Geode Capital Management
TDUP icon

Geode Capital Management’s ThredUp TDUP Stock Holding History

Geode 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 		$18.4M Buy
2,686,241
+331,170
+14% +$1.55M ﹤0.01% 2203
2026
Q1 		$7.73M Sell
2,355,071
-61,555
-3% -$285K ﹤0.01% 2517
2025
Q4 		$15.4M Buy
2,416,626
+161,967
+7% +$1.31M ﹤0.01% 2148
2025
Q3 		$21.3M Buy
2,254,659
+36,938
+2% +$350K ﹤0.01% 1970
2025
Q2 		$16.6M Buy
2,217,721
+238,129
+12% +$1.4M ﹤0.01% 2053
2025
Q1 		$4.77M Buy
1,979,592
+63,972
+3% +$147K ﹤0.01% 2677
2024
Q4 		$2.66M Buy
1,915,620
+26,326
+1% +$29.5K ﹤0.01% 3029
2024
Q3 		$1.59M Buy
1,889,294
+74,334
+4% +$90.8K ﹤0.01% 3194
2024
Q2 		$3.09M Buy
1,814,960
+147,694
+9% +$269K ﹤0.01% 2971
2024
Q1 		$3.33M Buy
1,667,266
+43,353
+3% +$88.4K ﹤0.01% 2906
2023
Q4 		$3.65M Buy
1,623,913
+101,095
+7% +$263K ﹤0.01% 2858
2023
Q3 		$6.11M Buy
1,522,818
+75,766
+5% +$257K ﹤0.01% 2536
2023
Q2 		$3.53M Buy
1,447,052
+160,343
+12% +$420K ﹤0.01% 2879
2023
Q1 		$3.26M Buy
1,286,709
+206,367
+19% +$385K ﹤0.01% 2817
2022
Q4 		$1.42M Buy
1,080,342
+43,585
+4% +$59.8K ﹤0.01% 3202
2022
Q3 		$1.91M Sell
1,036,757
-18,501
-2% -$46.4K ﹤0.01% 3094
2022
Q2 		$2.64M Buy
1,055,258
+558,304
+112% +$3.01M ﹤0.01% 3017
2022
Q1 		$3.83M Buy
496,954
+10,094
+2% +$87.9K ﹤0.01% 2943
2021
Q4 		$6.21M Buy
486,860
+331,291
+213% +$6.03M ﹤0.01% 2767
2021
Q3 		$3.37M Buy
155,569
+18,995
+14% +$428K ﹤0.01% 3136
2021
Q2 		$3.97M Buy
+136,574
New +$2.95M ﹤0.01% 3039

Other funds holding TDUP

BlackRock
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management's TDUP Position: Q2 2026 in Review

Geode Capital Management increased its ThredUp (TDUP) stake by 14% in Q2 2026, buying an estimated $1.55M and bringing the position to 2,686,241 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Geode Capital Management first reported a position in TDUP in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.3M in Q3 2025. 180 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

  • Geode Capital Management held 2,686,241 shares of ThredUp worth $18.4M as of Q2 2026.
  • Geode Capital Management bought 331,170 ThredUp shares in Q2 2026, an estimated $1.55M.
  • ThredUp made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2203 holding.
  • Geode Capital Management first reported a position in ThredUp in Q2 2021 and has held it in 21 quarters since.
  • Geode Capital Management's ThredUp position peaked at $21.3M in Q3 2025.
  • 180 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.