Park West Asset Management’s ThredUp TDUP Stock Holding History

Park West Asset 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
2023 Q4	–	Sell	-750,000	Closed	-$3.01M	–	48
2023 Q3	$3.01M	Buy	+750,000	New	+$2.54M	0.28%	36
2022 Q3	–	Sell	-2,167,172	Closed	-$5.42M	–	67
2022 Q2	$5.42M	Sell	2,167,172 -778,560	-26%	-$4.2M	0.31%	42
2022 Q1	$22.7M	Buy	2,945,732 +111,412	+4%	+$970K	0.79%	31
2021 Q4	$36.2M	Sell	2,834,320 -6,381,669	-69%	-$116M	0.72%	27
2021 Q3	$200M	Hold	9,215,989	–	–	4.75%	6
2021 Q2	$262M	Hold	9,215,989	–	–	7.46%	1
2021 Q1	$205M	Buy	+9,215,989	New	+$223M	6.2%	1

Other funds holding TDUP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Park West Asset Management's TDUP Position: Q4 2023 in Review

Park West Asset Management sold out of ThredUp (TDUP) in Q4 2023, closing a stake of 750,000 shares — an estimated $3.01M sold.

Park West Asset Management first reported a position in TDUP in Q1 2021 and held it in 7 quarters. The position peaked at $262M in Q2 2021. 106 funds tracked by Wall St. Rank hold TDUP as of Q4 2023.

Park West Asset Management reported no remaining ThredUp position as of Q4 2023 after selling out during the quarter.
Park West Asset Management sold 750,000 ThredUp shares in Q4 2023, an estimated $3.01M.
Park West Asset Management first reported a position in ThredUp in Q1 2021 and held it in 7 quarters.
Park West Asset Management's ThredUp position peaked at $262M in Q2 2021.
106 funds tracked by Wall St. Rank held ThredUp as of Q4 2023.

Based on Park West Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.