Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TDUP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | NEEDHAM INVESTMENT MANAGEMENT LLC | 9.3M | $30.4M | +52.7% | 7.188% | 1.55% |
| 2 | Capital World Investors | 8.7M | $28.6M | 0.0% | 6.748% | 0.00% |
| 3 | BlackRock, Inc. | 8.2M | $27.1M | -0.8% | 6.391% | 0.00% |
| 4 | MARSHALL WACE, LLP | 4.9M | $16.1M | +1.5% | 3.795% | 0.02% |
| 5 | STATE STREET CORP | 3.1M | $10.1M | +7.2% | 2.398% | 0.00% |
| 6 | FMR LLC | 3.1M | $10.0M | -2.9% | 2.374% | 0.00% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.0M | $9.7M | +19.0% | 2.298% | 0.01% |
| 8 | Qube Research & Technologies Ltd | 2.7M | $9.0M | +75.8% | 2.120% | 0.01% |
| 9 | GILDER GAGNON HOWE & CO LLC | 2.4M | $7.8M | +15.7% | 1.841% | 0.09% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $7.7M | -2.5% | 1.825% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 2.2M | $7.3M | +145.6% | 1.723% | 0.01% |
| 12 | GOLDMAN SACHS GROUP INC | 2.1M | $6.8M | +36.9% | 1.616% | 0.00% |
| 13 | BLAIR WILLIAM & CO/IL | 2.1M | $6.8M | +38.3% | 1.614% | 0.02% |
| 14 | CI INVESTMENTS INC. | 1.8M | $5.9M | β | 1.403% | 0.03% |
| 15 | Woodson Capital Management, LP | 1.7M | $5.6M | -5.8% | 1.314% | 0.89% |
| 16 | MILLENNIUM MANAGEMENT LLC | 1.7M | $5.5M | -12.8% | 1.305% | 0.00% |
| 17 | Squarepoint Ops LLC | 1.7M | $5.4M | +181.1% | 1.279% | 0.01% |
| 18 | Zweig-DiMenna Associates LLC | 1.5M | $4.8M | +170.1% | 1.127% | 0.67% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 1.4M | $4.6M | -38.4% | 1.094% | 0.01% |
| 20 | UBS Group AG | 1.4M | $4.5M | +270.0% | 1.063% | 0.00% |
| 21 | BloombergSen Inc. | 1.4M | $4.4M | +6.0% | 1.047% | 0.39% |
| 22 | Trexquant Investment LP | 1.3M | $4.3M | +32.5% | 1.022% | 0.04% |
| 23 | Nuveen, LLC | 1.3M | $4.3M | -19.2% | 1.006% | 0.00% |
| 24 | Archon Capital Management LLC | 1.2M | $4.1M | +256.6% | 0.959% | 2.29% |
| 25 | FEDERATED HERMES, INC. | 1.1M | $3.6M | +17.8% | 0.862% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TDUP β a direct measure of their conviction.
Filings activity in TDUP during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TDUP position in Q1 2026
Institutions that fully closed their TDUP position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 163 | 12% | 45.99% | 44.29 pp | $300M | 49% |
| Q4 2025 | 185 | +8.2% | 90.28% | 35.64 pp | $588M | 28% |
| Q3 2025 | 171 | +7.5% | 125.92% | +43.00 pp | $821M | +52% |
| Q2 2025 | 159 | +41% | 82.92% | +62.45 pp | $540M | +305% |
| Q1 2025 | 113 | +23% | 20.47% | +9.89 pp | $133M | +93% |
| Q4 2024 | 92 | +0.0% | 10.58% | +3.83 pp | $69M | +57% |
| Q3 2024 | 92 | 7.1% | 6.75% | 7.97 pp | $44M | 54% |
| Q2 2024 | 99 | β | 14.72% | β | $96M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TDUP stock.
Based on Q1 2026 13F filings, institutional ownership of ThredUp Inc. stands at 46.0%, held across 163 reporting institutions.
NEEDHAM INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of TDUP, with approximately 9,275,000 shares worth $0.03B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of TDUP, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for TDUP is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in TDUP during Q1 2026, while 51 fully exited. 25 added to existing positions and 108 trimmed.
TDUP institutional ownership fell by 44.29 percentage points quarter-over-quarter, with a net change of -22 holders.
The top 10 institutions account for 52.2% of all reported 13F value in TDUP, and the top 25 account for 78.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ThredUp Inc. (TDUP) Institutional Ownership