Stock Analysis
Data Source: SEC EDGAR 13F
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Thredup Inc (TDUP)

177 + Investors. Track Smart Money conviction in TDUP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — TDUP

Based on 180 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TDUP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
180 funds currently hold this stock — 94% of the 3.0-year high of 191 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

117 buying77 selling
Last quarter: 117 funds were net buyers (37 opened a brand new position + 80 added to an existing one). Only 77 were sellers (49 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new TDUP position: 51 → 41 → 28 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 28% new

■ 37% conviction (2yr+) ■ 35% medium ■ 28% new
Of the 180 current holders: 66 (37%) held >2 years, 63 held 1–2 years, and 51 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +183% but shares only +14% — price-driven

Value
+183%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +183%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

54 → 51 → 41 → 28 → 37 new funds/Q
New funds entering each quarter: 51 → 41 → 28 → 37. TDUP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 48% veterans vs 39% newcomers

■ 48% veterans ■ 13% 1-2yr ■ 39% new
Entry-cohort mix of 184 holders: 88 (48%) are 2+ year veterans, 24 entered 1–2 years ago, and 72 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
44 of 178 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in TDUP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TDUP

In 2026 Q2, 117 hedge funds were net buyers of TDUP (37 opened a new position, 80 added to an existing one), while 77 reduced or exited (49 trimmed, 28 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 57% of total institutional value in TDUP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 180.

Hedge Fund Ownership: TDUP

How many hedge funds hold TDUP — quarterly history vs. share price
Quarterly hedge fund ownership of TDUP vs. share price

Market Analysis: TDUP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDUP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: TDUP
177 + Investors

Track Smart Money conviction in TDUP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 177 171 3.51%
13F Shares 108M 96M 12.7%
Total Value $727M $306M 137.33%
New Positions 37 28 +9
Increased Positions 77 67 +10
Closed Positions 29 48 -19
Reduced Positions 47 50 -3
Total Calls 4 2 100.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.5 1.5 Bullish

Statistics: TDUP

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

177 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TDUP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TDUP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Archon Capital Management LLC 2.86% 1,028,125 $7.0M
2 Needham Investment Management LLC 2.10% 10,175,000 $69.7M
3 Woodson Capital Management, LP 1.79% 1,558,806 $10.7M
4 Axim Planning & Wealth 0.96% 100,211 $686K
5 Diker Management LLC 0.85% 160,555 $1.1M
6 Onex Canada Asset Management Inc. 0.83% 784,231 $5.4M
7 Zweig-DiMenna Associates LLC 0.72% 1,154,000 $7.9M
8 BloombergSen Inc. 0.69% 1,351,246 $9.3M
9 Divisadero Street Capital Management, LP 0.56% 3,628,206 $24.9M
10 Gmt Capital Corp 0.46% 1,286,200 $8.8M
11 Byrne Asset Management LLC 0.41% 110,000 $754K
12 Readystate Asset Management LP 0.35% 1,508,736 $10.3M
13 Gilder Gagnon Howe & Co LLC 0.29% 4,147,133 $28.4M
14 Landscape Capital Management, L.L.C. 0.22% 493,883 $3.4M
15 Crawford Fund Management, LLC 0.13% 125,100 $857K
16 Collaborative Capital Advisors LLC 0.08% 18,612 $127K
17 Tocqueville Asset Management L.P. 0.08% 880,000 $6.0M
18 Net Worth Advisory Group 0.06% 36,980 $253K
19 Ci Investments INC. 0.04% 2,029,000 $13.9M
20 Blair William & Co/Il 0.04% 2,195,729 $15.0M
21 LVW Advisors, LLC 0.04% 60,915 $417K
22 Inspire Investing, LLC 0.03% 100,515 $689K
23 Levin Capital Strategies, L.P. 0.02% 50,000 $342K
24 Marshall Wace, LLP 0.02% 3,511,732 $24.1M
25 Trexquant Investment LP 0.02% 386,422 $2.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Thredup Inc (TDUP)

What does the Smart Money Trend signal show for TDUP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TDUP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TDUP?

More buyers than sellers — 60% buying: Last quarter: 117 funds were net buyers (37 opened a brand new position + 80 added to an existing one). Only 77 were sellers (49 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDUP holders?

Elite ownership — 57% AUM from top-100 funds: 44 of 178 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in TDUP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TDUP?

Mixed — 37% long-term, 28% new: Of the 180 current holders: 66 (37%) held >2 years, 63 held 1–2 years, and 51 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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