TDUP

ThredUp Inc.

Nasdaq · Retail-Catalog & Mail-Order Houses · Inc. DE · CIK 0001484778

$4.93 +2.28% $636.2M

Insider Selling Cluster (3 insiders)High Impact Filing (7/10)3 New Institutional Positions

Vol

Market Cap$636.2M

Cap SizeSmall Cap

Analyst ConsensusStrong Buy (85%)

Inst. Holders8 funds

Inst. Value$101.2M

Inst. Activity3 buys / 1 sells

Insider Activity1B / 6S

Insider Net $-$1.2M

SEC Reports6

Press Releases1

Exchange Nasdaq·Sector Retail-Catalog & Mail-Order Houses·Inc. DE·CIK 0001484778·Prev Close $4.82

Recent Activity

Jun 5, 2026 short_volume

Short Volume: TDUP — 74.3% short (0.8M / 1.1M)

Short: 800,571 | Exempt: 0 | TRF Vol: 1,077,045 | Short Ratio: 74.3% | Off-exchange volume (dark poo

Jun 3, 2026 SEC

ThredUp's CEO, COO, and CFO sold a combined ~$598K in open-market shares on June 2, 2026, following the exercise of stoc

CLUSTER — Impact 5/10

Jun 2, 2026 Insider

Sobers Sean sold 19,397 shares

Chief Financial Officer @ $4.43 ($86.0K)

Jun 2, 2026 Insider

Homer Christopher sold 27,229 shares

Chief Operating Officer @ $4.43 ($120.7K)

Jun 2, 2026 Insider

Reinhart James G. sold 88,163 shares

Chief Executive Officer @ $4.43 ($391.0K)

May 4, 2026 SEC

ThredUp reported Q1 2026 revenue of $81.7M (+15% YoY), beating the $80.2M consensus, and GAAP EPS of -$0.05 (vs -$0.06 e

PRESS-RELEASE — Impact 6/10

Apr 7, 2026 SEC

ThredUp Inc. filed a DEFA14A, which is definitive additional materials related to a shareholder vote. This filing is par

DEFA14A — Impact 3/10

Inst.

FMR LLC — ADD

3,153,700 shares ($20.2M)

Price Targets

$8.04 +63.7% upside Strong Buy

Current $4.91 Low $5.70 Median $8.00 High $10.00 5 analysts

$5.70 $10.00

Analyst Ratings

Strong Buy85% buy · 13 analysts

3Strong Buy

8Buy

2Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 5, 2026	Telsey Advisory Group	MAINTAIN	Outperform → Outperform
May 5, 2026	TD Cowen	MAINTAIN	Buy → Buy
May 5, 2026	Wells Fargo	MAINTAIN	Overweight → Overweight
Apr 29, 2026	TD Cowen	MAINTAIN	Buy → Buy
Apr 6, 2026	TD Cowen	INITIATE	Buy

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$-0.03 ▲ +25.4%	$-0.03 — $-0.02	29% YoY	6
Next Q	$-0.01 ▲ +47.9%	$-0.01 — $0.00	72% YoY	6
Current FY	$-0.09 ▲ +28.2%	$-0.10 — $-0.08	44% YoY	6
Next FY	$-0.06 ▲ +23.1%	$-0.07 — $-0.04	36% YoY	5

Latest Reports

BEARISH CLUSTER 5/10

ThredUp's CEO, COO, and CFO sold a combined ~$598K in open-market shares on June 2, 2026, following the exercise of stoc

Jun 3, 2026

BULLISH PRESS-RELEASE 6/10

ThredUp reported Q1 2026 revenue of $81.7M (+15% YoY), beating the $80.2M consensus, and GAAP EPS of -$0.05 (vs -$0.06 e

May 4, 2026

BULLISH Press 7/10

ThredUp reported strong Q4 and full-year 2025 results with 18% YoY revenue growth to $79.7 million and 20% growth for th

Mar 2, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$48.1M	ADD
FMR LLC	$20.2M	ADD
RENAISSANCE TECHNOLOGIES LLC	$14.7M	ADD
TWO SIGMA INVESTMENTS, LP	$5.8M	ADD
CHARLES SCHWAB INVESTMENT MANAGEMENT	$5.5M	DOUBLED

Recent Insider Trades

Date	Insider	Type	Value
Jun 2, 2026	Sobers Sean	SELL	$86.0K
Jun 2, 2026	Homer Christopher	SELL	$120.7K
Jun 2, 2026	Reinhart James	SELL	$391.0K
Jun 1, 2026	Sobers Sean	M	$0.00
Jun 1, 2026	Sobers Sean	M	$0.00

