Udemy, Inc.
UDMY2026/5/11 下市- 產業
- Services-Educational Services
- SEC CIK
- 0001607939
Udemy, Inc. 已在 2026/5/11 下市；內部人最後一份 Form 4 在 2026/5/13 申報；2026 年第 1 季末有 195 家機構在 13F 申報持有，市值合計 $6.00 億；大師中只有索羅斯基金管理持有。
2024 年第 2 季 13F 持有人
Udemy, Inc. 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 137
- 較 2024 年第 1 季 −3 家
- 持有股數
- 1.28 億
- 較 2024 年第 1 季 +394.9 萬 (+3.2%)
- 總市值
- $11.0 億
- 較 2024 年第 1 季 −$2.57 億 (−18.9%)
- 新進機構
- 25
- 另有 55 家加碼
- 清倉機構
- 28
- 另有 32 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UDMY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1 | $6,607 |
| 2026 年第 1 季 | 195 | $6.00 億 |
| 2025 年第 4 季 | 184 | $7.43 億 |
| 2025 年第 3 季 | 190 | $8.98 億 |
| 2025 年第 2 季 | 181 | $8.73 億 |
| 2025 年第 1 季 | 165 | $9.50 億 |
| 2024 年第 4 季 | 166 | $10.2 億 |
| 2024 年第 3 季 | 138 | $9.33 億 |
| 2024 年第 2 季 | 137 | $11.0 億 |
| 2024 年第 1 季 | 142 | $13.7 億 |
| 2023 年第 4 季 | 176 | $16.6 億 |
| 2023 年第 3 季 | 108 | $11.3 億 |
| 2023 年第 2 季 | 103 | $12.4 億 |
| 2023 年第 1 季 | 101 | $9.75 億 |
| 2022 年第 4 季 | 106 | $11.4 億 |
| 2022 年第 3 季 | 95 | $12.6 億 |
| 2022 年第 2 季 | 86 | $10.5 億 |
| 2022 年第 1 季 | 67 | $11.8 億 |
| 2021 年第 4 季 | 68 | $18.7 億 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2024 年第 2 季持有機構
每家機構持有 Udemy, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 38,032,260 | $3.28 億 | 11.38% | 00.0% | 不變 |
| Naspers Ltd | 17,120,840 | $1.48 億 | 20.25% | 00.0% | 不變 |
| Caledonia (Private) Investments Pty Ltd | 11,270,629 | $9,727 萬 | 1.76% | +189,182+1.7% | 加碼 |
| Vanguard Group Inc | 9,748,082 | $8,413 萬 | 0.00% | +275,866+2.9% | 加碼 |
| BlackRock Inc. | 6,698,854 | $5,781 萬 | 0.00% | +442,296+7.1% | 加碼 |
| Greenvale Capital LLP | 6,600,000 | $5,696 萬 | 3.82% | 00.0% | 不變 |
| NewView Capital Partners I, LLC | 3,997,791 | $3,450 萬 | 81.97% | 00.0% | 不變 |
| Sea Cliff Partners Management, LP | 3,725,865 | $3,215 萬 | 11.00% | +811,702+27.9% | 加碼 |
| NVP Associates, LLC | 3,114,732 | $2,688 萬 | 29.45% | 00.0% | 不變 |
| Invenomic Capital Management LP | 2,913,320 | $2,514 萬 | 1.31% | +165,867+6.0% | 加碼 |
| Geode Capital Management, LLC | 2,210,896 | $1,908 萬 | 0.00% | +113,843+5.4% | 加碼 |
| State Street Corp | 1,919,134 | $1,656 萬 | 0.00% | +73,455+4.0% | 加碼 |
| Founders Circle Capital LLC | 1,675,981 | $1,446 萬 | 18.12% | 00.0% | 不變 |
| Ophir Asset Management Pty Ltd | 1,462,364 | $1,262 萬 | 2.24% | +1,462,364 | 新進 |
| Inflection Point Investments LLP | 1,385,558 | $1,196 萬 | 14.76% | 00.0% | 不變 |
| FMR LLC | 1,293,693 | $1,116 萬 | 0.00% | −1,110,814−46.2% | 減碼 |
| Cresset Asset Management, LLC | 1,092,509 | $942.8 萬 | 0.04% | +1,092,509 | 新進 |
| Royce & Associates LP | 933,409 | $805.5 萬 | 0.08% | +124,795+15.4% | 加碼 |
| Northern Trust Corp | 748,291 | $645.8 萬 | 0.00% | −33,082−4.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 744,528 | $642.5 萬 | 0.04% | +5,991+0.8% | 加碼 |
| Charles Schwab Investment Management Inc | 733,961 | $633.4 萬 | 0.00% | +32,493+4.6% | 加碼 |
| J. Goldman & Co LP | 727,478 | $627.8 萬 | 0.23% | +727,478 | 新進 |
| Quaker Capital Investments, LLC | 606,077 | $523.0 萬 | 1.72% | +606,077 | 新進 |
