TDUP
ThredUp Inc.
$5.05
+1.81%
$651.7M
No data for this timeframe.
Vol
Market Cap$651.7M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$201.0M
Inst. Activity12 buys / 9 sells
Insider Activity1B / 6S
Insider Net $-$1.2M
SEC Reports6
Press Releases1
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.
BLAIR WILLIAM & CO/IL — ADD
2,082,554 shares ($6.8M)
Price Targets
$8.04
+59.2% upside
Strong Buy
Current $5.05
Low $5.70
Median $8.00
High $10.00
5 analysts
$5.70
$10.00
Analyst Ratings
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 |
|---|---|---|
| Capital World Investors | $28.6M | — |
| BlackRock, Inc. | $27.1M | — |
| MARSHALL WACE, LLP | $16.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.3M | — |
| STATE STREET CORP | $10.1M | ADD |
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 | Homer Christopher | M | $0.00 |
50 institutional holders with $201.0M total value (61,195,605 shares) as of 2026-Q1. Top holders: Capital, BlackRock,, MARSHALL. Net buying activity: 12 institutions added/increased vs 9 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Capital World Investors | 8,707,600 | $28.6M | 14.2% | — |
| 2 | BlackRock, Inc. | 8,247,367 | $27.1M | 13.5% | — |
| 3 | MARSHALL WACE, LLP | 4,896,633 | $16.1M | 8.0% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4,363,211 | $14.3M | 7.1% | — |
| 5 | STATE STREET CORP | 3,093,964 | $10.1M | 5.0% | ADD +26.2% |
| 6 | FMR LLC | 3,063,004 | $10.0M | 5.0% | ADD +47.3% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,965,484 | $9.7M | 4.8% | DOUBLED +263.7% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,450,696 | $8.0M | 4.0% | — |
| 9 | TWO SIGMA INVESTMENTS, LP | 2,223,507 | $7.3M | 3.6% | ADD +46.3% |
| 10 | GOLDMAN SACHS GROUP INC | 2,084,861 | $6.8M | 3.4% | — |
| 11 | BLAIR WILLIAM & CO/IL | 2,082,554 | $6.8M | 3.4% | ADD +38.3% |
| 12 | CI INVESTMENTS INC. | 1,810,000 | $5.9M | 3.0% | — |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 1,411,553 | $4.6M | 2.3% | TRIM -38.4% |
| 14 | Trexquant Investment LP | 1,318,200 | $4.3M | 2.2% | ADD +32.5% |
| 15 | Nuveen, LLC | 1,298,247 | $4.3M | 2.1% | ADD +40.1% |
| 16 | FEDERATED HERMES, INC. | 1,111,947 | $3.6M | 1.8% | ADD +29.6% |
| 17 | FIL Ltd | 1,000,000 | $3.3M | 1.6% | — |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 995,473 | $3.3M | 1.6% | — |
| 19 | CITADEL ADVISORS LLC | 963,215 | $3.2M | 1.6% | TRIM -48.3% |
| 20 | TUDOR INVESTMENT CORP ET AL | 952,086 | $3.1M | 1.6% | ADD +65.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BLAIR WILLIAM & CO/IL | ADD | 1,506,155 | 2,082,554 | +38.3% | $6.8M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 2,292,853 | 1,411,553 | -38.4% | $4.6M | 2026-Q1 |
| Trexquant Investment LP | ADD | 994,780 | 1,318,200 | +32.5% | $4.3M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | ADD | 576,971 | 952,086 | +65.0% | $3.1M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 835,981 | 452,055 | -45.9% | $1.5M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 210,500 | 379,700 | +80.4% | $1.2M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 233,524 | 345,353 | +47.9% | $1.1M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 39,904 | 294,183 | +637.2% | $964.9K | 2026-Q1 |
| SEI INVESTMENTS CO | TRIM | 378,217 | 177,645 | -53.0% | $582.7K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 58,115 | 158,964 | +173.5% | $521.4K | 2026-Q1 |
| Legal & General Group Plc | TRIM | 94,555 | 70,491 | -25.4% | $231.2K | 2026-Q1 |
| CWM, LLC | DOUBLED | 11,995 | 50,793 | +323.5% | $166.6K | 2026-Q1 |
| Cerity Partners LLC | ADD | 19,835 | 35,482 | +78.9% | $116.4K | 2026-Q1 |
