moatshark My

All holdings

Thredup

TDUP

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$516k
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$6.85

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+200.0%Q1 ’23
-33.3%Q2 ’23
+26.2%Q3 ’25
-32.4%Q4 ’25
Q1 ’23: +200.0%; Q2 ’23: -33.3%; Q3 ’25: +26.2%; Q4 ’25: -32.4%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
0Q2 ’24
0Q3 ’24
0Q4 ’24
0Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
0Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 0; Q3 ’24: 0; Q4 ’24: 0; Q1 ’25: 0; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 0; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Thredup.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Thredup
Polen Capital Management0.0%$516k$516kNew1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Thredup
Bought or soldFiling
2 Sep 2026Reinhart James G.Chief Executive Officer▼ Sold86,223$2.58$223kForm 4
2 Sep 2026Reinhart James G.Chief Executive Officer▼ Sold57,771$2.58$149kForm 4
2 Sep 2026Reinhart James G.Chief Executive Officer▼ Sold27,068$2.58$70kForm 4
2 Sep 2026Homer ChristopherChief Operating Officer▼ Sold26,632$2.58$69kForm 4
2 Sep 2026Homer ChristopherChief Operating Officer▼ Sold19,463$2.58$50kForm 4
2 Sep 2026Sobers SeanChief Financial Officer▼ Sold18,973$2.58$49kForm 4
2 Sep 2026Homer ChristopherChief Operating Officer▼ Sold14,135$2.58$36kForm 4
2 Sep 2026Sobers SeanChief Financial Officer▼ Sold13,368$2.58$35kForm 4
2 Sep 2026Sobers SeanChief Financial Officer▼ Sold12,218$2.58$32kForm 4

About the company

Sector
Consumer discretionary · Retail-Catalog & Mail-Order Houses
Incorporated in
Delaware
Financial year ends
31 December
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$164m2019
$186m2020
$252m2021
$288m2022
$259m2023
$260m2024
$311m2025
2019: $164m; 2020: $186m; 2021: $252m; 2022: $288m; 2023: $259m; 2024: $260m; 2025: $311m
Thredup revenue and net income by year
YearRevenueNet income
2025$311m−$20.2m
2024$260m−$77.0m
2023$259m−$71.2m
2022$288m−$92.3m
2021$252m−$63.2m
2020$186m−$47.9m
2019$164m−$38.2m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.