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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 79,674 | $466.1K | 0.04% | +14,325+21.9% | Added |
| Colony Group, LLC | 80,519 | $471.0K | 0.00% | −841−1.0% | Reduced |
| Utah Retirement Systems | 82,450 | $482.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 87,980 | $514.7K | 0.00% | +10,381+13.4% | Added |
| State of Wyoming | 92,359 | $540.3K | 0.06% | +41,417+81.3% | Added |
| Legal & General Group Plc | 96,756 | $566.0K | 0.00% | +5,176+5.7% | Added |
| Oxford Asset Management LLP | 98,108 | $573.9K | 0.20% | +98,108 | New |
| Omni Event Management Ltd | 100,000 | $585.0K | 0.05% | +100,000 | New |
| Credit Industriel Et Commercial | 102,400 | $599.0K | 0.09% | +102,400 | New |
| Wells Fargo & Company | 104,605 | $611.9K | 0.00% | +44,164+73.1% | Added |
| Susquehanna International Group, LLP | 105,774 | $618.8K | 0.00% | +105,774 | New |
| Trexquant Investment LP | 106,411 | $622.5K | 0.01% | +83,487+364.2% | Added |
| Franklin Resources Inc | 108,838 | $636.7K | 0.00% | +37,257+52.0% | Added |
| Harvest Management LLC | 110,000 | $643.5K | 0.24% | +110,000 | New |
| Rhumbline Advisers | 117,918 | $689.8K | 0.00% | −20,090−14.6% | Reduced |
| Squarepoint Ops LLC | 120,791 | $706.6K | 0.00% | +35,159+41.1% | Added |
| Los Angeles Capital Management LLC | 135,017 | $760.1K | 0.00% | −100,440−42.7% | Reduced |
| Summit Trail Advisors, LLC | 131,382 | $768.6K | 0.01% | −34,682−20.9% | Reduced |
| Water Island Capital LLC | 135,922 | $795.1K | 0.10% | +135,922 | New |
| Ameriprise Financial Inc | 140,718 | $823.2K | 0.00% | +16,918+13.7% | Added |
| Natixis | 153,600 | $898.6K | 0.00% | +153,600 | New |
| UBS Asset Management Americas Inc | 154,662 | $904.8K | 0.00% | −9,736−5.9% | Reduced |
| Barclays PLC | 154,766 | $905.4K | 0.00% | −17,143−10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 158,812 | $929.0K | 0.02% | −215,483−57.6% | Reduced |
| Abc Arbitrage SA | 161,881 | $947.0K | 0.09% | +161,881 | New |
| Swiss National Bank | 163,100 | $954.1K | 0.00% | +4,500+2.8% | Added |
| Bank of America Corp | 165,220 | $966.5K | 0.00% | −452,956−73.3% | Reduced |
| Canada Pension Plan Investment Board | 168,400 | $985.1K | 0.00% | +147,200+694.3% | Added |
| Janney Montgomery Scott LLC | 170,149 | $995.0K | 0.00% | +37,806+28.6% | Added |
| OP Asset Management Ltd | 172,311 | $1.01M | 0.01% | −27,111−13.6% | Reduced |
| XTX Topco Ltd | 193,659 | $1.13M | 0.03% | +81,649+72.9% | Added |
| Panagora Asset Management Inc | 200,771 | $1.17M | 0.00% | +27,341+15.8% | Added |
| JPMorgan Chase & Co | 208,264 | $1.22M | 0.00% | −899,793−81.2% | Reduced |
| Invesco Ltd. | 208,851 | $1.22M | 0.00% | +45,976+28.2% | Added |
| First Trust Advisors LP | 221,292 | $1.29M | 0.00% | +48,034+27.7% | Added |
| Quantinno Capital Management LP | 227,118 | $1.33M | 0.00% | +72,412+46.8% | Added |
| Citadel Advisors LLC | 236,481 | $1.38M | 0.00% | −535,569−69.4% | Reduced |
| Qube Research & Technologies Ltd | 252,331 | $1.48M | 0.00% | +218,000+635.0% | Added |
| Engineers Gate Manager LP | 264,896 | $1.55M | 0.02% | −22,299−7.8% | Reduced |
| Acadian Asset Management LLC | 292,447 | $1.71M | 0.00% | +236,992+427.4% | Added |
| Federated Hermes, Inc. | 299,786 | $1.75M | 0.00% | −1,102,139−78.6% | Reduced |
| Lazard Asset Management LLC | 311,107 | $1.82M | 0.00% | −111,045−26.3% | Reduced |
| VARCOV Co. | 317,251 | $1.86M | 0.73% | +317,251 | New |
| Voloridge Investment Management, LLC | 329,730 | $1.93M | 0.01% | −504,046−60.5% | Reduced |
| Nuveen, LLC | 346,241 | $2.03M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 347,072 | $2.03M | 0.00% | +294,653+562.1% | Added |
| Victory Capital Management Inc | 366,338 | $2.14M | 0.00% | +161,094+78.5% | Added |
| Bank of New York Mellon Corp | 385,263 | $2.25M | 0.00% | +87,185+29.2% | Added |
| Wellington Management Group LLP | 401,000 | $2.35M | 0.00% | +401,000 | New |
