Divisadero Street Capital Management’s ThredUp TDUP Stock Holding History

Divisadero Street 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 Q2	$24.9M	Buy	3,628,206 +2,634,257	+265%	+$12.3M	0.56%	38
2026 Q1	$3.26M	Hold	993,949	–	–	0.14%	76
2025 Q4	$6.35M	Sell	993,949 -300	-0%	-$2.43K	0.3%	49
2025 Q3	$9.4M	Buy	+994,249	New	+$9.41M	0.41%	53

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

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

Divisadero Street Capital Management's TDUP Position: Q2 2026 in Review

Divisadero Street Capital Management increased its ThredUp (TDUP) stake by 265% in Q2 2026, buying an estimated $12.3M and bringing the position to 3,628,206 shares worth $24.9M. The position accounts for 0.56% of the portfolio, ranked #38.

Divisadero Street Capital Management first reported a position in TDUP in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

Divisadero Street Capital Management held 3,628,206 shares of ThredUp worth $24.9M as of Q2 2026.
Divisadero Street Capital Management bought 2,634,257 ThredUp shares in Q2 2026, an estimated $12.3M.
ThredUp made up 0.56% of Divisadero Street Capital Management's portfolio in Q2 2026, its #38 holding.
Divisadero Street Capital Management first reported a position in ThredUp in Q3 2025 and has held it in 4 quarters since.
180 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

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