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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.

Q4 2025 vs. Q3 2025

How the institutions holding Udemy, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of UDMY: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1905184−1
Shares128.0M4.42M127.1M+3.48M (+2.8%)
Value$897.5M$31.0M$743.3M−$123.2M (−14.2%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Udemy, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to UDMY in Q4 2025
InstitutionSharesValue% of portfolio
Cypress Point Investment Management LP4,377,766$25.6M5.50%
Mak Capital One LLC3,769,762$22.1M2.97%
Allianz Asset Management GmbH1,234,200$7.22M0.01%
Soros Fund Management LLCSuperinvestorSoros Fund Management1,100,000$6.43M0.09%
CNH Partners LLC976,843$5.71M0.12%
Magnetar Financial LLC594,253$3.48M0.03%
Alpine Associates Management Inc.569,800$3.33M0.22%
Pacer Advisors, Inc.458,592$2.68M0.01%
Wellington Management Group LLP401,000$2.35M0.00%
VARCOV Co.317,251$1.86M0.73%
Abc Arbitrage SA161,881$947.0K0.09%
Natixis153,600$898.6K0.00%
Water Island Capital LLC135,922$795.1K0.10%
Harvest Management LLC110,000$643.5K0.24%
Susquehanna International Group, LLP105,774$618.8K0.00%
Credit Industriel Et Commercial102,400$599.0K0.09%
Omni Event Management Ltd100,000$585.0K0.05%
Oxford Asset Management LLP98,108$573.9K0.20%
Polymer Capital Management (US) LLC51,008$298.4K0.04%
HSBC Holdings PLC49,565$291.7K0.00%
Guggenheim Capital LLC38,266$223.9K0.00%
NewEdge Wealth, LLC37,598$219.9K0.00%
Dark Forest Capital Management LP35,520$207.8K0.01%
Transmarket Holdings LP31,668$185.3K0.14%
Man Group plc30,991$181.3K0.00%
EP Wealth Advisors, LLC29,373$171.8K0.00%
Swiss Life Asset Management Ltd29,010$169.7K0.00%
Jain Global LLC19,291$112.9K0.00%
Simplex Trading, LLC15,369$89.9K0.00%
CSS LLC15,000$87.8K0.00%
Rpo LLC13,186$77.1K0.09%
Royce & Associates LP12,016$70.3K0.00%
Winton Group Ltd11,800$69.0K0.00%
Versant Capital Management, Inc3,868$22.6K0.00%
Clear Street Markets LLC1,008$5.90K0.00%
Group One Trading, L.P.660$3.86K0.00%
PenderFund Capital Management Ltd.375$2.19K0.00%
Rockefeller Capital Management L.P.328$1.92K0.00%
Parallel Advisors, LLC281$1.64K0.00%
Cornerstone Financial Management LLC95$5560.00%
MAI Capital Management72$4220.00%
Transamerica Financial Advisors, Inc.17$990.00%
Northwestern Mutual Wealth Management Co16$940.00%
Root Financial Partners, LLC8$470.00%
Dunhill Financial, LLC3$160.00%

Sold out (46)

Institutions that held Udemy, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UDMY in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Naspers Ltd3,916,240$27.5M
Jacobs Levy Equity Management, Inc1,666,003$11.7M
Inflection Point Investments LLP603,897$4.23M
Two Sigma Investments, LP546,564$3.83M
Maverick Capital LtdSuperinvestorMaverick Capital536,883$3.76M
Landscape Capital Management, L.L.C.380,707$2.67M
S Squared Technology, LLC315,300$2.21M
Jump Financial, LLC283,000$1.98M
Walleye Capital LLC271,948$1.91M
Point72 Asset Management, L.P.234,647$1.64M
NFJ Investment Group, LLC198,467$1.39M
Formula Growth Ltd152,000$1.07M
Mackenzie Financial Corp118,903$833.5K
Danske Bank A/S83,294$583.9K
Campbell & CO Investment Adviser LLC80,771$566.2K
EntryPoint Capital, LLC53,325$373.8K
Counterpoint Mutual Funds LLC51,659$362.1K
Graham Capital Management, L.P.50,529$354.2K
PharVision Advisers, LLC43,448$304.6K
Bayesian Capital Management, LP40,184$281.7K
Bridgefront Capital, LLC32,290$226.4K
Fox Run Management, L.L.C.31,239$219.0K
Virginia Retirement Systems Et Al24,200$169.6K
Omers Administration Corp23,500$164.7K
Van Hulzen Asset Management, LLC20,000$140.4K
Synergy Financial Group, LTD18,959$132.9K
Aquatic Capital Management LLC18,894$132.4K
Quadrature Capital Ltd17,375$122.0K
Versor Investments LP16,700$117.1K
DRW Securities, LLC15,616$107.8K
Capstone Investment Advisors, LLC12,956$90.8K
American Century Companies Inc12,287$86.1K
R Squared Ltd11,997$84.1K
Pallas Capital Advisors LLC11,468$80.4K
Prudential Financial Inc11,330$79.4K
Prelude Capital Management, LLC11,236$78.8K
Teacher Retirement System of Texas10,511$73.7K
Captrust Financial Advisors10,006$70.1K
Walleye Trading LLC7,275$51.0K
Quarry LP7,263$50.9K
Larson Financial Group LLC1,518$10.6K
Nisa Investment Advisors, LLC1,502$10.5K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.796$6.00K
Comerica Bank239$1.68K
Massmutual Trust Co FSB170$1.19K
Parkside Financial Bank & Trust80$562

Not filed for Q4 2025 yet (5)

Institutions that held Udemy, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UDMY in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
NewView Capital Partners I, LLC3,997,791$28.0M
Cubist Systematic Strategies, LLC363,542$2.55M
Point72 Asia (Singapore) Pte. Ltd.28,410$199.2K
Corton Capital Inc.17,002$119.2K
CIBC Bancorp USA Inc.10,358$72.6K