Vanguard disaggregates ThredUp holdings (NASDAQ: TDUP), reports 0 shares
The Vanguard Group has filed an amended Schedule 13G/A for ThredUp Inc. (NASDAQ: TDUP), reporting zero shares beneficially owned, representing 0% of the class. This change is due to an internal realignment within Vanguard, effective January 12, 2026, where certain subsidiaries will now report their holdings separately. This filing does not indicate a sale of shares but rather a restructuring of how Vanguard's entities report their ownership.
TDUP SEC Filings - Thredup Inc. 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to ThredUp Inc.'s (TDUP) SEC filings, including annual 10-K reports, quarterly 10-Q reports, 8-K material event filings, and insider trading forms. It features AI-powered summaries of lengthy filings, real-time updates from EDGAR, and details on financial condition, operating performance, and governance matters. Recent filings highlight loan maturity extensions, RSU grants to executives, and institutional ownership disclosures.
ThredUp Inc. - Class A Common Stock (NQ: TDUP)
This article provides a list of recent news and press releases concerning ThredUp Inc. (NQ: TDUP), covering financial results announcements, leadership changes, participation in conferences, and reports on the resale market. It also highlights an investigation into potential securities law violations and details various brand partnerships for resale programs.
Divisadero Street Capital Management LP Invests $9.40 Million in ThredUp Inc. $TDUP
Divisadero Street Capital Management LP has acquired a new stake of 994,249 shares in ThredUp Inc. (NASDAQ:TDUP) worth approximately $9.40 million. While COO Christopher Homer sold shares, Director Patricia Nakache significantly increased her holding. Analysts currently rate ThredUp as a "Moderate Buy" with a consensus target price of $11.00, despite the stock trading much lower with negative earnings.
Landscape Capital Management L.L.C. Acquires New Holdings in ThredUp Inc. $TDUP
Landscape Capital Management L.L.C. has acquired a new position in ThredUp Inc. (NASDAQ:TDUP), purchasing 781,953 shares valued at approximately $7.39 million, representing about 0.62% of the company. Despite recent analyst price target cuts, ThredUp maintains a "Moderate Buy" consensus rating and a target price of $11.00. Insider activity was mixed, with a director buying shares and a COO selling, while institutional investors hold 89.08% of the stock.
ThredUp (TDUP) director boosts stake with 13,157-share open-market buy
ThredUp Inc. director Patricia Nakache, through the Gordan/Nakache Family Trust, purchased 13,157 shares of Class A Common Stock at $3.73 per share on March 10, 2026. This open-market transaction increased the trust's indirect holdings to 14,017 shares, while Nakache also directly holds 298,087 shares. The purchase was made in accordance with the company's trading policies.
Affiliate plans sale of TDUP Class A shares as Form 144 filed (TDUP)
ThredUp Inc. (TDUP) filed a Form 144, indicating a proposed sale of Class A common stock by an affiliate. The filing provides examples of restricted shares issued as compensation on various dates, totaling 24,303, 16,825, and 15,376 shares. This Form 144 serves to notify the market of potential future sales but does not confirm that transactions have already occurred.
ThredUp (TDUP) CEO exercises 500K options, boosts Class A holdings
ThredUp Inc. CEO James G. Reinhart exercised stock options for 500,000 Class B Common Stock shares and converted them into 500,000 Class A Common Stock shares on March 4, which were paid for with cash. He did not sell any shares in connection with these transactions. Following these conversions, his direct ownership of Class A Common Stock increased to 1,376,320 shares.
Form 4 ThredUp Inc For: 4 March By Investing.com
This article from Investing.com announces the filing of a Form 4 by ThredUp Inc. on March 4. It provides no further details about the content of the Form 4, serving primarily as a brief notification.
ThredUp (TDUP) CEO executes 215,338-share tax sell-to-cover transaction
ThredUp Inc. CEO James G. Reinhart sold 215,338 shares of Class A common stock on March 3, 2026, at $3.8203 per share. These sales were mandatory "sell to cover" transactions to satisfy tax withholding obligations upon the vesting of restricted stock units (RSUs) and were not discretionary trades. Following these transactions, Reinhart directly owns 876,320 shares of ThredUp.
ThredUp CEO James G. Reinhart Sells Shares to Cover Tax Obligations
ThredUp CEO James G. Reinhart sold 215,338 shares of Class A Common Stock for over $822,000 on March 3, 2026. This transaction was executed to fulfill tax withholding obligations tied to the vesting of his Restricted Stock Units (RSUs). Following the sale, Reinhart's direct ownership in ThredUp stands at 876,320 shares.
