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, Q3 2025
Institutional positions in Udemy, Inc. as of Sep 30, 2025. 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
- 190
- +13 vs. Q2 2025
- Shares held
- 128.0M
- +3.86M (+3.1%) vs. Q2 2025
- Total value
- $897.5M
- +$24.5M (+2.8%) vs. Q2 2025
- New holders
- 36
- 81 more added
- Sold out
- 23
- 54 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Udemy, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 38,032,260 | $266.6M | 16.46% | 00.0% | Unchanged |
| Caledonia (Private) Investments Pty Ltd | 13,958,917 | $97.9M | 1.59% | +2,803,475+25.1% | Added |
| Vanguard Group Inc | 11,895,585 | $83.4M | 0.00% | +436,984+3.8% | Added |
| BlackRock, Inc. | 7,375,458 | $51.7M | 0.00% | +337,804+4.8% | Added |
| Assenagon Asset Management S.A. | 4,474,417 | $31.4M | 0.05% | +1,854,550+70.8% | Added |
| NewView Capital Partners I, LLC | 3,997,791 | $28.0M | 100.00% | 00.0% | Unchanged |
| Naspers Ltd | 3,916,240 | $27.5M | 4.15% | −10,004,600−71.9% | Reduced |
| Sea Cliff Partners Management, LP | 2,973,718 | $20.8M | 7.98% | −281,656−8.7% | Reduced |
| Geode Capital Management, LLC | 2,384,127 | $16.7M | 0.00% | +70,476+3.0% | Added |
| Westerly Capital Management, LLC | 2,265,000 | $15.9M | 5.04% | +2,265,000 | New |
| State Street Corp | 2,177,428 | $15.3M | 0.00% | +42,338+2.0% | Added |
| Morgan Stanley | 2,023,899 | $14.2M | 0.00% | +987,935+95.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,949,206 | $13.7M | 0.01% | −14,200−0.7% | Reduced |
| UBS Group AG | 1,786,371 | $12.5M | 0.00% | +646,755+56.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,666,003 | $11.7M | 0.05% | +437,769+35.6% | Added |
| J. Goldman & Co LP | 1,541,451 | $10.8M | 0.41% | +1,541,451 | New |
| Federated Hermes, Inc. | 1,401,925 | $9.83M | 0.02% | +15,657+1.1% | Added |
| JPMorgan Chase & Co | 1,108,057 | $7.77M | 0.00% | +404,100+57.4% | Added |
| D. E. Shaw & Co., Inc. | 1,041,363 | $7.30M | 0.01% | +955,124+1,107.5% | Added |
| Charles Schwab Investment Management Inc | 935,379 | $6.56M | 0.00% | +102,806+12.3% | Added |
| Cresset Asset Management, LLC | 926,652 | $6.50M | 0.03% | −165,133−15.1% | Reduced |
| Northern Trust Corp | 848,330 | $5.95M | 0.00% | −8,889−1.0% | Reduced |
| Voloridge Investment Management, LLC | 833,776 | $5.84M | 0.02% | +181,778+27.9% | Added |
| AQR Capital Management LLC | 818,622 | $5.74M | 0.00% | +209,140+34.3% | Added |
| Renaissance Technologies LLC | 774,900 | $5.43M | 0.01% | +289,799+59.7% | Added |
| Citadel Advisors LLC | 772,050 | $5.41M | 0.00% | −163,192−17.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 738,928 | $5.18M | 0.02% | +234,105+46.4% | Added |
| Goldman Sachs Group Inc | 699,946 | $4.91M | 0.00% | +251,373+56.0% | Added |
| Bank of America Corp | 618,176 | $4.33M | 0.00% | +229,480+59.0% | Added |
| Inflection Point Investments LLP | 603,897 | $4.23M | 9.02% | +81,000+15.5% | Added |
| Two Sigma Investments, LP | 546,564 | $3.83M | 0.01% | +546,564 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 536,883 | $3.76M | 0.05% | +536,883 | New |
| Algert Global LLC | 445,303 | $3.12M | 0.05% | −95,231−17.6% | Reduced |
| Lazard Asset Management LLC | 422,152 | $2.96M | 0.00% | +422,152 | New |
| Alliancebernstein L.P. | 413,850 | $2.90M | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 380,707 | $2.67M | 0.17% | +23,559+6.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 374,295 | $2.62M | 0.06% | +29,907+8.7% | Added |
| Two Sigma Advisers, LP | 365,200 | $2.56M | 0.01% | +336,400+1,168.1% | Added |
| Cubist Systematic Strategies, LLC | 363,542 | $2.55M | 0.04% | −645,364−64.0% | Reduced |
| Nuveen, LLC | 346,241 | $2.43M | 0.00% | +161,800+87.7% | Added |
| S Squared Technology, LLC | 315,300 | $2.21M | 0.84% | +315,300 | New |
| Bank of New York Mellon Corp | 298,078 | $2.09M | 0.00% | +13,617+4.8% | Added |
| Engineers Gate Manager LP | 287,195 | $2.01M | 0.02% | +89,760+45.5% | Added |
| Jump Financial, LLC | 283,000 | $1.98M | 0.03% | −105,846−27.2% | Reduced |
| Voya Investment Management LLC | 280,607 | $1.97M | 0.00% | +11,352+4.2% | Added |
| Walleye Capital LLC | 271,948 | $1.91M | 0.02% | +271,948 | New |
| Dimensional Fund Advisors LP | 255,098 | $1.79M | 0.00% | −20,133−7.3% | Reduced |
