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 2 季 13F 持有人
Udemy, Inc. 在 2025/6/30 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
- 181
- 較 2025 年第 1 季 +17 家
- 持有股數
- 1.24 億
- 較 2025 年第 1 季 +181.4 萬 (+1.5%)
- 總市值
- $8.73 億
- 較 2025 年第 1 季 −$7,658 萬 (−8.1%)
- 新進機構
- 39
- 另有 76 家加碼
- 清倉機構
- 22
- 另有 42 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 54,993 | $38.7 萬 | 0.00% | 00.0% | 不變 |
| Dauntless Investment Group, LLC | 55,426 | $39.0 萬 | 1.83% | +55,426 | 新進 |
| Counterpoint Mutual Funds LLC | 57,796 | $40.6 萬 | 0.04% | +57,796 | 新進 |
| MetLife Investment Management | 58,317 | $41.0 萬 | 0.00% | 00.0% | 不變 |
| Centiva Capital, LP | 58,540 | $41.2 萬 | 0.03% | +26,350+81.9% | 加碼 |
| Squarepoint Ops LLC | 61,987 | $43.6 萬 | 0.00% | +61,987 | 新進 |
| Ameriprise Financial Inc | 66,229 | $46.6 萬 | 0.00% | +5,395+8.9% | 加碼 |
| STRS Ohio | 68,100 | $47.9 萬 | 0.00% | +45,100+196.1% | 加碼 |
| Petrus Trust Company, LTA | 71,423 | $50.2 萬 | 0.05% | +43,581+156.5% | 加碼 |
| California State Teachers Retirement System | 77,595 | $54.5 萬 | 0.00% | 00.0% | 不變 |
| Colony Group, LLC | 79,413 | $55.8 萬 | 0.00% | −240.0% | 減碼 |
| Deutsche Bank AG | 80,024 | $56.3 萬 | 0.00% | −24,524−23.5% | 減碼 |
| Utah Retirement Systems | 82,450 | $58.0 萬 | 0.01% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 86,239 | $60.6 萬 | 0.00% | +51,288+146.7% | 加碼 |
| ExodusPoint Capital Management, LP | 90,755 | $63.8 萬 | 0.01% | +90,755 | 新進 |
| Legal & General Group Plc | 91,730 | $64.5 萬 | 0.00% | +6,716+7.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 94,138 | $66.2 萬 | 0.00% | −89,960−48.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 95,013 | $66.8 萬 | 0.04% | +95,013 | 新進 |
| Victory Capital Management Inc | 95,530 | $67.2 萬 | 0.00% | +95,530 | 新進 |
| Russell Investments Group, Ltd. | 99,111 | $69.7 萬 | 0.00% | +13,028+15.1% | 加碼 |
| Ieq Capital, LLC | 100,463 | $70.6 萬 | 0.00% | +79,194+372.3% | 加碼 |
| Danske Bank A/S | 108,053 | $76.0 萬 | 0.00% | +108,053 | 新進 |
| Quantbot Technologies LP | 117,309 | $82.5 萬 | 0.02% | +117,309 | 新進 |
| Susquehanna International Group, LLP | 119,887 | $84.3 萬 | 0.00% | −28,790−19.4% | 減碼 |
| Point72 Asset Management, L.P. | 124,280 | $87.4 萬 | 0.00% | +124,280 | 新進 |
| Graham Capital Management, L.P. | 125,267 | $88.1 萬 | 0.03% | +39,074+45.3% | 加碼 |
| Invesco Ltd. | 127,519 | $89.6 萬 | 0.00% | +31,080+32.2% | 加碼 |
| OP Asset Management Ltd | 148,520 | $104.4 萬 | 0.02% | +4,360+3.0% | 加碼 |
| Rhumbline Advisers | 152,306 | $107.1 萬 | 0.00% | +20,017+15.1% | 加碼 |
| Swiss National Bank | 155,500 | $109.3 萬 | 0.00% | 00.0% | 不變 |
| Panagora Asset Management Inc | 173,787 | $122.2 萬 | 0.01% | +590.0% | 加碼 |
| Nuveen, LLC | 184,441 | $129.7 萬 | 0.00% | −36,983−16.7% | 減碼 |
| Barclays PLC | 191,282 | $134.5 萬 | 0.00% | +75,046+64.6% | 加碼 |
| Engineers Gate Manager LP | 197,435 | $138.8 萬 | 0.02% | +71,777+57.1% | 加碼 |
| Mackenzie Financial Corp | 207,374 | $145.8 萬 | 0.00% | +54,480+35.6% | 加碼 |
| PDT Partners, LLC | 208,169 | $146.3 萬 | 0.08% | −92,484−30.8% | 減碼 |
| Quantinno Capital Management LP | 209,536 | $147.3 萬 | 0.01% | −40,258−16.1% | 減碼 |
| Summit Trail Advisors, LLC | 220,874 | $155.3 萬 | 0.03% | +220,874 | 新進 |
| Jane Street Group, LLC | 230,840 | $162.3 萬 | 0.00% | +87,343+60.9% | 加碼 |
| Los Angeles Capital Management LLC | 239,040 | $168.0 萬 | 0.01% | −42,411−15.1% | 減碼 |
| Voya Investment Management LLC | 269,255 | $189.3 萬 | 0.00% | +4,187+1.6% | 加碼 |
| Dimensional Fund Advisors LP | 275,231 | $193.5 萬 | 0.00% | −47,998−14.8% | 減碼 |
| Bank of New York Mellon Corp | 284,461 | $200.0 萬 | 0.00% | +11,792+4.3% | 加碼 |
| UBS Asset Management Americas Inc | 294,356 | $206.9 萬 | 0.00% | +89,040+43.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 344,388 | $242.1 萬 | 0.06% | +230,994+203.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 357,148 | $251.1 萬 | 0.20% | −60,413−14.5% | 減碼 |
| Bank of America Corp | 388,696 | $273.3 萬 | 0.00% | +289,721+292.7% | 加碼 |
