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
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

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geode Capital Management's TDUP Position: Q1 2026 in Review

Geode Capital Management reduced its ThredUp (TDUP) stake by 2.5% in Q1 2026, selling an estimated $285K and leaving 2,355,071 shares worth $7.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Geode Capital Management first reported a position in TDUP in Q2 2021 and has held it in 20 quarters since. The position peaked at $21.3M in Q3 2025. 174 funds tracked by Wall St. Rank hold TDUP as of Q1 2026.

  • Geode Capital Management held 2,355,071 shares of ThredUp worth $7.73M as of Q1 2026.
  • Geode Capital Management sold 61,555 ThredUp shares in Q1 2026, an estimated $285K.
  • ThredUp made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2517 holding.
  • Geode Capital Management first reported a position in ThredUp in Q2 2021 and has held it in 20 quarters since.
  • Geode Capital Management's ThredUp position peaked at $21.3M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held ThredUp as of Q1 2026.

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