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; 195 institutions reported holding it in 13F filings for Q1 2026, worth $600.3M in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Udemy, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 176
- +68 vs. Q3 2023
- Shares held
- 125.8M
- +6.69M (+5.6%) vs. Q3 2023
- Total value
- $1.66B
- +$528.2M (+46.7%) vs. Q3 2023
- New holders
- 77
- 54 more added
- Sold out
- 9
- 29 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UDMY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $6.61K |
| Q1 2026 | 195 | $600.3M |
| Q4 2025 | 184 | $743.3M |
| Q3 2025 | 190 | $897.5M |
| Q2 2025 | 181 | $873.3M |
| Q1 2025 | 165 | $949.9M |
| Q4 2024 | 166 | $1.02B |
| Q3 2024 | 138 | $932.7M |
| Q2 2024 | 137 | $1.10B |
| Q1 2024 | 142 | $1.37B |
| Q4 2023 | 176 | $1.66B |
| Q3 2023 | 108 | $1.13B |
| Q2 2023 | 103 | $1.24B |
| Q1 2023 | 101 | $974.6M |
| Q4 2022 | 106 | $1.14B |
| Q3 2022 | 95 | $1.26B |
| Q2 2022 | 86 | $1.05B |
| Q1 2022 | 67 | $1.18B |
| Q4 2021 | 68 | $1.87B |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Udemy, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 38,032,260 | $560.2M | 13.52% | −4,000,000−9.5% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 9,439,495 | $139.0M | 2.95% | −369,572−3.8% | Reduced |
| Vanguard Group Inc | 9,355,870 | $137.8M | 0.00% | +495,380+5.6% | Added |
| Greenvale Capital LLP | 6,600,000 | $97.2M | 8.28% | +150,000+2.3% | Added |
| BlackRock Inc. | 6,317,558 | $93.1M | 0.00% | +532,040+9.2% | Added |
| Naspers Ltd | 17,120,840 | $59.6M | 6.63% | 00.0% | Unchanged |
| NewView Capital Partners I, LLC | 3,997,791 | $58.9M | 52.76% | 00.0% | Unchanged |
| NVP Associates, LLC | 3,114,732 | $45.9M | 40.93% | −3,114,734−50.0% | Reduced |
| FMR LLC | 2,881,594 | $42.4M | 0.00% | +2,879,057+113,482.7% | Added |
| Invenomic Capital Management LP | 2,234,835 | $32.9M | 1.76% | +116,432+5.5% | Added |
| Geode Capital Management, LLC | 2,014,110 | $29.7M | 0.00% | +112,634+5.9% | Added |
| State Street Corp | 1,796,874 | $26.5M | 0.00% | +180,874+11.2% | Added |
| Sea Cliff Partners Management, LP | 1,742,071 | $25.7M | 10.00% | +1,742,071 | New |
| Founders Circle Capital LLC | 1,675,981 | $24.7M | 25.32% | −565,025−25.2% | Reduced |
| Inflection Point Investments LLP | 1,452,144 | $21.4M | 18.53% | +1,452,144 | New |
| Morgan Stanley | 1,164,364 | $17.2M | 0.00% | +982,484+540.2% | Added |
| Granahan Investment Management Inc | 1,118,171 | $16.5M | 0.54% | −663,853−37.3% | Reduced |
| Millennium Management LLC | 1,049,967 | $15.5M | 0.01% | +332,369+46.3% | Added |
| Northern Trust Corp | 798,701 | $11.8M | 0.00% | +36,859+4.8% | Added |
| Royce & Associates LP | 737,614 | $10.9M | 0.10% | −35,500−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 689,768 | $10.2M | 0.00% | +23,652+3.6% | Added |
| Credit Suisse AG | 643,325 | $9.48M | 0.01% | −39,124−5.7% | Reduced |
| Goldman Sachs Group Inc | 594,868 | $8.76M | 0.00% | +307,630+107.1% | Added |
