Geopolitics Alpha

ThredUp (TDUP): filings, insider buys & geopolitical news

TDUP geopolitical news and exposure. TDUP appears in 0 Geopolitics Alpha notes. No notes are stored for this page yet.

Government contracts

No federal prime contract obligations are matched to ThredUp in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.

TDUP share price, last 12 months

Close $2.47 on Sep 15, 2026, -72.3% since Oct 24, 2025 (range $2.47 to $9.26, daily closes).

Company facts

Ticker
TDUP (NasdaqGS)
Sector
Consumer
Industry (SEC SIC code)
Retail-Catalog & Mail-Order Houses (5961)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for ThredUp (TDUP)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

1 of the tracked billionaire portfolios reported TDUP in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Dan Davidowitz Polen Capital Management0.00%$515.7KNew positionQ2 2026

Latest geopolitical & market news

None on record yet.

Peers: Retail-Catalog & Mail-Order Houses

CompanyTickerFederal contracts, 12 months
Amazon.comAMZN$709.4M
CoupangCPNG–
CdwCDW–
WayfairW–
ChewyCHWY–
Vipshop HoldingsVIPS–
Insight EnterprisesNSIT–
Pattern GroupPTRN–
GigaCloud TechnologyGCT–
Revolve GroupRVLV–

Biggest government contractors in Consumer: McKesson ($12.33B), Amentum Holdings ($6.84B), Cencora ($4.69B), Accenture ($3.76B), Reliance ($2.02B), The GEO Group ($1.41B), Tutor Perini ($1.35B), Oshkosh ($931.3M).

Congressional trades in TDUP

Trades in TDUP that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for TDUP

Everything on TDUP, newest first

No original notes are listed on this page yet.

Frequently asked questions

Does ThredUp have government contracts?

No federal prime contract obligations are matched to ThredUp (TDUP) in USAspending.gov for the last five years. Subcontracts are not included.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects TDUP?

This page lists every Geopolitics Alpha note that names TDUP as exposed to an event, with the reason it is exposed.

Has Congress traded TDUP?

The table above lists trades in TDUP that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.