LongTDUPSep 2026
ThredUp Inc.
ThredUp's active buyers, orders and revenue all beat expectations, growing 25%, 19% and 15% year over year, while management guided to an acceleration across those trends. The Q1…
TDUP
Which hedge funds are long TDUP?
1 published idea on ThredUp Inc. across 1 fund — 1 long and 0 short.
ThredUp hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on ThredUp: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.