GMT Capital’s ThredUp TDUP Stock Holding History

GMT Capital’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	$8.81M	Buy	1,286,200 +584,600	+83%	+$2.73M	0.46%	22
2026 Q1	$2.3M	Buy	+701,600	New	+$3.25M	0.11%	47

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 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

GMT Capital's TDUP Position: Q2 2026 in Review

GMT Capital increased its ThredUp (TDUP) stake by 83% in Q2 2026, buying an estimated $2.73M and bringing the position to 1,286,200 shares worth $8.81M. The position accounts for 0.46% of the portfolio, ranked #22.

GMT Capital first reported a position in TDUP in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

GMT Capital held 1,286,200 shares of ThredUp worth $8.81M as of Q2 2026.
GMT Capital bought 584,600 ThredUp shares in Q2 2026, an estimated $2.73M.
ThredUp made up 0.46% of GMT Capital's portfolio in Q2 2026, its #22 holding.
GMT Capital first reported a position in ThredUp in Q1 2026 and has held it in 2 quarters since.
180 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

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