ThredUp Inc.

NasdaqGS:TDUP Stock Report

Market Cap: US$1.1b

ThredUp Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqGS:TDUP Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
21 Aug 25SellUS$1,136,342Coretha RushingIndividual105,000US$10.82
08 Aug 25SellUS$5,643,477James ReinhartIndividual564,886US$10.20
07 Aug 25SellUS$1,506,405Graden SobersIndividual150,000US$10.04
08 May 25SellUS$304TVL Management CorporationCompany47US$6.46
07 May 25SellUS$1,738,031James ReinhartIndividual276,378US$6.29
13 Mar 25BuyUS$14,979Ian FriedmanIndividual6,810US$2.20
27 Nov 24BuyUS$36,519Daniel NovaIndividual24,897US$1.47
27 Nov 24BuyUS$75,815Ian FriedmanIndividual50,000US$1.52
26 Nov 24BuyUS$106,597Daniel NovaIndividual65,000US$1.67
22 Nov 24BuyUS$82,606Daniel NovaIndividual59,891US$1.45
20 Nov 24BuyUS$36,150Daniel NovaIndividual30,000US$1.21
18 Nov 24BuyUS$45,943Daniel NovaIndividual45,897US$1.00
15 Nov 24BuyUS$65,946Daniel NovaIndividual69,324US$0.97
12 Nov 24BuyUS$8,815Daniel NovaIndividual8,921US$0.99

Insider Trading Volume

Insider Buying: TDUP insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of TDUP?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders11,637,1089.45%
VC/PE Firms14,817,24612%
General Public21,423,73517.4%
Institutions75,282,79261.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 65.1% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.07%
Capital Research and Management Company
8,707,600US$78.2m0%no data
6.16%
Highland Capital Partners LLC
7,590,338US$68.2m0%98.21%
5.87%
Redpoint Management, LLC
7,226,908US$64.9m0%28.29%
5.56%
BlackRock, Inc.
6,853,441US$61.5m30.8%no data
5.29%
The Vanguard Group, Inc.
6,515,562US$58.5m37.9%no data
4.77%
Needham Investment Management, LLC
5,875,000US$52.8m-7.48%3.73%
3.6%
James Reinhart
4,428,218US$39.8m-7.81%no data
3.55%
Marshall Wace LLP
4,373,596US$39.3m51.8%0.05%
2.62%
Christopher Homer
3,230,420US$29.0m2.69%no data
2.15%
William Blair Investment Management, LLC
2,645,045US$23.8m-10.9%0.03%
1.8%
Geode Capital Management, LLC
2,217,721US$19.9m12%no data
1.75%
Millennium Management LLC
2,156,486US$19.4m80.3%0.02%
1.71%
Acadian Asset Management LLC
2,104,104US$18.9m-14.2%0.03%
1.66%
Renaissance Technologies LLC
2,043,626US$18.4m85.2%0.02%
1.47%
State Street Global Advisors, Inc.
1,810,663US$16.3m13.4%no data
1.39%
Morgan Stanley
1,716,637US$15.4m1,180%no data
1.32%
Citadel Advisors LLC
1,624,195US$14.6m514%0.01%
1.15%
Connor, Clark & Lunn Investment Management Ltd.
1,412,653US$12.7m154%0.04%
1.12%
Driehaus Capital Management LLC
1,373,551US$12.3m106,000%0.07%
0.99%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
1,223,319US$11.0m468%no data
0.9%
Invesco Capital Management LLC
1,102,803US$9.9m94,000%no data
0.88%
PGIM, Inc.
1,080,488US$9.7m3,170%0.01%
0.85%
FMR LLC
1,048,211US$9.4m769%no data
0.76%
Two Sigma Investments, LP
935,774US$8.4m143%0.02%
0.71%
Tocqueville Asset Management LP
880,000US$7.9m-9.28%0.12%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/22 06:39
End of Day Share Price 2025/10/22 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ThredUp Inc. is covered by 14 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brian McNamaraBerenberg
Alexandra Kasper SteigerGoldman Sachs
Seth SigmanGuggenheim Securities, LLC