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TDUP Thredup Inc.

Consumer Discretionary, filed as THREDUP INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • $516K
  • 1 new

In 2026 Q2 Polen Capital Management opened a position in Thredup.

Who owns TDUP

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management <0.01% New <0.01% 75,291 $516K History

1 current, options excluded

Insider trades

Open-market buys and sales by TDUP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All TDUP insider trades
  • $571K bought by 2 insiders
  • $4.6M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Patricia Nakache Director
    Buy
    $49K 13,157 shares at $3.73 +1530% to stake
    Traded Mar 10 Filed Mar 10
    ↗
  2. James G. Reinhart CEO
    Sale
    $4.6M 579,826 shares at $7.94
    Traded Nov 7, 2025 Filed Nov 7, 2025
    ↗
  3. Daniel J Nova Director
    Buy
    $522K 65,000 shares at $8.04 +21% to stake
    Traded Nov 5, 2025 Filed Nov 6, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 36 option exercises, 36 sales to cover taxes, 26 stock grants, and 3 conversions.

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 -$0.397M
Net change in cash $17.42M -$20.98M $3.09M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.