LongTDUPJun 2026
ThredUp Inc.
ThredUp’s active buyers, orders, and revenue all beat expectations, growing 25%, 19%, and 15% year over year, and management guided to acceleration across those trends. Optimist…
TDUP
Which hedge funds are long TDUP?
3 published ideas on ThredUp Inc. across 2 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on ThredUp Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongTDUPJun 2026
ThredUp Inc.
ThredUp’s active buyers, orders, and revenue all beat expectations, growing 25%, 19%, and 15% year over year, and management guided to acceleration across those trends. Optimist…
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…