TDUP
ThredUp Inc.
+0.03 (+1.22%)2.49USD326K成交股數323M市值–本益比(近四季)1.0股價營收比+16.9%營收年增(近四季)2026-11-02下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 9 · 712K · 3 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 2.0M |
| 近 180 天 淨額 | −2.0M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-02 | 09-02 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 27.1K | 2.58 | 70K | 1.7M | SEC |
| 2026-09-02 | 09-02 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 19.0K | 2.58 | 49K | 614K | SEC |
| 2026-09-02 | 09-02 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 19.5K | 2.58 | 50K | 1.4M | SEC |
| 2026-09-02 | 09-02 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 12.2K | 2.58 | 32K | 637K | SEC |
| 2026-09-02 | 09-02 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 14.1K | 2.58 | 36K | 1.4M | SEC |
| 2026-09-02 | 09-02 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 26.6K | 2.58 | 69K | 1.4M | SEC |
| 2026-09-02 | 09-02 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 86.2K | 2.58 | 223K | 1.6M | SEC |
| 2026-09-02 | 09-02 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 13.4K | 2.58 | 35K | 626K | SEC |
| 2026-09-02 | 09-02 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 57.8K | 2.58 | 149K | 1.7M | SEC |
| 2026-09-01 | 09-02 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 167K | – | – | 1.7M | SEC |
| 2026-09-01 | 09-02 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 28.7K | – | – | 1.4M | SEC |
| 2026-09-01 | 09-02 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 54.2K | – | – | 1.4M | SEC |
| 2026-09-01 | 09-02 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 25.8K | – | – | 639K | SEC |
| 2026-09-01 | 09-02 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 23.6K | – | – | 650K | SEC |
| 2026-09-01 | 09-02 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 36.7K | – | – | 632K | SEC |
| 2026-09-01 | 09-02 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 39.6K | – | – | 1.4M | SEC |
| 2026-09-01 | 09-02 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 112K | – | – | 1.7M | SEC |
| 2026-09-01 | 09-02 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 52.3K | – | – | 1.7M | SEC |
| 2026-07-20 | 07-22 | Rushing Coretha M | Director | A 獲配股票 | 2.3K | – | – | 193K | SEC |
| 2026-07-20 | 07-22 | Paransky Noam | Director | A 獲配股票 | 2.3K | – | – | 687K | SEC |
| 2026-07-20 | 07-22 | Friedman Ian | Director | A 獲配股票 | 2.3K | – | – | 457K | SEC |
| 2026-07-20 | 07-22 | Nakache Patricia | Director | A 獲配股票 | 3.4K | – | – | 344K | SEC |
| 2026-07-20 | 07-22 | HALEY TIMOTHY M | Director | A 獲配股票 | 2.5K | – | – | 317K | SEC |
| 2026-06-02 | 06-03 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 27.2K | 4.43 | 121K | 1.3M | SEC |
| 2026-06-02 | 06-03 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 12.5K | 4.43 | 55K | 596K | SEC |
| 2026-06-02 | 06-03 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 13.7K | 4.43 | 61K | 585K | SEC |
| 2026-06-02 | 06-03 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 19.4K | 4.43 | 86K | 573K | SEC |
| 2026-06-02 | 06-03 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 14.4K | 4.43 | 64K | 1.3M | SEC |
| 2026-06-02 | 06-03 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 19.9K | 4.43 | 88K | 1.3M | SEC |
| 2026-06-02 | 06-03 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 88.2K | 4.43 | 391K | 1.5M | SEC |
| 2026-06-02 | 06-03 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 27.7K | 4.43 | 123K | 1.5M | SEC |
| 2026-06-02 | 06-03 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 59.1K | 4.43 | 262K | 1.5M | SEC |
| 2026-06-01 | 06-03 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 167K | – | – | 1.5M | SEC |
| 2026-06-01 | 06-03 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 23.6K | – | – | 608K | SEC |
