ThredUp Inc. (TDUP) Stock Falls on Q4 2025 Earnings

ThredUp Inc. (TDUP) reported fourth-quarter 2025 results. Key financial highlights include:

Revenue of $79.7 million, up 18.49% year-over-year and modestly above the estimate of $78.7 million (beat by about $1.0 million).

Gross profit of $63.4 million, up 17.25% year-over-year.

Operating loss of -$6.7 million, a decline of 18.10% versus the prior year.

Net loss attributable to common shareholders of -$5.6 million, down 74.32% year-over-year.

Diluted earnings per share of -$0.04, roughly in line with the estimate of -$0.0408.

Balance sheet and cash-flow items to note:

Cash and cash equivalents of $38.6 million, up 21.28% year-over-year.

Cash used in operating activities of -$1.5 million, a change of -229.47% year-over-year.

Total liabilities of $108.1 million, down 5.98% year-over-year.

Additional operating details:

Cost of sales of $17.0 million, up 28.72% year-over-year.

Purchases of property, plant and equipment of -$1.7 million, down 29.88% year-over-year.

Following the release, TDUP shares were down 2.0% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

ThredUp Inc. Insider Trading Activity

ThredUp Inc. insiders have traded $TDUP stock on the open market 12 times in the past 6 months. Of those trades, 1 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $TDUP stock by insiders over the last 6 months:

JAMES G. REINHART (Chief Executive Officer) has made 0 purchases and 5 sales selling 778,516 shares for an estimated $6,077,217.
DANIEL J NOVA purchased 65,000 shares for an estimated $522,300
CHRISTOPHER HOMER (Chief Operating Officer) has made 0 purchases and 3 sales selling 68,358 shares for an estimated $507,325.
SEAN SOBERS (Chief Financial Officer) has made 0 purchases and 3 sales selling 51,220 shares for an estimated $380,134.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

ThredUp Inc. Hedge Fund Activity

We have seen 112 institutional investors add shares of ThredUp Inc. stock to their portfolio, and 104 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRUDENTIAL FINANCIAL INC removed 2,760,430 shares (-88.7%) from their portfolio in Q4 2025, for an estimated $17,639,147
WOODSON CAPITAL MANAGEMENT, LP added 1,800,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $11,502,000
INVESCO LTD. removed 1,048,280 shares (-93.3%) from their portfolio in Q4 2025, for an estimated $6,698,509
FMR LLC added 1,012,081 shares (+47.3%) to their portfolio in Q4 2025, for an estimated $6,467,197
QUBE RESEARCH & TECHNOLOGIES LTD added 915,231 shares (+142.8%) to their portfolio in Q4 2025, for an estimated $5,848,326
MILLENNIUM MANAGEMENT LLC removed 810,068 shares (-29.6%) from their portfolio in Q4 2025, for an estimated $5,176,334
GILDER GAGNON HOWE & CO LLC added 772,108 shares (+60.3%) to their portfolio in Q4 2025, for an estimated $4,933,770

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

ThredUp Inc. Analyst Ratings

Wall Street analysts have issued reports on $TDUP in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Telsey Advisory Group issued a "Outperform" rating on 12/09/2025

To track analyst ratings and price targets for ThredUp Inc., check out Quiver Quantitative's $TDUP forecast page.