Here's Optimist Fund's Views on ThredUp (TDUP)
Optimist Fund, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Marshall Wace LLP Paul Marshall And Ian Wace | 4,896,633 | $16,060,956 | +2% | 0.02% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,965,484 | $9,726,788 | +20% | 0.01% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 2,223,507 | $7,293,103 | +196% | 0.01% |
| 4. | Woodson Capital Management James Woodson Davis | 1,695,000 | $5,559,600 | -6% | 0.87% |
| 5. | Millennium Management Israel Englander | 1,683,483 | $5,521,824 | -13% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $3.73 | 13,157 | $49,075.61 | 14,017 | 2026-03-10 | Filing | |
| $8.04 | 65,000 | $522,301.00 | 368,930 | 2025-11-05 | Filing | |
| $2.20 | 6,810 | $14,979.28 | 367,558 | 2025-03-13 | Filing | |
| $1.47 | 24,897 | $36,518.92 | 303,930 | 2024-11-27 | Filing | |
| $1.52 | 50,000 | $75,815.00 | 360,748 | 2024-11-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $3.82 | 16,319 | $62,343.48 | 1,274,906 | 2026-03-03 | Filing | |
| $3.82 | 22,471 | $85,845.96 | 1,291,225 | 2026-03-03 | Filing | |
| $3.82 | 30,951 | $118,242.11 | 1,313,696 | 2026-03-03 | Filing | |
| $3.82 | 34,071 | $130,161.44 | 876,320 | 2026-03-03 | Filing | |
| $3.82 | 72,724 | $277,827.50 | 910,391 | 2026-03-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,275,000 | $30,422,000 | 1.55% | |
| 2. | 8,707,600 | $28,560,928 | 0% | |
| 3. | 8,247,367 | $27,051,364 | 0% | |
| 4. | 4,363,211 | $14,311,332 | 0% | |
| 5. | 3,093,964 | $10,148,202 | 0% |