ThredUp Inc.(TDUP)Stock Analysis
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Rank #2,308 of 2,960 stocks
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
TDUP Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for ThredUp Inc. (TDUP), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TDUP at 35.4/100 on a 32-signal composite quality model, placing it at rank #2,308 of 2,960 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. ThredUp Inc.'s 13F Pro composite quality score has ranged between 22 and 39 since 2022, currently 35.4 — a stable long-term trajectory across 65 quarterly and live scoring snapshots.
Revenue
Q2 2026
$90.8M
Net Income
Q2 2026
$-5.9M
Free Cash Flow
Q2 2026
$1.8M
Operating Margin
Q2 2026
-6.7%
ROIC
Q2 2026
-31.2%
D/E Ratio
Q2 2026
0.29
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+19.5% YoYNet Income
+73.7% YoYOperating Income
+46.5% YoYEPS (Diluted)
+75.4% YoYTotal Assets
-2.3% YoYTotal Debt
-17.5% YoYOp. Cash Flow
Free Cash Flow
| 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 |
| Free Cash Flow | — | — | $-35.7M +62.6% | $-95.4M -73.9% | $-54.8M -42.4% | $-38.5M |
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Top Institutional Holders of TDUP
BlackRock, Inc.
$75.1M10,968,644 shNEEDHAM INVESTMENT MANAGEMENT LLC
$69.7M10,175,000 shCapital World Investors
$61.2M8,939,970 shAQR CAPITAL MANAGEMENT LLC
$35.3M5,150,020 shVANGUARD CAPITAL MANAGEMENT LLC
$30.7M4,477,341 shGILDER GAGNON HOWE & CO LLC
$28.4M4,147,133 shDivisadero Street Capital Management, LP
$24.9M3,628,206 shMARSHALL WACE, LLP
$24.1M3,511,732 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$23.0M3,355,413 shSTATE STREET CORP
$22.1M3,220,371 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $75.1M | 10,968,644 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $69.7M | 10,175,000 |
| Capital World Investors | $61.2M | 8,939,970 |
| AQR CAPITAL MANAGEMENT LLC | $35.3M | 5,150,020 |
| VANGUARD CAPITAL MANAGEMENT LLC | $30.7M | 4,477,341 |
| GILDER GAGNON HOWE & CO LLC | $28.4M | 4,147,133 |
| Divisadero Street Capital Management, LP | $24.9M | 3,628,206 |
| MARSHALL WACE, LLP | $24.1M | 3,511,732 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $23.0M | 3,355,413 |
| STATE STREET CORP | $22.1M | 3,220,371 |
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Popular Research
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. TDUP is classified as a small company.
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.