| Nuveen Asset Management, LLC | 522,225 | $7.69M | 0.00% | +310,995+147.2% | Added |
| D. E. Shaw & Co., Inc. | 410,963 | $6.05M | 0.01% | +410,963 | New |
| Bienville Capital Management, LLC | 372,647 | $5.49M | 1.67% | −34,400−8.5% | Reduced |
| Cubist Systematic Strategies, LLC | 352,697 | $5.20M | 0.06% | +352,697 | New |
| Voloridge Investment Management, LLC | 320,301 | $4.72M | 0.02% | +320,301 | New |
| Price T Rowe Associates Inc | 316,940 | $4.67M | 0.00% | +297,110+1,498.3% | Added |
| Bank of New York Mellon Corp | 315,092 | $4.64M | 0.00% | +38,520+13.9% | Added |
| Arrowstreet Capital, Limited Partnership | 311,047 | $4.58M | 0.00% | +311,047 | New |
| Canada Pension Plan Investment Board | 283,561 | $4.18M | 0.01% | +283,561 | New |
| JPMorgan Chase & Co | 281,725 | $4.15M | 0.00% | +175,050+164.1% | Added |
| Pathway Capital Management, LP | 270,388 | $3.98M | 4.45% | +270,388 | New |
| Divisadero Street Capital Management, LP | 243,024 | $3.58M | 0.81% | +243,024 | New |
| Federated Hermes, Inc. | 224,206 | $3.30M | 0.01% | +224,206 | New |
| G2 Investment Partners Management LLC | 223,566 | $3.29M | 1.01% | +223,566 | New |
| Telemark Asset Management, LLC | 220,000 | $3.24M | 0.48% | +220,000 | New |
| Amundi | 236,031 | $3.09M | 0.00% | −54,989−18.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 207,520 | $3.06M | 0.01% | +207,520 | New |
| Tudor Investment Corp Et Al | 206,375 | $3.04M | 0.04% | +56,485+37.7% | Added |
| Voya Investment Management LLC | 199,918 | $2.94M | 0.00% | −95,103−32.2% | Reduced |
| Citadel Advisors LLC | 181,879 | $2.68M | 0.00% | +169,047+1,317.4% | Added |
| Trexquant Investment LP | 177,792 | $2.62M | 0.06% | +177,792 | New |
| UBS Group AG | 174,384 | $2.57M | 0.00% | +128,933+283.7% | Added |
| Sycomore Asset Management | 160,729 | $2.42M | 0.52% | −13,416−7.7% | Reduced |
| Norges Bank | 162,600 | $2.40M | 0.00% | +162,600 | New |
| Parkwood LLC | 135,480 | $2.00M | 0.32% | 00.0% | Unchanged |
| Bank of America Corp | 135,212 | $1.99M | 0.00% | +44,870+49.7% | Added |
| Barclays PLC | 134,131 | $1.98M | 0.00% | +107,067+395.6% | Added |
| Swiss National Bank | 133,300 | $1.96M | 0.00% | −11,900−8.2% | Reduced |
| Partners Group Holding AG | 130,891 | $1.93M | 0.16% | +130,891 | New |
| Yale University | 129,987 | $1.91M | 1.70% | +129,987 | New |
| UBS Asset Management Americas Inc | 120,833 | $1.78M | 0.00% | +80,705+201.1% | Added |
| First Trust Advisors LP | 119,782 | $1.76M | 0.00% | −123,085−50.7% | Reduced |
| Algert Global LLC | 119,420 | $1.76M | 0.07% | +68,490+134.5% | Added |
| Rhumbline Advisers | 115,132 | $1.70M | 0.00% | +2,088+1.8% | Added |
| Walleye Capital LLC | 113,239 | $1.67M | 0.02% | +113,239 | New |
| Occudo Quantitative Strategies LP | 113,129 | $1.67M | 0.23% | +58,315+106.4% | Added |
| AlpInvest Partners B.V. | 102,766 | $1.51M | 0.35% | +102,766 | New |
| Jump Financial, LLC | 94,118 | $1.39M | 0.04% | +67,811+257.8% | Added |
