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ThredUp Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 10 Mar 2026.
ThredUp Inc.: what insiders have been doing
ThredUp Inc., founded in 2009, is a Retail & Commerce company based in San Francisco, United States. Its directors and officers file their transactions with SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for ThredUp Inc. logged 36 filings by 14 insiders.
Both sides are active: 2 purchases worth €497k and 3 sales worth €535k, from 2 insiders and 3 insiders respectively. On balance, insiders were net sellers of €38k. Unlike grants, an open-market purchase is paid for by the insider, at the market price. The buyers include 2 senior executives. Nova Daniel J filed the largest purchase, €455k, on 6 November 2025.
The last insider purchase was made public on 10 March 2026, 222 days ago. The median gap between a trade and its publication by SEC (Form 4) is 2 days. The legal deadline for a Form 4 is two business days after the transaction. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
For context, the typical company on the same exchange (median of 5,813 companies) published 19 filings over the same period, against 36 filings here. Over the whole record (from 2021), the tally stands at 22 purchases and 49 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 310.8 m USD and net income of -20.2 m USD.
Elsewhere in the same sector, our signals recently picked up insider purchases at GameStop Corp. and Dick's Sporting Goods, Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
382
Thresholds
n/a
Buy Volume
€1M
22 ops. · all time
Sell Volume
€19M
49 ops. · all time
Who traded when
BuySaleNova Daniel J9 buys
James G. Reinhart3 sales
Patricia Nakache1 buy2 sales
Ian Friedman2 buys
Sean Sobers2 sales
Christopher Homer1 sale
+1 other insider
Since the insiders bought
- +27.2%Entry US$3.86 · Close at T+90 US$4.91
- -43.0%Entry US$7.91 · Close at T+90 US$4.51
- +52.0%Entry US$2.23 · Close at T+365 US$3.39
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 18,407 of 24,148 companies
33.7
score / 100
Value29
Quality39
FCF yld0.1%
Earn yld-7.0%
EV/EBITDA·
ROE-37%
Gross mgn79%
Net mgn-6.5%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$2.20
Analyst consensus
5 analysts1.29/5
US$5.70Target US$7.24(+229%)US$10.00
Income statement
RevenueUS$310.8M
Gross profitUS$246.8M79% margin
EBITDA-US$5.3M-2% margin
Net income-US$20.2M-6.7% margin
Valuation
PER (forward)-18.0x
P/Book4.8x
Beta2.11
Balance sheet & cash
Market capUS$288.9M
Total debtUS$52.1M
Free Cash FlowUS$180k
Debt / Equity83%
Profitability & ownership
ROE-36.8%
ROA-8.3%
% insiders6.0%
% institutions98.2%
Last declaration on 22 July 2026
Declarations382 total
2,265 shares0Class A Common StockSEC:0001628280-26-049191:0
2,265 shares0Class A Common StockSEC:0001628280-26-049194:0
2,491 shares0Class A Common StockSEC:0001628280-26-049190:0
3,397 shares0Class A Common StockSEC:0001628280-26-049193:0
2,265 shares0Class A Common StockSEC:0001628280-26-049196:0
61,578 shares@ US$4.430.074% mcap100.0% of flowClass A common stockSEC144:0001628280-26-040006
174,908 shares@ US$4.430.21% mcap100.0% of flowClass A common stockSEC144:0001628280-26-040004
45,554 shares@ US$4.430.055% mcap100.0% of flowClass A common stockSEC144:0001628280-26-040003
37,265 shares0Class A Common StockSEC:0001628280-26-037266:0
37,265 shares0Class A Common StockSEC:0001628280-26-037264:0
37,265 shares0Class A Common StockSEC:0001628280-26-037258:0
37,265 shares0Class A Common StockSEC:0001628280-26-037255:0
3,836 shares0Class A Common StockSEC:0001201583-26-000001:0
3,488 shares0Class A Common StockSEC:0002022533-26-000001:0
3,488 shares0Class A Common StockSEC:0001362321-26-000002:0
3,488 shares0Class A Common StockSEC:0001834575-26-000001:0
5,231 shares0Class A Common StockSEC:0001597755-26-000001:0
13,157 shares@ US$3.7384.1% of flowClass A Common StockSEC:0001628280-26-016609:0
Canonical exit: 8 Jun 2026 (T+90)
280,000 shares0Class A Common StockSEC:0001628280-26-014961:0
166,667 shares0Class A Common StockSEC:0001628280-26-013830:0
24,303 shares@ US$3.82037.4% of flowClass A Common StockSEC:0001628280-26-014274:0
108,543 shares@ US$3.82037.9% of flowClass A Common StockSEC:0001628280-26-014276:0
30,951 shares@ US$3.820350.5% of flowClass A Common StockSEC:0001628280-26-014278:0
54,167 shares0Class A Common StockSEC:0001628280-26-013834:0
36,667 shares0Class A Common StockSEC:0001628280-26-013824:0
25 of 382 declarations
About ThredUp Inc.
ThredUp Inc. is a U.S.-based company listed on the NASDAQ under the ticker TDUP, focused on online resale of apparel, shoes, and accessories. Founded in 2009, the company built its business around a managed marketplace model designed to make buying and selling secondhand items simple, scalable, and mainstream. Headquartered in Oakland, California, ThredUp has developed a proprietary operating platform that combines logistics, pricing technology, data science, software infrastructure, and increasingly AI-enabled product discovery tools. For investors, the company sits at the intersection of retail, technology, and circular commerce.
ThredUp’s core business has two complementary pillars. First is its consumer marketplace, where sellers can send in pre-owned items and ThredUp handles the heavy lifting: sorting, pricing, merchandising, fulfillment, payments, and customer service. Second is Resale-as-a-Service (RaaS), which allows brands and retailers to launch their own branded resale programs using ThredUp’s infrastructure. This B2B layer is strategically important because it broadens the company’s ecosystem, improves supply, and gives ThredUp a recurring way to embed itself in the operations of large retail partners. The platform is especially strong in women’s and kids’ apparel, but also covers footwear and accessories, with a value proposition anchored in selection, brand access, and discounts versus estimated retail.
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Competitively, ThredUp is one of the most visible pure-play online resale companies in the United States. Its differentiation lies in industrializing recommerce at scale rather than relying solely on peer-to-peer listings. The managed marketplace structure creates a higher-touch customer experience and more control over quality, merchandising, and inventory flow. That said, the business remains exposed to competitive intensity from generalist e-commerce players, brand-owned resale initiatives, and alternative recommerce platforms.
Recent developments have been constructive. In 2025, ThredUp reported a return to growth, including record quarterly revenue in the second quarter and improved adjusted profitability. Management has also emphasized investments in AI for search and product discovery, alongside continued expansion of the RaaS model. The company’s latest resale research also highlighted continued growth in the U.S. secondhand apparel market, supporting the secular demand backdrop. ThredUp remains a consumer-discretionary / retail-tech story with meaningful optionality tied to the long-term expansion of circular fashion, but execution, margins, and customer acquisition efficiency remain key variables to monitor.
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