| Brevan Howard Capital Management LP | TRIM | 91,469 | 23,648 | -74.1% | $77.6K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | NEAR_EXIT | 351,415 | 15,095 | -95.7% | $49.5K | 2026-Q1 |
| Russell Investments Group, Ltd. | NEAR_EXIT | 93,170 | 7,652 | -91.8% | $25.1K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 1,647 | 2,526 | +53.4% | $8.3K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 283 | 1,026 | +262.5% | $3.4K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 572 | 356 | -37.8% | $1.2K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 54,154 | 68,427 | +26.4% | $225.00 | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | EXIT | 2,162,600 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FMR LLC | ADD | 2,141,619 | 3,153,700 | +47.3% | $20.2M | 2025-Q4 |
| STATE STREET CORP | ADD | 2,287,624 | 2,886,417 | +26.2% | $18.4M | 2025-Q4 |
| Nuveen, LLC | ADD | 1,146,175 | 1,606,244 | +40.1% | $10.3M | 2025-Q4 |
| FEDERATED HERMES, INC. | ADD | 728,375 | 943,729 | +29.6% | $6.0M | 2025-Q4 |
11 unique insiders with 34 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 | EXERCISE | 36,666 | — | — |
| Jun 1, 2026 | Homer Christopher | Chief Operating Officer | EXERCISE | 54,166 | — | — |
| Jun 1, 2026 | Reinhart James G. | Chief Executive Officer | EXERCISE | 166,666 | — | — |
| May 20, 2026 | Rushing Coretha M | Director | AWARD | 37,265 | — | — |
| May 20, 2026 | NOVA DANIEL J | Director | AWARD | 37,265 | — | — |
| May 20, 2026 | Nakache Patricia | Director | AWARD | 37,265 | — | — |
| May 20, 2026 | Ginsberg Amanda | Director | AWARD | 37,265 | — | — |
| May 20, 2026 | Battles Kelly Bodnar | Director | AWARD | 37,265 | — | — |
| May 20, 2026 | HALEY TIMOTHY M | Director | AWARD | 37,265 | — | — |
| May 20, 2026 | Paransky Noam | Director | AWARD | 37,265 | — | — |
| May 20, 2026 | Friedman Ian | Director | AWARD | 37,265 | — | — |
| Apr 22, 2026 | Nakache Patricia | Director | AWARD | 5,231 | — | — |
| Apr 22, 2026 | Friedman Ian | Director | AWARD | 3,488 | — | — |
| Apr 22, 2026 | Rushing Coretha M | Director | AWARD | 3,488 | — | — |
| Apr 22, 2026 | Paransky Noam | Director | AWARD | 3,488 | — | — |
| Apr 22, 2026 | HALEY TIMOTHY M | Director | AWARD | 3,836 | — | — |
| 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 | EXERCISE | 54,167 | — | — |
| Mar 1, 2026 | Reinhart James G. | Chief Executive Officer | EXERCISE | 166,667 | — | — |
| Mar 1, 2026 | Sobers Sean | Chief Financial Officer | EXERCISE | 36,667 | — | — |
| Feb 25, 2026 | Nakache Patricia | Director | AWARD | 3,317 | — | — |
| Feb 25, 2026 | HALEY TIMOTHY M | Director | AWARD | 2,432 | — | — |
| Feb 25, 2026 | Rushing Coretha M | Director | AWARD | 2,211 | — | — |
| Feb 25, 2026 | Friedman Ian | Director | AWARD | 2,211 | — | — |
| Feb 25, 2026 | Paransky Noam | Director | AWARD | 2,211 | — | — |
| Jan 28, 2026 | Homer Christopher | Chief Operating Officer | AWARD | 344,941 | — | — |
| Jan 28, 2026 | Sobers Sean | Chief Financial Officer | AWARD | 283,312 | — | — |
| Jan 28, 2026 | Reinhart James G. | Chief Executive Officer | AWARD | 627,793 | — | — |
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
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
+59.2% upside
Strong Buy (1.29)
$5.70 Low
$10.00 High
| Metric | Value |
|---|---|
| Current Price | $5.05 |
| 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 | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| May 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Apr 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Jan 1, 2026 | 3 | 7 | 2 | 0 | 0 | 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)