TDUPNasdaqRetail-Catalog & Mail-Order HousesFiscal year ends December 31
ThredUp Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$2.15−0.05 (-2.27%)
Close on Oct 19, 2026
- Market cap
- $279.19M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
82.0%
108M of 131M shares
Institutional holders
180
33 new, 24 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
2 buys · 38 sales
Net sold $9.66M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| George A. Needham | 9,275,000 | 8.70% | 13G (passive) amendment | Mar 31, 2026 |
| Capital World Investors | 8,707,600 | 8.40% | 13G (passive) amendment | Dec 31, 2025 |
| Daniel Nova | 8,154,331 | 7.30% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 7,647,100 | 7.30% | 13G (passive) amendment | Dec 31, 2025 |
| James G. Reinhart | 7,450,393 | 6.90% | 13G (passive) amendment | Sep 30, 2025 |
| Needham Aggressive Growth Fund | 6,200,000 | 7.35% | 13G (passive) amendment | Sep 30, 2024 |
| Needham Asset Management, LLC | 5,875,000 | 6.10% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TDUP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,968,644 | 8.35% | $75.14M | +2,721,277 | 0.00% |
| Needham Investment Management LLC | 10,175,000 | 7.75% | $69.70M | +900,000 | 2.10% |
| Capital World Investors | 8,939,970 | 6.81% | $61.24M | +232,370 | 0.01% |
| Aqr Capital Management LLC | 5,150,020 | 3.92% | $35.28M | +4,062,111 | 0.01% |
| Vanguard Capital Management LLC | 4,477,341 | 3.41% | $30.67M | +114,130 | 0.00% |
| Gilder Gagnon Howe & Co LLC | 4,147,133 | 3.16% | $28.41M | +1,772,009 | 0.29% |
| Divisadero Street Capital Management, LP | 3,628,206 | 2.76% | $24.85M | +2,634,257 | 0.56% |
| Marshall Wace, Llp | 3,511,732 | 2.67% | $24.06M | −1,384,901 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 3,355,413 | 2.55% | $22.98M | +389,929 | 0.01% |
| State Street Corp | 3,220,371 | 2.45% | $22.06M | +126,407 | 0.00% |
| Goldman Sachs Group Inc | 3,058,071 | 2.33% | $20.95M | +973,210 | 0.00% |
| Geode Capital Management, LLC | 2,686,241 | 2.05% | $18.40M | +331,170 | 0.00% |
| Vanguard Portfolio Management LLC | 2,274,685 | 1.73% | $15.58M | −176,011 | 0.00% |
| Two Sigma Investments, LP | 2,273,563 | 1.73% | $15.57M | +50,056 | 0.01% |
| Blair William & Co/Il | 2,195,729 | 1.67% | $15.04M | +113,175 | 0.04% |
| FMR LLC | 2,126,272 | 1.62% | $14.56M | −936,732 | 0.00% |
| Ci Investments Inc. | 2,029,000 | 1.54% | $13.90M | +219,000 | 0.04% |
| Nuveen, LLC | 1,865,079 | 1.42% | $12.78M | +566,832 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,806,511 | 1.38% | $12.37M | +1,733,047 | 0.01% |
| Acadian Asset Management LLC | 1,727,119 | 1.32% | $11.82K | −1,235,625 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 180 | 108M | 82.0% | 33 / 80 | 46 / 24 | 22M | 17M |
| Q1 2026 | 174 | 102M | 77.9% | 36 / 67 | 47 / 48 | 29M | 14M |
| Q4 2025 | 188 | 95M | 72.2% | 37 / 78 | 48 / 22 | 15M | 10M |
| Q3 2025 | 176 | 90M | 68.8% | 51 / 66 | 43 / 34 | 22M | 6M |
| Q2 2025 | 161 | 75M | 57.1% | 56 / 64 | 29 / 9 | 27M | 10M |
| Q1 2025 | 114 | 58M | 44.3% | 28 / 32 | 31 / 4 | 9M | 3M |
| Q4 2024 | 91 | 52M | 39.7% | 17 / 29 | 20 / 16 | 4M | 7M |
| Q3 2024 | 91 | 55M | 41.6% | 15 / 29 | 21 / 23 | 12M | 12M |
| Q2 2024 | 100 | 59M | 45.3% | 16 / 45 | 21 / 15 | 6M | 9M |
| Q1 2024 | 99 | 63M | 47.8% | 9 / 31 | 42 / 16 | 5M | 5M |
