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ThredUp

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.

New
Increased
Maintained
Reduced
Closed

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: 9191 (0)

3.91% less ownership

Funds ownership: 64.72%60.8% (-3.9%)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
29
Reduced
20
Closed
16
Calls
$298K
Puts
$1K
Net Calls
+$297K
Net Calls Change
+$266K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$12.1M
NIM
2
Needham Investment Management
New York
$8.85M +$188K +167,500 +3%
BlackRock
3
BlackRock
New York
$7.44M +$6.85K +6,104 +0.1%
Ameriprise
4
Ameriprise
Minnesota
$6.72M -$1.09M -971,140 -17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.25M +$87.1K +77,659 +2%
Fidelity International
6
Fidelity International
Bermuda
$4.73M +$30.3K +27,000 +0.8%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$3.02M +$250K +222,612 +11%
William Blair & Company
8
William Blair & Company
Illinois
$2.82M -$203K -180,794 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.66M +$29.5K +26,326 +1%
Marshall Wace
10
Marshall Wace
United Kingdom
$2.11M +$978K +872,357 +134%
State Street
11
State Street
Massachusetts
$2.1M +$72.9K +64,986 +5%
Goldman Sachs
12
Goldman Sachs
New York
$1.77M -$4.42M -3,940,349 -76%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.36M +$471K +420,012 +75%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$1.06M -$80.1K -71,442 -9%
Northern Trust
15
Northern Trust
Illinois
$1.02M +$94.6K +84,353 +13%
B
16
BloombergSen
Ontario, Canada
$889K +$528K +470,768 +279%
PAM
17
Panagora Asset Management
Massachusetts
$679K -$1.4K -1,246 -0.3%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$521K +$420K +374,604 New
ACM
19
Archon Capital Management
Washington
$461K +$372K +331,789 New
Morgan Stanley
20
Morgan Stanley
New York
$396K +$51.1K +45,516 +19%
Squarepoint
21
Squarepoint
New York
$355K -$102K -90,633 -26%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$348K +$281K +250,451 New
N
23
Nuveen
North Carolina
$329K
Charles Schwab
24
Charles Schwab
California
$303K
JP Morgan Chase
25
JP Morgan Chase
New York
$280K +$185K +165,115 +451%

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.