ThredUp
TDUP
81 hedge funds and large institutions have $78.2M invested in ThredUp in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 41 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 30
2.84% less ownership
Funds ownership: 88.21% → 85.37% (-2.8%)
26% less funds holding
Funds holding: 109 → 81 (-28)
27% less capital invested
Capital invested by funds: $106M → $78.2M (-$28.2M)
59% less call options, than puts
Call options by funds: $46K | Put options by funds: $111K
66% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UVM
Upfront Ventures Management
Santa Monica,
California
|
+$4.97M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$2.62M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.53M |
| 4 |
OP
Osmium Partners
Greenbrae,
California
|
+$2.11M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$4.5M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$2.21M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$1.37M |
| 4 |
Morgan Stanley
New York
|
-$1.14M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$899K |
TDUP Hedge Fund Activity: Q4 2022 in Review
81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q4 2022, worth a combined $78.2M — down 27% from $106M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of TDUP and 14 opened new positions — a net loss of 27 holders — while 30 trimmed existing stakes and 28 added.
The largest buyer was Upfront Ventures Management, opening a new position worth an estimated $4.97M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $4.5M sold.
- 81 institutional investors held ThredUp (TDUP) as of Q4 2022, down from 109 in Q3 2022.
- Funds reported $78.2M of ThredUp stock for Q4 2022, down 27% quarter-over-quarter.
- 14 funds opened new ThredUp positions in Q4 2022 and 41 closed out, a net change of -27 holders.
- The largest ThredUp buyer in Q4 2022 was Upfront Ventures Management, an estimated $4.97M added.
- The largest ThredUp seller in Q4 2022 was Riverbridge Partners, an estimated $4.5M sold.
Based on aggregated 13F filings for Q4 2022.