ThredUp
TDUP
180 hedge funds and large institutions have $738M invested in ThredUp in 2026 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 46 reducing their positions, and 24 closing their positions.
119% more capital invested
Capital invested by funds: $336M → $738M (+$402M)
104% more call options, than puts
Call options by funds: $1.96M | Put options by funds: $962K
74% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 46
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
3% more funds holding
Funds holding: 174 → 180 (+6)
3.19% more ownership
Funds ownership: 96.23% → 99.42% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$19M |
| 2 |
BlackRock
New York
|
+$12.7M |
| 3 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
+$12.3M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$8.29M |
| 5 |
D.E. Shaw & Co
New York
|
+$8.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$9.23M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$6.48M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.78M |
| 4 |
Squarepoint
New York
|
-$5.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.38M |
TDUP Hedge Fund Activity: Q2 2026 in Review
180 of the 8,297 institutional investors tracked by Wall St. Rank reported a position in ThredUp (TDUP) for Q2 2026, worth a combined $738M — up 119% from $336M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new TDUP positions and 24 closed out — a net gain of 9 holders — while 80 added to existing stakes and 46 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $19M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $9.23M.
- 180 institutional investors held ThredUp (TDUP) as of Q2 2026, up from 174 in Q1 2026.
- Funds reported $738M of ThredUp stock for Q2 2026, up 119% quarter-over-quarter.
- 33 funds opened new ThredUp positions in Q2 2026 and 24 closed out, a net change of +9 holders.
- The largest ThredUp buyer in Q2 2026 was AQR Capital Management, an estimated $19M added.
- The largest ThredUp seller in Q2 2026 was Qube Research & Technologies (QRT), an estimated $9.23M sold.
Based on aggregated 13F filings for Q2 2026.