TDUP
ThredUp Inc.
NasdaqGSUSDEQUITY
Consumer Cyclical
DELAYED
Last price
2.78
▲ 0.03 (1.09%)
MARKET · —
Price
Open
2.76
Prev close
2.75
Day high
2.85
Day low
2.73
Volume
2.13M
Market cap
$366.42M
P/E (TTM)
—
52W range
2.69 – 12.28
Trailing performance
Returnvs SPY
1W
-9.12%
-7.8%
1M
-51.39%
-55.1%
3M
-37.16%
-40.3%
6M
-39.87%
-50.9%
YTD
-56.34%
-68.6%
1Y
-73.80%
-93.8%
3Y
-29.55%
-103.7%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Fundamentals
Market cap$366.42M
Enterprise value$364.60M
Revenue (TTM)$334.30M
Gross profit$265.83M
EBITDA$-8.70M
Net income$-22.23M
EPS (TTM)$-0.18
Free cash flow$12.88M
Total cash$52.43M
Total debt$50.61M
Book value / share$0.46
Shares outstanding111.01M
Float104.59M
Short % of float18.24%
Dividend yield—
Beta (5Y)2.06
Valuation & profitability ratios
Trailing P/E—
Forward P/E-22.78
PEG ratio—
Price / sales—
Price / book6.03
EV / revenue1.09
EV / EBITDA-41.89
Gross margin79.52%
Operating margin-6.73%
Profit margin-6.65%
Return on equity-36.76%
Return on assets-8.25%
Debt / equity83.31
Current ratio0.99
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Total revenue | $310.81M | $260.03M | $322.02M | $288.38M |
| Cost of revenue | $0 | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 | $0 |
| R&D | — | — | — | — |
| SG&A | — | — | — | — |
| Operating income | — | — | — | — |
| Pre-tax income | — | — | — | — |
| Tax provision | $0 | $0 | $0 | $0 |
| Net income | -$20.21M | -$76.99M | -$71.25M | -$92.28M |
| EBIT | $0 | $0 | $0 | $0 |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Cash & equivalents | — | — | — | — |
| Short-term investments | — | — | — | — |
| Net receivables | — | — | — | — |
| Inventory | — | — | — | — |
| Total current assets | — | — | — | — |
| Total assets | — | — | — | — |
| Total current liabilities | — | — | — | — |
| Long-term debt | — | — | — | — |
| Total liabilities | — | — | — | — |
| Retained earnings | — | — | — | — |
| Shareholder equity | — | — | — | — |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Net income | -$20.21M | -$76.99M | -$71.25M | -$92.28M |
| Depreciation | — | — | — | — |
| Change in working capital | — | — | — | — |
| Operating cash flow | — | — | — | — |
| Capital expenditure | — | — | — | — |
| Investing cash flow | — | — | — | — |
| Dividends paid | — | — | — | — |
| Buybacks | — | — | — | — |
| Financing cash flow | — | — | — | — |
| Net change in cash | — | — | — | — |
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | -0.03 | -0.04 | -51.4% |
| Mar 2026 | -0.06 | -0.05 | +10.7% |
| Dec 2025 | -0.04 | -0.04 | -9.5% |
| Sep 2025 | -0.04 | -0.03 | +20.0% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | -0.04 | 3 | $88.11M | +7.2% |
| Next quarter | -0.03 | 3 | $86.24M | +8.2% |
| Current year | -0.17 | 3 | $346.78M | +11.6% |
| Next year | -0.13 | 3 | $382.60M | +10.3% |
Analyst targets & ownership
Mean target$7.24
High target$10.00
Low target$5.70
Implied upside160.43%
Analyst count5
ConsensusSTRONG BUY
Strong buy / Buy0 / 6
Hold1
Sell / Strong sell0 / 0
Held by insiders5.72%
Held by institutions98.30%
Institutions holding249
Price targets, consensus spread, insider and institutional ownership.
