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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 232,947 | $201.0 萬 | 0.00% | −15,380−6.2% | 減碼 |
| Algert Global LLC | 238,672 | $206.0 萬 | 0.07% | +143,498+150.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 258,393 | $223.0 萬 | 0.00% | −270,588−51.2% | 減碼 |
| Bank of America Corp | 277,091 | $239.1 萬 | 0.00% | +193,672+232.2% | 加碼 |
| Goldman Sachs Group Inc | 307,411 | $265.3 萬 | 0.00% | −225,501−42.3% | 減碼 |
| Bank of New York Mellon Corp | 330,044 | $284.8 萬 | 0.00% | +50,473+18.1% | 加碼 |
| Millennium Management LLC | 336,559 | $290.5 萬 | 0.00% | −22,212−6.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 389,164 | $335.8 萬 | 0.06% | −20,638−5.0% | 減碼 |
| Industry Ventures, L.L.C. | 400,000 | $345.2 萬 | 5.32% | +400,000 | 新進 |
| Morgan Stanley | 443,368 | $382.6 萬 | 0.00% | +214,598+93.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 491,005 | $423.7 萬 | 0.02% | +53,474+12.2% | 加碼 |
| Trexquant Investment LP | 513,677 | $443.3 萬 | 0.07% | +146,741+40.0% | 加碼 |
| Granahan Investment Management Inc | 563,354 | $486.2 萬 | 0.19% | −441,554−43.9% | 減碼 |
| Quaker Capital Investments, LLC | 606,077 | $523.0 萬 | 1.72% | +606,077 | 新進 |
| J. Goldman & Co LP | 727,478 | $627.8 萬 | 0.23% | +727,478 | 新進 |
| Charles Schwab Investment Management Inc | 733,961 | $633.4 萬 | 0.00% | +32,493+4.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 744,528 | $642.5 萬 | 0.04% | +5,991+0.8% | 加碼 |
| Northern Trust Corp | 748,291 | $645.8 萬 | 0.00% | −33,082−4.2% | 減碼 |
| Royce & Associates LP | 933,409 | $805.5 萬 | 0.08% | +124,795+15.4% | 加碼 |
| Cresset Asset Management, LLC | 1,092,509 | $942.8 萬 | 0.04% | +1,092,509 | 新進 |
| FMR LLC | 1,293,693 | $1,116 萬 | 0.00% | −1,110,814−46.2% | 減碼 |
| Inflection Point Investments LLP | 1,385,558 | $1,196 萬 | 14.76% | 00.0% | 不變 |
| Ophir Asset Management Pty Ltd | 1,462,364 | $1,262 萬 | 2.24% | +1,462,364 | 新進 |
| Founders Circle Capital LLC | 1,675,981 | $1,446 萬 | 18.12% | 00.0% | 不變 |
| State Street Corp | 1,919,134 | $1,656 萬 | 0.00% | +73,455+4.0% | 加碼 |
| Geode Capital Management, LLC | 2,210,896 | $1,908 萬 | 0.00% | +113,843+5.4% | 加碼 |
| Invenomic Capital Management LP | 2,913,320 | $2,514 萬 | 1.31% | +165,867+6.0% | 加碼 |
| NVP Associates, LLC | 3,114,732 | $2,688 萬 | 29.45% | 00.0% | 不變 |
| Sea Cliff Partners Management, LP | 3,725,865 | $3,215 萬 | 11.00% | +811,702+27.9% | 加碼 |
| NewView Capital Partners I, LLC | 3,997,791 | $3,450 萬 | 81.97% | 00.0% | 不變 |
| Greenvale Capital LLP | 6,600,000 | $5,696 萬 | 3.82% | 00.0% | 不變 |
| BlackRock Inc. | 6,698,854 | $5,781 萬 | 0.00% | +442,296+7.1% | 加碼 |
| Vanguard Group Inc | 9,748,082 | $8,413 萬 | 0.00% | +275,866+2.9% | 加碼 |
| Caledonia (Private) Investments Pty Ltd | 11,270,629 | $9,727 萬 | 1.76% | +189,182+1.7% | 加碼 |
| Naspers Ltd | 17,120,840 | $1.48 億 | 20.25% | 00.0% | 不變 |
| Insight Holdings Group, LLC | 38,032,260 | $3.28 億 | 11.38% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 7,757 | – | – | +7,757 | 新進 |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −175,372−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −120,758−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −60,356−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −57,873−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −44,186−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −39,791−100.0% | 清倉 |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −33,995−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,800−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −31,044−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −38,000−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −18,960−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,429−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,069−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,289−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,413−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,033−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −9,300−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,831−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −5,672−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,721−100.0% | 清倉 |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −1,363−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −540−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Cipher Capital LP | – | – | – | – | 本季未申報 |