TDUP — ThredUp Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About ThredUp Inc

ThredUp Inc., together with its subsidiaries, operates an online resale platform in the United States. The company's platform enables consumers to buy and sell primarily secondhand apparel, shoes, and accessories. ThredUp Inc. was incorporated in 2009 and is headquartered in Oakland, California. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$4.77
Market Cap$547M
Float102.5M
Shares Outstanding108.4M
Price/Sales (TTM)1.70
vs. Analyst Target+68.6% to analyst PT
Profit Margin-6.69%
Operating Margin (TTM)-8.07%
Revenue (TTM)$321M
Dividend RateNone
Analyst Target Price$8.04 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $186M -$47.9M $128M -$40.9M
2021 $252M -$63.2M $178M -$51.7M
2022 $288M -$92.3M $192M -$77.4M
2023 $259M -$71.2M $198M -$35.9M
2024 $260M -$77.0M $207M -$20.1M
2025 $311M -$20.2M $247M -$5.3M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $77.7M -$5.2M
Sep 2025 $82.2M -$4.2M
Dec 2025 $79.7M -$5.6M
Mar 2026 $81.7M -$6.5M

Ownership & Float

Insider Ownership5.4%
Institutional Ownership96.2%
Short Float22.5%
% of All Funds Holding1.85%
Number of Funds Holding152

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$4.14Near-term / short-term trend
Weekly40-Week SMA$6.42Medium-term trend
Weekly80-Week SMA$5.54Cyclical trend (business cycle)
Weekly200-Week SMA$3.45Secular trend (multi-year)
Monthly10-Month SMA$6.53Near-term monthly trend
Monthly20-Month SMA$5.17Medium-term monthly trend
Monthly40-Month SMA$3.72Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$3.40 support 1.10x 0 months ago
$2.40 support 1.51x 12 months ago
$1.50 support 1.78x 15 months ago
$0.70 support 2.39x 17 months ago

Historical Earnings Reactions (22 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.76% 1.58% 54.55% 23.31% -17.34%
1 Day 6.59% 4.47% 54.55% 58.52% -62.72%
1 Week -0.03% -3.09% 40.91% 74.62% -60.69%
2 Weeks 4.17% -6.73% 45.45% 112.12% -56.94%
1 Month 15.54% -2.52% 42.86% 229.55% -56.71%

Next earnings: July 23, 2026 (54 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 1.03% 53.1% 241
Tuesday 0.13% 44.2% 269
Wednesday -0.13% 45.9% 266
Thursday -0.15% 43.2% 259
Friday -0.24% 42.1% 261

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 96.2%

Insider Transactions — Smart Summary

Total insider ownership: 5.4%

Founder-led management: James Reinhart (Co-Founder, CEO & Director), Chris Homer (Co-Founder & COO)

12-Month Insider Activity Summary

Total Filings12
Net Value-$15.4M
Net Shares Change-603,233
% of Float-0.6%
C-Suite Filings9
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Reinhart James G. Chief Executive Officer -$12.5M 4 3 sell
Sobers Sean Chief Financial Officer -$2.1M 3 1 sell
Rushing Coretha M -$1.1M 1 1 sell
NOVA DANIEL J +$522,301 1 1 buy
Nakache Patricia +$49,075.61 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-12-02 – 2025-12-02 3 3 -$2.4M 3 C-suite
2026-03-03 – 2026-03-10 4 4 -$1.3M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-10 Nakache Patricia +$49,075.61 Transaction at $3.73, now +27.9%
2025-11-07 Reinhart James G. Chief Executive Officer -$4.6M Transaction at $7.94, now -39.9%
2025-11-06 NOVA DANIEL J +$522,301 Transaction at $8.04, now -40.6%
2025-08-08 Reinhart James G. Chief Executive Officer -$5.6M Transaction at $9.99, now -52.3%
2025-08-08 Sobers Sean Chief Financial Officer -$1.5M Transaction at $10.04, now -52.5%
2026-03-03 Reinhart James G. Chief Executive Officer -$822,655.761 Transaction at $3.82, now +24.9%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for ThredUp Inc (TDUP) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for TDUP on Trend Edge →