| Q4 2023 | 106 | 63M | 47.8% | 18 / 52 | 18 / 17 | 7M | 8M |
| Q3 2023 | 106 | 64M | 48.7% | 33 / 32 | 21 / 15 | 9M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TDUP | Value | % of fund | As of |
|---|---|---|---|---|---|
| Needham Aggressive Growth Fund | 10,175,000 | 7.75% | $69.70M | 2.67% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 8,707,600 | 6.63% | $59.65M | 0.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,203,386 | 2.44% | $21.94M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,763,569 | 2.10% | $18.93M | 0.02% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 1,685,685 | 1.28% | $11.55M | 0.20% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,157,314 | 0.88% | $7.93M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,151,959 | 0.88% | $6.66M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 966,576 | 0.74% | $6.62M | 0.04% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Retail ETF | 814,133 | 0.62% | $5.58M | 1.46% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 763,963 | 0.58% | $3.55M | 0.07% | May 29, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 755,795 | 0.58% | $5.18M | 0.00% | Jun 30, 2026 |
| Nuveen Quant Small/Mid Cap Equity Fund | 573,330 | 0.44% | $3.31M | 0.12% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 539,982 | 0.41% | $3.70M | 0.03% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 512,809 | 0.39% | $2.38M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 510,540 | 0.39% | $2.37M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| James G. Reinhart | Chief Executive Officer, Director | 4,722,417 | 3.60% | Sep 2, 2026 |
| Christopher Homer | Chief Operating Officer | 3,205,813 | 2.44% | Sep 2, 2026 |
| Sean Sobers | Chief Financial Officer | 625,968 | 0.48% | Sep 2, 2026 |
| Alon Rotem | Chief Legal Officer | 310,290 | 0.24% | Mar 4, 2025 |
| Noam Paransky | Director | 686,572 | 0.52% | Jul 22, 2026 |
| Ian Friedman | Director | 456,601 | 0.35% | Jul 22, 2026 |
| Timothy M. Haley | Director | 7,550,314 | 5.75% | Jul 22, 2026 |
| Patricia Nakache | Director | 357,997 | 0.27% | Jul 22, 2026 |
| Coretha M. Rushing | Director | 193,426 | 0.15% | Jul 22, 2026 |
| Daniel J. Nova | Director | 689,722 | 0.53% | May 21, 2026 |
| Amanda Ginsberg | Director | 287,173 | 0.22% | May 21, 2026 |
| Kelly Bodnar Battles | Director | 76,687 | 0.06% | May 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher Homer Chief Operating Officer | Sep 2, 2026 | Sale | −26,632 | $2.58 | $68.71K | 1,363,358 |
| Christopher Homer Chief Operating Officer | Sep 2, 2026 | Sale | −19,463 | $2.58 | $50.21K | 1,383,478 |
| Christopher Homer Chief Operating Officer | Sep 2, 2026 | Sale | −14,135 | $2.58 | $36.47K | 1,398,088 |
| Sean Sobers Chief Financial Officer | Sep 2, 2026 | Sale | −13,368 | $2.58 | $34.49K | 625,968 |
| Sean Sobers Chief Financial Officer | Sep 2, 2026 | Sale | −12,218 | $2.58 | $31.52K | 637,360 |
| Sean Sobers Chief Financial Officer | Sep 2, 2026 | Sale | −18,973 | $2.58 | $48.95K | 613,503 |
| James G. Reinhart Chief Executive Officer, Director | Sep 2, 2026 | Sale | −86,223 | $2.58 | $222.46K | 1,612,505 |
| James G. Reinhart Chief Executive Officer, Director | Sep 2, 2026 | Sale | −27,068 | $2.58 | $69.84K | 1,691,648 |
| James G. Reinhart Chief Executive Officer, Director | Sep 2, 2026 | Sale | −57,771 | $2.58 | $149.05K | 1,666,400 |