8 institutional holders with $101.2M total value (15,832,578 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, RENAISSANCE. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	7,530,479	$48.1M	47.6%	ADD +37.9%
2	FMR LLC	3,153,700	$20.2M	19.9%	ADD +47.3%
3	RENAISSANCE TECHNOLOGIES LLC	2,292,853	$14.7M	14.5%	ADD +85.2%
4	TWO SIGMA INVESTMENTS, LP	905,362	$5.8M	5.7%	ADD +46.3%
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	866,134	$5.5M	5.5%	DOUBLED +154.0%
6	MORGAN STANLEY	733,808	$4.7M	4.6%	TRIM -49.8%
7	BANK OF AMERICA CORP /DE/	233,524	$1.5M	1.5%	DOUBLED +246.6%
8	WELLS FARGO & COMPANY/MN	116,718	$745.8K	0.7%	ADD +85.2%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
FMR LLC	ADD	2,141,619	3,153,700	+47.3%	$20.2M	2025-Q4
TWO SIGMA INVESTMENTS, LP	ADD	619,008	905,362	+46.3%	$5.8M	2025-Q4
MORGAN STANLEY	TRIM	1,461,045	733,808	-49.8%	$4.7M	2025-Q4
WELLS FARGO & COMPANY/MN	ADD	63,032	116,718	+85.2%	$745.8K	2025-Q4
FMR LLC	DOUBLED	1,049,211	2,141,619	+104.1%	$20.2M	2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	DOUBLED	331,847	842,796	+154.0%	$8.0M	2025-Q3
TWO SIGMA INVESTMENTS, LP	TRIM	935,774	619,008	-33.9%	$5.8M	2025-Q3
VANGUARD GROUP INC	ADD	4,723,746	6,515,562	+37.9%	$48.8M	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	ADD	1,103,245	2,043,626	+85.2%	$15.3M	2025-Q2
MORGAN STANLEY	DOUBLED	138,145	1,835,191	+1228.5%	$13.7M	2025-Q2
FMR LLC	DOUBLED	120,594	1,049,211	+770.0%	$7.9M	2025-Q2
TWO SIGMA INVESTMENTS, LP	DOUBLED	385,498	935,774	+142.7%	$7.0M	2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	ADD	218,069	331,847	+52.2%	$2.5M	2025-Q2
UBS Group AG	DOUBLED	41,773	212,240	+408.1%	$1.6M	2025-Q2
BANK OF AMERICA CORP /DE/	DOUBLED	58,323	202,154	+246.6%	$1.5M	2025-Q2
CITADEL ADVISORS LLC	DOUBLED	14,600	470,318	+3121.4%	$1.1M	2025-Q1
TWO SIGMA INVESTMENTS, LP	DOUBLED	114,632	385,498	+236.3%	$929.0K	2025-Q1
MORGAN STANLEY	TRIM	284,608	138,145	-51.5%	$332.9K	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	ADD	558,733	978,745	+75.2%	$1.4M	2024-Q4
WELLS FARGO & COMPANY/MN	ADD	43,485	57,426	+32.1%	$79.8K	2024-Q4
CITADEL ADVISORS LLC	TRIM	37,300	14,600	-60.9%	$20.3K	2024-Q4
MORGAN STANLEY	ADD	122,232	239,092	+95.6%	$201.3K	2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	218,069	—	$183.6K	2024-Q3

