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TDUP

99 hedge funds and large institutions have $485M invested in ThredUp in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

26% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $8.11M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 101 → 99 (-2)

2.4% less ownership

Funds ownership: 110.32% → 107.92% (-2.4%)

34% less capital invested

Capital invested by funds: $735M → $485M (-$250M)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
41
Reduced
21
Closed
25
Calls
$10.2M
Puts
$8.11M
Net Calls
+$2.08M
Net Calls Change
+$429K

Top Buyers

Rank Fund Capital Flow
1
UVM
Upfront Ventures Management
California
+$31.6M
2
Capital World Investors
Capital World Investors
California
+$22.6M
3
SP
StackLine Partners
New York
+$15.9M
4
BCM
Bares Capital Management
Texas
+$8.81M
5
Jane Street
Jane Street
New York
+$5.45M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$23M
2
GIM
Granahan Investment Management
Massachusetts
-$10.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$10.9M
4
NRCM
Northern Right Capital Management
Connecticut
-$5.03M
5
MCCP
Mission Creek Capital Partners
California
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
51
Schonfeld Strategic Advisors
New York
$628K +$613K +70,423 +633%
SEI Investments
52
SEI Investments
Pennsylvania
$514K -$37.3K -4,279 -6%
URS
53
Utah Retirement Systems
Utah
$487K – – –
CS
54
Credit Suisse
Switzerland
$470K +$310K +35,560 +140%
N
55
Nuveen
North Carolina
$470K +$534K +61,283 New
EGM
56
Engineers Gate Manager
New York
$460K +$520K +59,735 New
Bank of New York Mellon
57
Bank of New York Mellon
New York
$396K +$129K +14,834 +41%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$342K +$228K +26,215 +144%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$291K +$172K +19,786 +110%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$272K +$307K +35,262 New
E
61
Ergoteles
New York
$185K +$209K +23,982 New
ACM
62
AKRE Capital Management
Virginia
$173K – – –
Charles Schwab
63
Charles Schwab
California
$155K – – –
Simplex Trading
64
Simplex Trading
Illinois
$155K +$176K +20,247 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$143K +$34.4K +3,945 +27%
VF
66
Virtu Financial
New York
$142K +$160K +18,401 New
OAM
67
Oppenheimer Asset Management
New York
$141K +$21.5K +2,465 +15%
DFCM
68
Dark Forest Capital Management
Puerto Rico
$139K +$157K +18,016 New
US Bancorp
69
US Bancorp
Minnesota
$134K -$3.96K -455 -3%
LPL Financial
70
LPL Financial
California
$133K +$18.5K +2,126 +14%
MAM
71
Must Asset Management
South Korea
$132K – – –
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$121K +$137K +15,680 New
P8IP
73
Pier 88 Investment Partners
California
$112K – – –
ASRS
74
Arizona State Retirement System
Arizona
$109K +$123K +14,122 New
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$99K +$51.5K +5,910 +85%
1 2
3
4 5

TDUP Hedge Fund Activity: Q1 2022 in Review

99 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q1 2022, worth a combined $485M — down 34% from $735M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TDUP and 23 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 41 added.

The largest buyer was Upfront Ventures Management, opening a new position worth an estimated $31.6M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $23M sold.

  • 99 institutional investors held ThredUp (TDUP) as of Q1 2022, down from 101 in Q4 2021.
  • Funds reported $485M of ThredUp stock for Q1 2022, down 34% quarter-over-quarter.
  • 23 funds opened new ThredUp positions in Q1 2022 and 25 closed out, a net change of -2 holders.
  • The largest ThredUp buyer in Q1 2022 was Upfront Ventures Management, an estimated $31.6M added.
  • The largest ThredUp seller in Q1 2022 was Massachusetts Financial Services, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2022.