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John Overdeck’s ThredUp TDUP Stock Holding History

John Overdeck’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 		$15.6M Buy
2,273,563
+50,056
+2% +$234K 0.01% 1203
2026
Q1 		$7.29M Buy
2,223,507
+1,318,145
+146% +$6.11M 0.01% 1666
2025
Q4 		$5.79M Buy
905,362
+286,354
+46% +$2.32M 0.01% 1581
2025
Q3 		$5.85M Sell
619,008
-316,766
-34% -$3M 0.01% 1327
2025
Q2 		$7.01M Buy
935,774
+550,276
+143% +$3.23M 0.01% 1031
2025
Q1 		$929K Buy
385,498
+270,866
+236% +$623K ﹤0.01% 2220
2024
Q4 		$159K Buy
114,632
+68,790
+150% +$77.2K ﹤0.01% 2905
2024
Q3 		$38.6K Sell
45,842
-53,659
-54% -$65.6K ﹤0.01% 2982
2024
Q2 		$169K Buy
99,501
+42,651
+75% +$77.7K ﹤0.01% 2761
2024
Q1 		$114K Sell
56,850
-108,009
-66% -$220K ﹤0.01% 2819
2023
Q4 		$371K Buy
164,859
+104,394
+173% +$271K ﹤0.01% 2606
2023
Q3 		$242K Buy
60,465
+26,033
+76% +$88.3K ﹤0.01% 2575
2023
Q2 		$84K Sell
34,432
-301,659
-90% -$790K ﹤0.01% 2772
2023
Q1 		$850K Buy
336,091
+248,325
+283% +$463K ﹤0.01% 1952
2022
Q4 		$115K Buy
87,766
+44,623
+103% +$61.2K ﹤0.01% 2491
2022
Q3 		$79K Sell
43,143
-264,898
-86% -$664K ﹤0.01% 2262
2022
Q2 		$770K Buy
+308,041
New +$1.66M ﹤0.01% 1656
2022
Q1 		– Sell
-183,736
Closed -$2.34M – 4234
2021
Q4 		$2.34M Buy
+183,736
New +$3.34M 0.01% 1787

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

John Overdeck's TDUP Position: Q2 2026 in Review

John Overdeck increased its ThredUp (TDUP) stake by 2.3% in Q2 2026, buying an estimated $234K and bringing the position to 2,273,563 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #1203.

John Overdeck first reported a position in TDUP in Q4 2021 and has held it in 18 quarters since. 180 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

  • John Overdeck held 2,273,563 shares of ThredUp worth $15.6M as of Q2 2026.
  • John Overdeck bought 50,056 ThredUp shares in Q2 2026, an estimated $234K.
  • ThredUp made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1203 holding.
  • John Overdeck first reported a position in ThredUp in Q4 2021 and has held it in 18 quarters since.
  • 180 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.