ThredUp Inc. (TDUP)
Nasdaq · Retail-Catalog & Mail-Order Houses · Retail trade · CIK 1484778 · fiscal year ends in Dec
Closing price $2.08 on 30 Oct 2026; 52-week range $1.98 to $8.79.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $334.3M
- Revenue growth
- 20.4%
- Net income, last twelve months
- -$22.2M
- Earnings per share
- -$0.17
- Gross margin
- 79.5%
- Operating margin
- -7.1%
- Net margin
- -6.6%
- Return on equity
- -36.6%
- Market value
- $272.4M
- Cash
- $42.2M
- Debt
- $17.7M
- Debt to equity
- 0.29
- Shares outstanding
- 131.3M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $310.8M | -$21.7M | -$20.2M | -$0.17 | $180.0K | 10-K filed 2 Mar 2026 |
| FY2024 | 31 Dec 2024 | $260.0M | -$40.6M | -$77.0M | -$0.69 | -$5.7M | 10-K filed 3 Mar 2025 |
| FY2023 | 31 Dec 2023 | $258.5M | -$53.0M | -$71.2M | -$0.68 | -$35.7M | 10-K filed 5 Mar 2024 |
| FY2022 | 31 Dec 2022 | $288.4M | -$89.5M | -$92.3M | -$0.92 | -$95.4M | 10-K filed 7 Mar 2023 |
| FY2021 | 31 Dec 2021 | $251.8M | -$62.4M | -$63.2M | -$0.82 | -$54.8M | 10-K filed 22 Mar 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $90.8M | -$5.9M | -$0.05 |
| Q1 FY2026 | 31 Mar 2026 | $81.7M | -$6.5M | -$0.05 |
| Q4 FY2025 | 31 Dec 2025 | $79.7M | -$5.6M | -$0.04 |
| Q3 FY2025 | 30 Sep 2025 | $82.2M | -$4.2M | -$0.03 |
| Q2 FY2025 | 30 Jun 2025 | $77.7M | -$5.2M | -$0.04 |
| Q1 FY2025 | 31 Mar 2025 | $71.3M | -$5.2M | -$0.04 |
| Q4 FY2024 | 31 Dec 2024 | $67.3M | -$21.7M | -$0.19 |
| Q3 FY2024 | 30 Sep 2024 | $61.5M | -$24.8M | -$0.22 |
Company events
The newest 8-K filings of 49 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 5 Aug 2026 | 8-K | Results | 2.02, 9.01 |
| 21 May 2026 | 8-K | Shareholder vote | 5.07 |
| 4 May 2026 | 8-K | Results | 2.02, 9.01 |
| 2 Mar 2026 | 8-K | Results | 2.02, 9.01 |
| 3 Feb 2026 | 8-K | Material agreement, New debt | 1.01, 2.03 |
| 17 Nov 2025 | 8-K | Leadership change | 5.02 |
| 3 Nov 2025 | 8-K | Results | 2.02, 9.01 |
| 4 Aug 2025 | 8-K | Results | 2.02, 9.01 |
| 23 May 2025 | 8-K | Shareholder vote | 5.07 |
| 5 May 2025 | 8-K | Results | 2.02, 9.01 |
| 10 Apr 2025 | 8-K | Leadership change | 5.02 |
| 3 Mar 2025 | 8-K | Results | 2.02, 9.01 |
Every filing
The newest filings with the SEC of 121 held.
| Filed | Form | Period |
|---|---|---|
| 5 Aug 2026 | 10-Q | 30 Jun 2026 |
| 5 Aug 2026 | 8-K | 5 Aug 2026 |
| 21 May 2026 | 8-K | 20 May 2026 |
| 4 May 2026 | 10-Q | 31 Mar 2026 |
| 4 May 2026 | 8-K | 4 May 2026 |
| 7 Apr 2026 | DEFA14A | – |
| 7 Apr 2026 | DEF 14A | 20 May 2026 |
| 7 Apr 2026 | ARS | 31 Dec 2025 |
| 2 Mar 2026 | S-8 | – |
| 2 Mar 2026 | 10-K | 31 Dec 2025 |
| 2 Mar 2026 | 8-K | 2 Mar 2026 |
| 3 Feb 2026 | 8-K | 30 Jan 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 28 Oct 2026 | Haley Timothy M, Director | Took pay in stock | 5,566 | – | – | – | 29 Oct 2026 |
| 28 Oct 2026 | Friedman Ian, Director | Took pay in stock | 5,060 | – | – | – | 29 Oct 2026 |
| 28 Oct 2026 | Nakache Patricia, Director | Took pay in stock | 7,590 | – | – | – | 29 Oct 2026 |
| 28 Oct 2026 | Paransky Noam, Director | Took pay in stock | 5,060 | – | – | – | 29 Oct 2026 |
| 28 Oct 2026 | Rushing Coretha M, Director | Took pay in stock | 5,060 | – | – | – | 29 Oct 2026 |
| 2 Sep 2026 | Homer Christopher, Chief Operating Officer | Sale outside a trading plan | 26,632 | $2.58 | $68.7K | 1,363,358 | 2 Sep 2026 |
