ThredUp
TDUP
89 hedge funds and large institutions have $150M invested in ThredUp in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 13 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 20
74% more call options, than puts
Call options by funds: $319K | Put options by funds: $183K
63% more capital inflows, than outflows
Capital inflows: $14M | Capital outflows: $8.55M
2.25% more ownership
Funds ownership: 84.36% → 86.61% (+2.2%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding
Funds holding: 89 → 89 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Granahan Investment Management
Waltham,
Massachusetts
|
+$3.2M |
| 2 |
BlackRock
New York
|
+$2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.44M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.02M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$845K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Upfront Ventures Management
Santa Monica,
California
|
-$3.42M |
| 2 |
EAM Investors
Solana Beach,
California
|
-$1.3M |
| 3 |
Two Sigma Investments
New York
|
-$790K |
| 4 |
JP Morgan Chase
New York
|
-$515K |
| 5 |
Boothbay Fund Management
New York
|
-$376K |
TDUP Hedge Fund Activity: Q2 2023 in Review
89 of the 6,390 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q2 2023, worth a combined $150M — down 0.99% from $151M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TDUP positions and 13 closed out — a net gain of 1 holder — while 39 added to existing stakes and 20 trimmed.
The largest buyer was Granahan Investment Management, adding an estimated $3.2M. The largest seller was Upfront Ventures Management, cutting an estimated $3.42M.
- 89 institutional investors held ThredUp (TDUP) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $150M of ThredUp stock for Q2 2023, down 0.99% quarter-over-quarter.
- 14 funds opened new ThredUp positions in Q2 2023 and 13 closed out, a net change of +1 holder.
- The largest ThredUp buyer in Q2 2023 was Granahan Investment Management, an estimated $3.2M added.
- The largest ThredUp seller in Q2 2023 was Upfront Ventures Management, an estimated $3.42M sold.
Based on aggregated 13F filings for Q2 2023.