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 2025
Institutional positions in Udemy, Inc. as of Dec 31, 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
- 184
- −1 vs. Q3 2025
- Shares held
- 127.1M
- +3.48M (+2.8%) vs. Q3 2025
- Total value
- $743.3M
- −$123.2M (−14.2%) vs. Q3 2025
- New holders
- 45
- 57 more added
- Sold out
- 46
- 64 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Udemy, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 38,032,260 | $222.5M | 16.64% | 00.0% | Unchanged |
| Caledonia (Private) Investments Pty Ltd | 13,465,240 | $78.8M | 1.51% | −493,677−3.5% | Reduced |
| Vanguard Group Inc | 9,153,668 | $53.5M | 0.00% | −2,741,917−23.0% | Reduced |
| BlackRock, Inc. | 7,289,070 | $42.6M | 0.00% | −86,388−1.2% | Reduced |
| Cypress Point Investment Management LP | 4,377,766 | $25.6M | 5.50% | +4,377,766 | New |
| J. Goldman & Co LP | 4,243,340 | $24.8M | 0.96% | +2,701,889+175.3% | Added |
| Assenagon Asset Management S.A. | 4,186,547 | $24.5M | 0.04% | −287,870−6.4% | Reduced |
| Westerly Capital Management, LLC | 4,000,000 | $23.4M | 7.04% | +1,735,000+76.6% | Added |
| Mak Capital One LLC | 3,769,762 | $22.1M | 2.97% | +3,769,762 | New |
| Sea Cliff Partners Management, LP | 3,193,686 | $18.7M | 7.87% | +219,968+7.4% | Added |
| Geode Capital Management, LLC | 2,280,339 | $13.3M | 0.00% | −103,788−4.4% | Reduced |
| State Street Corp | 2,056,404 | $12.0M | 0.00% | −121,024−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,866,263 | $10.9M | 0.01% | +824,900+79.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,487,535 | $8.70M | 0.01% | −461,671−23.7% | Reduced |
| Algert Global LLC | 1,322,969 | $7.74M | 0.12% | +877,666+197.1% | Added |
| UBS Group AG | 1,321,756 | $7.73M | 0.00% | −464,615−26.0% | Reduced |
| Goldman Sachs Group Inc | 1,259,701 | $7.37M | 0.00% | +559,755+80.0% | Added |
| Allianz Asset Management GmbH | 1,234,200 | $7.22M | 0.01% | +1,234,200 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,100,000 | $6.43M | 0.09% | +1,100,000 | New |
| CNH Partners LLC | 976,843 | $5.71M | 0.12% | +976,843 | New |
| Dimensional Fund Advisors LP | 850,324 | $4.97M | 0.00% | +595,226+233.3% | Added |
| Alliancebernstein L.P. | 847,945 | $4.96M | 0.00% | +434,095+104.9% | Added |
| Northern Trust Corp | 792,936 | $4.64M | 0.00% | −55,394−6.5% | Reduced |
| AQR Capital Management LLC | 727,177 | $4.25M | 0.00% | −91,445−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 720,473 | $4.21M | 0.00% | −214,906−23.0% | Reduced |
| Morgan Stanley | 715,922 | $4.19M | 0.00% | −1,307,977−64.6% | Reduced |
| Citigroup Inc | 683,555 | $4.00M | 0.00% | +670,949+5,322.5% | Added |
| Magnetar Financial LLC | 594,253 | $3.48M | 0.03% | +594,253 | New |
| Alpine Associates Management Inc. | 569,800 | $3.33M | 0.22% | +569,800 | New |
| Cresset Asset Management, LLC | 561,252 | $3.28M | 0.01% | −365,400−39.4% | Reduced |
| Pacer Advisors, Inc. | 458,592 | $2.68M | 0.01% | +458,592 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 452,620 | $2.65M | 0.01% | −286,308−38.7% | Reduced |
| Millennium Management LLC | 446,590 | $2.61M | 0.00% | +195,814+78.1% | Added |
| Renaissance Technologies LLC | 429,501 | $2.51M | 0.00% | −345,399−44.6% | Reduced |
| Jane Street Group, LLC | 401,342 | $2.35M | 0.00% | +153,945+62.2% | Added |
| Wellington Management Group LLP | 401,000 | $2.35M | 0.00% | +401,000 | New |
| Bank of New York Mellon Corp | 385,263 | $2.25M | 0.00% | +87,185+29.2% | Added |
| Victory Capital Management Inc | 366,338 | $2.14M | 0.00% | +161,094+78.5% | Added |
| Balyasny Asset Management LLC | 347,072 | $2.03M | 0.00% | +294,653+562.1% | Added |
| Nuveen, LLC | 346,241 | $2.03M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 329,730 | $1.93M | 0.01% | −504,046−60.5% | Reduced |
| VARCOV Co. | 317,251 | $1.86M | 0.73% | +317,251 | New |
| Lazard Asset Management LLC | 311,107 | $1.82M | 0.00% | −111,045−26.3% | Reduced |
| Federated Hermes, Inc. | 299,786 | $1.75M | 0.00% | −1,102,139−78.6% | Reduced |
| Acadian Asset Management LLC | 292,447 | $1.71M | 0.00% | +236,992+427.4% | Added |
| Engineers Gate Manager LP | 264,896 | $1.55M | 0.02% | −22,299−7.8% | Reduced |
