ThredUp
TDUP
91 hedge funds and large institutions have $72.4M invested in ThredUp in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 16 closing their positions.
29,700% more call options, than puts
Call options by funds: $298K | Put options by funds: $1K
58% more capital invested
Capital invested by funds: $46M → $72.4M (+$26.4M)
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
0% more funds holding
Funds holding: 91 → 91 (0)
3.91% less ownership
Funds ownership: 64.72% → 60.8% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$978K |
| 2 |
B
BloombergSen
Toronto,
Ontario, Canada
|
+$528K |
| 3 |
Renaissance Technologies
New York
|
+$471K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$420K |
| 5 |
ACM
Archon Capital Management
Seattle,
Washington
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.42M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.09M |
| 3 |
PFM
Privium Fund Management
Amsterdam,
Netherlands
|
-$323K |
| 4 |
D.E. Shaw & Co
New York
|
-$253K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VPIM
101
Vanguard Personalized Indexing Management
Oakland,
California
| – | -$8.82K | -10,478 | Closed |
|
102
Victory Capital Management
San Antonio,
Texas
| – | -$8.52K | -10,114 | Closed |
|
103
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -7,923 | Closed |
|
|
CPA
104
Capital Performance Advisors
Walnut Creek,
California
| – | -$217 | -258 | Closed |
|
105
Simplex Trading
Chicago,
Illinois
| – | -$213 | -190 | Closed |
|
|
AAP
106
Arax Advisory Partners
Denver,
Colorado
| – | -$91 | -107 | Closed |
|
107
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$84 | -100 | Closed |
|
TDUP Hedge Fund Activity: Q4 2024 in Review
91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q4 2024, worth a combined $72.4M — up 58% from $46M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TDUP positions and 16 closed out — a net gain of 1 holder — while 29 added to existing stakes and 20 trimmed.
The largest buyer was Marshall Wace, adding an estimated $978K. The largest seller was Goldman Sachs, cutting an estimated $4.42M.
- 91 institutional investors held ThredUp (TDUP) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $72.4M of ThredUp stock for Q4 2024, up 58% quarter-over-quarter.
- 17 funds opened new ThredUp positions in Q4 2024 and 16 closed out, a net change of +1 holder.
- The largest ThredUp buyer in Q4 2024 was Marshall Wace, an estimated $978K added.
- The largest ThredUp seller in Q4 2024 was Goldman Sachs, an estimated $4.42M sold.
Based on aggregated 13F filings for Q4 2024.