Stocks Consumer discretionary TDUP
NASDAQ · Consumer discretionaryThredUp Inc. (TDUP)
ThredUp Inc. brought in $340.4M of revenue over the twelve months to September 30, 2026, up 14.1% from a year earlier. It posted a net loss of $23.5M. Operating cash flow minus capital spending left $180K of free cash flow in fiscal 2025. At September 30, 2026 it held $42.7M in cash against $17.7M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about ThredUp Inc.
- Net worth
- ThredUp Inc. has a market value (market cap) of $195.7M at the latest share price, and shareholders' equity of $60.5M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $310.8M (+19.5% year on year), with a net loss of $20.2M. Over the 12 months to September 30, 2026: revenue $340.4M, net loss $23.5M.
- Cash flow
- In fiscal 2025 operations brought in $10.7M of cash; after $10.5M of capital spending, free cash flow was $180K.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- ThredUp Inc.'s next report is expected around March 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What ThredUp Inc. does
ThredUp Inc. is registered with the SEC under industry code SIC 5961 (Retail-Catalog & Mail-Order Houses). Its shares trade on NASDAQ under the ticker TDUP.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $310.8M | -$20.2M | -$0.17 | $180K |
| 2024 | $260M | -$77M | -$0.69 | -$1.7M |
| 2023 | $258.5M | -$71.2M | -$0.68 | -$35.7M |
| 2022 | $288.4M | -$92.3M | -$0.92 | -$95.4M |
| 2021 | $251.8M | -$63.2M | -$0.82 | -$54.8M |
| 2021 | $186M | -$47.9M | -$4.14 | -$38.5M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where TDUP ranks in Consumer discretionary
Latest SEC filings
What ThredUp Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 7.4% to $88.2M versus the same quarter last year; diluted EPS -$0.04 versus -$0.03.
- November 4, 2026
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 17% to $90.8M versus the same quarter last year; diluted EPS -$0.05 versus -$0.04.
- August 5, 2026
- May 21, 2026
- May 14, 2026Passive stake changed SCHEDULE 13G/A
- May 4, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 15% to $81.7M versus the same quarter last year; diluted EPS -$0.05 versus -$0.04.
- May 4, 2026
- April 7, 2026Additional proxy material DEFA14A
- April 7, 2026Proxy statement DEF 14A
What is TDUP worth? A DCF from its reported cash flow
Insider trades
What the people running ThredUp Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $13.4K and sold $712K worth of shares in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 6, 2026 | Friedman IanDirector | Bought | 5,000 | $6.7K |
| November 6, 2026 | Friedman IanDirector | Bought | 5,000 | $6.7K |
| October 28, 2026 | Rushing Coretha MDirector | Received as pay | 5,060 | - |
| October 28, 2026 | Paransky NoamDirector | Received as pay | 5,060 | - |
| October 28, 2026 | Nakache PatriciaDirector | Received as pay | 7,590 | - |
| October 28, 2026 | Friedman IanDirector | Received as pay | 5,060 | - |
| October 28, 2026 | Haley Timothy MDirector | Received as pay | 5,566 | - |
| September 2, 2026 | Sobers SeanChief Financial Officer | Sold | 18,973 | $49K |
Who owns TDUP
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Needham Investment Management L.L.C.13G, passive with 3 related filers | 8.7% | May 14, 2026 |
| Capital World Investors13G, passive | 8.4% | February 13, 2026 |
| Daniel Nova13G, passive with 11 related filers | 7.3% | February 11, 2026 |
| James G. Reinhart13G, passive | 6.9% | November 4, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 180 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 10,968,644 | +2,721,277 |
| Needham Investment Management LLC | 10,175,000 | +900,000 |
| Capital World Investors | 8,939,970 | +232,370 |
| Aqr Capital Management LLC | 5,150,020 | +4,062,111 |
| Vanguard Capital Management LLC | 4,477,341 | +114,130 |
| Gilder Gagnon Howe & Co LLC | 4,147,133 | +1,772,009 |
| Divisadero Street Capital Management, LP | 3,628,206 | +2,634,257 |
| Marshall Wace, Llp | 3,511,732 | -1,384,901 |
| Arrowstreet Capital, Limited Partnership | 3,355,413 | +389,929 |
| State Street Corp | 3,220,371 | +126,407 |
| Goldman Sachs Group Inc | 3,058,071 | +973,210 |
| Geode Capital Management, LLC | 2,686,241 | +331,170 |
| Vanguard Portfolio Management LLC | 2,274,685 | -176,011 |
| Two Sigma Investments, LP | 2,273,563 | +50,056 |
| Blair William & Co | 2,195,729 | +113,175 |
| Fmr LLC | 2,126,272 | -936,732 |
| CI Investments Inc. | 2,029,000 | +219,000 |
| Nuveen, LLC | 1,865,079 | +566,832 |
| D. E. Shaw & Co., Inc. | 1,806,511 | +1,733,047 |
| Woodson Capital Management, LP | 1,558,806 | -136,194 |
Insiders
11 insiders reported holding 6,388,572 shares in total, about $9.5M at the last price.
| Holder | Shares |
|---|---|
| Reinhart James G.Chief Executive Officer, Director | 1,691,648 |
| Homer ChristopherChief Operating Officer | 1,398,088 |
| Paransky NoamDirector | 691,632 |
| Sobers SeanChief Financial Officer | 637,360 |
| Friedman IanDirector | 471,661 |
| Nakache PatriciaDirector | 365,58714,017 held indirectly |
| Haley Timothy MDirector | 322,426 |
| Nova Daniel JDirector | 269,252 |
| Ginsberg AmandaDirector | 265,745 |
| Rushing Coretha MDirector | 198,486 |
Questions about TDUP
What does ThredUp Inc. do?
ThredUp Inc. is a company in the Consumer discretionary sector, listed on NASDAQ as TDUP. Its shares trade on NASDAQ under the ticker TDUP.
What is ThredUp Inc.'s net worth?
ThredUp Inc. has a market value (market cap) of $195.7M at the latest share price, and shareholders' equity of $60.5M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is ThredUp Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $23.5M on revenue of $340.4M.
How much revenue does ThredUp Inc. make?
Over the twelve months to September 30, 2026 ThredUp Inc. reported revenue of $340.4M. That is 14.1% more than a year earlier.
When did ThredUp Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 9, 2026.
When is ThredUp Inc.'s next earnings report?
ThredUp Inc.'s next report is expected around March 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values ThredUp Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.