$TDUP

$2.02 +$0.03 (1.51%) Close

$TDUP Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 129.9M shares outstanding

Who owns TDUP?

By type of holder

Institutions 82.9% Insiders 0.0% Everyone else 17.1%

Concentration Top 10 holders own 44.3%

BlackRock, Inc. 8.5% · Needham Investment Management LLC 7.8%

Institutional ownership

82.9%

+4.1 pts vs last qtr

Institutional holders

179

+5 vs last qtr

Net shares bought

+5.3M

by institutions in Q2 2026

New / sold out

33 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +4.1M
BlackRock, Inc. +2.7M

Biggest sellers in Q2 2026

Qube Research & Technologies Ltd −2.0M
Marshall Wace, LLP −1.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$10.2M

14 notices from 6 people

Shares covered

1.8M

1.38% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

James G Reinhart Officer $4.49M
James G. Reinhart Officer $1.6M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+1085.5%

+51.00% a year

Each share's claim on the business

−91.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $129M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years27% 3–5 years31% 1–3 years26% Under 1 year16%

Quarterly turnover

19.0%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting TDUP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	11.0M	8.45%	+2.7M (+33.0%)	≤2021	0.0%
Shares held by quarter Peak holding11.0M (Q2'26) Change over 8 quarters+5.6M Share of the company8.450% BlackRock, Inc.'s full portfolio →
NI Needham Investment Management LLC	10.2M	7.84%	+900.0K (+9.7%)	2021	2.1%
Shares held by quarter Peak holding10.2M (Q2'26) Change over 8 quarters+4.0M Share of the company7.840% Needham Investment Management LLC's full portfolio →

BlackRock, Inc.

11.0M

% of company

8.45%

Change vs last qtr

+2.7M (+33.0%)

Held since

≤2021

Needham Investment Management LLC

10.2M

% of company

7.84%

Change vs last qtr

+900.0K (+9.7%)

Held since

2021

28 more super investors behind a free account

See every manager holding ThredUp Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TDUP on Form N-PORT; together they hold 32.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
NA Needham Aggressive Growth Fund Needham Funds Inc	$69.7M	10.2M	7.84%	2.67%	June 30, 2026
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$59.6M	8.7M	6.71%	0.06%	June 30, 2026

Needham Aggressive Growth Fund

Needham Funds Inc

Position value

$69.7M

% of company

7.84%

% of the fund

2.67%

As of

June 30, 2026

SMALLCAP World Fund Inc

Position value

$59.6M

% of company

6.71%

% of the fund

0.06%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding ThredUp Inc. and how much of the fund the position is.

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