Fuller & Thaler Asset Management’s ThredUp TDUP Stock Holding History

Fuller & Thaler Asset 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	-35,365	Closed	-$334K	–	536
2025 Q3	$334K	Sell	35,365 -29,435	-45%	-$279K	﹤0.01%	474
2025 Q2	$485K	Buy	+64,800	New	+$381K	﹤0.01%	430
2023 Q4	–	Sell	-796,810	Closed	-$3.2M	–	550
2023 Q3	$3.2M	Sell	796,810 -30,520	-4%	-$104K	0.02%	314
2023 Q2	$2.02M	Buy	827,330 +650	+0.1%	+$1.7K	0.01%	362
2023 Q1	$2.09M	Buy	+826,680	New	+$1.54M	0.01%	350

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 $1.96B AUM 101.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fuller & Thaler Asset Management's TDUP Position: Q4 2025 in Review

Fuller & Thaler Asset Management sold out of ThredUp (TDUP) in Q4 2025, closing a stake of 35,365 shares — an estimated $334K sold.

Fuller & Thaler Asset Management first reported a position in TDUP in Q1 2023 and held it in 5 quarters. The position peaked at $3.2M in Q3 2023. 188 funds tracked by Wall St. Rank hold TDUP as of Q4 2025.

Fuller & Thaler Asset Management reported no remaining ThredUp position as of Q4 2025 after selling out during the quarter.
Fuller & Thaler Asset Management sold 35,365 ThredUp shares in Q4 2025, an estimated $334K.
Fuller & Thaler Asset Management first reported a position in ThredUp in Q1 2023 and held it in 5 quarters.
Fuller & Thaler Asset Management's ThredUp position peaked at $3.2M in Q3 2023.
188 funds tracked by Wall St. Rank held ThredUp as of Q4 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.