Ranked by reported Q2 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 | BlackRock, Inc. | 11.0M | $75.1M | +33.0% | 8.500% | 0.00% |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | 10.2M | $69.7M | +9.7% | 7.885% | 2.10% |
| 3 | Capital World Investors | 8.9M | $61.2M | +2.7% | 6.928% | 0.01% |
| 4 | AQR CAPITAL MANAGEMENT LLC | 5.2M | $35.3M | +373.4% | 3.991% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | $30.7M | +2.6% | 3.470% | 0.00% |
| 6 | GILDER GAGNON HOWE & CO LLC | 4.1M | $28.4M | +74.6% | 3.214% | 0.29% |
| 7 | Divisadero Street Capital Management, LP | 3.6M | $24.9M | +265.0% | 2.812% | 0.56% |
| 8 | MARSHALL WACE, LLP | 3.5M | $24.1M | -28.3% | 2.721% | 0.02% |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.4M | $23.0M | +13.2% | 2.600% | 0.01% |
| 10 | STATE STREET CORP | 3.2M | $22.1M | +4.1% | 2.496% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 3.1M | $20.9M | +46.7% | 2.370% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.7M | $18.4M | +14.1% | 2.082% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | $15.6M | -7.2% | 1.763% | 0.00% |
| 14 | TWO SIGMA INVESTMENTS, LP | 2.3M | $15.6M | +2.3% | 1.762% | 0.01% |
| 15 | BLAIR WILLIAM & CO/IL | 2.2M | $15.0M | +5.4% | 1.702% | 0.04% |
| 16 | FMR LLC | 2.1M | $14.6M | -30.6% | 1.648% | 0.00% |
| 17 | CI INVESTMENTS INC. | 2.0M | $13.9M | +12.1% | 1.572% | 0.04% |
| 18 | Nuveen, LLC | 1.9M | $12.8M | +43.7% | 1.445% | 0.00% |
| 19 | D. E. Shaw & Co., Inc. | 1.8M | $12.4M | +2359.0% | 1.400% | 0.01% |
| 20 | Woodson Capital Management, LP | 1.6M | $10.7M | -8.0% | 1.208% | 1.79% |
| 21 | READYSTATE ASSET MANAGEMENT LP | 1.5M | $10.3M | +197.4% | 1.169% | 0.35% |
| 22 | BloombergSen Inc. | 1.4M | $9.3M | 0.0% | 1.047% | 0.69% |
| 23 | GMT CAPITAL CORP | 1.3M | $8.8M | +83.3% | 0.997% | 0.46% |
| 24 | FIL Ltd | 1.3M | $8.6M | +25.0% | 0.969% | 0.01% |
| 25 | Zweig-DiMenna Associates LLC | 1.2M | $7.9M | -20.7% | 0.894% | 0.72% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TDUP — a direct measure of their conviction.
Filings activity in TDUP during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | +4.6% | 83.74% | +2.91 pp | $727M | +123% |
| Q1 2026 | 173 | 8.5% | 80.83% | +4.30 pp | $326M | 45% |
| Q4 2025 | 189 | +8.6% | 76.53% | +2.95 pp | $591M | 28% |
| Q3 2025 | 174 | +9.4% | 73.58% | +11.64 pp | $824M | +53% |
| Q2 2025 | 159 | +41% | 61.94% | +11.68 pp | $540M | +305% |
| Q1 2025 | 113 | +23% | 50.26% | +4.57 pp | $133M | +93% |
| Q4 2024 | 92 | +0.0% | 45.69% | 3.13 pp | $69M | +57% |
| Q3 2024 | 92 | — | 48.82% | — | $44M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TDUP stock.
Based on Q2 2026 13F filings, institutional ownership of ThredUp Inc. stands at 83.7%, held across 181 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TDUP, with approximately 10,968,644 shares worth $0.08B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of TDUP, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for TDUP is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in TDUP during Q2 2026, while 23 fully exited. 129 added to existing positions and 18 trimmed.
TDUP institutional ownership rose by 2.91 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 54.2% of all reported 13F value in TDUP, and the top 25 account for 81.0%.
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