ThredUp (TDUP)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	49.00 mm	49.00 mm	49.00 mm	49.00 mm	49.00 mm	49.00 mm
Cash burn (monthly)	376.00 k	2.13 mm	8.29 mm	5.89 mm	(no burn)	683.92 k
Cash used (since last report)	1.90 mm	10.79 mm	41.96 mm	29.79 mm	n/a	3.46 mm
Cash remaining	47.09 mm	38.21 mm	7.03 mm	19.20 mm	n/a	45.53 mm
Runway (months of cash)	125.2	17.9	0.8	3.3	n/a	66.6

Beta Read what these cash burn values mean

Financial data from ThredUp earnings reports.

Institutional ownership, Q3 2024

TDUP institutional ownership history Ownership history

77.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	98	103	-4.9%
Opened positions	17	17	–
Closed positions	22	15	+46.7%
Increased positions	29	42	-31.0%
Reduced positions	23	21	+9.5%

13F shares	Current	Prev Q	Change
Total value	44.08 bn	88.98 bn	-50.5%
Total shares	88.52 mm	87.15 mm	+1.6%
Total puts	1.40 k	600.00	+133.3%
Total calls	35.90 k	46.10 k	-22.1%
Total put/call ratio	0.0	0.0	+199.6%

Largest owners	Shares	Value	Change
Capital World Investors	8.71 mm	$7.33 bn	0.0%
Redpoint Ventures IV	7.23 mm	$92.22 mm	0.0%
Trinity TVL X	6.90 mm	$4.30 mm	-18.1%
Needham Investment Management	6.20 mm	$5.22 bn	+7.2%
Needham Capital Managment	6.20 mm	$3.86 mm	NEW
AMP Ameriprise Financial	5.81 mm	$4.89 bn	+95.0%
BlackRock	5.35 mm	$4.50 bn	NEW
GS The Goldman Sachs Group, Inc.	5.22 mm	$4.39 bn	-12.6%
Goldman Sachs Asset Management	5.05 mm	$3.15 mm	-35.2%
Highland Management Partners VIII Limited Partnership	4.93 mm	$0.00	0.0%

Largest transactions	Shares	Bought/sold	Change
Needham Capital Managment	6.20 mm	+6.20 mm	NEW
BlackRock	5.35 mm	+5.35 mm	NEW
BLK BlackRock	0.00	-5.14 mm	EXIT
FMR	107.10 k	-2.89 mm	-96.4%
AMP Ameriprise Financial	5.81 mm	+2.83 mm	+95.0%
Goldman Sachs Asset Management	5.05 mm	-2.74 mm	-35.2%
Trinity TVL X	6.90 mm	-1.52 mm	-18.1%
Blair William & Co	2.21 mm	+1.30 mm	+142.5%
Thrivent Financial For Lutherans	0.00	-930.22 k	EXIT
GS The Goldman Sachs Group, Inc.	5.22 mm	-751.87 k	-12.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

TDUP insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
21 Feb 25	Patricia Nakache	Class A Common Stock	Sell	Dispose S	Yes	Yes	2.73	123	335.79	0
21 Feb 25	Patricia Nakache	Class A Common Stock	Sell	Dispose S	Yes	Yes	2.73	220	600.60	0
21 Feb 25	Patricia Nakache	Class A Common Stock	Sell	Dispose S	Yes	Yes	2.73	22,184	60.56 k	0
21 Feb 25	Patricia Nakache	Class A Common Stock	Conversion	Acquire C	Yes	Yes	0	123	0.00	123
21 Feb 25	Patricia Nakache	Class A Common Stock	Conversion	Acquire C	Yes	Yes	0	220	0.00	220
21 Feb 25	Patricia Nakache	Class A Common Stock	Conversion	Acquire C	Yes	Yes	0	22,184	0.00	22,184
21 Feb 25	Patricia Nakache	Class B Common Stock Class A Common Stock	Conversion	Dispose C	Yes	Yes	0	123	0.00	11,944
21 Feb 25	Patricia Nakache	Class B Common Stock Class A Common Stock	Conversion	Dispose C	Yes	Yes	0	220	0.00	21,401
21 Feb 25	Patricia Nakache	Class B Common Stock Class A Common Stock	Conversion	Dispose C	Yes	Yes	0	22,184	0.00	2,161,450
20 Feb 25	Patricia Nakache	Class A Common Stock	Sell	Dispose S	Yes	Yes	2.71	328	888.88	0