JY
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Jeff Yass’s ThredUp TDUP Stock Holding History

Jeff Yass’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 		$696K Buy
101,600
+64,100
+171% +$300K ﹤0.01% 9112
2026
Q1 		$123K Sell
37,500
-301,500
-89% -$1.4M ﹤0.01% 12200
2025
Q4 		$2.17M Sell
339,000
-98,400
-22% -$796K ﹤0.01% 5487
2025
Q3 		$4.13M Sell
437,400
-300
-0.1% -$2.84K ﹤0.01% 4404
2025
Q2 		$3.28M Buy
437,700
+346,000
+377% +$2.03M ﹤0.01% 4791
2025
Q1 		$221K Buy
91,700
+28,100
+44% +$64.7K ﹤0.01% 10737
2024
Q4 		$88.4K Buy
+63,600
New +$71.3K ﹤0.01% 11421
2024
Q3 		– Sell
-41,000
Closed -$69.7K – 13032
2024
Q2 		$69.7K Sell
41,000
-113,900
-74% -$208K ﹤0.01% 11250
2024
Q1 		$310K Sell
154,900
-75,800
-33% -$155K ﹤0.01% 9639
2023
Q4 		$519K Sell
230,700
-25,000
-10% -$65K ﹤0.01% 8584
2023
Q3 		$1.03M Buy
255,700
+189,800
+288% +$644K ﹤0.01% 6578
2023
Q2 		$161K Sell
65,900
-10,200
-13% -$26.7K ﹤0.01% 10509
2023
Q1 		$193K Buy
+76,100
New +$142K ﹤0.01% 10641
2022
Q4 		– Sell
-83,600
Closed -$154K – 13651
2022
Q3 		$154K Sell
83,600
-2,800
-3% -$7.02K ﹤0.01% 11202
2022
Q2 		$216K Sell
86,400
-229,600
-73% -$1.24M ﹤0.01% 10450
2022
Q1 		$2.43M Sell
316,000
-4,500
-1% -$39.2K ﹤0.01% 5037
2021
Q4 		$4.09M Buy
320,500
+287,300
+865% +$5.23M ﹤0.01% 4096
2021
Q3 		$720K Sell
33,200
-42,700
-56% -$961K ﹤0.01% 8437
2021
Q2 		$2.21M Buy
+75,900
New +$1.64M ﹤0.01% 5691

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

Jeff Yass's TDUP Position: Q2 2026 in Review

Jeff Yass reduced its ThredUp (TDUP) stake by 32% in Q2 2026, selling an estimated $112K and leaving 51,068 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #10715.

Jeff Yass first reported a position in TDUP in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.4M in Q4 2021. 179 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

  • Jeff Yass held 51,068 shares of ThredUp worth $350K as of Q2 2026.
  • Jeff Yass sold 23,949 ThredUp shares in Q2 2026, an estimated $112K.
  • ThredUp made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10715 holding.
  • Jeff Yass first reported a position in ThredUp in Q1 2021 and has held it in 20 quarters since.
  • Jeff Yass's ThredUp position peaked at $2.4M in Q4 2021.
  • 179 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.