ThredUp (NASDAQ: TDUP) CFO sells shares to cover RSU tax withholding
ThredUp Inc.'s CFO, Sean Sobers, sold 56,504 shares of Class A common stock at $3.8203 per share on March 3, 2026. These transactions were mandated "sell-to-cover" sales to fulfill tax withholding obligations connected to restricted stock unit vesting, not discretionary trades. After these sales, Sobers directly holds 555,254 shares of ThredUp Class A common stock.
ThredUp (TDUP) COO executes mandated share sales to cover RSU taxes
ThredUp Inc.'s Chief Operating Officer, Homer Christopher, executed mandated sales of 69,741 shares of Class A common stock at $3.8203 per share on March 3, 2026. These transactions were "sell to cover" sales, required by the company's equity incentive plans to cover taxes on vested Restricted Stock Units (RSUs), and do not represent discretionary trading. Following these sales, Christopher directly holds 1,274,906 shares of ThredUp Class A common stock.
ThredUp (TDUP) CFO converts RSUs into Class A common shares
ThredUp Inc.'s CFO, Sean Sobers, recently converted Restricted Stock Units (RSUs) into Class A common shares, as detailed in a Form 4 SEC filing. These transactions, occurring on March 1, 2026, involved the exercise of 36,667, 25,833, and 23,609 RSUs, each at a $0.00 price, reflecting the vesting of previously granted awards. The RSUs represent a contingent right to receive one Class A common share and vest in quarterly installments over several years, subject to continued employment.
ThredUp (TDUP) CEO exercises RSUs into new Class A stock
ThredUp Inc.'s CEO, James G. Reinhart, has converted restricted stock units (RSUs) into Class A Common Stock at $0.00 per share, as detailed in a recent Form 4 SEC filing. These transactions on March 1, 2026, involved multiple RSU exercises, significantly increasing his directly held Class A Common Stock. The report clarifies that these are equity award conversions, not open-market purchases or sales, with RSUs vesting quarterly based on his continued employment.
ThredUp (TDUP) COO boosts holdings as RSU grants vest into shares
ThredUp Inc.'s Chief Operating Officer, Homer Christopher, increased his holdings by converting restricted stock units (RSUs) into 122,495 shares of Class A Common Stock on March 1, 2026. These RSUs, part of grants from 2024, 2025, and 2026, vested at $0.00 per share as scheduled equity compensation. Following these transactions, Christopher directly owns 1,344,647 shares of ThredUp Class A Common Stock.
ThredUp (TDUP) Halves Trailing Losses Yet Premium Valuation Tests Bullish Narratives
ThredUp (TDUP) reported its FY 2025 numbers, showing Q4 revenue of US$79.7 million and a basic EPS loss of US$0.04, with trailing 12-month revenue at US$310.8 million and a basic EPS loss of US$0.17. The company successfully halved its trailing 12-month net losses from US$40.0 million to US$20.2 million. Despite these improvements and analyst forecasts for future earnings growth, the stock trades at a premium valuation (P/S of 2.1x) compared to peers (0.4x) and its estimated DCF fair value (US$2.87 vs. current share price of US$3.84), raising questions about its justification for conservative investors.
ThredUp Q4 2025 Earnings: Revenue Exceeds Forecasts, 2026 Guidance Provided - News and Statistics
ThredUp reported Q4 2025 revenue of $79.7 million, surpassing analyst forecasts and marking an 18.5% increase year-over-year. Despite negative free cash flow, the online fashion resale platform processed 1.65 million orders, an increase from the previous year, and guided for approximately $80 million in revenue for Q1 2026. The company's CEO highlighted the scalability of its infrastructure and the strength of its marketplace model.
ThredUp (NASDAQ: TDUP) grows 2025 revenue and narrows annual loss
ThredUp (NASDAQ: TDUP) reported its 2025 annual results, showing continued revenue growth and a narrowed annual loss. The company's revenue from continuing operations increased by 19.5% to $310.8 million, while losses from continuing operations decreased by 49.5% to $20.2 million. ThredUp also highlighted its reliance on technology, AI, and its U.S. distribution network, while emphasizing risks such as competition, economic downturns, and data security.
ThredUp Announces Fourth Quarter and Full Year 2025 Results
ThredUp Inc. announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting a 18% increase in quarterly revenue to $79.7 million and a 20% increase in full-year revenue to $310.8 million. The company achieved positive annual total cash flows of $3.1 million for the first time and saw a 30% rise in active buyers. ThredUp also provided financial guidance for the first quarter and full fiscal year 2026, expecting continued revenue growth and improved Adjusted EBITDA margins as it focuses on profitable growth.