| Engineers Gate Manager LP | 93,318 | $1.37M | 0.04% | +17,263+22.7% | Added |
| Susquehanna International Group, LLP | 90,033 | $1.33M | 0.00% | −63,060−41.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 89,923 | $1.32M | 0.02% | +89,923 | New |
| APG Asset Management N.V. | 97,055 | $1.29M | 0.00% | +97,055 | New |
| Invesco Ltd. | 83,414 | $1.23M | 0.00% | +16,438+24.5% | Added |
| Utah Retirement Systems | 82,450 | $1.21M | 0.02% | +82,450 | New |
| Jane Street Group, LLC | 81,123 | $1.19M | 0.00% | +81,123 | New |
| Buckingham Strategic Wealth, LLC | 77,953 | $1.15M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 76,440 | $1.13M | 0.00% | +4,100+5.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 76,318 | $1.12M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 74,806 | $1.10M | 0.00% | −2,552−3.3% | Reduced |
| New York State Common Retirement Fund | 73,088 | $1.08M | 0.00% | −2,824−3.7% | Reduced |
| Squarepoint Ops LLC | 71,591 | $1.05M | 0.00% | +71,591 | New |
| Legal & General Group Plc | 70,961 | $1.05M | 0.00% | +12,207+20.8% | Added |
| Dynamic Technology Lab Private Ltd | 64,023 | $943.0K | 0.10% | +64,023 | New |
| PDT Partners, LLC | 63,970 | $942.3K | 0.10% | +33,798+112.0% | Added |
| Quadrature Capital Ltd | 63,712 | $939.1K | 0.02% | +63,712 | New |
| Renaissance Technologies LLC | 63,700 | $938.0K | 0.00% | +63,700 | New |
| Ameriprise Financial Inc | 59,500 | $876.4K | 0.00% | +59,500 | New |
| Jacobs Levy Equity Management, Inc | 58,712 | $864.8K | 0.00% | −246,413−80.8% | Reduced |
| ExodusPoint Capital Management, LP | 54,189 | $798.0K | 0.01% | +54,189 | New |
| State of Wisconsin Investment Board | 51,809 | $763.1K | 0.00% | +33,389+181.3% | Added |
| Moody National Bank Trust Division | 50,576 | $745.0K | 0.06% | −27,950−35.6% | Reduced |
| Boulder Hill Capital Management LP | 50,100 | $738.0K | 0.40% | +50,100 | New |
| Boothbay Fund Management, LLC | 46,547 | $685.6K | 0.03% | +46,547 | New |
| MetLife Investment Management | 45,834 | $675.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 45,663 | $672.6K | 0.00% | −308−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 45,570 | $671.2K | 0.00% | −6,211−12.0% | Reduced |
| Point72 Middle East FZE | 45,467 | $669.7K | 0.05% | +45,467 | New |
| Deutsche Bank AG | 44,056 | $648.9K | 0.00% | +1,899+4.5% | Added |
| American International Group, Inc. | 43,711 | $643.9K | 0.00% | +882+2.1% | Added |
| SG Americas Securities, LLC | 41,883 | $617.0K | 0.01% | +31,850+317.5% | Added |
| Formula Growth Ltd | 40,000 | $589.2K | 0.19% | +40,000 | New |
| Cipher Capital LP | 39,078 | $575.6K | 0.19% | +26,869+220.1% | Added |
| Quantbot Technologies LP | 38,385 | $565.4K | 0.03% | +38,385 | New |
| Janus Henderson Group PLC | 36,314 | $535.1K | 0.00% | −35−0.1% | Reduced |
| Numerai GP LLC | 36,103 | $531.8K | 0.19% | +36,103 | New |
| STRS Ohio | 36,100 | $531.0K | 0.00% | −4,700−11.5% | Reduced |
| Tower Research Capital LLC (TRC) | 34,309 | $505.4K | 0.01% | +32,328+1,631.9% | Added |