Udemy, Inc.
UDMYDelisted May 11, 2026- Industry
- Services-Educational Services
- SEC CIK
- 0001607939
Udemy, Inc. was delisted on May 11, 2026; its insiders filed their last Form 4 on May 13, 2026; 196 institutions reported holding it in 13F filings for Q1 2026, worth $600.3M in total; Soros Fund Management was the only superinvestor holding it.
Key figures
- Market cap
- –
- Not available
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 196
- Q1 2026, +12 vs. previous quarter
- 13F value
- $600.3M
- Reported value at the end of Q1 2026
- Superinvestors holding
- 1
- At the end of Q1 2026
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $789.8M
- +0.4% year over year
- Net income, FY2025
- $3.81M
- No comparable prior period
- Free cash flow, FY2025
- $81.9M
- +61.3% year over year
- Revenue, Q1 FY2026
- $191.4M
- −4.4% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net income for FY2025: $3.81M (0.5% of revenue).
Short interest
See short dataFrom FINRA, settlement date Apr 30, 2026.
- Short interest
- 7.01M
- Shares sold short
- Change
- −767.4K
- −9.9% vs. previous
- Days to cover
- 4.16
- At average daily volume
Superinvestors holding UDMY, Q1 2026
Go to the superinvestors tab1 superinvestor reports holding Udemy, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Udemy, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 (view filing) | Mar 13 | 3 days | Blanchard SarahChief Financial Officer | SSale | −25.0K | $4.78 | −$119.5K | −1.7%1.46M after | 10b5-1 |
| Sep 16, 2025 (view filing) | Sep 15 | 1 day | Blanchard SarahChief Financial Officer | SSale | −25.0K | $7.08 | −$177.0K | −1.9%1.29M after | 10b5-1 |
| Jun 16, 2025 (view filing) | Jun 13 | 3 days | Blanchard SarahChief Financial Officer | SSale | −25.0K | $6.99 | −$174.8K | −2.3%1.08M after | 10b5-1 |
| May 22, 2025 (view filing) | May 20-21 | 2 days | Sarrazin HugoPresident and CEO | PPurchase | +37.0K | $6.94 | +$256.8K | +348.9%47.6K after | 2 lots |
| May 19, 2025 (view filing) | May 15-19 | 4 days | Sarrazin HugoPresident and CEO | PPurchase | +7.20K | $6.99 | +$50.3K | +211.8%10.6K after | 2 lots |
| May 14, 2025 (view filing) | May 12 | 2 days | Sarrazin HugoPresident and CEO | PPurchase | +3.40K | $6.99 | +$23.8K | New position3.40K after | |
| Apr 3, 2025 (view filing) | Apr 2 | 1 day | Bali ErenChief Technology Officer | SSale | −846 | $8.00 | −$6.77K | 0.0%2.18M after | 10b5-1 |
| Mar 17, 2025 (view filing) | Mar 14 | 3 days | Bali ErenChief Technology Officer | SSale | −10.0K | $8.02 | −$80.2K | −0.5%2.15M after | 10b5-1 |
| Mar 7, 2025 (view filing) | Mar 6 | 1 day | Brown Gregory ScottPresident and CEO | SSale | −10.0K | $9.43 | −$94.3K | −0.9%1.14M after | 10b5-1 |
| Feb 19, 2025 (view filing) | Feb 19 | Same day | Hiles HeatherDirector | SSale | −14.8K | $9.81 | −$145.6K | −25.8%42.7K after |
Top 10 13F holders, Q1 2026
See all 196 holdersThe largest institutional positions in Udemy, Inc. at the end of Q1 2026; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 38,032,260 | $175.7M | 12.33% | 00.0% | Unchanged |
| Caledonia (Private) Investments Pty Ltd | 13,668,374 | $63.1M | 1.84% | +203,134+1.5% | Added |
| BlackRock, Inc. | 7,142,815 | $33.0M | 0.00% | −146,255−2.0% | Reduced |
| Cypress Point Investment Management LP | 4,589,648 | $21.2M | 5.00% | +211,882+4.8% | Added |
| Vanguard Portfolio Management LLC | 4,344,414 | $20.1M | 0.00% | +4,344,414 | New |
| Westerly Capital Management, LLC | 4,300,000 | $19.9M | 6.12% | +300,000+7.5% | Added |
| Vanguard Capital Management LLC | 4,198,319 | $19.4M | 0.00% | +4,198,319 | New |
| Mak Capital One LLC | 3,658,520 | $16.9M | 2.80% | −111,242−3.0% | Reduced |
| Goldman Sachs Group Inc | 3,658,498 | $16.9M | 0.00% | +2,398,797+190.4% | Added |
| Sea Cliff Partners Management, LP | 2,738,200 | $12.7M | 6.53% | −455,486−14.3% | Reduced |
Holders of 5% or more of UDMY
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Udemy, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Caledonia (Private) Investments Pty Ltd | 13G/A | 9.54%14.0M shares | – | Feb 14, 20234 filings | Nov 14, 2025 | SEC |