| Jump Financial, LLC | 388,846 | $273.4 萬 | 0.03% | +185,782+91.5% | 加碼 |
| Verition Fund Management LLC | 398,343 | $280.0 萬 | 0.02% | +216,723+119.3% | 加碼 |
| Alliancebernstein L.P. | 413,850 | $290.9 萬 | 0.00% | +43,010+11.6% | 加碼 |
| Goldman Sachs Group Inc | 448,573 | $315.3 萬 | 0.00% | −210,030−31.9% | 減碼 |
| Renaissance Technologies LLC | 485,101 | $341.0 萬 | 0.00% | +312,101+180.4% | 加碼 |
| First Trust Advisors LP | 487,539 | $342.7 萬 | 0.00% | +189,667+63.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 504,823 | $354.9 萬 | 0.01% | +263,358+109.1% | 加碼 |
| Inflection Point Investments LLP | 522,897 | $367.6 萬 | 6.96% | −18,670−3.4% | 減碼 |
| Algert Global LLC | 540,534 | $380.0 萬 | 0.08% | +99,430+22.5% | 加碼 |
| AQR Capital Management LLC | 609,482 | $428.5 萬 | 0.00% | +404,270+197.0% | 加碼 |
| Voloridge Investment Management, LLC | 651,998 | $458.4 萬 | 0.02% | +511,989+365.7% | 加碼 |
| JPMorgan Chase & Co | 703,957 | $494.9 萬 | 0.00% | +577,155+455.2% | 加碼 |
| Charles Schwab Investment Management Inc | 832,573 | $585.3 萬 | 0.00% | +105,445+14.5% | 加碼 |
| Millennium Management LLC | 833,606 | $586.0 萬 | 0.01% | +79,824+10.6% | 加碼 |
| Greenvale Capital LLP | 838,897 | $589.7 萬 | 0.53% | −2,710,933−76.4% | 減碼 |
| Northern Trust Corp | 857,219 | $602.6 萬 | 0.00% | +57,719+7.2% | 加碼 |
| Citadel Advisors LLC | 935,242 | $657.5 萬 | 0.01% | +467,871+100.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 1,008,906 | $709.3 萬 | 0.08% | +506,678+100.9% | 加碼 |
| Morgan Stanley | 1,035,964 | $728.3 萬 | 0.00% | +367,047+54.9% | 加碼 |
| Cresset Asset Management, LLC | 1,091,785 | $767.5 萬 | 0.04% | −617−0.1% | 減碼 |
| UBS Group AG | 1,139,616 | $801.1 萬 | 0.00% | −170,490−13.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 1,228,234 | $863.4 萬 | 0.03% | +679,468+123.8% | 加碼 |
| Federated Hermes, Inc. | 1,386,268 | $974.5 萬 | 0.02% | +5,990+0.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,963,406 | $1,380 萬 | 0.01% | −174,524−8.2% | 減碼 |
| State Street Corp | 2,135,090 | $1,501 萬 | 0.00% | +24,012+1.1% | 加碼 |
| Geode Capital Management, LLC | 2,313,651 | $1,627 萬 | 0.00% | +81,599+3.7% | 加碼 |
| Assenagon Asset Management S.A. | 2,619,867 | $1,842 萬 | 0.03% | −58,774−2.2% | 減碼 |
| Sea Cliff Partners Management, LP | 3,255,374 | $2,289 萬 | 7.80% | −519,685−13.8% | 減碼 |
| NewView Capital Partners I, LLC | 3,997,791 | $2,810 萬 | 100.00% | 00.0% | 不變 |
| BlackRock, Inc. | 7,037,654 | $4,947 萬 | 0.00% | +131,780+1.9% | 加碼 |
| Caledonia (Private) Investments Pty Ltd | 11,155,442 | $7,842 萬 | 1.25% | −24,123−0.2% | 減碼 |
| Vanguard Group Inc | 11,458,601 | $8,055 萬 | 0.00% | +795,303+7.5% | 加碼 |
| Naspers Ltd | 13,920,840 | $9,786 萬 | 13.75% | 00.0% | 不變 |
| Insight Holdings Group, LLC | 38,032,260 | $2.67 億 | 11.18% | 00.0% | 不變 |
| Royce & Associates LP | 0 | $0 | 0.00% | −779,689−100.0% | 清倉 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −729,228−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −242,313−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −135,160−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −100,216−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −97,729−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −61,030−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −52,612−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −44,599−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −33,556−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,872−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,669−100.0% | 清倉 |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −15,100−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,520−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,287−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,240−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,400−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −325−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −306−100.0% | 清倉 |