Comparable stake leader
NEEDHAM INVESTMENT MANAGEMENT LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001484778.
Comparable stake leader
NEEDHAM INVESTMENT MANAGEMENT LLC
Disclosed value leader
James G. Reinhart
Comparable rows
50/50
Latest evidence
20 May 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC |
13D/G
13F
Needham Investment Management L.L.C. · Company
|
8.7%
|
$30,422,000
9,275,000 shares
|
+$11,152,000 | 31 Mar 2026 |
| Highland Management Partners VIII Limited Partnership |
13D/G
Daniel Nova
|
8.6%
|
$33,009,308
8,011,968 shares
|
$0 | 31 Dec 2024 |
| Capital World Investors |
13D/G
13F
Company
|
8.4%
|
$55,641,564
8,707,600 shares
|
$0 | 31 Dec 2025 |
| Highland Capital Partners VIII Limited Partnership |
13D/G
Daniel Nova
|
7.3%
|
$52,106,175
8,154,331 shares
|
$0 | 31 Dec 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
7.3%
|
$48,864,969
7,647,100 shares
|
$0 | 31 Dec 2025 |
| James G. Reinhart |
13D/G
3/4/5
Chief Executive Officer, Director
|
6.9%
|
$70,406,214
7,450,393 shares
|
-$3,927,949 | 30 Sep 2025 |
| Trinity TVL X, LLC |
3/4/5
13D/G
10%+ Owner · Patricia Nakache
|
3.3%
from 13D/G
|
$17,572,830
8,425,298 shares
mixed-class rows
|
— | 09 Aug 2023 |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P. |
13D/G
|
1.3%
|
$4,662,035
1,131,562 shares
|
$0 | 31 Dec 2024 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$17,235,190.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 13,157 | 282,040 | $49,076 | $1,250,716 | -$1,201,641 |
| 3-6 | 0 | 341,583 | $0 | $1,304,950 | -$1,304,950 |
| 6-9 | 65,000 | 898,094 | $522,301 | $6,964,678 | -$6,442,377 |
| 9-12 | 0 | 819,886 | $0 | $8,286,223 | -$8,286,223 |
Reporting owners
Showing 1-20 of 24 reporting-owner rows connected to ThredUp Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| James G. Reinhart | Chief Executive Officer, Director | $39,949,875 | -$13,318,992 | -25% | Mixed | 01 Jun 2026 |
| Trinity TVL X, LLC | 10%+ Owner | $17,572,830 | Mixed | 09 Aug 2023 | ||
| Redpoint Ventures IV, L.P. | 10%+ Owner | $15,073,162 | Mixed | 09 Nov 2021 | ||
| GS INVESTMENT STRATEGIES, LLC | 10%+ Owner | $8,343,586 | Filing P/S | 09 Feb 2024 | ||
| Christopher Homer | Chief Operating Officer | $8,258,309 | -$1,046,825 | -11% | Mixed | 01 Jun 2026 |
| Upfront GP IV, L.P. | 10%+ Owner | $7,559,234 | Mixed | 15 Nov 2021 | ||
| Upfront Ventures Management, LLC | 10%+ Owner | $7,559,234 | Mixed | 15 Nov 2021 | ||
| Sean Sobers | Chief Financial Officer | $4,421,218 | -$2,304,408 | -34% | Mixed | 01 Jun 2026 |
| Patricia Nakache | Director | $4,266,532 | +$49,076 | +1.2% | Mixed | 20 May 2026 |
| Anthony Salvatore Marino | President | $3,153,802 | Mixed | 01 Dec 2023 | ||
| Highland Management Partners VIII Ltd | 10%+ Owner | $2,707,627 | Mixed | 01 Dec 2021 | ||
| Noam Paransky | Director | $2,244,526 | Median | 20 May 2026 | ||
| Alon Rotem | Chief Legal Officer | $1,840,687 | Mixed | 01 Mar 2025 | ||
| Ian Friedman | Director | $1,490,222 | Median | 20 May 2026 | ||
| Timothy M. Haley | Director | $1,031,130 | Median | 20 May 2026 | ||
| Amanda Ginsberg | Director | $941,926 | Median | 20 May 2026 | ||
| Daniel J. Nova | Director | $905,745 | +$522,301 | +136% | Median | 20 May 2026 |
