Guru Ownership Trend
Guru Analysis for ThredUp Inc. (TDUP)
ThredUp Inc. (TDUP), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $19.64 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $1.5 M net inflow during the quarter.
Recent activity highlights Lee Ainslie who increased their stake by 63.5%. Conversely, Joel Greenblatt reduced exposure by 59.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for ThredUp Inc. (TDUP)
Major holders include Renaissance Technologies (RenTech) ($14.65 M), Steven Cohen ($5.34 M), Lee Ainslie ($4.42 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 4.64 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.5 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited TDUP. The total reported sell value was $1.55 M.
Yes, 0 managers opened new positions in TDUP, and 3 increased their existing holdings. The total reported buy value was $3.04 M.
