Dmitry Balyasny’s ThredUp TDUP Stock Holding History

Dmitry Balyasny’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	–	Sell	-333,125	Closed	-$2.13M	–	3509
2025 Q4	$2.13M	Sell	333,125 -144,742	-30%	-$1.17M	﹤0.01%	1827
2025 Q3	$4.52M	Buy	477,867 +293,939	+160%	+$2.78M	0.01%	1414
2025 Q2	$1.38M	Buy	+183,928	New	+$1.08M	﹤0.01%	1916
2022 Q2	–	Sell	-35,262	Closed	-$272K	–	3168
2022 Q1	$272K	Buy	+35,262	New	+$307K	﹤0.01%	1953
2021 Q2	–	Sell	-47,000	Closed	-$1.1M	–	2342
2021 Q1	$1.1M	Buy	+47,000	New	+$1.14M	0.01%	1214

Other funds holding TDUP

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Dmitry Balyasny's TDUP Position: Q1 2026 in Review

Dmitry Balyasny sold out of ThredUp (TDUP) in Q1 2026, closing a stake of 333,125 shares — an estimated $2.13M sold.

Dmitry Balyasny first reported a position in TDUP in Q1 2021 and held it in 5 quarters. The position peaked at $4.52M in Q3 2025. 174 funds tracked by Wall St. Rank hold TDUP as of Q1 2026.

Dmitry Balyasny reported no remaining ThredUp position as of Q1 2026 after selling out during the quarter.
Dmitry Balyasny sold 333,125 ThredUp shares in Q1 2026, an estimated $2.13M.
Dmitry Balyasny first reported a position in ThredUp in Q1 2021 and held it in 5 quarters.
Dmitry Balyasny's ThredUp position peaked at $4.52M in Q3 2025.
174 funds tracked by Wall St. Rank held ThredUp as of Q1 2026.

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