| Qube Research & Technologies Ltd | 252,331 | $1.48M | 0.00% | +218,000+635.0% | Added |
| Citadel Advisors LLC | 236,481 | $1.38M | 0.00% | −535,569−69.4% | Reduced |
| Quantinno Capital Management LP | 227,118 | $1.33M | 0.00% | +72,412+46.8% | Added |
| First Trust Advisors LP | 221,292 | $1.29M | 0.00% | +48,034+27.7% | Added |
| Invesco Ltd. | 208,851 | $1.22M | 0.00% | +45,976+28.2% | Added |
| JPMorgan Chase & Co | 208,264 | $1.22M | 0.00% | −899,793−81.2% | Reduced |
| Panagora Asset Management Inc | 200,771 | $1.17M | 0.00% | +27,341+15.8% | Added |
| XTX Topco Ltd | 193,659 | $1.13M | 0.03% | +81,649+72.9% | Added |
| OP Asset Management Ltd | 172,311 | $1.01M | 0.01% | −27,111−13.6% | Reduced |
| Janney Montgomery Scott LLC | 170,149 | $995.0K | 0.00% | +37,806+28.6% | Added |
| Canada Pension Plan Investment Board | 168,400 | $985.1K | 0.00% | +147,200+694.3% | Added |
| Bank of America Corp | 165,220 | $966.5K | 0.00% | −452,956−73.3% | Reduced |
| Swiss National Bank | 163,100 | $954.1K | 0.00% | +4,500+2.8% | Added |
| Abc Arbitrage SA | 161,881 | $947.0K | 0.09% | +161,881 | New |
| Y-Intercept (Hong Kong) Ltd | 158,812 | $929.0K | 0.02% | −215,483−57.6% | Reduced |
| Barclays PLC | 154,766 | $905.4K | 0.00% | −17,143−10.0% | Reduced |
| UBS Asset Management Americas Inc | 154,662 | $904.8K | 0.00% | −9,736−5.9% | Reduced |
| Natixis | 153,600 | $898.6K | 0.00% | +153,600 | New |
| Ameriprise Financial Inc | 140,718 | $823.2K | 0.00% | +16,918+13.7% | Added |
| Water Island Capital LLC | 135,922 | $795.1K | 0.10% | +135,922 | New |
| Summit Trail Advisors, LLC | 131,382 | $768.6K | 0.01% | −34,682−20.9% | Reduced |
| Los Angeles Capital Management LLC | 135,017 | $760.1K | 0.00% | −100,440−42.7% | Reduced |
| Squarepoint Ops LLC | 120,791 | $706.6K | 0.00% | +35,159+41.1% | Added |
| Rhumbline Advisers | 117,918 | $689.8K | 0.00% | −20,090−14.6% | Reduced |
| Harvest Management LLC | 110,000 | $643.5K | 0.24% | +110,000 | New |
| Franklin Resources Inc | 108,838 | $636.7K | 0.00% | +37,257+52.0% | Added |
| Trexquant Investment LP | 106,411 | $622.5K | 0.01% | +83,487+364.2% | Added |
| Susquehanna International Group, LLP | 105,774 | $618.8K | 0.00% | +105,774 | New |
| Wells Fargo & Company | 104,605 | $611.9K | 0.00% | +44,164+73.1% | Added |
| Credit Industriel Et Commercial | 102,400 | $599.0K | 0.09% | +102,400 | New |
| Omni Event Management Ltd | 100,000 | $585.0K | 0.05% | +100,000 | New |
| Oxford Asset Management LLP | 98,108 | $573.9K | 0.20% | +98,108 | New |
| Legal & General Group Plc | 96,756 | $566.0K | 0.00% | +5,176+5.7% | Added |
| State of Wyoming | 92,359 | $540.3K | 0.06% | +41,417+81.3% | Added |
| California State Teachers Retirement System | 87,980 | $514.7K | 0.00% | +10,381+13.4% | Added |
| Utah Retirement Systems | 82,450 | $482.3K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 80,519 | $471.0K | 0.00% | −841−1.0% | Reduced |
| CWM Advisors, LLC | 79,674 | $466.1K | 0.04% | +14,325+21.9% | Added |
| Deutsche Bank AG | 79,181 | $463.2K | 0.00% | −8,843−10.0% | Reduced |
| State of Tennessee, Treasury Department | 96,182 | $462.6K | 0.00% | +56,124+140.1% | Added |
| Ieq Capital, LLC | 70,816 | $414.3K | 0.00% | −55,058−43.7% | Reduced |
| ProShare Advisors LLC | 69,881 | $408.8K | 0.00% | +53,266+320.6% | Added |
| STRS Ohio | 68,100 | $398.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 66,432 | $388.6K | 0.00% | +51,321+339.6% | Added |
| SG Americas Securities, LLC | 64,460 | $377.0K | 0.00% | +22,194+52.5% | Added |
| Price T Rowe Associates Inc | 55,775 | $327.0K | 0.00% | +4,739+9.3% | Added |
| MetLife Investment Management | 53,207 | $311.3K | 0.00% | +1,670+3.2% | Added |
| Polymer Capital Management (US) LLC | 51,008 | $298.4K | 0.04% | +51,008 | New |
| Susquehanna Portfolio Strategies, LLC | 50,221 | $293.8K | 0.00% | −32,280−39.1% | Reduced |
| HSBC Holdings PLC | 49,565 | $291.7K | 0.00% | +49,565 | New |
| Manufacturers Life Insurance Company, The | 44,685 | $261.4K | 0.00% | −2,762−5.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 44,400 | $259.7K | 0.00% | −1,199−2.6% | Reduced |
| Intech Investment Management LLC | 40,389 | $236.3K | 0.00% | −269−0.7% | Reduced |
| Guggenheim Capital LLC | 38,266 | $223.9K | 0.00% | +38,266 | New |