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。
2025 年第 1 季 13F 持有人
Udemy, Inc. 在 2025/3/31 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
- 165
- 較 2024 年第 4 季 0 家
- 持有股數
- 1.22 億
- 較 2024 年第 4 季 −71.7 萬 (−0.6%)
- 總市值
- $9.50 億
- 較 2024 年第 4 季 −$6,350 萬 (−6.3%)
- 新進機構
- 31
- 另有 65 家加碼
- 清倉機構
- 31
- 另有 47 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 38,032,260 | $2.95 億 | 22.86% | 00.0% | 不變 |
| Naspers Ltd | 13,920,840 | $1.08 億 | 10.43% | −3,200,000−18.7% | 減碼 |
| Caledonia (Private) Investments Pty Ltd | 11,179,565 | $8,675 萬 | 1.41% | −395,733−3.4% | 減碼 |
| Vanguard Group Inc | 10,663,298 | $8,275 萬 | 0.00% | +1,156,006+12.2% | 加碼 |
| BlackRock, Inc. | 6,905,874 | $5,359 萬 | 0.00% | +73,022+1.1% | 加碼 |
| NewView Capital Partners I, LLC | 3,997,791 | $3,102 萬 | 100.00% | 00.0% | 不變 |
| Sea Cliff Partners Management, LP | 3,775,059 | $2,929 萬 | 10.52% | +425,220+12.7% | 加碼 |
| Greenvale Capital LLP | 3,549,830 | $2,755 萬 | 2.68% | −191,564−5.1% | 減碼 |
| Assenagon Asset Management S.A. | 2,678,641 | $2,079 萬 | 0.04% | +2,538,728+1,814.5% | 加碼 |
| Geode Capital Management, LLC | 2,232,052 | $1,732 萬 | 0.00% | +67,002+3.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,137,930 | $1,659 萬 | 0.01% | +1,637,474+327.2% | 加碼 |
| State Street Corp | 2,111,078 | $1,638 萬 | 0.00% | −50,853−2.4% | 減碼 |
| Federated Hermes, Inc. | 1,380,278 | $1,071 萬 | 0.02% | +7,685+0.6% | 加碼 |
| UBS Group AG | 1,310,106 | $1,017 萬 | 0.00% | +316,305+31.8% | 加碼 |
| Cresset Asset Management, LLC | 1,092,402 | $847.7 萬 | 0.04% | +3230.0% | 加碼 |
| Northern Trust Corp | 799,500 | $620.4 萬 | 0.00% | −37,420−4.5% | 減碼 |
| Royce & Associates LP | 779,689 | $605.0 萬 | 0.07% | −339,670−30.3% | 減碼 |
| Millennium Management LLC | 753,782 | $584.9 萬 | 0.01% | +35,577+5.0% | 加碼 |
| Invenomic Capital Management LP | 729,228 | $565.9 萬 | 0.29% | −1,443,106−66.4% | 減碼 |
| Charles Schwab Investment Management Inc | 727,128 | $564.3 萬 | 0.00% | −15,762−2.1% | 減碼 |
| Morgan Stanley | 668,917 | $519.1 萬 | 0.00% | +237,792+55.2% | 加碼 |
| Goldman Sachs Group Inc | 658,603 | $511.1 萬 | 0.00% | +205,104+45.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 548,766 | $425.8 萬 | 0.02% | −79,744−12.7% | 減碼 |
| Inflection Point Investments LLP | 541,567 | $420.3 萬 | 9.14% | −296,334−35.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 502,228 | $389.7 萬 | 0.05% | +246,767+96.6% | 加碼 |
| Citadel Advisors LLC | 467,371 | $362.7 萬 | 0.00% | +467,371 | 新進 |
| Algert Global LLC | 441,104 | $342.3 萬 | 0.08% | +174,170+65.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 417,561 | $324.0 萬 | 0.29% | +417,561 | 新進 |
| Alliancebernstein L.P. | 370,840 | $287.8 萬 | 0.00% | +277,100+295.6% | 加碼 |
