Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

THREDUP INC (TDUP)

191 + Investors. Track Smart Money conviction in TDUP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
5Q ▲
Buyers last Q
62%

Smart Money Signals — TDUP

Based on 185 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TDUP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
185 hedge funds hold TDUP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +101% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+101% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

119 buying73 selling
Last quarter: 119 funds were net buyers (41 opened a brand new position + 78 added to an existing one). Only 73 were sellers (50 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 54 → 44 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 41% new

■ 38% conviction (2yr+) ■ 21% medium ■ 41% new
Of the 185 current holders: 70 (38%) held >2 years, 39 held 1–2 years, and 76 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +6%, value -28%

Value
-28%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~41 new funds/quarter

17 → 27 → 54 → 44 → 41 new funds/Q
New funds entering each quarter: 27 → 54 → 44 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 8% 1-2yr ■ 41% new
Of 191 current holders: 97 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
29 of 185 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TDUP

How many hedge funds hold TDUP — quarterly history vs. share price
Quarterly hedge fund ownership of TDUP vs. share price

Market Analysis: TDUP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDUP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: TDUP
2026 Q1 Stats Unlock in 11 days 191 + Investors

Track Smart Money conviction in TDUP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 191 176 8.52%
13F Shares 96M 90M 5.76%
Total Value $611M $854M -28.46%
New Positions 41 45 -4
Increased Positions 84 81 +3
Closed Positions 23 38 -15
Reduced Positions 63 52 +11
Total Calls 4 5 -20.0%
Total Puts 5 5 -
PUT/CALL Ratio 1.25 1.0 Bearish

Statistics: TDUP

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

191 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TDUP. Verified SEC 13F-HR filings.

Top 25 institutional holders of TDUP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Zweig-DiMenna Associates LLC 0.66% 1,454,500 $4.8M
2 BloombergSen Inc. 0.34% 1,351,246 $4.4M
3 Byrne Asset Management LLC 0.21% 110,000 $361K
4 Inspire Investing, LLC 0.04% 158,228 $519K
5 GSA CAPITAL PARTNERS LLP 0.04% 200,668 —
6 Net Worth Advisory Group 0.03% 40,177 $132K
7 Allegheny Financial Group 0.02% 46,987 $154K
8 BLAIR WILLIAM & CO/IL 0.02% 2,082,554 $6.8M
9 R Squared Ltd 0.02% 10,331 $34K
10 LVW Advisors, LLC 0.01% 38,491 $126K
11 Simplicity Wealth,LLC 0.01% 62,726 $206K
12 TVL Management Corp 0.01% 47 —
13 Abel Hall, LLC 0.01% 11,818 $39K
14 Farther Finance Advisors, LLC 0.00% 145,010 $492K
15 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% 294,183 $965K
16 Chicago Partners Investment Group LLC 0.00% 24,113 $106K
17 Diversified Trust Co 0.00% 32,456 $106K
18 MEEDER ASSET MANAGEMENT INC 0.00% 6,405 $21K
19 INTECH INVESTMENT MANAGEMENT LLC 0.00% 26,438 $87K
20 Police & Firemen's Retirement System of New Jersey 0.00% 27,498 $90K
21 UBS Group AG 0.00% 1,372,117 $4.5M
22 Mesirow Financial Investment Management, Inc. 0.00% 10,693 $35K
23 Arizona State Retirement System 0.00% 27,209 $89K
24 Vontobel Holding Ltd. 0.00% 45,798 $150K
25 SUMMIT SECURITIES GROUP LLC 0.00% 1,218 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — THREDUP INC (TDUP)

What does the Smart Money Trend signal show for TDUP?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TDUP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TDUP?

More buyers than sellers — 62% buying: Last quarter: 119 funds were net buyers (41 opened a brand new position + 78 added to an existing one). Only 73 were sellers (50 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDUP holders?

Strong quality — 35% AUM from major funds: 29 of 185 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TDUP?

Mixed — 38% long-term, 41% new: Of the 185 current holders: 70 (38%) held >2 years, 39 held 1–2 years, and 76 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.