| Christopher Homer Chief Operating Officer | Sep 1, 2026 | Option exercise | +54,167 | – | – | 1,389,990 |
| Christopher Homer Chief Operating Officer | Sep 1, 2026 | Option exercise | +39,583 | – | – | 1,402,941 |
| Christopher Homer Chief Operating Officer | Sep 1, 2026 | Option exercise | +28,745 | – | – | 1,412,223 |
| Sean Sobers Chief Financial Officer | Sep 1, 2026 | Option exercise | +25,833 | – | – | 639,336 |
| Sean Sobers Chief Financial Officer | Sep 1, 2026 | Option exercise | +36,667 | – | – | 632,476 |
| Sean Sobers Chief Financial Officer | Sep 1, 2026 | Option exercise | +23,610 | – | – | 649,578 |
| James G. Reinhart Chief Executive Officer, Director | Sep 1, 2026 | Option exercise | +52,316 | – | – | 1,718,716 |
| James G. Reinhart Chief Executive Officer, Director | Sep 1, 2026 | Option exercise | +166,667 | – | – | 1,698,728 |
| James G. Reinhart Chief Executive Officer, Director | Sep 1, 2026 | Option exercise | +111,666 | – | – | 1,724,171 |
| Ian Friedman Director | Jul 20, 2026 | Award | +2,265 | – | – | 456,601 |
| Noam Paransky Director | Jul 20, 2026 | Award | +2,265 | – | – | 686,572 |
| Coretha M. Rushing Director | Jul 20, 2026 | Award | +2,265 | – | – | 193,426 |
| Patricia Nakache Director | Jul 20, 2026 | Award | +3,397 | – | – | 343,980 |
| Timothy M. Haley Director | Jul 20, 2026 | Award | +2,491 | – | – | 316,860 |
| Christopher Homer Chief Operating Officer | Jun 2, 2026 | Sale | −27,229 | $4.43 | $120.62K | 1,301,843 |
| Christopher Homer Chief Operating Officer | Jun 2, 2026 | Sale | −19,899 | $4.43 | $88.15K | 1,321,528 |
| Christopher Homer Chief Operating Officer | Jun 2, 2026 | Sale | −14,450 | $4.43 | $64.01K | 1,335,823 |
| Sean Sobers Chief Financial Officer | Jun 2, 2026 | Sale | −19,397 | $4.43 | $85.93K | 572,523 |
| Sean Sobers Chief Financial Officer | Jun 2, 2026 | Sale | −13,667 | $4.43 | $60.54K | 584,690 |
| Sean Sobers Chief Financial Officer | Jun 2, 2026 | Sale | −12,490 | $4.43 | $55.33K | 595,809 |
| James G. Reinhart Chief Executive Officer, Director | Jun 2, 2026 | Sale | −88,163 | $4.43 | $390.56K | 1,454,823 |
| James G. Reinhart Chief Executive Officer, Director | Jun 2, 2026 | Sale | −27,675 | $4.43 | $122.60K | 1,532,061 |
| James G. Reinhart Chief Executive Officer, Director | Jun 2, 2026 | Sale | −59,070 | $4.43 | $261.68K | 1,507,420 |
| Christopher Homer Chief Operating Officer | Jun 1, 2026 | Option exercise | +54,166 | – | – | 1,329,072 |
| Christopher Homer Chief Operating Officer | Jun 1, 2026 | Option exercise | +39,584 | – | – | 1,341,427 |
| Christopher Homer Chief Operating Officer | Jun 1, 2026 | Option exercise | +28,745 | – | – | 1,350,273 |
| Sean Sobers Chief Financial Officer | Jun 1, 2026 | Option exercise | +36,666 | – | – | 591,920 |
| Sean Sobers Chief Financial Officer | Jun 1, 2026 | Option exercise | +25,834 | – | – | 598,357 |
| Sean Sobers Chief Financial Officer | Jun 1, 2026 | Option exercise | +23,609 | – | – | 608,299 |
| James G. Reinhart Chief Executive Officer, Director | Jun 1, 2026 | Option exercise | +52,316 | – | – | 1,559,736 |
| James G. Reinhart Chief Executive Officer, Director | Jun 1, 2026 | Option exercise | +111,667 | – | – | 1,566,490 |
| James G. Reinhart Chief Executive Officer, Director | Jun 1, 2026 | Option exercise | +166,666 | – | – | 1,542,986 |
