ThredUp Inc. filings document the public-company disclosures of an online secondhand apparel marketplace with Class A common stock trading under TDUP on Nasdaq and the Long-Term Stock Exchange. Form 8-K reports cover quarterly and annual financial results, supplemental financial information, material agreements, credit facility amendments and board appointments.
Proxy materials describe annual meeting procedures, stockholder voting matters, board structure, audit committee oversight, director compensation and related governance disclosures. The filing record also documents capital-structure items such as common stock registration and debt facility terms, including borrowing commitments, maturity, reference-rate provisions and financial covenants.
ThredUp Inc. (TDUP) reported insider equity activity by Chief Financial Officer Sean Sobers. On September 1, 2026, Sobers had 86,110 Restricted Stock Units convert into the same number of shares of Class A Common Stock at a conversion price of $0.00 per share. On September 2, 2026, he sold 44,559 shares of Class A Common Stock at an average price of $2.5812 per share to cover tax withholding obligations arising from the RSU vesting, a sale mandated by the company’s equity incentive plans and described as non-discretionary. No Rule 10b5-1 trading plan is reported.
ThredUp Inc. reported solid Q2 2026 growth while remaining loss‑making. Revenue rose 16.9% year over year to $90.767 million as orders increased 21.9% and Active Buyers grew 20.9% to 1.771 million. Gross profit reached $72.524 million with a 79.9% gross margin.
Net loss was $5.935 million, slightly larger than a year earlier, though net loss margin improved to 6.5% of revenue. Non‑GAAP Adjusted EBITDA was $4.779 million, a 5.3% margin, while stock‑based compensation totaled $5.925 million and marketing costs grew more slowly than revenue.
The company generated $9.204 million of operating cash flow in the first half of 2026 and ended June 30 with $57.4 million in cash, cash equivalents, restricted cash and marketable securities, plus $10 million of undrawn Term Loan capacity. Management cites elevated inflation and higher labor and shipping costs but believes existing liquidity is sufficient for at least the next 12 months and does not plan new distribution locations near term.
ThredUp Inc. reported record second-quarter 2026 revenue of $90.8 million, up 17% year over year, with gross profit of $72.5 million and a gross margin of 79.9%. Active Buyers reached 1.77 million and Orders 1.87 million, increases of 21% and 22% respectively, indicating continued marketplace growth.
The company remained loss-making, with a Q2 2026 net loss of $5.9 million, or 6.5% of revenue, compared with $5.2 million a year earlier, but generated Adjusted EBITDA of $4.8 million (5.3% margin) and first-half free cash flow of $2.4 million. Cash, cash equivalents, restricted cash, and marketable securities totaled $57.4 million at quarter end, $3.0 million higher than the previous quarter. For full-year 2026, ThredUp expects revenue of $344.4–$348.4 million, gross margin of 78.7%–79.1%, and Adjusted EBITDA margin of about 4.7%, and updated second-half guidance to reflect economic uncertainty affecting price-sensitive buyers.
Paransky Noam reported acquisition or exercise transactions in this Form 4 filing.
ThredUp Inc. director Noam Paransky received a grant of 2265.0000 fully vested restricted stock units on July 20, 2026 under the 2021 Stock Option and Incentive Plan in a transaction exempt under Rule 16b-3. Each RSU represents one Class A share, bringing his direct holdings to 686572.0000 shares. He elected to take RSUs instead of his annual cash retainer and to defer share distribution until 30 days after board service ends, a qualifying Sale Event that is a change in control under Section 409A, or 30 days after his death.
Friedman Ian reported acquisition or exercise transactions in this Form 4 filing.
ThredUp Inc. director Ian Friedman received a grant of 2,265 fully vested restricted stock units on July 20, 2026, under the 2021 Stock Option and Incentive Plan in lieu of his quarterly cash board retainer. Each RSU represents one share of Class A common stock, increasing his direct holdings to 456,601 shares. Distribution of the RSUs is deferred until 30 days after his board service ends, 30 days after a qualifying Sale Event change in control, or 30 days after his death.
Nakache Patricia reported acquisition or exercise transactions in this Form 4 filing.
ThredUp Inc. director Patricia Nakache received a grant of 3,397 fully vested restricted stock units representing Class A common shares under the company’s 2021 Stock Option and Incentive Plan. She elected these RSUs instead of her cash board retainer and deferred settlement until separation from board service, certain qualifying change-in-control events, or death. After this award she directly holds 343,980 Class A shares, plus 14,017 shares held indirectly through the Gordan/Nakache Family Trust.
Rushing Coretha M reported acquisition or exercise transactions in this Form 4 filing.
ThredUp Inc. director Coretha M. Rushing received a grant of 2,265 fully vested RSUs under the company’s 2021 Stock Option and Incentive Plan in lieu of her annual cash board retainer. Each RSU equals one share of Class A Common Stock, with distribution deferred until separation from board service, a qualifying Sale Event under Section 409A, or death. Following this award, she directly owns 193,426 Class A shares.
ThredUp Inc. director Timothy M. Haley acquired 2,491 fully vested RSUs of Class A Common Stock at no cost on July 20, 2026, under the 2021 Stock Option and Incentive Plan. He elected RSUs in lieu of his annual cash retainer, bringing his direct holdings to 316,860 shares.
ThredUp Inc. Chief Operating Officer Christopher Homer exercised restricted stock units into Class A common stock and then sold shares to cover taxes. On June 1, 2026, he converted 122,495 RSUs into the same number of Class A shares at a stated price of $0.0000 per share. On June 2, 2026, he sold a total of 61,578 Class A shares at prices around $4.43 per share in open-market transactions specifically to fund tax withholding obligations, as required by ThredUp’s equity incentive plans and not as discretionary trades. After these transactions, he directly held 1,301,843 Class A shares and 701,614 RSUs.
ThredUp Inc. CEO James G. Reinhart reported routine equity compensation activity involving RSUs and related tax sales. On June 1, 2026, he exercised or converted derivative awards tied to 330,649 Restricted Stock Units, each representing one share of Class A Common Stock at a stated price of $0.00 per unit.
On June 2, 2026, he sold a total of 174,908 shares of Class A Common Stock at prices around $4.43 per share. A footnote explains these sales were made to cover tax withholding obligations under the company’s equity incentive plans through mandated “sell to cover” transactions, rather than discretionary trades. After these transactions, Reinhart directly owns 1,454,823 shares of ThredUp’s Class A Common Stock. He also holds multiple RSU grants, including 2,000,000, 1,340,000, and 627,793 RSUs that vest in twelve equal quarterly installments, conditioned on continued service.