What smart money is saying about ThredUp
1 fund in our archive has pitched ThredUp, most recently Optimist Fund in December 2024.
ThredUp Inc., together with its subsidiaries, operates online resale platforms that allows consumers to buy and sell secondhand women's and kids' apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California.
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Position history
Between Q4 2024 and Q3 2026, 2 fund letters reported a position in ThredUp, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- HoldsMinot Light Capital Appreciation FundSeptember 2026
“ThredUp (TDUP) declined throughout the quarter due to a guide down attributed to macro weakness, which was further compounded by broader weakness in online retail stocks due to concerns around the impact of agentic shopping following the release of Meta’s (META) Muse.”
ThredUp - HoldsOptimist FundJune 2026
Listed in Optimist Fund’s reported holdings.
ThredUp
Fund coverage · 1 thesis
- Optimist FundDecember 2024
ThredUp is a leading second-hand managed marketplace in the U.S. that offers significant potential for free cash flow growth, currently undervalued due to past challenges, while uniquely providing a full-service selling experience.
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