Dark Forest Capital Management’s ThredUp TDUP Stock Holding History

Dark Forest 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
2025 Q4	–	Sell	-46,511	Closed	-$440K	–	1338
2025 Q3	$440K	Sell	46,511 -2,506	-5%	-$23.7K	0.02%	956
2025 Q2	$367K	Buy	+49,017	New	+$288K	0.01%	993
2022 Q3	–	Sell	-364	Closed	-$1K	–	1430
2022 Q2	$1K	Sell	364 -17,652	-98%	-$95.3K	﹤0.01%	825
2022 Q1	$139K	Buy	+18,016	New	+$157K	0.03%	429
2021 Q4	–	Sell	-1,863	Closed	-$40K	–	1766
2021 Q3	$40K	Buy	+1,863	New	+$41.9K	0.01%	623

Other funds holding TDUP

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

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

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

NIM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dark Forest Capital Management's TDUP Position: Q4 2025 in Review

Dark Forest Capital Management sold out of ThredUp (TDUP) in Q4 2025, closing a stake of 46,511 shares — an estimated $440K sold.

Dark Forest Capital Management first reported a position in TDUP in Q3 2021 and held it in 5 quarters. The position peaked at $440K in Q3 2025. 188 funds tracked by Wall St. Rank hold TDUP as of Q4 2025.

Dark Forest Capital Management reported no remaining ThredUp position as of Q4 2025 after selling out during the quarter.
Dark Forest Capital Management sold 46,511 ThredUp shares in Q4 2025, an estimated $440K.
Dark Forest Capital Management first reported a position in ThredUp in Q3 2021 and held it in 5 quarters.
Dark Forest Capital Management's ThredUp position peaked at $440K in Q3 2025.
188 funds tracked by Wall St. Rank held ThredUp as of Q4 2025.

Based on Dark Forest Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.