13F Insight
DOSSIER · 13F Holders · Q4 2025High-convictionMulti-bagger
TDUP

THREDUP INC

173 institutions still hold THREDUP INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88556E102·173 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 1.0%
vs prior quarter
13F value held
$225M
67.0% inst. owned
of float
Holders
173
+7 QoQ
filers reporting
Activity
+50 / −35
+939 added · −886 reduced
this quarter
Concentration
17.22%
NEEDHAM INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q4 2025

173 institutions reported TDUP in Q4 2025. NEEDHAM INVESTMENT MANAGEMENT LLC leads at 17.2% of the visible book. +7 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NEEDHAM INVESTMENT MANAGEMENT LLC
CIK 0001167212
$39M6.1M2.45%Q4 202502
Capital World Investors
CIK 0001422849
$29M8.7M0.00%Q1 202603
BlackRock, Inc.
CIK 0002012383
$27M8.2M0.00%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$14M4.4M0.00%Q1 202605
STATE STREET CORP
CIK 0000093751
$10M3.1M0.00%Q1 202606
FMR LLC
CIK 0000315066
$10M3.1M0.00%Q1 202607
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$10M3.0M0.01%Q1 202608
Qube Research & Technologies Ltd
CIK 0001729829
$9M2.7M0.01%Q1 202609
Vanguard Portfolio Management
CIK 0002100121
$8M2.5M0.00%Q1 202610
GILDER GAGNON HOWE & CO LLC
CIK 0000902464
$8M2.4M0.09%Q1 202611
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$8M2.4M0.00%Q1 202612
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$7M2.2M0.01%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7M2.1M0.00%Q1 202614
BLAIR WILLIAM & CO/IL
CIK 0000902367
$7M2.1M0.02%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$6M947K0.00%Q4 202516
CI INVESTMENTS INC.
CIK 0001163648
$6M1.8M0.03%Q1 202617
Woodson Capital Management, LP
CIK 0001697848
$6M1.7M0.87%Q1 202618
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$6M1.7M0.00%Q1 202619
Squarepoint Ops LLC
CIK 0001642575
$5M1.7M0.01%Q1 202620
Zweig-DiMenna Associates LLC
CIK 0001533950
$5M1.5M0.66%Q1 2026
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