| 2 Sep 2026 | Homer Christopher, Chief Operating Officer | Sale outside a trading plan | 19,463 | $2.58 | $50.2K | 1,383,478 | 2 Sep 2026 |
| 2 Sep 2026 | Homer Christopher, Chief Operating Officer | Sale outside a trading plan | 14,135 | $2.58 | $36.5K | 1,398,088 | 2 Sep 2026 |
| 2 Sep 2026 | Reinhart James G., Chief Executive Officer | Sale outside a trading plan | 86,223 | $2.58 | $222.6K | 1,612,505 | 2 Sep 2026 |
| 2 Sep 2026 | Reinhart James G., Chief Executive Officer | Sale outside a trading plan | 57,771 | $2.58 | $149.1K | 1,666,400 | 2 Sep 2026 |
| 2 Sep 2026 | Reinhart James G., Chief Executive Officer | Sale outside a trading plan | 27,068 | $2.58 | $69.9K | 1,691,648 | 2 Sep 2026 |
| 2 Sep 2026 | Sobers Sean, Chief Financial Officer | Sale outside a trading plan | 18,973 | $2.58 | $49.0K | 613,503 | 2 Sep 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 2 Sep 2026 | Sean Sobers, Officer | 44,559 | $115.0K | 2 Sep 2026 |
| 2 Sep 2026 | Christopher Homer, Officer | 60,230 | $155.5K | 2 Sep 2026 |
| 2 Sep 2026 | James G Reinhart, Officer, Director | 171,062 | $441.5K | 2 Sep 2026 |
| 2 Jun 2026 | Sean Sobers, Officer | 45,554 | $201.8K | 2 Jun 2026 |
| 2 Jun 2026 | Christopher Homer, Officer | 61,578 | $272.8K | 2 Jun 2026 |
| 2 Jun 2026 | James G. Reinhart, Officer, Director | 174,908 | $774.8K | 2 Jun 2026 |
| 3 Mar 2026 | Sean Sobers, Officer | 56,504 | $215.9K | 3 Mar 2026 |
| 3 Mar 2026 | Christopher Homer, Officer | 69,741 | $266.4K | 3 Mar 2026 |
| 3 Mar 2026 | James G. Reinhart, Officer, Director | 215,338 | $822.7K | 3 Mar 2026 |
| 2 Dec 2025 | Sean Sobers, Officer | 51,220 | $380.1K | 2 Dec 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 14 May 2026 | Needham Investment Management L.L.C. | 13G amended | 8.7% | 9.3M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 13 Feb 2026 | Capital World Investors | 13G amended | 8.4% | 8.7M |
| 11 Feb 2026 | Highland Management Partners VIII Limited | 13G amended | 7.3% | 8.2M |
| 21 Jan 2026 | BlackRock, Inc. | 13G amended | 7.3% | 7.6M |
| 4 Nov 2025 | James G. Reinhart | 13G amended | 6.9% | 7.5M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 14.9M | -3.9% | 9.3 |
| 30 Sep 2026 | 15.5M | -27.24% | 6.53 |
| 15 Sep 2026 | 21.3M | +13.77% | 10.22 |
| 31 Aug 2026 | 18.7M | -0.29% | 8.39 |
| 14 Aug 2026 | 18.7M | -2.42% | 3.78 |
| 31 Jul 2026 | 19.2M | -3.27% | 14.53 |
| 15 Jul 2026 | 19.8M | +1.07% | 13.35 |
| 30 Jun 2026 | 19.6M | -13.57% | 8.3 |
Funds that hold it
From each fund's latest Form 13F.
204 funds held it at 30 Jun 2026: 109 added and 46 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| BlackRock, Inc. | 10,968,644 | $75.1M | +2,721,277 |
| Needham Investment Management LLC | 10,175,000 | $69.7M | +900,000 |
| Capital World Investors | 8,939,970 | $61.2M | +232,370 |
| AQR Capital Management LLC | 5,150,020 | $35.3M | +4,062,111 |
| Vanguard Capital Management LLC | 4,477,341 | $30.7M | +114,130 |
| Gilder Gagnon Howe & Co. LLC | 4,147,133 | $28.4M | +1,772,009 |
| Divisadero Street Capital Management, LP | 3,628,206 | $24.9M | +2,634,257 |
| Marshall Wace, LLP | 3,511,732 | $24.1M | -1,384,901 |
| Arrowstreet Capital, Limited Partnership | 3,355,413 | $23.0M | +389,929 |
| State Street Corp. | 3,220,371 | $22.1M | +126,407 |
Peers
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