ThredUp
TDUP
100 hedge funds and large institutions have $101M invested in ThredUp in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 15 closing their positions.
8,200% more call options, than puts
Call options by funds: $83K | Put options by funds: $1K
114% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 21
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more funds holding
Funds holding: 100 → 100 (0)
5.31% less ownership
Funds ownership: 79.07% → 73.76% (-5.3%)
19% less capital invested
Capital invested by funds: $125M → $101M (-$23.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Needham Investment Management
New York
|
+$1.61M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.47M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
+$1.28M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$1.23M |
| 5 |
BlackRock
New York
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$9.93M |
| 2 |
Goldman Sachs
New York
|
-$2.41M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$714K |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$676K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$548K |
TDUP Hedge Fund Activity: Q2 2024 in Review
100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q2 2024, worth a combined $101M — down 19% from $125M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new TDUP positions and 15 closed out — a net gain of 1 holder — while 45 added to existing stakes and 21 trimmed.
The largest buyer was Needham Investment Management, adding an estimated $1.61M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $9.93M.
- 100 institutional investors held ThredUp (TDUP) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $101M of ThredUp stock for Q2 2024, down 19% quarter-over-quarter.
- 16 funds opened new ThredUp positions in Q2 2024 and 15 closed out, a net change of +1 holder.
- The largest ThredUp buyer in Q2 2024 was Needham Investment Management, an estimated $1.61M added.
- The largest ThredUp seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $9.93M sold.
Based on aggregated 13F filings for Q2 2024.