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174 hedge funds and large institutions have $336M invested in ThredUp in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 68 increasing their positions, 46 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $539K | Put options by funds: $345K

48% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 46

5.41% more ownership

Funds ownership: 90.82% → 96.23% (+5.4%)

7% less funds holding

Funds holding: 188 → 174 (-14)

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

44% less capital invested

Capital invested by funds: $605M → $336M (-$269M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
174
Holders Change
-14
Holders Change %
-7.45%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
68
Reduced
46
Closed
48
Calls
$539K
Puts
$345K
Net Calls
+$194K
Net Calls Change
-$3.71M

Top Buyers

Rank Fund Capital Flow
1
NIM
Needham Investment Management
New York
+$14.8M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$8.39M
3
Two Sigma Investments
Two Sigma Investments
New York
+$6.11M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$5.47M
5
Squarepoint
Squarepoint
New York
+$4.93M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$13.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.74M
3
MC
Maverick Capital
Texas
-$4.42M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.09M
5
LCM
Landscape Capital Management
New Jersey
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$2.34K +$3.31K +714 New
Optiver Holding
152
Optiver Holding
Netherlands
$2.32K +$2.37K +512 +261%
EP
153
Essential Partners
California
$2.08K +$2.03K +437 +221%
SCM
154
Sterling Capital Management
North Carolina
$2.01K – – –
AAP
155
Arax Advisory Partners
Colorado
$1.86K +$2.49K +536 +2,144%
GIA
156
GHP Investment Advisors
Colorado
$1.62K – – –
GI
157
GAMMA Investing
California
$1.39K -$3.1K -668 -61%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.17K -$1K -216 -38%
RIL
159
Rothschild Investment LLC
Illinois
$1.07K +$1.35K +292 +885%
ASN
160
Advisory Services Network
Georgia
$948 +$1.34K +289 New
RIAS
161
Rachor Investment Advisory Services
Michigan
$820 +$427 +92 +58%
WPA
162
Wealth Preservation Advisors
Tennessee
$610 +$863 +186 New
SIC
163
SJS Investment Consulting
Ohio
$588 -$1.05K -227 -56%
PGAM
164
Princeton Global Asset Management
New Jersey
$328 – – –
US Bancorp
165
US Bancorp
Minnesota
$302 -$5K -1,078 -92%
SS
166
Sunbelt Securities
Texas
$213 +$148 +32 +97%
SS
167
SBI Securities
Japan
$161 +$51 +11 +29%
PA
168
Parallel Advisors
California
$151 – – –
TWC
169
TD Waterhouse Canada
Ontario, Canada
$118 – – –
TWD
170
True Wealth Design
Ohio
$105 +$14 +3 +10%
LFG
171
Larson Financial Group
Missouri
$98 -$74 -16 -35%
TFA
172
Transamerica Financial Advisors
Florida
$52 +$74 +16 New
BWA
173
Basecamp Wealth Advisors
Washington
$33 +$46 +10 New
QL
174
Quarry LP
New York
$23 -$12.8K -2,763 -100%
DCM
175
Driehaus Capital Management
Illinois
– -$13.8M -2,162,600 Closed
5 6
7
8 9

TDUP Hedge Fund Activity: Q1 2026 in Review

174 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q1 2026, worth a combined $336M — down 44% from $605M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TDUP and 36 opened new positions — a net loss of 12 holders — while 46 trimmed existing stakes and 68 added.

The largest buyer was Needham Investment Management, adding an estimated $14.8M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $13.8M sold.

  • 174 institutional investors held ThredUp (TDUP) as of Q1 2026, down from 188 in Q4 2025.
  • Funds reported $336M of ThredUp stock for Q1 2026, down 44% quarter-over-quarter.
  • 36 funds opened new ThredUp positions in Q1 2026 and 48 closed out, a net change of -12 holders.
  • The largest ThredUp buyer in Q1 2026 was Needham Investment Management, an estimated $14.8M added.
  • The largest ThredUp seller in Q1 2026 was Driehaus Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2026.