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Woodson Capital Management’s ThredUp TDUP Stock Holding History

Woodson 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 		$10.7M Sell
1,558,806
-136,194
-8% -$637K 1.79% 21
2026
Q1 		$5.56M Sell
1,695,000
-105,000
-6% -$487K 0.87% 28
2025
Q4 		$11.5M Buy
+1,800,000
New +$14.6M 1.59% 23

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

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

Woodson Capital Management reduced its ThredUp (TDUP) stake by 8% in Q2 2026, selling an estimated $637K and leaving 1,558,806 shares worth $10.7M. The position accounts for 1.79% of the portfolio, ranked #21.

Woodson Capital Management first reported a position in TDUP in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.5M in Q4 2025. 180 funds tracked by Wall St. Rank hold TDUP as of Q2 2026.

  • Woodson Capital Management held 1,558,806 shares of ThredUp worth $10.7M as of Q2 2026.
  • Woodson Capital Management sold 136,194 ThredUp shares in Q2 2026, an estimated $637K.
  • ThredUp made up 1.79% of Woodson Capital Management's portfolio in Q2 2026, its #21 holding.
  • Woodson Capital Management first reported a position in ThredUp in Q4 2025 and has held it in 3 quarters since.
  • Woodson Capital Management's ThredUp position peaked at $11.5M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held ThredUp as of Q2 2026.

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