ThredUp Announces Fourth Quarter and Full Year 2025 Results
ThredUp Inc. reported its financial results for the fourth quarter and full year ending December 31, 2025, highlighting an 18% year-over-year revenue increase to $79.7 million for Q4 and 20% to $310.8 million for the full year. The company achieved positive annual total cash flows of $3.1 million for the first time and record active buyers of 1.65 million, up 30%. ThredUp also provided financial guidance for Q1 and full year 2026, anticipating continued revenue growth and improved Adjusted EBITDA margins.
ThredUp (NASDAQ: TDUP) director takes 2,211 fully vested RSUs as retainer
ThredUp Inc. director Ian Friedman received a grant of 2,211 fully vested Restricted Stock Units (RSUs) as part of his compensation, structured to be in lieu of his annual cash retainer. These RSUs were granted at $0.00 per share under the company's 2021 Stock Option and Incentive Plan. Following this transaction, Friedman directly holds 413,583 shares of ThredUp Class A Common Stock.
Director Timothy Haley takes 2,432 ThredUp (TDUP) RSUs in lieu of cash
ThredUp Inc. director Timothy M. Haley reported receiving a grant of 2,432 fully vested restricted stock units (RSUs) of Class A common stock instead of his annual cash retainer. This award, made under ThredUp's 2021 Stock Option and Incentive Plan, increased his direct holding to 273,268 Class A shares. The RSUs were granted at $0.00 per share and are exempt under Rule 16b-3, effectively serving as equity-based compensation.
ThredUp Inc. (TDUP) director gets 3,317 RSUs instead of cash
ThredUp Inc. director Patricia Nakache received 3,317 fully vested restricted stock units (RSUs) on February 25, 2026, as an alternative to her annual cash retainer. These RSUs are convertible into Class A common stock, and the grant updated her direct holdings to 298,087 shares. Additionally, 860 shares held indirectly by the Gordan/Nakache Family Trust, where she is a trustee, were updated in the filing.
Director at ThredUp (TDUP) takes 2,211-share RSU grant instead of cash
Noam Paransky, a director at ThredUp Inc. (TDUP), received an equity grant of 2,211 fully vested restricted stock units (RSUs) on February 25, 2026. This grant was chosen by Paransky in lieu of his annual cash retainer and is part of the company's 2021 Stock Option and Incentive Plan. Following this transaction, Paransky directly holds 643,554 shares of ThredUp Class A Common Stock.
Earnings Outlook For ThredUp
ThredUp (NASDAQ: TDUP) is scheduled to release its quarterly earnings report on Monday, 2026-03-02, with analysts estimating an EPS of $-0.04. The company has a history of beating EPS estimates, but market reactions are often driven by future guidance. ThredUp, an online resale platform, has shown strong revenue growth of 33.56% but faces challenges in net margin, ROE, and ROA, although its debt management is conservative.
ThredUp faces class action over mandatory handling fees not shown in item prices
ThredUp is facing a class action lawsuit for allegedly charging a mandatory "handling fee" that is not disclosed until the checkout process. The plaintiff, Sonja Mobley, claims ThredUp's practice violates California's consumer protection laws by preventing accurate price comparisons and seeks to represent a nationwide class of affected consumers. The lawsuit argues that only the shipping portion of the combined "shipping and handling" fee is exempt from California's Honest Pricing Law.
ThredUp Inc.'s (NASDAQ:TDUP) Share Price Is Still Matching Investor Opinion Despite 26% Slump
ThredUp Inc.'s stock has recently dropped 26%, but remains up 82% over the last year. Despite its 2x price-to-sales (P/S) ratio being higher than many competitors in the Specialty Retail industry, analysts predict stronger revenue growth for ThredUp compared to the industry average. This anticipated growth justifies the current P/S ratio, indicating investors' confidence in the company's future performance.
ThredUp to Announce Fourth Quarter and Full Year Financial Results on March 2, 2026
ThredUp (NASDAQ: TDUP) announced it will release its financial results for the fourth quarter and full year ending December 31, 2025, on March 2, 2026, after market close. A conference call and live webcast will follow. The online resale platform emphasizes its mission to promote secondhand shopping through technology, having processed nearly 300 million unique items from 60,000 brands.
ThredUp Inc reduces term B loan facility to $10 million
ThredUp Inc. has announced a reduction in its term B loan facility to $10 million. This financial adjustment was made on February 3, 2026, as the company also entered into Amendment No.2 to its Second Amended and Restated Loan and Security Agreement. The article highlights recent news about ThredUp, including previous insider stock sales and earnings reports.