| Dimensional Fund Advisors LP | 323,229 | $250.9 萬 | 0.00% | −15,533−4.6% | 減碼 |
| Trexquant Investment LP | 321,375 | $249.4 萬 | 0.03% | +150,605+88.2% | 加碼 |
| PDT Partners, LLC | 300,653 | $233.3 萬 | 0.17% | +235,575+362.0% | 加碼 |
| First Trust Advisors LP | 297,872 | $231.1 萬 | 0.00% | +297,872 | 新進 |
| Los Angeles Capital Management LLC | 281,451 | $218.4 萬 | 0.01% | +281,451 | 新進 |
| Bank of New York Mellon Corp | 272,669 | $211.6 萬 | 0.00% | −9,918−3.5% | 減碼 |
| Voya Investment Management LLC | 265,068 | $205.7 萬 | 0.00% | −132,738−33.4% | 減碼 |
| Quantinno Capital Management LP | 249,794 | $193.8 萬 | 0.01% | −35,705−12.5% | 減碼 |
| Balyasny Asset Management LLC | 242,313 | $188.0 萬 | 0.00% | +184,993+322.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 241,465 | $187.4 萬 | 0.01% | +140,536+139.2% | 加碼 |
| Nuveen, LLC | 221,424 | $171.8 萬 | 0.00% | +221,424 | 新進 |
| UBS Asset Management Americas Inc | 205,316 | $159.3 萬 | 0.00% | +23,452+12.9% | 加碼 |
| AQR Capital Management LLC | 205,212 | $159.2 萬 | 0.00% | +140,597+217.6% | 加碼 |
| Jump Financial, LLC | 203,064 | $157.6 萬 | 0.02% | +168,264+483.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 184,098 | $142.9 萬 | 0.00% | +97,095+111.6% | 加碼 |
| Verition Fund Management LLC | 181,620 | $140.9 萬 | 0.01% | −223,711−55.2% | 減碼 |
| Panagora Asset Management Inc | 173,728 | $134.8 萬 | 0.01% | +173,728 | 新進 |
| Renaissance Technologies LLC | 173,000 | $134.2 萬 | 0.00% | +41,800+31.9% | 加碼 |
| Citigroup Inc | 165,135 | $128.1 萬 | 0.00% | +88,065+114.3% | 加碼 |
| Swiss National Bank | 155,500 | $120.7 萬 | 0.00% | −7,200−4.4% | 減碼 |
| Mackenzie Financial Corp | 152,894 | $118.6 萬 | 0.00% | +152,894 | 新進 |
| Susquehanna International Group, LLP | 148,677 | $115.4 萬 | 0.00% | +96,612+185.6% | 加碼 |
| OP Asset Management Ltd | 144,160 | $111.9 萬 | 0.02% | +144,160 | 新進 |
| Jane Street Group, LLC | 143,497 | $111.4 萬 | 0.00% | +100,460+233.4% | 加碼 |
| Voloridge Investment Management, LLC | 140,009 | $108.6 萬 | 0.00% | −114,063−44.9% | 減碼 |
| Tudor Investment Corp Et Al | 135,160 | $104.9 萬 | 0.01% | +135,160 | 新進 |
| Rhumbline Advisers | 132,289 | $102.7 萬 | 0.00% | +1,613+1.2% | 加碼 |
| JPMorgan Chase & Co | 126,802 | $98.4 萬 | 0.00% | +3,046+2.5% | 加碼 |
| Engineers Gate Manager LP | 125,658 | $97.5 萬 | 0.02% | +59,112+88.8% | 加碼 |
| Dark Forest Capital Management LP | 123,310 | $95.7 萬 | 0.04% | +85,097+222.7% | 加碼 |
| Barclays PLC | 116,236 | $90.2 萬 | 0.00% | −45,441−28.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 113,394 | $88.0 萬 | 0.06% | +93,911+482.0% | 加碼 |
| Deutsche Bank AG | 104,548 | $81.1 萬 | 0.00% | −8,227−7.3% | 減碼 |
| Lazard Asset Management LLC | 100,216 | $77.7 萬 | 0.00% | +100,216 | 新進 |
