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 |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 51,659 | $362.1K | 0.03% | −6,137−10.6% | Reduced |
| Balyasny Asset Management LLC | 52,419 | $367.5K | 0.00% | +52,419 | New |
| EntryPoint Capital, LLC | 53,325 | $373.8K | 0.14% | +4,145+8.4% | Added |
| Acadian Asset Management LLC | 55,455 | $387.0K | 0.00% | +31,071+127.4% | Added |
| Wells Fargo & Company | 60,441 | $423.7K | 0.00% | +9,472+18.6% | Added |
| CWM Advisors, LLC | 65,349 | $458.1K | 0.04% | +65,349 | New |
| STRS Ohio | 68,100 | $477.4K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 71,581 | $501.8K | 0.00% | +20,333+39.7% | Added |
| California State Teachers Retirement System | 77,599 | $544.0K | 0.00% | +40.0% | Added |
| Campbell & CO Investment Adviser LLC | 80,771 | $566.2K | 0.04% | −14,242−15.0% | Reduced |
| Colony Group, LLC | 81,360 | $570.3K | 0.00% | +1,947+2.5% | Added |
| Utah Retirement Systems | 82,450 | $578.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 82,501 | $578.3K | 0.01% | +82,501 | New |
| Danske Bank A/S | 83,294 | $583.9K | 0.00% | −24,759−22.9% | Reduced |
| Squarepoint Ops LLC | 85,632 | $600.3K | 0.00% | +23,645+38.1% | Added |
| Deutsche Bank AG | 88,024 | $617.0K | 0.00% | +8,000+10.0% | Added |
| Legal & General Group Plc | 91,580 | $642.0K | 0.00% | −150−0.2% | Reduced |
| XTX Topco Ltd | 112,010 | $785.2K | 0.04% | +101,278+943.7% | Added |
| Mackenzie Financial Corp | 118,903 | $833.5K | 0.00% | −88,471−42.7% | Reduced |
| Ameriprise Financial Inc | 123,800 | $867.8K | 0.00% | +57,571+86.9% | Added |
| Russell Investments Group, Ltd. | 124,504 | $872.8K | 0.00% | +25,393+25.6% | Added |
| Ieq Capital, LLC | 125,874 | $882.4K | 0.00% | +25,411+25.3% | Added |
| Janney Montgomery Scott LLC | 132,343 | $928.0K | 0.00% | +84,016+173.8% | Added |
| Rhumbline Advisers | 138,008 | $967.4K | 0.00% | −14,298−9.4% | Reduced |
| Formula Growth Ltd | 152,000 | $1.07M | 0.38% | +152,000 | New |
| Quantinno Capital Management LP | 154,706 | $1.08M | 0.00% | −54,830−26.2% | Reduced |
| Swiss National Bank | 158,600 | $1.11M | 0.00% | +3,100+2.0% | Added |
| Invesco Ltd. | 162,875 | $1.14M | 0.00% | +35,356+27.7% | Added |
| UBS Asset Management Americas Inc | 164,398 | $1.15M | 0.00% | −129,958−44.1% | Reduced |
| Summit Trail Advisors, LLC | 166,064 | $1.16M | 0.02% | −54,810−24.8% | Reduced |
| Brevan Howard Capital Management LP | 169,669 | $1.19M | 0.02% | +156,872+1,225.8% | Added |
| Barclays PLC | 171,909 | $1.21M | 0.00% | −19,373−10.1% | Reduced |
| First Trust Advisors LP | 173,258 | $1.21M | 0.00% | −314,281−64.5% | Reduced |
| Panagora Asset Management Inc | 173,430 | $1.22M | 0.00% | −357−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 182,025 | $1.28M | 0.00% | +87,887+93.4% | Added |
| NFJ Investment Group, LLC | 198,467 | $1.39M | 0.05% | +198,467 | New |
| OP Asset Management Ltd | 199,422 | $1.40M | 0.02% | +50,902+34.3% | Added |
| Victory Capital Management Inc | 205,244 | $1.44M | 0.00% | +109,714+114.8% | Added |
| Point72 Asset Management, L.P. | 234,647 | $1.64M | 0.00% | +110,367+88.8% | Added |
| Los Angeles Capital Management LLC | 235,457 | $1.65M | 0.01% | −3,583−1.5% | Reduced |
| Jane Street Group, LLC | 247,397 | $1.73M | 0.00% | +16,557+7.2% | Added |
| Millennium Management LLC | 250,776 | $1.76M | 0.00% | −582,830−69.9% | Reduced |
| Dimensional Fund Advisors LP | 255,098 | $1.79M | 0.00% | −20,133−7.3% | Reduced |
| Walleye Capital LLC | 271,948 | $1.91M | 0.02% | +271,948 | New |
| Voya Investment Management LLC | 280,607 | $1.97M | 0.00% | +11,352+4.2% | Added |
| Jump Financial, LLC | 283,000 | $1.98M | 0.03% | −105,846−27.2% | Reduced |
| Engineers Gate Manager LP | 287,195 | $2.01M | 0.02% | +89,760+45.5% | Added |
| Bank of New York Mellon Corp | 298,078 | $2.09M | 0.00% | +13,617+4.8% | Added |
| S Squared Technology, LLC | 315,300 | $2.21M | 0.84% | +315,300 | New |
