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, Q2 2024
Institutional positions in Udemy, Inc. as of Jun 30, 2024. 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
- 137
- −3 vs. Q1 2024
- Shares held
- 128.0M
- +3.95M (+3.2%) vs. Q1 2024
- Total value
- $1.10B
- −$257.2M (−18.9%) vs. Q1 2024
- New holders
- 25
- 55 more added
- Sold out
- 28
- 32 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Udemy, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 232,947 | $2.01M | 0.00% | −15,380−6.2% | Reduced |
| Algert Global LLC | 238,672 | $2.06M | 0.07% | +143,498+150.8% | Added |
| D. E. Shaw & Co., Inc. | 258,393 | $2.23M | 0.00% | −270,588−51.2% | Reduced |
| Bank of America Corp | 277,091 | $2.39M | 0.00% | +193,672+232.2% | Added |
| Goldman Sachs Group Inc | 307,411 | $2.65M | 0.00% | −225,501−42.3% | Reduced |
| Bank of New York Mellon Corp | 330,044 | $2.85M | 0.00% | +50,473+18.1% | Added |
| Millennium Management LLC | 336,559 | $2.90M | 0.00% | −22,212−6.2% | Reduced |
| Cubist Systematic Strategies, LLC | 389,164 | $3.36M | 0.06% | −20,638−5.0% | Reduced |
| Industry Ventures, L.L.C. | 400,000 | $3.45M | 5.32% | +400,000 | New |
| Morgan Stanley | 443,368 | $3.83M | 0.00% | +214,598+93.8% | Added |
| Jacobs Levy Equity Management, Inc | 491,005 | $4.24M | 0.02% | +53,474+12.2% | Added |
| Trexquant Investment LP | 513,677 | $4.43M | 0.07% | +146,741+40.0% | Added |
| Granahan Investment Management Inc | 563,354 | $4.86M | 0.19% | −441,554−43.9% | Reduced |
| Quaker Capital Investments, LLC | 606,077 | $5.23M | 1.72% | +606,077 | New |
| J. Goldman & Co LP | 727,478 | $6.28M | 0.23% | +727,478 | New |
| Charles Schwab Investment Management Inc | 733,961 | $6.33M | 0.00% | +32,493+4.6% | Added |
| Silvercrest Asset Management Group LLC | 744,528 | $6.43M | 0.04% | +5,991+0.8% | Added |
| Northern Trust Corp | 748,291 | $6.46M | 0.00% | −33,082−4.2% | Reduced |
| Royce & Associates LP | 933,409 | $8.06M | 0.08% | +124,795+15.4% | Added |
| Cresset Asset Management, LLC | 1,092,509 | $9.43M | 0.04% | +1,092,509 | New |
| FMR LLC | 1,293,693 | $11.2M | 0.00% | −1,110,814−46.2% | Reduced |
| Inflection Point Investments LLP | 1,385,558 | $12.0M | 14.76% | 00.0% | Unchanged |
| Ophir Asset Management Pty Ltd | 1,462,364 | $12.6M | 2.24% | +1,462,364 | New |
| Founders Circle Capital LLC | 1,675,981 | $14.5M | 18.12% | 00.0% | Unchanged |
| State Street Corp | 1,919,134 | $16.6M | 0.00% | +73,455+4.0% | Added |
| Geode Capital Management, LLC | 2,210,896 | $19.1M | 0.00% | +113,843+5.4% | Added |
| Invenomic Capital Management LP | 2,913,320 | $25.1M | 1.31% | +165,867+6.0% | Added |
| NVP Associates, LLC | 3,114,732 | $26.9M | 29.45% | 00.0% | Unchanged |
| Sea Cliff Partners Management, LP | 3,725,865 | $32.2M | 11.00% | +811,702+27.9% | Added |
| NewView Capital Partners I, LLC | 3,997,791 | $34.5M | 81.97% | 00.0% | Unchanged |
| Greenvale Capital LLP | 6,600,000 | $57.0M | 3.82% | 00.0% | Unchanged |
| BlackRock Inc. | 6,698,854 | $57.8M | 0.00% | +442,296+7.1% | Added |
| Vanguard Group Inc | 9,748,082 | $84.1M | 0.00% | +275,866+2.9% | Added |
| Caledonia (Private) Investments Pty Ltd | 11,270,629 | $97.3M | 1.76% | +189,182+1.7% | Added |
| Naspers Ltd | 17,120,840 | $147.8M | 20.25% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 38,032,260 | $328.2M | 11.38% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 7,757 | – | – | +7,757 | New |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −175,372−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −120,758−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −60,356−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −57,873−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −44,186−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −39,791−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −33,995−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,800−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −31,044−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −18,960−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,429−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,069−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,289−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,413−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,831−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,672−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,721−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |