ThredUp Inc.· TDUP

🇺🇸 US · SmallBroad USNASDAQ

Consumer CyclicalSpecialty RetailWebsite

Price: $6.17
Day: -0.64%
Mkt Cap: $796.18M
52W Range: $3.08 – $12.28
Volume: 2.04M
Beta: 2.06

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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ThredUp Inc.

TDUP|Consumer Cyclical|Specialty Retail

Current price: $6

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$1.3M

Net share flow-328.4K

Purchases1 ($49.1K)

Sales9 ($1.3M)

Top Notable Transactions

Insider

Type

Value

Date

Reinhart James G.

Sale

$4.0M

Aug 8

Reinhart James G.

Sale

$3.0M

Nov 7

Reinhart James G.

Sale

$1.7M

May 7

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership80.2%

13F share flow-80.1%

Investors holding179

+136 adding-99 reducing

101

New 35Inc 101Red 49Closed 50

Top Institutional Holders

Institution

Value

Change

NEEDHAM INVESTMENT MANAGEMENT LLC

$30.4M

+55.4%

CAPITAL WORLD INVESTORS

$28.6M

+1.8%

BLACKROCK, INC.

$27.1M

+1.0%

MARSHALL WACE, LLP

$16.1M

+3.3%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting82

Total shares held21.6M

Share flow-13.8%

18 buying9 selling

Buying 18Unchanged 55Selling 9

Top Fund Holders

Fund

Weight

Change

FIDELITY MT VERNON STREET TRUST

2.4M

6.90%

MFS SERIES TRUST I

1.4M

6.50%

FIDELITY CONCORD STREET TRUST

904.1K

0.34%

+141.6K

FIDELITY SELECT PORTFOLIOS

677.9K

1.22%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

TDUP Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.7/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+52

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.7/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for TDUP

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Insiders bought and sold in Q1 2026

Minor: 1 purchase totaling $49.1K (13.2K shares)

9 sales totaling $1.3M (341.6K shares)

Share volume is below the historical average

Net insider flow has deteriorated over recent quarters

Notable Recent Transactions, TDUP

Top 8 highest-value recent insider trades

Reinhart James G.

Director

Sell

406,372 shares at $9.91

Aug 8, 2025$4.03M

Reinhart James G.

Director

Sell

379,826 shares at $7.93

Nov 7, 2025$3.01M

Reinhart James G.

Director

Sell

276,378 shares at $6.29

May 7, 2025$1.74M

Reinhart James G.

Director

Sell

158,514 shares at $10.20

Aug 6, 2025$1.62M

Reinhart James G.

Director

Sell

200,000 shares at $7.95

Nov 7, 2025$1.59M

Rushing Coretha M

Director

Sell

105,000 shares at $10.82

Aug 21, 2025$1.14M

Sobers Sean

Officer

Sell

100,000 shares at $10.04

Aug 6, 2025$1.00M

Reinhart James G.

Director

Sell

85,824 shares at $7.42

Dec 2, 2025$636.95K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for TDUP

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

80.2% institutional ownership

Slight accumulation: 136 adding vs 99 reducing

13F shares increased by 7.5%, a significant shift

Momentum weakening from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+136 growing-99 shrinkingNet: +37

101

New (35)

Increased (101)

Reduced (49)

Closed (50)

Top Institutional Holders, TDUP

Largest 5 institutional positions by ownership percentage as of Q2 2026

PICTET ASSET MANAGEMENT HOLDING SA

Ownership

0.00%

-100.0%

R SQUARED LTD

Ownership

0.00%

-100.0%

ALLEGHENY FINANCIAL GROUP LTD

Ownership

0.00%

-100.0%

CLEAR STREET MARKETS LLC

Ownership

0.00%

-100.0%

GHP INVESTMENT ADVISORS, INC.

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 82 ETFs and mutual funds reporting

18 buying9 sellingNet: +9

Buying (18)

Unchanged (55)

Selling (9)

Very Bullish

Funds accumulating in Q2 2026

82 ETFs and mutual funds reporting

18 funds buying vs 9 selling

Top Fund Holders, TDUP

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY MT VERNON STREET TRUST

2.4M

Weight

6.90%

No change

MFS SERIES TRUST I

1.4M

Weight

6.50%

No change

FIDELITY CONCORD STREET TRUST

904.1K

Weight

0.34%

Increased

FIDELITY SELECT PORTFOLIOS

677.9K

Weight

1.22%

No change

VANGUARD SCOTTSDALE FUNDS

615.5K

Weight

0.02%

Increased

SCHWAB STRATEGIC TRUST

513.7K

Weight

0.16%

Decreased

VANGUARD WORLD FUND

395.3K

Weight

0.14%

Increased

TEMPLETON GLOBAL SMALLER COMPANIES FUND

375.6K

Weight

38.09%

No change

ThredUp Inc.· TDUP

Holdings Analysis

Insider Trading Activity

1.3Transaction History163Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings28Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History163Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings28Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights