ThredUp Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
ThredUp has 7 disclosed suppliers and 0 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
SentenceWe are also dependent on third parties to handle the shipment of our items to purchasers and to handle the shipment of the items we receive from sellers, including the FedEx Corporation ("FedEx"), which has a partnership with the United States Postal Service, and United Parcel Service, Inc. ("UPS").
TDUP 10-Kaccession 0001484778-26-000007
SentenceWe also use Google services for our business emails, file storage and communications.
TDUP 10-Kaccession 0001484778-26-000007
SentenceIn addition, we currently host our RaaS websites using the Shopify Inc. e-commerce platform ("Shopify") (together with AWS, our "third-party infrastructure services").
TDUP 10-Kaccession 0001484778-26-000007
SentenceWe are also dependent on third parties to handle the shipment of our items to purchasers and to handle the shipment of the items we receive from sellers, including the FedEx Corporation ("FedEx"), which has a partnership with the United States Postal Service, and United Parcel Service, Inc. ("UPS").
TDUP 10-Kaccession 0001484778-26-000007
SentenceWe are party to an amended and restated loan and security agreement with Western Alliance Bank, which was amended on January 30, 2026, which contains a number of covenants that restrict our and our subsidiaries' ability to, among other things, incur additional indebtedness, materially change our business, convey, sell, lease, transfer or dispose of the business or our property, except under certain circumstances, merge or consolidate with other companies or acquire other companies, create or incur liens, pay any dividends on our Class A common stock, make certain investments and engage in certain other activities.
TDUP 10-Kaccession 0001484778-26-000007
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ThredUp Inc.
2.08
−0.14 · −6.31%
post 2.08 0.00%
−50.48%
vs ±21.1% implied · ×2.39
shaded = implied · ▲▼ = realized
Linked news
Expected move
Inputs8Q avg ±25.2%·×0.52·cheap
straddle ±18.4%
spot 2.08exp Nov 20ATM strike 2ATM straddle 0.45IV 114%