| Nuveen, LLC | 346,241 | $2.43M | 0.00% | +161,800+87.7% | Added |
| Cubist Systematic Strategies, LLC | 363,542 | $2.55M | 0.04% | −645,364−64.0% | Reduced |
| Two Sigma Advisers, LP | 365,200 | $2.56M | 0.01% | +336,400+1,168.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 374,295 | $2.62M | 0.06% | +29,907+8.7% | Added |
| Landscape Capital Management, L.L.C. | 380,707 | $2.67M | 0.17% | +23,559+6.6% | Added |
| Alliancebernstein L.P. | 413,850 | $2.90M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 422,152 | $2.96M | 0.00% | +422,152 | New |
| Algert Global LLC | 445,303 | $3.12M | 0.05% | −95,231−17.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 536,883 | $3.76M | 0.05% | +536,883 | New |
| Two Sigma Investments, LP | 546,564 | $3.83M | 0.01% | +546,564 | New |
| Inflection Point Investments LLP | 603,897 | $4.23M | 9.02% | +81,000+15.5% | Added |
| Bank of America Corp | 618,176 | $4.33M | 0.00% | +229,480+59.0% | Added |
| Goldman Sachs Group Inc | 699,946 | $4.91M | 0.00% | +251,373+56.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 738,928 | $5.18M | 0.02% | +234,105+46.4% | Added |
| Citadel Advisors LLC | 772,050 | $5.41M | 0.00% | −163,192−17.4% | Reduced |
| Renaissance Technologies LLC | 774,900 | $5.43M | 0.01% | +289,799+59.7% | Added |
| AQR Capital Management LLC | 818,622 | $5.74M | 0.00% | +209,140+34.3% | Added |
| Voloridge Investment Management, LLC | 833,776 | $5.84M | 0.02% | +181,778+27.9% | Added |
| Northern Trust Corp | 848,330 | $5.95M | 0.00% | −8,889−1.0% | Reduced |
| Cresset Asset Management, LLC | 926,652 | $6.50M | 0.03% | −165,133−15.1% | Reduced |
| Charles Schwab Investment Management Inc | 935,379 | $6.56M | 0.00% | +102,806+12.3% | Added |
| D. E. Shaw & Co., Inc. | 1,041,363 | $7.30M | 0.01% | +955,124+1,107.5% | Added |
| JPMorgan Chase & Co | 1,108,057 | $7.77M | 0.00% | +404,100+57.4% | Added |
| Federated Hermes, Inc. | 1,401,925 | $9.83M | 0.02% | +15,657+1.1% | Added |
| J. Goldman & Co LP | 1,541,451 | $10.8M | 0.41% | +1,541,451 | New |
| Jacobs Levy Equity Management, Inc | 1,666,003 | $11.7M | 0.05% | +437,769+35.6% | Added |
| UBS Group AG | 1,786,371 | $12.5M | 0.00% | +646,755+56.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,949,206 | $13.7M | 0.01% | −14,200−0.7% | Reduced |
| Morgan Stanley | 2,023,899 | $14.2M | 0.00% | +987,935+95.4% | Added |
| State Street Corp | 2,177,428 | $15.3M | 0.00% | +42,338+2.0% | Added |
| Westerly Capital Management, LLC | 2,265,000 | $15.9M | 5.04% | +2,265,000 | New |
| Geode Capital Management, LLC | 2,384,127 | $16.7M | 0.00% | +70,476+3.0% | Added |
| Sea Cliff Partners Management, LP | 2,973,718 | $20.8M | 7.98% | −281,656−8.7% | Reduced |
| Naspers Ltd | 3,916,240 | $27.5M | 4.15% | −10,004,600−71.9% | Reduced |
| NewView Capital Partners I, LLC | 3,997,791 | $28.0M | 100.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,474,417 | $31.4M | 0.05% | +1,854,550+70.8% | Added |
| BlackRock, Inc. | 7,375,458 | $51.7M | 0.00% | +337,804+4.8% | Added |
| Vanguard Group Inc | 11,895,585 | $83.4M | 0.00% | +436,984+3.8% | Added |
| Caledonia (Private) Investments Pty Ltd | 13,958,917 | $97.9M | 1.59% | +2,803,475+25.1% | Added |
| Insight Holdings Group, LLC | 38,032,260 | $266.6M | 16.46% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 145 | – | – | −600−80.5% | Reduced |
| Greenvale Capital LLP | 0 | $0 | 0.00% | −838,897−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −208,169−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −119,887−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −90,755−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −71,423−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −58,540−100.0% | Sold out |
| Dauntless Investment Group, LLC | 0 | $0 | 0.00% | −55,426−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −43,258−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −37,605−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −33,894−100.0% | Sold out |