, Capital World Investors, BlackRock,, 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. ThredUp Inc.'s 13F Pro composite quality score has ranged between 8 and 50 since 2022, currently 31.2 — a declining long-term trajectory across 52 quarterly and live scoring snapshots.

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Fun facts about ThredUp Inc.

Quirks, history, and lore behind TDUP — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. e-commerce company · small-cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Annual revenue in the low hundreds of millions of dollars, with a business model built on taking a cut rather than buying and holding inventory at scale.
3
The History
Founded in the early 2000s, it rode the wave of growing consumer interest in sustainability and the idea that perfectly good clothes shouldn't end up in a landfill.
4
The Secret
It operates a massive clothing resale marketplace, processing millions of secondhand items through proprietary distribution centers that clean, photograph, and list garments automatically.
5
The Lore
The company has loudly campaigned against fast fashion, even running provocative ads during major retail shopping events to shame people into buying used instead of new.
6
The Giveaway
The online consignment and thrift store where you mail in your old wardrobe in a Clean Out Kit and get paid — or donate the proceeds to charity.

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Revenue

Q1 2026

$81.7M

Net Income

Q1 2026

$-6.5M

Free Cash Flow

Q1 2026

$643.0K

Operating Margin

Q1 2026

-8.1%

D/E Ratio

Q1 2026

0.30

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+19.5% YoY

$310.8MFY 2025

FY22 $288.4MFY23 $258.5MFY24 $260.0MFY25 $310.8M

Net Income

+73.7% YoY

$-20.2MFY 2025

FY22 $-92.3MFY23 $-71.2MFY24 $-77.0MFY25 $-20.2M

Operating Income

+46.5% YoY

$-21.7MFY 2025

FY22 $-89.5MFY23 $-53.0MFY24 $-40.6MFY25 $-21.7M

EPS (Diluted)

+75.4% YoY

$-0.17FY 2025

FY22 $-0.92FY23 $-0.68FY24 $-0.69FY25 $-0.17

Total Assets

-2.3% YoY

$167.2MFY 2025

FY22 $301.9MFY23 $250.0MFY24 $171.2MFY25 $167.2M

Total Debt

-17.5% YoY

$18.2MFY 2025

FY22 $29.7MFY23 $25.8MFY24 $22.0MFY25 $18.2M

Op. Cash Flow

—FY 2025

FY22 $-52.1MFY23 $-22.6MFY24 —FY25 —

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$310.8M +19.5%	$260.0M +0.6%	$258.5M -10.4%	$288.4M +14.5%	$251.8M +35.4%	$186.0M
Net Income	$-20.2M +73.7%	$-77.0M -8.1%	$-71.2M +22.8%	$-92.3M -46.1%	$-63.2M -32.0%	$-47.9M
Operating Income	$-21.7M +46.5%	$-40.6M +23.4%	$-53.0M +40.8%	$-89.5M -43.4%	$-62.4M -33.9%	$-46.6M
EPS (Diluted)	$-0.17 +75.4%	$-0.69 -1.5%	$-0.68 +26.1%	$-0.92 -12.2%	$-0.82 +80.2%	$-4.14
Total Assets	$167.2M -2.3%	$171.2M -31.5%	$250.0M -17.2%	$301.9M -16.3%	$360.8M +152.5%	$142.9M
Total Debt	$18.2M -17.5%	$22.0M -14.9%	$25.8M -12.9%	$29.7M -16.0%	$35.3M +2.5%	$34.5M
Operating Cash Flow	—	—	$-22.6M +56.6%	$-52.1M -48.8%	$-35.0M -83.3%	$-19.1M

AI Insight: TDUP Financial Trends

ThredUp's losses narrowed dramatically from $25M in Q3 2024 to $6M in Q1 2026 despite volatile revenue.

• Net loss improved from $25M in Q3 2024 to $6M in Q1 2026, showing sustained narrowing.

• Revenue remains volatile, dropping from $80M in Q2 2024 to $33M in Q3 2024 before recovering.

• Total debt decreased steadily from $24M in Q2 2024 to $18M in Q1 2026.

• Equity declined from $86M in Q2 2024 to $59M in Q1 2026 amid ongoing losses.

⚠ Operating cash flow data missing for most recent quarters, limiting visibility into cash generation.

⚠ Revenue volatility continues with sequential decline from $82M to $80M in latest quarters.

AI Insight: TDUP Ratio Trends

ThredUp's operating margin improved from -31.3% in Q3 2024 to -8.1% in Q1 2026, but recent quarters show deterioration from Q3 2025's -5.3% peak.

• Operating margin recovered dramatically from worst level of -31.3% in Q3 2024 to -5.3% in Q3 2025.

• ROIC improved substantially from -45.4% in Q3 2024 to -22.4% in Q3 2025 before weakening to -34.2% in Q1 2026.

• Debt-to-equity ratio remained relatively stable around 0.30-0.33 range throughout the period.

⚠ Operating margin deteriorated from -5.3% in Q3 2025 to -8.1% in Q1 2026, reversing improvement trend.

⚠ ROE worsened from -28.8% in Q3 2025 to -43.6% in Q1 2026, suggesting profitability headwinds.

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Available Research

13F Pro tracks comprehensive data for ThredUp Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of TDUP

NEEDHAM INVESTMENT MANAGEMENT LLC
$30.4M9,275,000 sh
Capital World Investors
$28.6M8,707,600 sh
BlackRock, Inc.
$27.1M8,247,367 sh
MARSHALL WACE, LLP
$16.1M4,896,633 sh
STATE STREET CORP
$10.1M3,093,964 sh
FMR LLC
$10.0M3,063,004 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$9.7M2,965,484 sh
Qube Research & Technologies Ltd
$9.0M2,735,898 sh
GILDER GAGNON HOWE & CO LLC
$7.8M2,375,124 sh
GEODE CAPITAL MANAGEMENT, LLC
$7.7M2,355,071 sh

Fund	Value	Shares
NEEDHAM INVESTMENT MANAGEMENT LLC	$30.4M	9,275,000
Capital World Investors	$28.6M	8,707,600
BlackRock, Inc.	$27.1M	8,247,367
MARSHALL WACE, LLP	$16.1M	4,896,633
STATE STREET CORP	$10.1M	3,093,964
FMR LLC	$10.0M	3,063,004
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$9.7M	2,965,484
Qube Research & Technologies Ltd	$9.0M	2,735,898
GILDER GAGNON HOWE & CO LLC	$7.8M	2,375,124
GEODE CAPITAL MANAGEMENT, LLC	$7.7M	2,355,071

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Is TDUP a good stock to buy?

13F Pro's AI-powered analysis of ThredUp Inc. (TDUP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TDUP are available on the TDUP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own TDUP?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TDUP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ThredUp Inc.'s investment landscape.