ThredUp
TDUP
91 hedge funds and large institutions have $46M invested in ThredUp in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 23 closing their positions.
3,100% more call options, than puts
Call options by funds: $32K | Put options by funds: $1K
43% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 21
9% less funds holding
Funds holding: 100 → 91 (-9)
9.04% less ownership
Funds ownership: 73.76% → 64.72% (-9%)
39% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 23
54% less capital invested
Capital invested by funds: $101M → $46M (-$55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.46M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$1.59M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$726K |
| 4 |
NIM
Needham Investment Management
New York
|
+$507K |
| 5 |
BlackRock
New York
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$7.22M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.53M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.58M |
| 4 |
BCM
Bourgeon Capital Management
Darien,
Connecticut
|
-$1.18M |
| 5 |
Goldman Sachs
New York
|
-$919K |
TDUP Hedge Fund Activity: Q3 2024 in Review
91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q3 2024, worth a combined $46M — down 54% from $101M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of TDUP and 14 opened new positions — a net loss of 9 holders — while 21 trimmed existing stakes and 30 added.
The largest buyer was Ameriprise, adding an estimated $3.46M. The largest seller was Bares Capital Management, exiting entirely with an estimated $7.22M sold.
- 91 institutional investors held ThredUp (TDUP) as of Q3 2024, down from 100 in Q2 2024.
- Funds reported $46M of ThredUp stock for Q3 2024, down 54% quarter-over-quarter.
- 14 funds opened new ThredUp positions in Q3 2024 and 23 closed out, a net change of -9 holders.
- The largest ThredUp buyer in Q3 2024 was Ameriprise, an estimated $3.46M added.
- The largest ThredUp seller in Q3 2024 was Bares Capital Management, an estimated $7.22M sold.
Based on aggregated 13F filings for Q3 2024.