| Coretha M. Rushing Director | May 20, 2026 | Award | +37,265 | – | – | 191,161 |
| Ian Friedman Director | May 20, 2026 | Award | +37,265 | – | – | 454,336 |
| Patricia Nakache Director | May 20, 2026 | Award | +37,265 | – | – | 340,583 |
| Kelly Bodnar Battles Director | May 20, 2026 | Award | +37,265 | – | – | 76,687 |
| Noam Paransky Director | May 20, 2026 | Award | +37,265 | – | – | 684,307 |
| Timothy M. Haley Director | May 20, 2026 | Award | +37,265 | – | – | 314,369 |
| Daniel J. Nova Director | May 20, 2026 | Award | +37,265 | – | – | 269,252 |
| Amanda Ginsberg Director | May 20, 2026 | Award | +37,265 | – | – | 265,745 |
| Ian Friedman Director | Apr 22, 2026 | Award | +3,488 | – | – | 417,071 |
| Coretha M. Rushing Director | Apr 22, 2026 | Award | +3,488 | – | – | 153,896 |
| Patricia Nakache Director | Apr 22, 2026 | Award | +5,231 | – | – | 303,318 |
| Noam Paransky Director | Apr 22, 2026 | Award | +3,488 | – | – | 647,042 |
| Timothy M. Haley Director | Apr 22, 2026 | Award | +3,836 | – | – | 277,104 |
| Patricia Nakache Director | Mar 10, 2026 | Buy | +13,157 | $3.73 | $49.08K | 14,017 |
| James G. Reinhart Chief Executive Officer, Director | Mar 4, 2026 | Conversion | +280,000 | – | – | 1,156,320 |
| James G. Reinhart Chief Executive Officer, Director | Mar 4, 2026 | Conversion | +220,000 | – | – | 1,376,320 |
| James G. Reinhart Chief Executive Officer, Director | Mar 3, 2026 | Sale | −34,071 | $3.82 | $130.15K | 876,320 |
| James G. Reinhart Chief Executive Officer, Director | Mar 3, 2026 | Sale | −108,543 | $3.82 | $414.63K | 983,115 |
| James G. Reinhart Chief Executive Officer, Director | Mar 3, 2026 | Sale | −72,724 | $3.82 | $277.81K | 910,391 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| G. Reinhart James Officer, Director | Sep 2, 2026 | 171,062 | $441.54K | Sep 2, 2026 | Restricted Stock |
| Homer Christopher Officer | Sep 2, 2026 | 60,230 | $155.47K | Sep 2, 2026 | Restricted Stock |
| Sobers Sean Officer | Sep 2, 2026 | 44,559 | $115.02K | Sep 2, 2026 | Restricted Stock |
| Homer Christopher Officer | Jun 2, 2026 | 61,578 | $272.79K | Jun 2, 2026 | Restricted Stock |
| G. Reinhart James Officer, Director | Jun 2, 2026 | 174,908 | $774.84K | Jun 2, 2026 | Restricted Stock |
| Sobers Sean Officer | Jun 2, 2026 | 45,554 | $201.80K | Jun 2, 2026 | Restricted Stock |
| Sobers Sean Officer | Mar 3, 2026 | 56,504 | $215.86K | Mar 3, 2026 | Restricted Stock |
| Homer Christopher Officer | Mar 3, 2026 | 69,741 | $266.43K | Mar 3, 2026 | Restricted Stock |
| G. Reinhart James Officer, Director | Mar 3, 2026 | 215,338 | $822.66K | Mar 3, 2026 | Restricted Stock |
| Sobers Sean Officer | Dec 2, 2025 | 51,220 | $380.13K | Dec 2, 2025 | Restricted Stock |
| Homer Christopher Officer | Dec 2, 2025 | 68,358 | $507.33K | Dec 2, 2025 | Restricted Stock |
| G. Reinhart James Officer, Director | Dec 2, 2025 | 198,690 | $1.47M | Dec 2, 2025 | Restricted Stock |
| Reinhart & Michele Reinhart Tr Costanoa Family Trust 22-Jul-15 As Amended James Officer, Director | Nov 7, 2025 | 200,000 | $1.59M | Nov 7, 2025 | Founder Stock |
| G. Reinhart James Officer, Director | Nov 7, 2025 | 379,826 | $3.01M | Nov 7, 2025 | Restricted stock vesting under a registered plan |
| V. Rushing Coretha Director | Aug 21, 2025 | 105,000 | $1.14M | Aug 21, 2025 | Restricted Stock |