| Coretha M. Rushing | Director | $627,008 | -$1,136,342 | -64% | Median | 20 May 2026 |
| Marcie Vu | Director | $323,006 | Mixed | 17 Oct 2023 | ||
| Jack R. Lazar | Director | $281,019 | Filing P/S | 03 Sep 2024 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Christopher Homer | TDUP | Class A Common Stock | Sale | -4.52% | $273,068 | $4.43 | -61,578 | 1,301,843 | 02 Jun 2026 | Direct |
| James G. Reinhart | TDUP | Class A Common Stock | Sale | -10.7% | $775,641 | $4.43 | -174,908 | 1,454,823 | 02 Jun 2026 | Direct |
| Sean Sobers | TDUP | Class A Common Stock | Sale | -7.37% | $202,007 | $4.43 | -45,554 | 572,523 | 02 Jun 2026 | Direct |
| Christopher Homer | TDUP | Class A Common Stock | Options Exercise | 9.98% | 122,495 | 1,350,273 | 01 Jun 2026 | Direct | ||
| Christopher Homer | TDUP | Restricted Stock Units | Options Exercise | -16.2% | -122,495 | 633,285 | 01 Jun 2026 | Direct | ||
| James G. Reinhart | TDUP | Class A Common Stock | Options Exercise | 26.8% | 330,649 | 1,566,490 | 01 Jun 2026 | Direct | ||
| James G. Reinhart | TDUP | Restricted Stock Units | Options Exercise | -17.8% | -330,649 | 1,526,510 | 01 Jun 2026 | Direct | ||
| Sean Sobers | TDUP | Class A Common Stock | Options Exercise | 16.5% | 86,109 | 608,299 | 01 Jun 2026 | Direct | ||
| Sean Sobers | TDUP | Restricted Stock Units | Options Exercise | -15.6% | -86,109 | 464,428 | 01 Jun 2026 | Direct | ||
| Patricia Nakache | TDUP | Class A Common Stock | Award | 12.3% | 37,265 | 340,583 | 20 May 2026 | Direct | ||
| Kelly Bodnar Battles | TDUP | Class A Common Stock | Award | 94.5% | 37,265 | 76,687 | 20 May 2026 | Direct | ||
| Ian Friedman | TDUP | Class A Common Stock | Award | 8.93% | 37,265 | 454,336 | 20 May 2026 | Direct | ||
| Amanda Ginsberg | TDUP | Class A Common Stock | Award | 16.3% | 37,265 | 265,745 | 20 May 2026 | Direct | ||
| Timothy M. Haley | TDUP | Class A Common Stock | Award | 13.4% | 37,265 | 314,369 | 20 May 2026 | Direct | ||
| Noam Paransky | TDUP | Class A Common Stock | Award | 5.76% | 37,265 | 684,307 | 20 May 2026 | Direct | ||
| Daniel J. Nova | TDUP | Class A Common Stock | Award | 16.1% | 37,265 | 269,252 | 20 May 2026 | Direct | ||
| Coretha M. Rushing | TDUP | Class A Common Stock | Award | 24.2% | 37,265 | 191,161 | 20 May 2026 | Direct | ||
| Patricia Nakache | TDUP | Class A Common Stock | Award | 1.75% | 5,231 | 303,318 | 22 Apr 2026 | Direct | ||
| Ian Friedman | TDUP | Class A Common Stock | Award | 0.84% | 3,488 | 417,071 | 22 Apr 2026 | Direct | ||
| Timothy M. Haley | TDUP | Class A Common Stock | Award | 1.4% | 3,836 | 277,104 | 22 Apr 2026 | Direct | ||
| Noam Paransky | TDUP | Class A Common Stock | Award | 0.54% | 3,488 | 647,042 | 22 Apr 2026 | Direct | ||
| Coretha M. Rushing | TDUP | Class A Common Stock | Award | 2.32% | 3,488 | 153,896 | 22 Apr 2026 | Direct | ||
| Patricia Nakache | TDUP | Class A Common Stock | Purchase | 1529.9% | $49,076 | $3.73 | 13,157 | 14,017 | 10 Mar 2026 | By Gordan/Nakache Family Trust U/A DTD 11/30/2001 |
| James G. Reinhart | TDUP | Class A Common Stock | Conversion of derivative security | 57.1% | 500,000 | 1,376,320 | 04 Mar 2026 | Direct | ||
