Bares Capital Management’s ThredUp TDUP Stock Holding History

Bares 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
2024 Q3	–	Sell	-4,250,000	Closed	-$7.22M	–	29
2024 Q2	$7.22M	Buy	4,250,000 +701,200	+20%	+$1.28M	0.35%	29
2024 Q1	$7.1M	Buy	3,548,800 +362,221	+11%	+$738K	0.28%	30
2023 Q4	$7.17M	Buy	3,186,579 +186,579	+6%	+$485K	0.28%	31
2023 Q3	$12M	Hold	3,000,000	–	–	0.51%	28
2023 Q2	$7.32M	Hold	3,000,000	–	–	0.25%	36
2023 Q1	$7.59M	Sell	3,000,000 -10,000	-0.3%	-$18.6K	0.27%	37
2022 Q4	$3.94M	Buy	3,010,000 +500,000	+20%	+$686K	0.15%	38
2022 Q3	$4.62M	Buy	2,510,000 +1,000,000	+66%	+$2.51M	0.18%	35
2022 Q2	$3.77M	Buy	1,510,000 +497,886	+49%	+$2.69M	0.14%	34
2022 Q1	$7.79M	Buy	+1,012,114	New	+$8.81M	0.18%	33

Other funds holding TDUP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bares Capital Management's TDUP Position: Q3 2024 in Review

Bares Capital Management sold out of ThredUp (TDUP) in Q3 2024, closing a stake of 4,250,000 shares — an estimated $7.22M sold.

Bares Capital Management first reported a position in TDUP in Q1 2022 and held it in 10 quarters. The position peaked at $12M in Q3 2023. 91 funds tracked by Wall St. Rank hold TDUP as of Q3 2024.

Bares Capital Management reported no remaining ThredUp position as of Q3 2024 after selling out during the quarter.
Bares Capital Management sold 4,250,000 ThredUp shares in Q3 2024, an estimated $7.22M.
Bares Capital Management first reported a position in ThredUp in Q1 2022 and held it in 10 quarters.
Bares Capital Management's ThredUp position peaked at $12M in Q3 2023.
91 funds tracked by Wall St. Rank held ThredUp as of Q3 2024.

Based on Bares Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.