| Jane Street Group, LLC | 401,342 | $2.35M | 0.00% | +153,945+62.2% | Added |
| Renaissance Technologies LLC | 429,501 | $2.51M | 0.00% | −345,399−44.6% | Reduced |
| Millennium Management LLC | 446,590 | $2.61M | 0.00% | +195,814+78.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 452,620 | $2.65M | 0.01% | −286,308−38.7% | Reduced |
| Pacer Advisors, Inc. | 458,592 | $2.68M | 0.01% | +458,592 | New |
| Cresset Asset Management, LLC | 561,252 | $3.28M | 0.01% | −365,400−39.4% | Reduced |
| Alpine Associates Management Inc. | 569,800 | $3.33M | 0.22% | +569,800 | New |
| Magnetar Financial LLC | 594,253 | $3.48M | 0.03% | +594,253 | New |
| Citigroup Inc | 683,555 | $4.00M | 0.00% | +670,949+5,322.5% | Added |
| Morgan Stanley | 715,922 | $4.19M | 0.00% | −1,307,977−64.6% | Reduced |
| Charles Schwab Investment Management Inc | 720,473 | $4.21M | 0.00% | −214,906−23.0% | Reduced |
| AQR Capital Management LLC | 727,177 | $4.25M | 0.00% | −91,445−11.2% | Reduced |
| Northern Trust Corp | 792,936 | $4.64M | 0.00% | −55,394−6.5% | Reduced |
| Alliancebernstein L.P. | 847,945 | $4.96M | 0.00% | +434,095+104.9% | Added |
| Dimensional Fund Advisors LP | 850,324 | $4.97M | 0.00% | +595,226+233.3% | Added |
| CNH Partners LLC | 976,843 | $5.71M | 0.12% | +976,843 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,100,000 | $6.43M | 0.09% | +1,100,000 | New |
| Allianz Asset Management GmbH | 1,234,200 | $7.22M | 0.01% | +1,234,200 | New |
| Goldman Sachs Group Inc | 1,259,701 | $7.37M | 0.00% | +559,755+80.0% | Added |
| UBS Group AG | 1,321,756 | $7.73M | 0.00% | −464,615−26.0% | Reduced |
| Algert Global LLC | 1,322,969 | $7.74M | 0.12% | +877,666+197.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,487,535 | $8.70M | 0.01% | −461,671−23.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,866,263 | $10.9M | 0.01% | +824,900+79.2% | Added |
| State Street Corp | 2,056,404 | $12.0M | 0.00% | −121,024−5.6% | Reduced |
| Geode Capital Management, LLC | 2,280,339 | $13.3M | 0.00% | −103,788−4.4% | Reduced |
| Sea Cliff Partners Management, LP | 3,193,686 | $18.7M | 7.87% | +219,968+7.4% | Added |
| Mak Capital One LLC | 3,769,762 | $22.1M | 2.97% | +3,769,762 | New |
| Westerly Capital Management, LLC | 4,000,000 | $23.4M | 7.04% | +1,735,000+76.6% | Added |
| Assenagon Asset Management S.A. | 4,186,547 | $24.5M | 0.04% | −287,870−6.4% | Reduced |
| J. Goldman & Co LP | 4,243,340 | $24.8M | 0.96% | +2,701,889+175.3% | Added |
| Cypress Point Investment Management LP | 4,377,766 | $25.6M | 5.50% | +4,377,766 | New |
| BlackRock, Inc. | 7,289,070 | $42.6M | 0.00% | −86,388−1.2% | Reduced |
| Vanguard Group Inc | 9,153,668 | $53.5M | 0.00% | −2,741,917−23.0% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 13,465,240 | $78.8M | 1.51% | −493,677−3.5% | Reduced |
| Insight Holdings Group, LLC | 38,032,260 | $222.5M | 16.64% | 00.0% | Unchanged |
| Naspers Ltd | 0 | $0 | 0.00% | −3,916,240−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,666,003−100.0% | Sold out |
| Inflection Point Investments LLP | 0 | $0 | 0.00% | −603,897−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −546,564−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −536,883−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −380,707−100.0% | Sold out |
| S Squared Technology, LLC | 0 | $0 | 0.00% | −315,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −283,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −271,948−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −234,647−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −198,467−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −152,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −118,903−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −83,294−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −80,771−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −53,325−100.0% | Sold out |