ThredUp
TDUP
113 hedge funds and large institutions have $148M invested in ThredUp in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 19 closing their positions.
877% more call options, than puts
Call options by funds: $752K | Put options by funds: $77K
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
14% more funds holding
Funds holding: 99 → 113 (+14)
6.76% less ownership
Funds ownership: 107.92% → 101.16% (-6.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
69% less capital invested
Capital invested by funds: $485M → $148M (-$337M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$15.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.3M |
| 3 |
D.E. Shaw & Co
New York
|
+$3.62M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.01M |
| 5 |
BCM
Bares Capital Management
Austin,
Texas
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UVM
Upfront Ventures Management
Santa Monica,
California
|
-$27.9M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$19.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.3M |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$4.2M |
| 5 |
Jane Street
New York
|
-$4.14M |
TDUP Hedge Fund Activity: Q2 2022 in Review
113 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q2 2022, worth a combined $148M — down 69% from $485M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new TDUP positions and 19 closed out — a net gain of 14 holders — while 37 added to existing stakes and 31 trimmed.
The largest buyer was BlackRock, adding an estimated $15.8M. The largest seller was Upfront Ventures Management, exiting entirely with an estimated $27.9M sold.
- 113 institutional investors held ThredUp (TDUP) as of Q2 2022, up from 99 in Q1 2022.
- Funds reported $148M of ThredUp stock for Q2 2022, down 69% quarter-over-quarter.
- 33 funds opened new ThredUp positions in Q2 2022 and 19 closed out, a net change of +14 holders.
- The largest ThredUp buyer in Q2 2022 was BlackRock, an estimated $15.8M added.
- The largest ThredUp seller in Q2 2022 was Upfront Ventures Management, an estimated $27.9M sold.
Based on aggregated 13F filings for Q2 2022.