| Millennium Management LLC | 250,776 | $1.76M | 0.00% | −582,830−69.9% | Reduced |
| Jane Street Group, LLC | 247,397 | $1.73M | 0.00% | +16,557+7.2% | Added |
| Los Angeles Capital Management LLC | 235,457 | $1.65M | 0.01% | −3,583−1.5% | Reduced |
| Point72 Asset Management, L.P. | 234,647 | $1.64M | 0.00% | +110,367+88.8% | Added |
| Victory Capital Management Inc | 205,244 | $1.44M | 0.00% | +109,714+114.8% | Added |
| OP Asset Management Ltd | 199,422 | $1.40M | 0.02% | +50,902+34.3% | Added |
| NFJ Investment Group, LLC | 198,467 | $1.39M | 0.05% | +198,467 | New |
| BNP Paribas Arbitrage, SA | 182,025 | $1.28M | 0.00% | +87,887+93.4% | Added |
| Panagora Asset Management Inc | 173,430 | $1.22M | 0.00% | −357−0.2% | Reduced |
| First Trust Advisors LP | 173,258 | $1.21M | 0.00% | −314,281−64.5% | Reduced |
| Barclays PLC | 171,909 | $1.21M | 0.00% | −19,373−10.1% | Reduced |
| Brevan Howard Capital Management LP | 169,669 | $1.19M | 0.02% | +156,872+1,225.8% | Added |
| Summit Trail Advisors, LLC | 166,064 | $1.16M | 0.02% | −54,810−24.8% | Reduced |
| UBS Asset Management Americas Inc | 164,398 | $1.15M | 0.00% | −129,958−44.1% | Reduced |
| Invesco Ltd. | 162,875 | $1.14M | 0.00% | +35,356+27.7% | Added |
| Swiss National Bank | 158,600 | $1.11M | 0.00% | +3,100+2.0% | Added |
| Quantinno Capital Management LP | 154,706 | $1.08M | 0.00% | −54,830−26.2% | Reduced |
| Formula Growth Ltd | 152,000 | $1.07M | 0.38% | +152,000 | New |
| Rhumbline Advisers | 138,008 | $967.4K | 0.00% | −14,298−9.4% | Reduced |
| Janney Montgomery Scott LLC | 132,343 | $928.0K | 0.00% | +84,016+173.8% | Added |
| Ieq Capital, LLC | 125,874 | $882.4K | 0.00% | +25,411+25.3% | Added |
| Russell Investments Group, Ltd. | 124,504 | $872.8K | 0.00% | +25,393+25.6% | Added |
| Ameriprise Financial Inc | 123,800 | $867.8K | 0.00% | +57,571+86.9% | Added |
| Mackenzie Financial Corp | 118,903 | $833.5K | 0.00% | −88,471−42.7% | Reduced |
| XTX Topco Ltd | 112,010 | $785.2K | 0.04% | +101,278+943.7% | Added |
| Legal & General Group Plc | 91,580 | $642.0K | 0.00% | −150−0.2% | Reduced |
| Deutsche Bank AG | 88,024 | $617.0K | 0.00% | +8,000+10.0% | Added |
| Squarepoint Ops LLC | 85,632 | $600.3K | 0.00% | +23,645+38.1% | Added |
| Danske Bank A/S | 83,294 | $583.9K | 0.00% | −24,759−22.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 82,501 | $578.3K | 0.01% | +82,501 | New |
| Utah Retirement Systems | 82,450 | $578.0K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 81,360 | $570.3K | 0.00% | +1,947+2.5% | Added |
| Campbell & CO Investment Adviser LLC | 80,771 | $566.2K | 0.04% | −14,242−15.0% | Reduced |
| California State Teachers Retirement System | 77,599 | $544.0K | 0.00% | +40.0% | Added |
| Franklin Resources Inc | 71,581 | $501.8K | 0.00% | +20,333+39.7% | Added |
| STRS Ohio | 68,100 | $477.4K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 65,349 | $458.1K | 0.04% | +65,349 | New |
| Wells Fargo & Company | 60,441 | $423.7K | 0.00% | +9,472+18.6% | Added |
| Acadian Asset Management LLC | 55,455 | $387.0K | 0.00% | +31,071+127.4% | Added |
| EntryPoint Capital, LLC | 53,325 | $373.8K | 0.14% | +4,145+8.4% | Added |
| Balyasny Asset Management LLC | 52,419 | $367.5K | 0.00% | +52,419 | New |
| Counterpoint Mutual Funds LLC | 51,659 | $362.1K | 0.03% | −6,137−10.6% | Reduced |
| MetLife Investment Management | 51,537 | $361.3K | 0.00% | −6,780−11.6% | Reduced |
| Price T Rowe Associates Inc | 51,036 | $358.0K | 0.00% | +4,262+9.1% | Added |
| State of Wyoming | 50,942 | $357.1K | 0.04% | +12,748+33.4% | Added |
| Graham Capital Management, L.P. | 50,529 | $354.2K | 0.01% | −74,738−59.7% | Reduced |
| Verition Fund Management LLC | 50,250 | $352.3K | 0.00% | −348,093−87.4% | Reduced |
| Manufacturers Life Insurance Company, The | 47,447 | $332.6K | 0.00% | −2,852−5.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 45,599 | $319.6K | 0.00% | −7,052−13.4% | Reduced |
| Stoneridge Investment Partners LLC | 44,447 | $312.0K | 0.21% | +3,535+8.6% | Added |
| CWM, LLC | 43,710 | $306.0K | 0.00% | +11,778+36.9% | Added |
| PharVision Advisers, LLC | 43,448 | $304.6K | 0.17% | +235+0.5% | Added |
| SRS Capital Advisors, Inc. | 43,018 | $301.6K | 0.00% | +43,018 | New |