Insider net activity
Net shares
+1.27M
Net buying
Buy transactions
27
1.89M shares
Sell transactions
6
623.62K shares
Net transactions
+33
Buys less sells
Sell : buy shares
0.3 : 1
Mixed
Insider-held shares
7.51M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Jul 20, 26 | HALEY TIMOTHY M. Director |
STOCK | 2.49K | $0 | Direct |
| Jul 20, 26 | NAKACHE PATRICIA E Director |
STOCK | 3.40K | $0 | Direct |
| Jul 20, 26 | FRIEDMAN IAN Director |
STOCK | 2.27K | $0 | Direct |
| Jul 20, 26 | PARANKSY NOAM Director |
STOCK | 2.27K | $0 | Direct |
| Jun 2, 26 | HOMER CHRISTOPHER J Chief Operating Officer |
SELL | 61.58K | $273.07K | Direct |
| Jun 2, 26 | REINHART JAMES G Chief Executive Officer |
SELL | 174.91K | $775.64K | Direct |
| Jun 2, 26 | SOBERS GRADEN SEAN CPA Chief Financial Officer |
SELL | 45.55K | $202.01K | Direct |
| Jun 1, 26 | HOMER CHRISTOPHER J Chief Operating Officer |
— | 122.50K | — | Direct |
| Jun 1, 26 | REINHART JAMES G Chief Executive Officer |
— | 330.65K | — | Direct |
| Jun 1, 26 | SOBERS GRADEN SEAN CPA Chief Financial Officer |
— | 86.11K | — | Direct |
| May 20, 26 | NOVA DANIEL J. Director |
STOCK | 37.27K | $0 | Direct |
| May 20, 26 | HALEY TIMOTHY M. Director |
STOCK | 37.27K | $0 | Direct |
| May 20, 26 | GINSBERG AMANDA Director |
STOCK | 37.27K | $0 | Direct |
| May 20, 26 | NAKACHE PATRICIA E Director |
STOCK | 37.27K | $0 | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
FRIEDMAN IAN |
Director | 456.60K | Stock Award(Grant) |
HALEY TIMOTHY M. |
Director | 316.86K | Stock Award(Grant) |
HOMER CHRISTOPHER J |
Chief Operating Officer | 1.34M | Sale |
NAKACHE PATRICIA E |
Director | 358.00K | Stock Award(Grant) |
NOVA DANIEL J. |
Director | 645.07K | Stock Award(Grant) |
PARANKSY NOAM |
Director | 686.57K | Stock Award(Grant) |
PARANSKY NOAM |
Director | 597.53K | Stock Award(Grant) |
REINHART JAMES G |
Chief Executive Officer | 1.53M | Sale |
ROTEM ALON |
Officer | 326.18K | Conversion of Exercise of derivative security |
SOBERS GRADEN SEAN CPA |
Chief Financial Officer | 595.81K | Sale |
Moving averages & technicals
SMA 10
2.98
-6.87% from price
SMA 20
4.21
-33.70% from price
SMA 50
5.45
-48.81% from price
SMA 100
4.88
-43.02% from price
SMA 200
5.34
-47.78% from price
EMA 12
3.36
-17.25% from price
EMA 26
4.22
-34.07% from price
EMA 50
4.75
-41.53% from price
RSI (14)
24.3
Oversold
MACD (12,26,9)
-0.86
Hist -0.11
ATR (14)
0.43
15.54% of price
Realised vol 30D
206.5%
Annualised
Bollinger upper
7.15
20, 2σ
Bollinger lower
1.26
20, 2σ
50 / 200 cross
Golden
5.45 vs 5.34
Trend bias
Below 200
-47.78%
Risk profile
Beta vs SPY
2.27
More volatile than market
Correlation to SPY
0.36
Loosely linked
Realised vol 30D
206.5%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-77.2%
Peak to trough
Max drawdown 5Y
-97.7%
Peak to trough
ATR 14
0.43
15.54% of price
Beta (reported)
2.06
5Y monthly, from filing
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Options analytics
Put / call volume
0.33
Call-heavy session
Put / call open interest
0.01
Positioning, not flow
Max pain
2.50
-10.4% from spot
ATM implied vol
77.3%
Nearest strike to spot
Skew (10% OTM)
-14.1%
Calls bid over puts
Call volume
18
Contracts, this expiry
Put volume
6
Contracts, this expiry
Heaviest call OI
5.00
853 contracts
Heaviest put OI
2.50
5 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
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PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.