ThredUp Inc.
For the period ended Sep 30, 2026. Filed Nov 4, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Nov 4, 2026
TDUP$1.49+9.2%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Unaudited Condensed Consolidated Statements of Stockholders’ Equity
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY
| Common Stock | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Shares · Amount · Additional Paid-in Capital · Accumulated Other Comprehensive Income (Loss) · Accumulated Deficit · Total Stockholders’ Equity | ||||||||||
| (in thousands) | ||||||||||
| Balance as of December 31, 2025 | 127,027 | $12 | $635,253 | $3 | $(576,075) | $59,193 | ||||
| Issuance of common stock from exercise of stock options and restricted stock units | 1,977 | — | 1,080 | 1,080 | ||||||
| Stock-based compensation | 5,612 | 5,612 | ||||||||
| Net loss | (6,472) | (6,472) | ||||||||
| Other comprehensive loss | (22) | (22) | ||||||||
| Balance as of March 31, 2026 | 129,004 | $12 | $641,945 | $(19) | $(582,547) | $59,391 | ||||
| Issuance of common stock from exercise of stock options, restricted stock units, and employee stock purchase plan | 2,292 | 1 | 1,197 | 1,198 | ||||||
| Stock-based compensation | 6,115 | 6,115 | ||||||||
| Net loss | (5,935) | (5,935) | ||||||||
| Other comprehensive loss | (21) | (21) | ||||||||
| Balance as of June 30, 2026 | 131,296 | $13 | $649,257 | $(40) | $(588,482) | $60,748 | ||||
| Issuance of common stock from exercise of stock options and restricted stock units | 1,553 | — | 187 | 187 | ||||||
| Stock-based compensation | 5,047 | 5,047 | ||||||||
| Net loss | (5,470) | (5,470) | ||||||||
| Other comprehensive loss | (39) | (39) | ||||||||
| Balance as of September 30, 2026 | 132,849 | $13 | $654,491 | $(79) | $(593,952) | $60,473 | ||||
| Common Stock | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Shares · Amount · Additional Paid-in Capital · Accumulated Other Comprehensive Income (Loss) · Accumulated Deficit · Total Stockholders’ Equity | ||||||||||
| (in thousands) | ||||||||||
| Balance as of December 31, 2024 | 116,134 | $11 | $612,148 | $3 | $(555,861) | $56,301 | ||||
| Issuance of common stock from exercise of stock options and restricted stock units | 2,047 | — | 344 | 344 | ||||||
| Stock-based compensation | 5,594 | 5,594 | ||||||||
| Shares withheld for net share settlement | (400) | — | (936) | (936) | ||||||
| Net loss | (5,215) | (5,215) | ||||||||
| Other comprehensive loss | (5) | (5) | ||||||||
| Balance as of March 31, 2025 | 117,781 | $11 | $617,150 | $(2) | $(561,076) | $56,083 | ||||
| Issuance of common stock from exercise of stock options, restricted stock units, and employee stock purchase plan | 5,570 | 1 | 6,853 | 6,854 | ||||||
| Stock-based compensation | 4,624 | 4,624 | ||||||||
| Shares withheld for net share settlement | (303) | — | (2,178) | (2,178) | ||||||
| Net loss | (5,176) | (5,176) | ||||||||
| Balance as of June 30, 2025 | 123,048 | $12 | $626,449 | $(2) | $(566,252) | $60,207 | ||||
| Issuance of common stock from exercise of stock options and restricted stock units | 2,352 | — | 1,865 | 1,865 | ||||||
| Stock-based compensation | 4,642 | 4,642 | ||||||||
| Shares withheld for net share settlement | (314) | — | (3,396) | (3,396) | ||||||
| Net loss | (4,248) | (4,248) | ||||||||
| Other comprehensive income | 2 | 2 | ||||||||
| Balance as of September 30, 2025 | 125,086 | $12 | $629,560 | $— | $(570,500) | $59,072 | ||||
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