| 2026-06-01 | 06-03 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 25.8K | – | – | 598K | SEC |
| 2026-06-01 | 06-03 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 36.7K | – | – | 592K | SEC |
| 2026-06-01 | 06-03 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 28.7K | – | – | 1.4M | SEC |
| 2026-06-01 | 06-03 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 112K | – | – | 1.6M | SEC |
| 2026-06-01 | 06-03 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 39.6K | – | – | 1.3M | SEC |
| 2026-06-01 | 06-03 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 54.2K | – | – | 1.3M | SEC |
| 2026-06-01 | 06-03 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 52.3K | – | – | 1.6M | SEC |
| 2026-05-20 | 05-21 | Rushing Coretha M | Director | A 獲配股票 | 37.3K | – | – | 191K | SEC |
| 2026-05-20 | 05-21 | Nakache Patricia | Director | A 獲配股票 | 37.3K | – | – | 341K | SEC |
| 2026-05-20 | 05-21 | Battles Kelly Bodnar | Director | A 獲配股票 | 37.3K | – | – | 76.7K | SEC |
| 2026-05-20 | 05-21 | Friedman Ian | Director | A 獲配股票 | 37.3K | – | – | 454K | SEC |
| 2026-05-20 | 05-21 | Ginsberg Amanda | Director | A 獲配股票 | 37.3K | – | – | 266K | SEC |
| 2026-05-20 | 05-21 | HALEY TIMOTHY M | Director | A 獲配股票 | 37.3K | – | – | 314K | SEC |
| 2026-05-20 | 05-21 | Paransky Noam | Director | A 獲配股票 | 37.3K | – | – | 684K | SEC |
| 2026-05-20 | 05-21 | NOVA DANIEL J | Director | A 獲配股票 | 37.3K | – | – | 269K | SEC |
| 2026-04-22 | 04-24 | HALEY TIMOTHY M | Director | A 獲配股票 | 3.8K | – | – | 277K | SEC |
| 2026-04-22 | 04-24 | Paransky Noam | Director | A 獲配股票 | 3.5K | – | – | 647K | SEC |
| 2026-04-22 | 04-24 | Friedman Ian | Director | A 獲配股票 | 3.5K | – | – | 417K | SEC |
| 2026-04-22 | 04-24 | Nakache Patricia | Director | A 獲配股票 | 5.2K | – | – | 303K | SEC |
| 2026-04-22 | 04-24 | Rushing Coretha M | Director | A 獲配股票 | 3.5K | – | – | 154K | SEC |
| 2026-03-10 | 03-10 | Nakache Patricia | Director | P 公開市場買進 | 13.2K | 3.73 | 49K | 14.0K | SEC |
| 2026-03-04 | 03-04 | Reinhart James G. | Chief Executive Officer | C 轉換 | 280K | – | – | 1.2M | SEC |
| 2026-03-04 | 03-04 | Reinhart James G. | Chief Executive Officer | C 轉換 | 220K | – | – | 1.4M | SEC |
| 2026-03-03 | 03-03 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 34.1K | 3.82 | 130K | 876K | SEC |
| 2026-03-03 | 03-03 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 22.5K | 3.82 | 86K | 1.3M | SEC |
| 2026-03-03 | 03-03 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 31.0K | 3.82 | 118K | 1.3M | SEC |
| 2026-03-03 | 03-03 | Homer Christopher | Chief Operating Officer | S 公開市場賣出 | 16.3K | 3.82 | 62K | 1.3M | SEC |
| 2026-03-03 | 03-03 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 72.7K | 3.82 | 278K | 910K | SEC |
| 2026-03-03 | 03-03 | Reinhart James G. | Chief Executive Officer | S 公開市場賣出 | 109K | 3.82 | 415K | 983K | SEC |
| 2026-03-03 | 03-03 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 15.4K | 3.82 | 59K | 555K | SEC |
| 2026-03-03 | 03-03 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 16.8K | 3.82 | 64K | 571K | SEC |
| 2026-03-03 | 03-03 | Sobers Sean | Chief Financial Officer | S 公開市場賣出 | 24.3K | 3.82 | 93K | 587K | SEC |
| 2026-03-01 | 03-03 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 52.3K | – | – | 1.1M | SEC |
| 2026-03-01 | 03-03 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 112K | – | – | 1.0M | SEC |
| 2026-03-01 | 03-03 | Reinhart James G. | Chief Executive Officer | M 選擇權執行 | 167K | – | – | 928K | SEC |
| 2026-03-01 | 03-03 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 23.6K | – | – | 612K | SEC |
| 2026-03-01 | 03-03 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 25.8K | – | – | 588K | SEC |
| 2026-03-01 | 03-03 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 39.6K | – | – | 1.3M | SEC |
| 2026-03-01 | 03-03 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 54.2K | – | – | 1.3M | SEC |
