Needham Investment Management’s ThredUp TDUP Stock Holding History

Needham Investment 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 Q2	$69.7M	Buy	10,175,000 +900,000	+10%	+$4.21M	2.1%	11
2026 Q1	$30.4M	Buy	9,275,000 +3,200,000	+53%	+$14.8M	1.55%	14
2025 Q4	$38.8M	Buy	6,075,000 +400,000	+7%	+$3.24M	2.45%	7
2025 Q3	$53.6M	Sell	5,675,000 -200,000	-3%	-$1.89M	3.74%	2
2025 Q2	$44M	Sell	5,875,000 -475,000	-7%	-$2.79M	3.51%	2
2025 Q1	$15.3M	Sell	6,350,000 -17,500	-0.3%	-$40.3K	1.43%	24
2024 Q4	$8.85M	Buy	6,367,500 +167,500	+3%	+$188K	0.68%	49
2024 Q3	$5.22M	Buy	6,200,000 +415,000	+7%	+$507K	0.4%	69
2024 Q2	$9.83M	Buy	5,785,000 +885,000	+18%	+$1.61M	0.81%	42
2024 Q1	$9.8M	Buy	4,900,000 +2,997,500	+158%	+$6.11M	0.91%	34
2023 Q4	$4.28M	Buy	1,902,500 +1,002,500	+111%	+$2.61M	0.54%	54
2023 Q3	$3.61M	Buy	900,000 +200,000	+29%	+$678K	0.61%	49
2023 Q2	$1.71M	Buy	700,000 +20,000	+3%	+$52.4K	0.28%	68
2023 Q1	$1.72M	Sell	680,000 -20,000	-3%	-$37.3K	0.3%	75
2022 Q4	$917K	Buy	700,000 +415,000	+146%	+$569K	0.17%	93
2022 Q3	$524K	Buy	285,000 +161,000	+130%	+$404K	0.1%	102
2022 Q2	$310K	Hold	124,000	–	–	0.06%	111
2022 Q1	$955K	Buy	124,000 +54,000	+77%	+$470K	0.14%	95
2021 Q4	$893K	Buy	70,000 +22,500	+47%	+$410K	0.11%	94
2021 Q3	$1.03M	Buy	+47,500	New	+$1.07M	0.14%	91

Other funds holding TDUP

BlackRock New York $6.73T AUM 46.02% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Needham Investment Management's TDUP Position: Q2 2026 in Review

Needham Investment Management increased its ThredUp (TDUP) stake by 9.7% in Q2 2026, buying an estimated $4.21M and bringing the position to 10,175,000 shares worth $69.7M. The position accounts for 2.1% of the portfolio, ranked #11.

Needham Investment Management first reported a position in TDUP in Q3 2021 and has held it in 20 quarters since. 180 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

Needham Investment Management held 10,175,000 shares of ThredUp worth $69.7M as of Q2 2026.
Needham Investment Management bought 900,000 ThredUp shares in Q2 2026, an estimated $4.21M.
ThredUp made up 2.1% of Needham Investment Management's portfolio in Q2 2026, its #11 holding.
Needham Investment Management first reported a position in ThredUp in Q3 2021 and has held it in 20 quarters since.
180 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.