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
2025 Q4	–	Sell	-28,500	Closed	-$269K	–	13607
2025 Q3	$269K	Buy	28,500 +2,800	+11%	+$26.5K	﹤0.01%	10365
2025 Q2	$192K	Sell	25,700 -248,300	-91%	-$1.46M	﹤0.01%	11252
2025 Q1	$660K	Buy	+274,000	New	+$631K	﹤0.01%	8287
2022 Q4	–	Sell	-11,200	Closed	-$21K	–	13652
2022 Q3	$21K	Buy	+11,200	New	+$28.1K	﹤0.01%	12591
2022 Q1	–	Sell	-355,700	Closed	-$4.54M	–	13957
2021 Q4	$4.54M	Buy	355,700 +281,000	+376%	+$5.11M	﹤0.01%	3914
2021 Q3	$1.62M	Sell	74,700 -63,200	-46%	-$1.42M	﹤0.01%	6288
2021 Q2	$4.01M	Buy	+137,900	New	+$2.97M	﹤0.01%	4432

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

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.