| Bank of America Corp | 98,975 | $76.8 萬 | 0.00% | −38,780−28.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 97,729 | $75.8 萬 | 0.01% | −34,332−26.0% | 減碼 |
| Invesco Ltd. | 96,439 | $74.8 萬 | 0.00% | +13,936+16.9% | 加碼 |
| Graham Capital Management, L.P. | 86,193 | $66.9 萬 | 0.02% | +6,896+8.7% | 加碼 |
| Russell Investments Group, Ltd. | 86,083 | $66.8 萬 | 0.00% | +44,141+105.2% | 加碼 |
| Legal & General Group Plc | 85,014 | $66.0 萬 | 0.00% | +5,478+6.9% | 加碼 |
| Utah Retirement Systems | 82,450 | $64.0 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 79,437 | $61.6 萬 | 0.00% | +1,468+1.9% | 加碼 |
| California State Teachers Retirement System | 77,595 | $60.2 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 60,834 | $47.2 萬 | 0.00% | +48,893+409.5% | 加碼 |
| MetLife Investment Management | 58,317 | $45.3 萬 | 0.00% | −1,148−1.9% | 減碼 |
| Amundi | 61,030 | $43.9 萬 | 0.00% | −39,168−39.1% | 減碼 |
| Intech Investment Management LLC | 54,993 | $42.7 萬 | 0.00% | +16,277+42.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 54,071 | $42.0 萬 | 0.00% | +2,399+4.6% | 加碼 |
| Qube Research & Technologies Ltd | 52,612 | $40.8 萬 | 0.00% | +52,612 | 新進 |
| Nebula Research & Development LLC | 51,193 | $39.7 萬 | 0.04% | +40,884+396.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 47,702 | $37.0 萬 | 0.00% | +1,321+2.8% | 加碼 |
| American Century Companies Inc | 47,460 | $36.8 萬 | 0.00% | −12,092−20.3% | 減碼 |
| Allianz Asset Management GmbH | 45,618 | $35.4 萬 | 0.00% | +400+0.9% | 加碼 |
| Corebridge Financial, Inc. | 44,599 | $34.6 萬 | 0.00% | −660−1.5% | 減碼 |
| Wells Fargo & Company | 44,246 | $34.3 萬 | 0.00% | +760+1.7% | 加碼 |
| Numerai GP LLC | 42,461 | $32.9 萬 | 0.06% | −12,879−23.3% | 減碼 |
| Caxton Associates LLP | 42,095 | $32.7 萬 | 0.01% | +42,095 | 新進 |
| XTX Topco Ltd | 40,442 | $31.4 萬 | 0.02% | +40,442 | 新進 |
| Price T Rowe Associates Inc | 40,270 | $31.3 萬 | 0.00% | +4,206+11.7% | 加碼 |
| Janus Henderson Group PLC | 35,900 | $28.8 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 34,951 | $27.1 萬 | 0.00% | +34,951 | 新進 |
| Magnetar Financial LLC | 33,556 | $26.0 萬 | 0.00% | +33,556 | 新進 |
| SG Americas Securities, LLC | 32,711 | $25.4 萬 | 0.00% | +3,037+10.2% | 加碼 |
| Centiva Capital, LP | 32,190 | $25.0 萬 | 0.01% | −681−2.1% | 減碼 |
| Mariner, LLC | 31,812 | $24.7 萬 | 0.00% | +31,812 | 新進 |
| Stifel Financial Corp | 29,819 | $23.1 萬 | 0.00% | −5,906−16.5% | 減碼 |
| State of Wyoming | 29,320 | $22.8 萬 | 0.03% | +22,172+310.2% | 加碼 |
| EP Wealth Advisors, LLC | 28,651 | $22.2 萬 | 0.00% | +7,811+37.5% | 加碼 |
| Petrus Trust Company, LTA | 27,842 | $21.6 萬 | 0.02% | +6,232+28.8% | 加碼 |
| New York State Common Retirement Fund | 27,138 | $21.1 萬 | 0.00% | +4,159+18.1% | 加碼 |
| Brevan Howard Capital Management LP | 26,560 | $20.6 萬 | 0.01% | +26,560 | 新進 |