TDUP at a glance
ThredUp Inc. (TDUP, SEC CIK 1484778) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as September 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ThredUp Inc. (TDUP) reported revenue of $310.8 million (up 19.5% from FY2024) and a net loss of $20.2 million. Diluted EPS was -$0.17.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding ThredUp Inc. (TDUP) shares worth $270.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Homer Christopher on September 2, 2026 of 19,463 shares at $2.58 per share.
- In the last 90 days, TDUP insiders reported 0 open-market purchases ($0) and 9 open-market sales ($712K) on Form 4, a net sale of $712K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $310.8M
- +19.5% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$712K
- 13F holders
- 23 funds
- $270.5M · −1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $90.8M, up 16.9% YoY from $77.7M, driven by orders up 21.9%
- Gross margin 79.9% vs 79.5% YoY; net loss margin negative 6.5% vs negative 6.7%
- Adjusted EBITDA $4.8M, margin 5.3% vs 3.9% YoY
- Cash, equivalents, restricted cash and securities $57.4M, up $4.3M from December 31, 2025
- Six-month operating cash flow $9.2M vs $6.1M; capital expenditures expected to remain modest for remainder of 2026
Risk Factors
- COO Chris Homer adopted a Rule 10b5-1 plan on June 15, 2026, covering up to 616,728 Class A shares
- Trading plan remains active through September 24, 2027, creating potential equity-sale pressure
- No additional director or officer trading arrangements adopted or terminated during the quarter
AI summary of the TDUP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results released for quarter ended June 30, 2026
- Supplemental financial information available in Exhibit 99.2 for detailed operating metrics
Item EX-99.1: Item EX-99.1
- Q2 revenue $90.8M, up 17% YoY, with Active Buyers up 21% to 1.77M and orders up 22% to 1.87M
- Gross margin improved to 79.9% from 79.5%, while Adjusted EBITDA margin expanded to 5.3% from 3.9%
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders re-elected James Reinhart, Dan Nova, and Kelly Bodnar Battles as Class II directors through 2029
- Kelly Bodnar Battles received strongest support, with 272,981,526 votes for and 538,500 withheld
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026, released May 4, 2026
- Press release and supplemental financial information available in Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q1 revenue $81.7M, up 15% YoY, with active buyers up 25% to 1.71M and orders up 19% to 1.64M
- Gross margin remained strong at 79.2%, but adjusted EBITDA margin fell to 3.4% from 5.3%
AI summaries of TDUP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TDUP
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Homer Christopher | Sell | Sep 2, 2026 | 19,463 | $2.58 |
| Homer Christopher | Sell | Sep 2, 2026 | 14,135 | $2.58 |
| Sobers Sean | Sell | Sep 2, 2026 | 13,368 | $2.58 |
| Homer Christopher | Sell | Sep 2, 2026 | 26,632 | $2.58 |
| Reinhart James G. | Sell | Sep 2, 2026 | 86,223 | $2.58 |
| Reinhart James G. | Sell | Sep 2, 2026 | 57,771 | $2.58 |
| Reinhart James G. | Sell | Sep 2, 2026 | 27,068 | $2.58 |
| Sobers Sean | Sell | Sep 2, 2026 | 18,973 | $2.58 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $260.0M | $310.8M |
| Gross Profit | - | $207.1M | $246.8M |
| Operating Income | - | -$40.6M | -$21.7M |
| Net Income | - | -$77.0M | -$20.2M |
| Gross Margin | - | 79.7% | 79.4% |
| Op. Margin | - | -15.6% | -7.0% |
| Net Margin | - | -29.6% | -6.5% |
| Balance Sheet | |||
| Total Assets | $250.0M | $171.2M | $167.2M |
| Equity | - | $56.3M | $59.2M |
| ROE | - | -136.7% | -34.1% |
| Per Share | |||
| EPS | - | $-0.69 | $-0.17 |
| Cash Flow | |||
| Operating CF | - | $4.9M | $10.7M |
| CapEx | $16.0M | $6.6M | $10.5M |
Source: XBRL data in ThredUp Inc. (TDUP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TDUP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $270.5M |
| Q1 2026 | 24 | $109.2M |
| Q4 2025 | 25 | $211.3M |
| Q3 2025 | 23 | $347.1M |
| Q2 2025 | 25 | $225.9M |
| Q1 2025 | 20 | $39.1M |
| Q4 2024 | 14 | $18.4M |
| Q3 2024 | 13 | $7.8M |
- AQR Capital Management+4.06M (+373%)
- BlackRock+2.72M (+33%)
- D.E. Shaw & Co+1.73M (+2359%)
- Goldman Sachs Group+973.2K (+47%)
- State Street Corp+126.4K (+4%)
- FMR LLC (Fidelity)−936.7K (-31%)
- Citadel Advisors LLC−759.9K (-79%)
- Millennium Management−747.6K (-44%)
- Renaissance Technologies LLC−573.2K (-41%)
- Morgan Stanley−480.5K (-73%)
- U.S. Bancorp−92
Source: 13F-HR filings on SEC EDGAR (aggregated from 167 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TDUP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 24, 2026 | - | - | - |
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TDUP SEC filings: frequently asked questions
Are TDUP insiders buying or selling?
In the last 90 days, ThredUp Inc. (TDUP) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $712,027 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TDUP stock?
As of June 30, 2026, the largest ThredUp Inc. (TDUP) holders among the 13F filers tracked by SignalX were BlackRock ($75.1 million), AQR Capital Management ($35.3 million), Vanguard Capital Management LLC ($30.7 million), State Street Corp ($22.1 million), Goldman Sachs Group ($20.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TDUP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ThredUp Inc. (TDUP) reported revenue of $310.8 million (up 19.5% from FY2024) and a net loss of $20.2 million. Diluted EPS was -$0.17. The figures come from the XBRL data in the 10-K.
What did TDUP report in its latest 8-K?
ThredUp Inc. (TDUP) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results released for quarter ended June 30, 2026.
What are the latest TDUP SEC filings?
ThredUp Inc. (TDUP) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on September 2, 2026.
What is TDUP's SEC CIK number?
ThredUp Inc. (TDUP)'s SEC Central Index Key (CIK) is 1484778. EDGAR lists every TDUP filing under that number.
Ask anything about TDUP
The research agent reads TDUP's filings, financials, insider trades and 13F holders, then answers with sources.