Follow-The-Filings

Security · featured owners

TDUP Thredup Inc.

CL A Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • $516K
  • 1 new

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Polen Capital Management 2026 Q2 <0.01% New <0.01% 75,291 $516K history

1 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $322.02M $260.03M $310.81M
Gross profit $213.8M $207.12M $246.75M
Gross margin * 66.4% 79.7% 79.4%
Net income -$71.25M -$76.99M -$20.21M
Net margin * -22.1% -29.6% -6.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $93.89M $56.92M $56.68M
Total non-current assets * $156.08M $114.3M $110.57M
Total assets $249.97M $171.22M $167.24M
Total current liabilities $76.67M $61.52M $62.38M
Total non-current liabilities * $69.38M $53.4M $45.67M
Total equity $103.92M $56.3M $59.19M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$22.59M — —
Cash from investing $43.68M — —
Cash from financing -$3.6M -$4.39M -$397,000
Net change in cash $17.42M -$20.98M $3.09M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders