ThredUp (TDUP) Beats Across All Metrics and Raises Outlook
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 5,150,020 | $35,277,638 | +374% | 0.01% |
| 2. | Divisadero Street Capital William Zolezzi | 3,628,206 | $24,853,211 | +266% | 0.56% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 3,511,732 | $24,055,368 | -29% | 0.02% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,355,413 | $22,984,579 | +14% | 0.01% |
| 5. | D E Shaw D. E. Shaw | 1,806,511 | $12,374,600 | +2360% | 0.01% |
| 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 |
|---|---|---|---|---|---|---|
| $4.43 | 14,450 | $64,077.08 | 1,335,823 | 2026-06-02 | Filing | |
| $4.43 | 19,899 | $88,244.11 | 1,321,528 | 2026-06-02 | Filing | |
| $4.43 | 27,229 | $120,747.00 | 1,301,843 | 2026-06-02 | Filing | |
| $4.43 | 27,675 | $122,722.02 | 1,532,061 | 2026-06-02 | Filing | |
| $4.43 | 59,070 | $261,951.82 | 1,507,420 | 2026-06-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,968,644 | $75,135,210 | 0% | |
| 2. | 10,175,000 | $69,698,750 | 2.1% | |
| 3. | 8,939,970 | $61,238,795 | 0.01% | |
| 4. | 4,477,341 | $30,669,786 | 0% | |
| 5. | 4,147,133 | $28,407,861 | 0.29% |