Polen Capital Management
TDUP icon

Polen Capital Management’s ThredUp TDUP Stock Holding History

Polen Capital 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 		$516K Buy
+75,291
New +$352K ﹤0.01% 191
2026
Q1 		– Sell
-145,615
Closed -$930K – 288
2025
Q4 		$930K Buy
145,615
+35,245
+32% +$285K ﹤0.01% 140
2025
Q3 		$1.04M Buy
110,370
+57,381
+108% +$543K ﹤0.01% 137
2025
Q2 		$397K Buy
+52,989
New +$311K ﹤0.01% 209

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

Polen Capital Management's TDUP Position: Q2 2026 in Review

Polen Capital Management opened a new position in ThredUp (TDUP) in Q2 2026: 75,291 shares worth $516K. The stake represents ﹤0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Polen Capital Management previously reported a position in TDUP as recently as Q4 2025.

Polen Capital Management first reported a position in TDUP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q3 2025. 180 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

  • Polen Capital Management held 75,291 shares of ThredUp worth $516K as of Q2 2026.
  • ThredUp was a new Polen Capital Management position in Q2 2026.
  • ThredUp made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #191 holding.
  • Polen Capital Management first reported a position in ThredUp in Q2 2025 and has held it in 4 quarters since.
  • Polen Capital Management's ThredUp position peaked at $1.04M in Q3 2025.
  • 180 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.