11 unique insiders with 7 transactions. Net insider value: -$1.2M ($49.1K bought, $1.2M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 2, 2026	Sobers Sean	Chief Financial Officer	SELL	19,397	$4.43	$86.0K
Jun 2, 2026	Homer Christopher	Chief Operating Officer	SELL	27,229	$4.43	$120.7K
Jun 2, 2026	Reinhart James G.	Chief Executive Officer	SELL	88,163	$4.43	$391.0K
Jun 1, 2026	Sobers Sean	Chief Financial Officer	M	36,666	$0.00	$0.00
Jun 1, 2026	Sobers Sean	Chief Financial Officer	M	36,666	$0.00	$0.00
Jun 1, 2026	Homer Christopher	Chief Operating Officer	M	54,166	$0.00	$0.00
Jun 1, 2026	Reinhart James G.	Chief Executive Officer	M	166,666	$0.00	$0.00
Jun 1, 2026	Reinhart James G.	Chief Executive Officer	M	166,666	$0.00	$0.00
Jun 1, 2026	Homer Christopher	Chief Operating Officer	M	54,166	$0.00	$0.00
May 20, 2026	Rushing Coretha M	Director	A	37,265	$0.00	$0.00
May 20, 2026	NOVA DANIEL J	Director	A	37,265	$0.00	$0.00
May 20, 2026	Nakache Patricia	Director	A	37,265	$0.00	$0.00
May 20, 2026	Ginsberg Amanda	Director	A	37,265	$0.00	$0.00
May 20, 2026	Battles Kelly Bodnar	Director	A	37,265	$0.00	$0.00
May 20, 2026	HALEY TIMOTHY M	Director	A	37,265	$0.00	$0.00
May 20, 2026	Paransky Noam	Director	A	37,265	$0.00	$0.00
May 20, 2026	Friedman Ian	Director	A	37,265	$0.00	$0.00
Apr 22, 2026	Nakache Patricia	Director	A	5,231	$0.00	$0.00
Apr 22, 2026	Friedman Ian	Director	A	3,488	$0.00	$0.00
Apr 22, 2026	Rushing Coretha M	Director	A	3,488	$0.00	$0.00
Apr 22, 2026	Paransky Noam	Director	A	3,488	$0.00	$0.00
Apr 22, 2026	HALEY TIMOTHY M	Director	A	3,836	$0.00	$0.00
Mar 10, 2026	Nakache Patricia	Director	BUY	13,157	$3.73	$49.1K
Mar 3, 2026	Reinhart James G.	Chief Executive Officer	SELL	108,543	$3.82	$414.7K
Mar 3, 2026	Homer Christopher	Chief Operating Officer	SELL	30,951	$3.82	$118.2K
Mar 3, 2026	Sobers Sean	Chief Financial Officer	SELL	24,303	$3.82	$92.8K
Mar 1, 2026	Homer Christopher	Chief Operating Officer	M	54,167	$0.00	$0.00
Mar 1, 2026	Homer Christopher	Chief Operating Officer	M	54,167	$0.00	$0.00
Mar 1, 2026	Reinhart James G.	Chief Executive Officer	M	166,667	$0.00	$0.00
Mar 1, 2026	Reinhart James G.	Chief Executive Officer	M	166,667	$0.00	$0.00
Mar 1, 2026	Sobers Sean	Chief Financial Officer	M	36,667	$0.00	$0.00
Mar 1, 2026	Sobers Sean	Chief Financial Officer	M	36,667	$0.00	$0.00
Feb 25, 2026	Nakache Patricia	Director	A	3,317	$0.00	$0.00
Feb 25, 2026	HALEY TIMOTHY M	Director	A	2,432	$0.00	$0.00
Feb 25, 2026	Rushing Coretha M	Director	A	2,211	$0.00	$0.00
Feb 25, 2026	Friedman Ian	Director	A	2,211	$0.00	$0.00
Feb 25, 2026	Paransky Noam	Director	A	2,211	$0.00	$0.00
Jan 28, 2026	Homer Christopher	Chief Operating Officer	A	344,941	$0.00	$0.00
Jan 28, 2026	Sobers Sean	Chief Financial Officer	A	283,312	$0.00	$0.00
Jan 28, 2026	Reinhart James G.	Chief Executive Officer	A	627,793	$0.00	$0.00

6 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 0 mixed, 3 neutral. Avg impact: 4.5/10.

BEARISH CLUSTER 5/10

ThredUp's CEO, COO, and CFO sold a combined ~$598K in open-market shares on June 2, 2026, following

Jun 3, 2026

BULLISH PRESS-RELEASE 6/10

ThredUp reported Q1 2026 revenue of $81.7M (+15% YoY), beating the $80.2M consensus, and GAAP EPS of

May 4, 2026

NEUTRAL DEFA14A 3/10

ThredUp Inc. filed a DEFA14A, which is definitive additional materials related to a shareholder vote

Apr 7, 2026

NEUTRAL PRESS-RELEASE 3/10

ThredUp announced it will release Q1 2026 financial results on May 4, 2026, with a conference call s

Apr 6, 2026

NEUTRAL CLUSTER 3/10

A ThredUp director, Patricia Nakache, purchased $49,076 worth of shares in the open market over the

Mar 10, 2026

BEARISH CLUSTER 7/10

ThredUp's CEO, COO, and CFO collectively sold over $625,000 worth of shares in open-market transacti

Mar 4, 2026

BULLISH 7/10

ThredUp reported strong Q4 and full-year 2025 results with 18% YoY revenue growth to $79.7 million a

Mar 2, 2026

Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 3 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$8.04 mean target +63.7% upside Strong Buy (1.29)

