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73 hedge funds and large institutions have $849M invested in ThredUp in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

19% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $15.5M

16% more funds holding

Funds holding: 63 → 73 (+10)

11% more capital invested

Capital invested by funds: $764M → $849M (+$84.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

40.69% less ownership

Funds ownership: 176.6% → 135.9% (-41%)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
30
Reduced
12
Closed
12
Calls
$18.4M
Puts
$15.5M
Net Calls
+$2.89M
Net Calls Change
+$11.3M

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$66.7M
2
Capital World Investors
Capital World Investors
California
+$60.1M
3
GIM
Granahan Investment Management
Massachusetts
+$42.1M
4
Artisan Partners
Artisan Partners
Wisconsin
+$42M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$22M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.48M
2
PCM
Penserra Capital Management
California
-$4.71M
3
UBS Group
UBS Group
Switzerland
-$3.65M
4
WP
Woodline Partners
California
-$3.13M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.31M +$2.02M +89,791 +82%
SP
27
StackLine Partners
New York
$4.08M +$4.23M +188,117 New
MWNA
28
Marshall Wace North America
New York
$3.53M +$2.75M +122,037 +298%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$3.37M +$428K +18,995 +14%
PCR
30
Potrero Capital Research
California
$2.73M – – –
Marshall Wace
31
Marshall Wace
United Kingdom
$1.74M +$838K +37,216 +87%
GCM
32
Ghisallo Capital Management
Massachusetts
$1.3M +$1.35M +60,000 New
NFC
33
Northeast Financial Consultants
Connecticut
$1.26M -$335K -14,900 -20%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$1.25M +$1.3M +57,604 New
AIM
35
Artemis Investment Management
United Kingdom
$1.25M +$1.29M +57,524 New
Millennium Management
36
Millennium Management
New York
$1.19M +$1.23M +54,632 New
SEI Investments
37
SEI Investments
Pennsylvania
$1.18M +$609K +27,074 +99%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.11M +$1.16M +51,346 New
State Street
39
State Street
Massachusetts
$1.09M +$92.3K +4,100 +9%
NIM
40
Needham Investment Management
New York
$1.03M +$1.07M +47,500 New
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$781K – – –
Northern Trust
42
Northern Trust
Illinois
$727K +$94.5K +4,197 +14%
Bank of America
43
Bank of America
North Carolina
$726K -$1.26K -56 -0.2%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$615K – – –
ACM
45
AKRE Capital Management
Virginia
$488K – – –
Jane Street
46
Jane Street
New York
$412K +$227K +10,090 +113%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$373K +$387K +17,203 New
Wolverine Trading
48
Wolverine Trading
Illinois
$349K +$374K +16,603 New
Wells Fargo
49
Wells Fargo
California
$344K +$223K +9,901 +166%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$336K +$87.9K +3,904 +34%
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TDUP Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q3 2021, worth a combined $849M — up 11% from $764M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TDUP positions and 12 closed out — a net gain of 10 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $66.7M. The largest seller was Ameriprise, cutting an estimated $5.48M.

  • 73 institutional investors held ThredUp (TDUP) as of Q3 2021, up from 63 in Q2 2021.
  • Funds reported $849M of ThredUp stock for Q3 2021, up 11% quarter-over-quarter.
  • 22 funds opened new ThredUp positions in Q3 2021 and 12 closed out, a net change of +10 holders.
  • The largest ThredUp buyer in Q3 2021 was Thrivent Financial for Lutherans, an estimated $66.7M added.
  • The largest ThredUp seller in Q3 2021 was Ameriprise, an estimated $5.48M sold.

Based on aggregated 13F filings for Q3 2021.