Which hedge funds own TDUP? THREDUP INC, Q2 2026 13F holders
28 tracked hedge funds disclosed a position in TDUP (THREDUP INC) in their Q2 2026 13F filings, worth $227.7m in total. The largest holder by portfolio weight is Archon Capital Management LLC at 2.9% of its book. 4 opened a new position this quarter: Aquatic Capital Management LLC, Quantbot Technologies LP, Boothbay Fund Management, LLC, Polen Capital. 5 exited: Gsa Capital Partners LLP, Engineers Gate Manager LP, NINE MASTS CAPITAL Ltd.
- 28
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 4
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $1.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $1.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $228m
- Combined value Sum of the holders' reported positions in the security.
- 2.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Gsa Capital Partners LLP | 0.04% | $658k |
| Engineers Gate Manager LP | 0.01% | $709k |
| NINE MASTS CAPITAL Ltd | 0.01% | $37.7k |
| Centiva Capital, LP | 0.0% | $81.6k |
| Freestone Grove Partners LP | 0.0% | $31.7k |
Ownership over time
Who discovered TDUP first? Beta
The run: Q3 2024 → Q3 2025, ×11
| Archon Capital Management LLC | Q1 2026 | – | +3.5 pts |
| BloombergSen Inc. | Q3 2025 | 0.01% | +0.6 pts |
| Woodson Capital Management, LP | Q4 2025 | – | +0.1 pts |
| Potrero Capital Research LLC | Q1 2021 | – | 0.0 pts |
| Northern Right Capital Management, L.P. | Q3 2021 | 0.06% | −0.6 pts |
| Park West Asset Management LLC high conviction | Q1 2021 | – | −3.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.