| 2026-03-01 | 03-03 | Sobers Sean | Chief Financial Officer | M 選擇權執行 | 36.7K | – | – | 562K | SEC |
| 2026-03-01 | 03-03 | Homer Christopher | Chief Operating Officer | M 選擇權執行 | 28.7K | – | – | 1.3M | SEC |
| 2026-02-25 | 02-27 | Friedman Ian | Director | A 獲配股票 | 2.2K | – | – | 414K | SEC |
| 2026-02-25 | 02-27 | HALEY TIMOTHY M | Director | A 獲配股票 | 2.4K | – | – | 273K | SEC |
| 2026-02-25 | 02-27 | Nakache Patricia | Director | A 獲配股票 | 3.3K | – | – | 298K | SEC |
| 2026-02-25 | 02-27 | Paransky Noam | Director | A 獲配股票 | 2.2K | – | – | 644K | SEC |
| 2026-02-25 | 02-27 | Rushing Coretha M | Director | A 獲配股票 | 2.2K | – | – | 150K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 11.0M | 75.1M | 新進 | 新進 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 10.2M | 69.7M | 新進 | 新進 |
| Capital World Investors | 8.9M | 61.2M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 5.2M | 35.3M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | 30.7M | 新進 | 新進 |
| GILDER GAGNON HOWE & CO LLC | 4.1M | 28.4M | 新進 | 新進 |
| Divisadero Street Capital Management, LP | 3.6M | 24.9M | 新進 | 新進 |
| MARSHALL WACE, LLP | 3.5M | 24.1M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.4M | 23.0M | 新進 | 新進 |
| STATE STREET CORP | 3.2M | 22.1M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 3.1M | 20.9M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7M | 18.4M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | 15.6M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 2.3M | 15.6M | 新進 | 新進 |
| BLAIR WILLIAM & CO/IL | 2.2M | 15.0M | 新進 | 新進 |
| FMR LLC | 2.1M | 14.6M | 新進 | 新進 |
| CI INVESTMENTS INC. | 2.0M | 13.9M | 新進 | 新進 |
| Nuveen, LLC | 1.9M | 12.8M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 1.8M | 12.4M | 新進 | 新進 |
| Woodson Capital Management, LP | 1.6M | 10.7M | 新進 | 新進 |
| READYSTATE ASSET MANAGEMENT LP | 1.5M | 10.3M | 新進 | 新進 |
| BloombergSen Inc. | 1.4M | 9.3M | 新進 | 新進 |
| GMT Capital Corp | 1.3M | 8.8M | 新進 | 新進 |
| FIL Ltd | 1.3M | 8.6M | 新進 | 新進 |
| Zweig-DiMenna Associates LLC | 1.2M | 7.9M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 180 +6 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 180 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 108M · 83.0% |
| 合計季末市值 | 725M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 18.7M |
|---|---|
| 與上期比 | -0.3% |
| 佔流通股數 | 14.38% |
| 日均成交量 | 2.2M |
| 回補天數 | 8.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 18.7M | -0.3% | 14.38% | 2.2M | 8.4 |
| 2026-08-14 | 18.7M | -2.4% | 14.43% | 5.0M | 3.8 |
| 2026-07-31 | 19.2M | -3.3% | 14.78% | 1.3M | 14.5 |
| 2026-07-15 | 19.8M | +1.1% | 15.28% | 1.5M | 13.4 |
| 2026-06-30 | 19.6M | -13.6% | 15.12% | 2.4M | 8.3 |
| 2026-06-15 | 22.7M | +0.1% | 17.50% | 1.9M | 11.8 |
| 2026-05-29 | 22.7M | +2.5% | 17.49% | 1.7M | 13.6 |
| 2026-05-15 | 22.1M | -4.2% | 17.06% | 3.5M | 6.4 |
| 2026-04-30 | 23.1M | +3.2% | 17.80% | 2.0M | 11.9 |
| 2026-04-15 | 22.4M | -3.3% | 17.25% | 2.7M | 8.2 |
| 2026-03-31 | 23.2M | +14.2% | 17.84% | 2.3M | 10.2 |
| 2026-03-13 | 20.3M | +11.5% | 15.61% | 3.6M | 5.6 |
| 2026-02-27 | 18.2M | +2.5% | 14.00% | 1.7M | 10.5 |
| 2026-02-13 | 17.7M | +2.9% | 13.65% | 2.0M | 9.0 |
| 2026-01-30 | 17.2M | +13.1% | 13.27% | 1.5M | 11.2 |
| 2026-01-15 | 15.2M | -1.0% | 11.74% | 1.9M | 7.9 |
| 2025-12-31 | 15.4M | +4.2% | 11.86% | 1.9M | 8.1 |
| 2025-12-15 | 14.8M | -10.5% | 11.38% | 1.9M | 7.9 |
| 2025-11-28 | 16.5M | +2.0% | 12.71% | 1.7M | 9.6 |
| 2025-11-14 | 16.2M | +3.5% | 12.46% | 2.5M | 6.4 |
| 2025-10-31 | 15.6M | -0.8% | 12.05% | 1.3M | 12.2 |
| 2025-10-15 | 15.8M | +7.6% | 12.15% | 1.5M | 10.5 |
| 2025-09-30 | 14.7M | +43.0% | 11.29% | 2.3M | 6.3 |
| 2025-09-15 | 10.3M | +7.4% | 7.89% | 2.2M | 4.6 |
| 2025-08-29 | 9.5M | +14.4% | 7.35% | 2.2M | 4.4 |
| 2025-08-15 | 8.3M | -2.3% | 6.42% | 3.0M | 2.8 |