| James G. Reinhart | TDUP | Class B Common Stock | Conversion of derivative security | -52.8% | -500,000 | 446,117 | 04 Mar 2026 | Direct | ||
| James G. Reinhart | TDUP | Class B Common Stock | Options Exercise | 221.1% | 500,000 | 726,117 | 04 Mar 2026 | Direct | ||
| James G. Reinhart | TDUP | Stock Option (Right to Buy) | Options Exercise | -54.4% | -500,000 | 420,000 | 04 Mar 2026 | Direct | ||
| Christopher Homer | TDUP | Class A Common Stock | Sale | -5.19% | $266,432 | $3.82 | -69,741 | 1,274,906 | 03 Mar 2026 | Direct |
| James G. Reinhart | TDUP | Class A Common Stock | Sale | -19.7% | $822,656 | $3.82 | -215,338 | 876,320 | 03 Mar 2026 | Direct |
| Sean Sobers | TDUP | Class A Common Stock | Sale | -9.24% | $215,862 | $3.82 | -56,504 | 555,254 | 03 Mar 2026 | Direct |
| Christopher Homer | TDUP | Class A Common Stock | Options Exercise | 10% | 122,495 | 1,344,647 | 01 Mar 2026 | Direct | ||
| Christopher Homer | TDUP | Restricted Stock Units | Options Exercise | -14% | -122,495 | 755,780 | 01 Mar 2026 | Direct | ||
| James G. Reinhart | TDUP | Class A Common Stock | Options Exercise | 43.4% | 330,650 | 1,091,658 | 01 Mar 2026 | Direct | ||
| James G. Reinhart | TDUP | Restricted Stock Units | Options Exercise | -15.1% | -330,650 | 1,857,159 | 01 Mar 2026 | Direct | ||
| Sean Sobers | TDUP | Class A Common Stock | Options Exercise | 16.4% | 86,109 | 611,758 | 01 Mar 2026 | Direct | ||
| Sean Sobers | TDUP | Restricted Stock Units | Options Exercise | -13.5% | -86,109 | 550,537 | 01 Mar 2026 | Direct | ||
| Ian Friedman | TDUP | Class A Common Stock | Award | 0.54% | 2,211 | 413,583 | 25 Feb 2026 | Direct | ||
| Timothy M. Haley | TDUP | Class A Common Stock | Award | 0.9% | 2,432 | 273,268 | 25 Feb 2026 | Direct | ||
| Patricia Nakache | TDUP | Class A Common Stock | Award | 1.13% | 3,317 | 298,087 | 25 Feb 2026 | Direct | ||
| Noam Paransky | TDUP | Class A Common Stock | Award | 0.34% | 2,211 | 643,554 | 25 Feb 2026 | Direct | ||
| Coretha M. Rushing | TDUP | Class A Common Stock | Award | 1.49% | 2,211 | 150,408 | 25 Feb 2026 | Direct | ||
| James G. Reinhart | TDUP | Restricted Stock Units | Award | 40.2% | 627,793 | 2,187,809 | 28 Jan 2026 | Direct | ||
| Christopher Homer | TDUP | Restricted Stock Units | Award | 64.7% | 344,941 | 878,275 | 28 Jan 2026 | Direct | ||
| Sean Sobers | TDUP | Restricted Stock Units | Award | 80.2% | 283,312 | 636,646 | 28 Jan 2026 | Direct | ||
| Christopher Homer | TDUP | Class A Common Stock | Sale | -5.52% | $507,326 | $7.42 | -68,358 | 1,170,567 | 02 Dec 2025 | Direct |
| James G. Reinhart | TDUP | Class A Common Stock | Sale | -24.1% | $1,474,598 | $7.42 | -198,690 | 626,001 | 02 Dec 2025 | Direct |
| Sean Sobers | TDUP | Class A Common Stock | Sale | -9.37% | $380,134 | $7.42 | -51,220 | 495,336 | 02 Dec 2025 | Direct |
| Kelly Bodnar Battles | TDUP | Class A Common Stock | Award | 39,422 | 39,422 | 01 Dec 2025 | Direct | |||
| Christopher Homer | TDUP | Class A Common Stock | Options Exercise | 14% | 151,987 | 1,239,955 | 01 Dec 2025 | Direct | ||
| Christopher Homer | TDUP | Restricted Stock Units | Options Exercise | -22.2% | -151,987 | 533,334 | 01 Dec 2025 | Direct |