| Granahan Investment Management Inc | 563,354 | $486.2 萬 | 0.19% | −441,554−43.9% | 減碼 |
| Trexquant Investment LP | 513,677 | $443.3 萬 | 0.07% | +146,741+40.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 491,005 | $423.7 萬 | 0.02% | +53,474+12.2% | 加碼 |
| Morgan Stanley | 443,368 | $382.6 萬 | 0.00% | +214,598+93.8% | 加碼 |
| Industry Ventures, L.L.C. | 400,000 | $345.2 萬 | 5.32% | +400,000 | 新進 |
| Cubist Systematic Strategies, LLC | 389,164 | $335.8 萬 | 0.06% | −20,638−5.0% | 減碼 |
| Millennium Management LLC | 336,559 | $290.5 萬 | 0.00% | −22,212−6.2% | 減碼 |
| Bank of New York Mellon Corp | 330,044 | $284.8 萬 | 0.00% | +50,473+18.1% | 加碼 |
| Goldman Sachs Group Inc | 307,411 | $265.3 萬 | 0.00% | −225,501−42.3% | 減碼 |
| Bank of America Corp | 277,091 | $239.1 萬 | 0.00% | +193,672+232.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 258,393 | $223.0 萬 | 0.00% | −270,588−51.2% | 減碼 |
| Algert Global LLC | 238,672 | $206.0 萬 | 0.07% | +143,498+150.8% | 加碼 |
| Voya Investment Management LLC | 232,947 | $201.0 萬 | 0.00% | −15,380−6.2% | 減碼 |
| Nuveen Asset Management, LLC | 230,109 | $198.6 萬 | 0.00% | −644,863−73.7% | 減碼 |
| UBS Group AG | 206,316 | $178.1 萬 | 0.00% | +95,711+86.5% | 加碼 |
| Tudor Investment Corp Et Al | 201,636 | $174.0 萬 | 0.02% | +111,326+123.3% | 加碼 |
| UBS Asset Management Americas Inc | 170,686 | $147.3 萬 | 0.00% | +75,106+78.6% | 加碼 |
| Swiss National Bank | 165,800 | $143.1 萬 | 0.00% | +29,600+21.7% | 加碼 |
| JPMorgan Chase & Co | 157,242 | $135.7 萬 | 0.00% | +31,506+25.1% | 加碼 |
| Jane Street Group, LLC | 143,819 | $124.1 萬 | 0.00% | +100,619+232.9% | 加碼 |
| Parkwood LLC | 135,480 | $116.9 萬 | 0.15% | 00.0% | 不變 |
| Twinbeech Capital LP | 134,392 | $116.0 萬 | 0.02% | +134,392 | 新進 |
| Rhumbline Advisers | 131,847 | $113.8 萬 | 0.00% | +11,699+9.7% | 加碼 |
| Amundi | 131,634 | $113.7 萬 | 0.00% | −65,637−33.3% | 減碼 |
| First Trust Advisors LP | 123,490 | $106.6 萬 | 0.00% | −192,563−60.9% | 減碼 |
| Assenagon Asset Management S.A. | 117,556 | $101.5 萬 | 0.00% | +59,614+102.9% | 加碼 |
| Voloridge Investment Management, LLC | 103,125 | $89.0 萬 | 0.00% | +84,905+466.0% | 加碼 |
| Alliancebernstein L.P. | 93,740 | $80.9 萬 | 0.00% | +17,300+22.6% | 加碼 |
| Petrus Trust Company, LTA | 87,572 | $75.6 萬 | 0.07% | +48,180+122.3% | 加碼 |
| Dimensional Fund Advisors LP | 86,005 | $74.1 萬 | 0.00% | +63,251+278.0% | 加碼 |
| California State Teachers Retirement System | 83,037 | $71.7 萬 | 0.00% | +12,005+16.9% | 加碼 |
| Utah Retirement Systems | 82,450 | $71.2 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 82,183 | $70.9 萬 | 0.00% | +2,593+3.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 77,953 | $67.3 萬 | 0.01% | 00.0% | 不變 |
| Legal & General Group Plc | 73,588 | $63.5 萬 | 0.00% | +2,779+3.9% | 加碼 |
| SpiderRock Advisors, LLC | 67,750 | $58.5 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 65,123 | $56.2 萬 | 0.01% | +65,123 | 新進 |
| MetLife Investment Management | 56,015 | $48.3 萬 | 0.00% | +10,181+22.2% | 加碼 |
