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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $24.24 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.86 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 599.1%. Conversely, Steven Cohen reduced exposure by 45.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for ThredUp Inc. (TDUP)
Major holders include Renaissance Technologies (RenTech) ($4.63 M), Cliff Asness ($3.57 M), Paul Tudor Jones ($3.12 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.9 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.86 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited TDUP. The total reported sell value was $9.14 M.
Yes, 0 managers opened new positions in TDUP, and 2 increased their existing holdings. The total reported buy value was $4.29 M.