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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Needham Investment Management's TDUP Position: Q1 2026 in Review

Needham Investment Management increased its ThredUp (TDUP) stake by 53% in Q1 2026, buying an estimated $14.8M and bringing the position to 9,275,000 shares worth $30.4M. The position accounts for 1.55% of the portfolio, ranked #14.

Needham Investment Management first reported a position in TDUP in Q3 2021 and has held it in 19 quarters since. The position peaked at $53.6M in Q3 2025. 174 funds tracked by Wall St. Rank hold TDUP as of Q1 2026.

  • Needham Investment Management held 9,275,000 shares of ThredUp worth $30.4M as of Q1 2026.
  • Needham Investment Management bought 3,200,000 ThredUp shares in Q1 2026, an estimated $14.8M.
  • ThredUp made up 1.55% of Needham Investment Management's portfolio in Q1 2026, its #14 holding.
  • Needham Investment Management first reported a position in ThredUp in Q3 2021 and has held it in 19 quarters since.
  • Needham Investment Management's ThredUp position peaked at $53.6M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held ThredUp as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.