| STRS Ohio | 54,100 | $46.7 萬 | 0.00% | +5,500+11.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 51,780 | $44.7 萬 | 0.00% | +3,336+6.9% | 加碼 |
| Corebridge Financial, Inc. | 51,445 | $44.4 萬 | 0.00% | +51,445 | 新進 |
| State of Wisconsin Investment Board | 50,832 | $43.9 萬 | 0.00% | +13,385+35.7% | 加碼 |
| Aigen Investment Management, LP | 48,735 | $42.1 萬 | 0.08% | +11,238+30.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 47,145 | $40.7 萬 | 0.07% | +31,857+208.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 45,556 | $39.3 萬 | 0.00% | +45,556 | 新進 |
| Deutsche Bank AG | 44,485 | $38.4 萬 | 0.00% | −2,228−4.8% | 減碼 |
| Russell Investments Group, Ltd. | 44,054 | $38.0 萬 | 0.00% | +12,197+38.3% | 加碼 |
| AQR Capital Management LLC | 43,945 | $37.9 萬 | 0.00% | −56,055−56.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 40,000 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| Versor Investments LP | 36,300 | $31.3 萬 | 0.06% | +36,300 | 新進 |
| Janus Henderson Group PLC | 35,900 | $31.0 萬 | 0.00% | −416−1.1% | 減碼 |
| Moody National Bank Trust Division | 35,819 | $30.9 萬 | 0.02% | −14,757−29.2% | 減碼 |
| Summit Trail Advisors, LLC | 35,274 | $30.4 萬 | 0.01% | −89−0.3% | 減碼 |
| New York State Common Retirement Fund | 34,779 | $30.0 萬 | 0.00% | −38,273−52.4% | 減碼 |
| Barclays PLC | 33,808 | $29.2 萬 | 0.00% | −42,804−55.9% | 減碼 |
| Wells Fargo & Company | 31,650 | $27.3 萬 | 0.00% | +3,945+14.2% | 加碼 |
| Bayesian Capital Management, LP | 30,964 | $26.7 萬 | 0.03% | +30,964 | 新進 |
| Engineers Gate Manager LP | 30,660 | $26.5 萬 | 0.01% | −30,659−50.0% | 減碼 |
| EntryPoint Capital, LLC | 30,513 | $26.3 萬 | 0.12% | +30,513 | 新進 |
| Price T Rowe Associates Inc | 30,440 | $26.3 萬 | 0.00% | +5,175+20.5% | 加碼 |
| Corton Capital Inc. | 27,859 | $24.0 萬 | 0.13% | +12,741+84.3% | 加碼 |
| Royal Bank of Canada | 27,293 | $23.6 萬 | 0.00% | +14,073+106.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 24,610 | $21.2 萬 | 0.00% | +12,900+110.2% | 加碼 |
| ProShare Advisors LLC | 24,018 | $20.7 萬 | 0.00% | +7,909+49.1% | 加碼 |
| Aquatic Capital Management LLC | 23,700 | $20.5 萬 | 0.01% | +23,700 | 新進 |
| Arizona State Retirement System | 23,597 | $20.4 萬 | 0.00% | +4,635+24.4% | 加碼 |
| Allianz Asset Management GmbH | 22,784 | $19.7 萬 | 0.00% | +22,784 | 新進 |
| HighTower Advisors, LLC | 22,667 | $19.5 萬 | 0.00% | +411+1.8% | 加碼 |
| Prelude Capital Management, LLC | 22,513 | $19.4 萬 | 0.02% | +22,513 | 新進 |
| Susquehanna International Group, LLP | 21,584 | $18.6 萬 | 0.00% | −62,122−74.2% | 減碼 |
| Citigroup Inc | 20,809 | $18.0 萬 | 0.00% | +6,012+40.6% | 加碼 |
| Keebeck Alpha, LP | 20,465 | $17.7 萬 | 0.13% | +20,465 | 新進 |
| Synergy Financial Group, LTD | 19,953 | $17.2 萬 | 0.18% | −2,216−10.0% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 19,770 | $17.1 萬 | 0.06% | −31,427−61.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 19,770 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Seven Post Investment Office LP | 18,914 | $16.3 萬 | 0.03% | 00.0% | 不變 |
| Bessemer Group Inc | 18,497 | $16.0 萬 | 0.00% | 00.0% | 不變 |