ThredUp to Announce Fourth Quarter and Full Year Financial Results on March 2, 2026
ThredUp will release its financial results for the fourth quarter and full year ending December 31, 2025, on March 2, 2026, after U.S. markets close, followed by a conference call and live webcast. The company focuses on sustainable fashion through its online resale platform, having processed nearly 300 million secondhand items from 60,000 brands. Recent insider trading shows more sales than purchases, while institutional investors like PRUDENTIAL FINANCIAL INC and GOLDMAN SACHS GROUP INC significantly increased their positions in Q3 2025.
BloombergSen Inc. Increases Position in ThredUp Inc. $TDUP
BloombergSen Inc. has significantly increased its stake in ThredUp Inc. (NASDAQ:TDUP) by 36.9% in the third quarter, now holding 880,904 shares valued at $8.33 million, making it their 17th largest holding. Despite ThredUp exceeding revenue and EPS expectations in its latest earnings report, the company remains unprofitable with a negative return on equity and net margin. Analyst consensus suggests a "Moderate Buy" with an average target price of $12.50, while insider transactions show mixed signals with one director buying and the COO selling shares.
ThredUp Inc. (NASDAQ:TDUP) Given Consensus Rating of "Moderate Buy" by Analysts
ThredUp Inc. (NASDAQ:TDUP) has received a consensus rating of "Moderate Buy" from analysts, with an average 12-month price target of $12.50. Despite slightly beating earnings and revenue estimates in the last quarter, the company remains unprofitable. Insider sales occurred in December, while institutional investors, including Marshall Wace LLP and Prudential Financial Inc., have significantly increased their stakes.
Is ThredUp (NASDAQ:TDUP) Weighed On By Its Debt Load?
ThredUp Inc. (NASDAQ:TDUP) carries a debt load of US$19.1m, but also holds US$51.1m in cash, resulting in a net cash position of US$32.0m. While the company has liabilities exceeding its immediate cash and receivables, its market capitalization of US$760.9m suggests these liabilities are not a major threat. Despite not currently being profitable at the EBIT level, ThredUp's revenue grew by 42% to US$298m, and it generated positive free cash flow.
ThredUp Inc. (NASDAQ:TDUP) Receives Average Rating of "Moderate Buy" from Brokerages
ThredUp Inc. (NASDAQ:TDUP) has received an average rating of "Moderate Buy" from seven brokerages, with an average 1-year price target of $12.50. Despite slightly beating recent EPS and revenue estimates, the company remains unprofitable with significant insider selling observed in early December. Institutional investors and hedge funds hold a large stake in the company.
Maverick Capital Ltd. Takes $3.93 Million Position in ThredUp Inc. $TDUP
Maverick Capital Ltd. has acquired a new position in ThredUp Inc. (NASDAQ:TDUP), purchasing 525,270 shares valued at approximately $3.93 million, representing about 0.44% ownership. This move comes as ThredUp reported beating quarterly estimates for EPS and revenue, though it remains unprofitable. Insider activity shows sales by COO Christopher Homer and CFO Sean Sobers, while analysts maintain a "Moderate Buy" consensus with a $12.50 price target.
ThredUp (TDUP): Rethinking Valuation After a Volatile Share Price Surge
ThredUp (TDUP) has seen a volatile share price surge recently, leading to questions about its valuation. While a narrative based on structural growth and increased appeal of secondhand platforms suggests it is undervalued, its high price-to-sales ratio compared to industry averages indicates it could be expensive. Investors need to consider these differing perspectives to determine if the market has already factored in future growth.
Thredup CEO Reinhart sells $1.47 million in TDUP stock By Investing.com
ThredUp Inc. CEO James G. Reinhart sold 147,459 shares of Class A Common Stock for approximately $1.47 million on December 2, 2025, following the exercise of options for 385,847 shares. This sale comes after the company reported better-than-expected Q3 2025 earnings with revenue of $82.2 million and a narrower EPS loss, despite a subsequent decline in stock price. Investors are advised to consider these developments to evaluate ThredUp's financial performance and market position.
ThredUp COO Homer sells $507k in shares
ThredUp Inc.'s COO Christopher Homer sold 68,358 shares of Class A Common Stock for over $507,000 on December 2, 2025. This transaction follows a significant 433% year-to-date return for ThredUp's stock, although InvestingPro analysis suggests the stock might be overvalued. The company recently exceeded Q3 2025 revenue expectations but saw a stock decline post-earnings.
|ThredUp Inc. $TDUP Shares Acquired by Marshall Wace LLP
Marshall Wace LLP significantly increased its stake in ThredUp Inc. (NASDAQ:TDUP), acquiring 1.49 million additional shares, raising its total holdings to 4.37 million shares valued at approximately $32.76 million. This increase in institutional ownership comes as ThredUp reported beating Q2 earnings and revenue expectations, despite remaining unprofitable. Insider activity was mixed, with the COO selling shares while a director made a substantial purchase.
