SecBot SecBot

TDUP

ThredUp Inc.
Nasdaq· Retail-Catalog & Mail-Order Houses· Inc. DE· CIK 0001484778 Consumer & Retail
$2.02 +0.03 (+1.51%)
Oct 27 4:00 PM ET · prev $1.99
Market cap
$262.7M
Micro cap
Consensus
Buy
85% Buy or better · 13 analysts
Median target
$6.50
+222% · range $5.70–10.00
Next earnings
Nov 4
in 8 days · EPS est. −$0.04
1 year
−78.2%
from $9.26 · Oct 28
30 days
−8.2%
from $2.20
52-week range
$1.99–9.26
−78% from high · low Oct 26
Avg volume 20D
1.48M
shares / day
Short interest
14.86M
≈11.3% of shares · −3.9%
Days to cover
9.3
at average volume
Insider net
−$2.0M
0 buyers · 3 sellers · since Apr 22
New fund stakes
1
Q2 2026 13F · 0 exits
SecBot read MIXED 2 reports · 90 days
Balance 0 bearish · 0 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 2/2 ·Next Earnings date, Nov 4, 2026
Strongest NEUTRAL ThredUp released its 2026 Holiday Resale Report, highlighting strong consumer interest in secondhand…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    3 insiders sold $2.0M.

  • InstitutionsMIXED

    Q2 2026: 29 added (1 new), 25 trimmed or exited. Largest new: Vanguard Capital Management $30.7M.

  • AnalystsBULLISH

    11 of 13 rate it Buy or better. Every target is above the price.

  • EstimatesFALLING

    Current-quarter EPS estimate −$0.008 → −$0.043 over 90 days.

  • Short sellersSTEADY

    Short interest −3.9% to 14.86M shares. 9.3 days to cover, ≈11.3% of shares.

  • TrendDOWNTREND

    17% below its 50-day average. New closing low $1.99 on Oct 26.

Who's buying

13F· Q2 2026
1
new positions
0
exits
$30.7M
in new stakes
FundMoveSharesValue
BlackRock, Inc.ADD10,968,644$75.1M
VANGUARD CAPITAL MANAGEMENT LLCNEW4,477,341$30.7M
MARSHALL WACE, LLPTRIM3,511,732$24.1M
GOLDMAN SACHS GROUP INCADD3,058,071$20.9M
FMR LLCTRIM2,126,272$14.6M
Nuveen, LLCADD1,865,079$12.8M
D. E. Shaw & Co., Inc.DOUBLED1,806,511$12.4M
FIL LtdADD1,250,000$8.6M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

13 analysts
Buy 85% rate it Buy or better
Strong Buy3Buy8Hold2Sell0Strong Sell0
12-month targets · 5 analysts

Price is below the lowest target. Median implies +222%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Aug 6, 2026Telsey Advisory Group
MAINTAIN
MAINTAINOutperform
May 5, 2026Telsey Advisory Group
MAINTAIN
MAINTAINOutperform
May 5, 2026TD Cowen
MAINTAIN
MAINTAINBuy
May 5, 2026Wells Fargo
MAINTAIN
MAINTAINOverweight

Insider ledger

Form 4
$0
bought · 0 insiders
$2.0M
sold · 3 insiders
DateInsiderTypeValue
Sep 2, 2026
Reinhart James G.
Chief Executive Officer
SELL$222.6K
Sep 2, 2026
Sobers Sean
Chief Financial Officer
SELL$31.5K
Sep 2, 2026
Sobers Sean
Chief Financial Officer
SELL$49.0K
Sep 2, 2026
Reinhart James G.
Chief Executive Officer
SELL$69.9K
Sep 2, 2026
Reinhart James G.
Chief Executive Officer
SELL$149.1K
Sep 2, 2026
Sobers Sean
Chief Financial Officer
SELL$34.5K
Sep 2, 2026
Homer Christopher
Chief Operating Officer
SELL$36.5K
Sep 2, 2026
Homer Christopher
Chief Operating Officer
SELL$68.7K

Earnings setup

Estimates
Nov 4
reports in 8 days
−$0.04
EPS estimate, this quarter
−410%
estimate change, 90 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$0.04-$0.05–-$0.04+0.0%$88.1M
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
14,859,346
shares short
-3.9%
vs prior settlement
9.3
days to cover
≈11.3%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 26, 2026 SEC
ThredUp released its 2026 Holiday Resale Report, highlighting strong consumer interest in secondhand gifting. Holiday…
PRESS-RELEASE — Impact 2/10
Oct 26, 2026 Earnings
ThredUp Report Finds One-of-a-Kind Beats Brand New for Holiday Gifts, as 62% of Americans Plan to Buy Secondhand
42% expect to spend more than last year, and more than half have sold or expect to sell from their c
Sep 2, 2026 SEC
CEO, CFO, and COO of ThredUp collectively sold $307K in open-market shares on September 2, 2026, following a large…
CLUSTER — Impact 3/10
Sep 2, 2026 Insider
Reinhart James G. sold 86,223 shares
Chief Executive Officer @ $2.58 ($222.6K)
Sep 2, 2026 Insider
Sobers Sean sold 12,218 shares
Chief Financial Officer @ $2.58 ($31.5K)
Sep 2, 2026 Insider
Sobers Sean sold 18,973 shares
Chief Financial Officer @ $2.58 ($49.0K)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
10,968,644 shares ($75.1M)
Jun 30, 2026 Inst.
VANGUARD CAPITAL MANAGEMENT LLC — NEW
4,477,341 shares ($30.7M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 4, 2026
Earnings date
TDUP Q3 2026 Earnings Scheduled — 2026-11-04
Recent
Oct 26, 2026
Earnings
ThredUp Report Finds One-of-a-Kind Beats Brand New for Holiday Gifts, as 62% of Americans Plan to Buy Secondhand
42% expect to spend more than last year, and more than half have sold or expect to sell from their closets to help pay for the holidays 42% expect…
Sep 30, 2026
Short interest
Short Interest: TDUP down 27% to 15.5M shares
Settlement 2026-09-30 | Days to cover: 6.53 | ≈11.77% of shares outstanding (est.)
Sep 29, 2026
Press release
ThredUp Expands Into Live Shopping with Whatnot
Customers can now shop millions of unique secondhand finds directly from ThredUp's distribution centers, powered by Whatnot Customers can now shop…
Sep 15, 2026
Short interest
Short Interest: TDUP up 14% to 21.3M shares
Settlement 2026-09-15 | Days to cover: 10.22 | ≈16.18% of shares outstanding (est.)
Aug 11, 2026
Press release
TDUP SHAREHOLDER INVESTIGATION: SueWallSt Notifies Investors of Potential Securities Claims Involving ThredUp
ThredUp reported second-quarter revenue growth of 16.9% to approximately $90.8 million, but disclosed significant promotional headwinds and reduced…

SecBot reports

8 filings · 1 press release · 1 bullish · 2 bearish · 5 neutral
All TDUP filing & press-release reports (9)