Thredup Inc - Class A (TDUP) Smart Money Holdings (13F, Q2 2026)

TDUP ranks #3234 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TDUP is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

182 institutions disclose a position in TDUP, but none treat it as a major bet — even Archon Capital Management LLC, its most concentrated holder, allocates just 2.9% of its own portfolio to it.

Cliff Asness has added to its TDUP position for two straight quarters, increasing it by $34.3M to reach $35.3M today.

Qube Research & Technologies Ltd has trimmed its TDUP position for two straight quarters, cutting it by $4.7M while still holding $5.2M.

TDUP is up 1.5% today, and institutions have been net buyers of $129.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TDUP reported a net loss of $22.2M over the trailing twelve months.

• Not yet profitable — net loss of $22.2M over the trailing twelve months
• Revenue grew 40.4% year over year
• Net income improved year over year, from -$56.9M to -$22.2M
• Generated $10.7M in positive operating cash flow
• Current ratio of 0.91x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.83x equity — within a conventional range