$5.70 Low $10.00 High

Metric	Value
Current Price	$4.91
Target Low	$5.70
Target Mean	$8.04
Target Median	$8.00
Target High	$10.00
# Analysts	5
Recommendation	Strong Buy (1.29)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$-0.03	$-0.03	$-0.02	29.2%	+25.4%	1↑ 1↓	$0.1B	16.3%	6
Next Q 2026-09-30	$-0.01	$-0.01	$0.00	72.2%	+47.9%	3↑ 0↓	$0.1B	13.2%	6
Current FY 2026-12-31	$-0.09	$-0.10	$-0.08	44.3%	+28.2%	3↑ 0↓	$0.4B	14.2%	6
Next FY 2027-12-31	$-0.06	$-0.07	$-0.04	35.7%	+23.1%	2↑ 1↓	$0.4B	10.4%	5

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$-0.028
7d ago	$-0.028
30d ago	$-0.038	+0.010
60d ago	$-0.033	+0.004
90d ago	$-0.030	+0.002

3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 5, 2026	Telsey Advisory Group	MAINTAIN	Outperform	Outperform
May 5, 2026	TD Cowen	MAINTAIN	Buy	Buy
May 5, 2026	Wells Fargo	MAINTAIN	Overweight	Overweight
Apr 29, 2026	TD Cowen	MAINTAIN	Buy	Buy
Apr 6, 2026	TD Cowen	INITIATE	—	Buy
Mar 3, 2026	Wells Fargo	MAINTAIN	Overweight	Overweight
Mar 3, 2026	Telsey Advisory Group	MAINTAIN	Outperform	Outperform

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	3	8	2	85%
May 1, 2026	3	8	2	85%
Apr 1, 2026	3	7	2	83%
Mar 1, 2026	3	7	2	83%
Feb 1, 2026	3	7	2	83%
Jan 1, 2026	3	7	2	83%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 5, 2026

short_volume

Short Volume: TDUP — 74.3% short (0.8M / 1.1M)

Short: 800,571 | Exempt: 0 | TRF Vol: 1,077,045 | Short Ratio: 74.3% | Off-exchange volume (dark pool + OTC)

Jun 4, 2026

short_volume

Short Volume: TDUP — 75.1% short (0.7M / 1.0M)

Short: 747,256 | Exempt: 334,386 | TRF Vol: 995,228 | Short Ratio: 75.1% | Off-exchange volume (dark pool + OTC)

Jun 3, 2026

short_volume

Short Volume: TDUP — 62.5% short (0.7M / 1.1M)

Short: 687,136 | Exempt: 0 | TRF Vol: 1,100,024 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)

Jun 2, 2026

short_volume

Short Volume: TDUP — 76.3% short (0.4M / 0.6M)

Short: 432,603 | Exempt: 196,918 | TRF Vol: 566,608 | Short Ratio: 76.3% | Off-exchange volume (dark pool + OTC)

May 27, 2026

short_volume

Short Volume: TDUP — 55.0% short (0.4M / 0.7M)

Short: 358,912 | Exempt: 13,369 | TRF Vol: 652,192 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)

May 21, 2026

short_volume

Short Volume: TDUP — 65.7% short (0.3M / 0.5M)

Short: 349,972 | Exempt: 233 | TRF Vol: 532,904 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)

May 20, 2026

short_volume

Short Volume: TDUP — 69.3% short (0.5M / 0.7M)

Short: 464,956 | Exempt: 34,892 | TRF Vol: 670,742 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)

May 13, 2026

short_volume

Short Volume: TDUP — 63.1% short (0.6M / 1.0M)

Short: 631,472 | Exempt: 3,509 | TRF Vol: 1,000,309 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)

May 12, 2026

short_volume

Short Volume: TDUP — 60.8% short (0.5M / 0.8M)

Short: 500,113 | Exempt: 23 | TRF Vol: 823,134 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)

May 11, 2026

short_volume

Short Volume: TDUP — 66.5% short (0.7M / 1.0M)

Short: 694,662 | Exempt: 887 | TRF Vol: 1,044,847 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)

May 8, 2026

short_volume

Short Volume: TDUP — 60.9% short (0.6M / 1.0M)

Short: 599,109 | Exempt: 28,176 | TRF Vol: 983,411 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)

May 6, 2026

other

ThredUp Doubles Down on Resale-as-a-Service® (RaaS®); Appoints Strategic Advisory Board to Scale Universal Recommerce Layer

<p align="justify">OAKLAND, Calif., May 06, 2026 (GLOBE NEWSWIRE) -- ThredUp (NASDAQ: TDUP, LTSE: TDUP), one of the largest online resale platforms

May 4, 2026

earnings

ThredUp Announces First Quarter 2026 Results

<p align="justify">OAKLAND, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platf

May 4, 2026

earnings_calendar

TDUP Q1 2026 Earnings Scheduled — 2026-05-04

May 4, 2026

short_volume

Short Volume: TDUP — 69.9% short (0.8M / 1.1M)

Short: 771,005 | Exempt: 301 | TRF Vol: 1,102,789 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)