ThredUp Inc. (NASDAQ:TDUP): Are Analysts Optimistic?
Analysts predict ThredUp Inc. (NASDAQ:TDUP) will reach profitability by 2027, with an expected final loss in 2026 before generating positive profits of US$500k. To achieve this, the company needs to grow 78% year-on-year, on average, a rather optimistic forecast. ThredUp's prudent capital management, with debt making up only 32% of equity, reduces investment risk.
ThredUp COO Homer sells $507k in shares
ThredUp Inc. Chief Operating Officer Christopher Homer sold 68,358 shares of Class A Common Stock for $507,325 on December 2, 2025. This transaction comes after ThredUp's stock delivered an impressive 433% return year-to-date. Despite strong gross profit margins and revenue growth, InvestingPro analysis suggests the stock may be overvalued.
Thredup CEO Reinhart sells $1.47 million in TDUP stock
Thredup Inc. CEO James G. Reinhart sold 147,459 shares of Class A Common Stock for approximately $1.47 million on December 2, 2025, following the exercise of options for 385,847 shares. This insider transaction occurred shortly after the company reported strong Q3 2025 earnings, exceeding revenue forecasts and narrowing EPS loss, though the stock declined in after-hours trading.
ThredUp COO Homer sells $507k in shares By Investing.com
ThredUp's COO, Christopher Homer, sold 68,358 shares of Class A Common Stock worth $507,325 on December 2, 2025. This transaction followed the acquisition of 151,987 shares through options exercise and 558 shares via an employee stock purchase plan. The company has seen a significant 433% return year-to-date, though InvestingPro analysis suggests the stock might be overvalued despite strong gross profit margins and revenue growth.
Thredup CEO Reinhart sells $1.47 million in TDUP stock
Thredup CEO James G. Reinhart sold 147,459 shares of Class A Common Stock for approximately $1.47 million on December 2, 2025, following the exercise of options for 385,847 shares. This sale comes despite ThredUp Inc. exceeding Q3 2025 revenue and EPS forecasts, though its stock declined in after-hours trading for unclear reasons.
72,456 Shares in ThredUp Inc. $TDUP Purchased by AXQ Capital LP
AXQ Capital LP recently acquired 72,456 shares of ThredUp Inc. (NASDAQ:TDUP) worth $543,000, representing 0.06% of the company, according to an SEC filing. This comes as ThredUp reported stronger-than-expected Q2 earnings and revenue, with analysts maintaining a "Moderate Buy" rating and a $12.50 price target. Additionally, ThredUp director Daniel J. Nova bolstered his stake by purchasing 65,000 shares, increasing insider ownership to 27%.
Los Angeles Capital Management LLC Invests $848,000 in ThredUp Inc. $TDUP
Los Angeles Capital Management LLC has invested $848,000 in ThredUp Inc. (NASDAQ: TDUP) by purchasing 113,210 shares, representing a new position for the firm. This comes amidst other institutional investor activity and notable insider transactions, including a director increasing their stake and another significantly reducing theirs. ThredUp recently surpassed quarterly earnings and revenue expectations, and analysts maintain a "Moderate Buy" rating with a target price of $12.50.
ThredUp Announces Third Quarter 2025 Results
ThredUp Inc. announced strong financial results for the third quarter ended September 30, 2025, with record quarterly revenue of $82.2 million, marking a 34% year-over-year increase. The company also reported significant growth in Active Buyers and Orders, alongside raising its financial outlook for the fourth quarter and full fiscal year 2025. This performance was attributed to accelerating revenue growth and a successful rebranding effort with new personalized features.
ThredUp CEO Reinhart sells shares worth $4.6m
ThredUp Inc. CEO James G. Reinhart sold 579,826 shares worth approximately $4.6 million on November 7, 2025, at prices between $7.932 and $7.9492. This insider selling occurred despite the company's strong performance, with a 747.8% return over the past year. ThredUp recently reported exceeding Q3 2025 revenue forecasts, though its stock declined in after-hours trading.
Nova, director at ThredUp, buys $522k in TDUP stock
Daniel J. Nova, a director at ThredUp Inc. (NASDAQ:TDUP), recently purchased 65,000 shares of Class A Common Stock for $522,300. This transaction increased his indirect and direct holdings in the company. The purchase follows ThredUp's Q3 2025 earnings report, where the company exceeded revenue forecasts and posted a narrower-than-expected EPS loss, despite a post-earnings stock decline.
