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Archon Capital Management’s ThredUp TDUP Stock Holding History

Archon Capital Management’s Portfolio TDUP Stock Details TDUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.06M Buy
1,238,125
+890,874
+257% +$4.13M 2.29% 16
2025
Q4 		$2.22M Buy
347,251
+100,801
+41% +$815K 1.26% 27
2025
Q3 		$2.33M Buy
246,450
+51,417
+26% +$487K 1.39% 29
2025
Q2 		$1.46M Sell
195,033
-55,475
-22% -$326K 1.2% 28
2025
Q1 		$604K Sell
250,508
-81,281
-24% -$187K 0.64% 39
2024
Q4 		$461K Buy
+331,789
New +$372K 0.45% 34

Other funds holding TDUP

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Archon Capital Management's TDUP Position: Q1 2026 in Review

Archon Capital Management increased its ThredUp (TDUP) stake by 257% in Q1 2026, buying an estimated $4.13M and bringing the position to 1,238,125 shares worth $4.06M. The position accounts for 2.29% of the portfolio, ranked #16.

Archon Capital Management first reported a position in TDUP in Q4 2024 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold TDUP as of Q1 2026.

  • Archon Capital Management held 1,238,125 shares of ThredUp worth $4.06M as of Q1 2026.
  • Archon Capital Management bought 890,874 ThredUp shares in Q1 2026, an estimated $4.13M.
  • ThredUp made up 2.29% of Archon Capital Management's portfolio in Q1 2026, its #16 holding.
  • Archon Capital Management first reported a position in ThredUp in Q4 2024 and has held it in 6 quarters since.
  • 174 funds tracked by Wall St. Rank held ThredUp as of Q1 2026.

Based on Archon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.