Cliff Asness’s ThredUp TDUP Stock Holding History

Cliff Asness’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 Q2	$35.3M	Buy	5,150,020 +4,062,111	+373%	+$19M	0.01%	934
2026 Q1	$3.57M	Buy	1,087,909 +932,290	+599%	+$4.32M	﹤0.01%	1963
2025 Q4	$994K	Sell	155,619 -30,832	-17%	-$249K	﹤0.01%	2560
2025 Q3	$1.76M	Buy	186,451 +73,177	+65%	+$693K	﹤0.01%	2052
2025 Q2	$848K	Buy	113,274 +18,622	+20%	+$109K	﹤0.01%	2300
2025 Q1	$228K	Buy	94,652 +61,547	+186%	+$142K	﹤0.01%	2820
2024 Q4	$46K	Buy	33,105 +13,618	+70%	+$15.3K	﹤0.01%	2812
2024 Q3	$16.4K	Buy	+19,487	New	+$23.8K	﹤0.01%	2740
2024 Q2	–	Sell	-27,421	Closed	-$54.8K	–	2677
2024 Q1	$54.8K	Sell	27,421 -3,753	-12%	-$7.65K	﹤0.01%	2372
2023 Q4	$70.1K	Buy	+31,174	New	+$81K	﹤0.01%	2293
2023 Q3	–	Sell	-10,061	Closed	-$24.5K	–	2383
2023 Q2	$24.5K	Buy	+10,061	New	+$26.3K	﹤0.01%	2174
2023 Q1	–	Sell	-14,877	Closed	-$19.5K	–	2254
2022 Q4	$19.5K	Sell	14,877 -2,840	-16%	-$3.9K	﹤0.01%	2182
2022 Q3	$33K	Buy	+17,717	New	+$44.4K	﹤0.01%	2158

Other funds holding TDUP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cliff Asness's TDUP Position: Q2 2026 in Review

Cliff Asness increased its ThredUp (TDUP) stake by 373% in Q2 2026, buying an estimated $19M and bringing the position to 5,150,020 shares worth $35.3M. The position accounts for 0.01% of the portfolio, ranked #934.

Cliff Asness first reported a position in TDUP in Q3 2022 and has held it in 13 quarters since. 179 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

Cliff Asness held 5,150,020 shares of ThredUp worth $35.3M as of Q2 2026.
Cliff Asness bought 4,062,111 ThredUp shares in Q2 2026, an estimated $19M.
ThredUp made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #934 holding.
Cliff Asness first reported a position in ThredUp in Q3 2022 and has held it in 13 quarters since.
179 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.