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 3 季 13F 持有人
Udemy, Inc. 在 2025/9/30 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
- 190
- 較 2025 年第 2 季 +13 家
- 持有股數
- 1.28 億
- 較 2025 年第 2 季 +385.9 萬 (+3.1%)
- 總市值
- $8.98 億
- 較 2025 年第 2 季 +$2,455 萬 (+2.8%)
- 新進機構
- 36
- 另有 81 家加碼
- 清倉機構
- 23
- 另有 54 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 38,032,260 | $2.67 億 | 16.46% | 00.0% | 不變 |
| Caledonia (Private) Investments Pty Ltd | 13,958,917 | $9,785 萬 | 1.59% | +2,803,475+25.1% | 加碼 |
| Vanguard Group Inc | 11,895,585 | $8,339 萬 | 0.00% | +436,984+3.8% | 加碼 |
| BlackRock, Inc. | 7,375,458 | $5,170 萬 | 0.00% | +337,804+4.8% | 加碼 |
| Assenagon Asset Management S.A. | 4,474,417 | $3,137 萬 | 0.05% | +1,854,550+70.8% | 加碼 |
| NewView Capital Partners I, LLC | 3,997,791 | $2,802 萬 | 100.00% | 00.0% | 不變 |
| Naspers Ltd | 3,916,240 | $2,745 萬 | 4.15% | −10,004,600−71.9% | 減碼 |
| Sea Cliff Partners Management, LP | 2,973,718 | $2,085 萬 | 7.98% | −281,656−8.7% | 減碼 |
| Geode Capital Management, LLC | 2,384,127 | $1,671 萬 | 0.00% | +70,476+3.0% | 加碼 |
| Westerly Capital Management, LLC | 2,265,000 | $1,588 萬 | 5.04% | +2,265,000 | 新進 |
| State Street Corp | 2,177,428 | $1,526 萬 | 0.00% | +42,338+2.0% | 加碼 |
| Morgan Stanley | 2,023,899 | $1,419 萬 | 0.00% | +987,935+95.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,949,206 | $1,366 萬 | 0.01% | −14,200−0.7% | 減碼 |
| UBS Group AG | 1,786,371 | $1,252 萬 | 0.00% | +646,755+56.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 1,666,003 | $1,168 萬 | 0.05% | +437,769+35.6% | 加碼 |
| J. Goldman & Co LP | 1,541,451 | $1,081 萬 | 0.41% | +1,541,451 | 新進 |
| Federated Hermes, Inc. | 1,401,925 | $982.7 萬 | 0.02% | +15,657+1.1% | 加碼 |
| JPMorgan Chase & Co | 1,108,057 | $776.7 萬 | 0.00% | +404,100+57.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,041,363 | $730.0 萬 | 0.01% | +955,124+1,107.5% | 加碼 |
| Charles Schwab Investment Management Inc | 935,379 | $655.7 萬 | 0.00% | +102,806+12.3% | 加碼 |
| Cresset Asset Management, LLC | 926,652 | $649.6 萬 | 0.03% | −165,133−15.1% | 減碼 |
| Northern Trust Corp | 848,330 | $594.7 萬 | 0.00% | −8,889−1.0% | 減碼 |
| Voloridge Investment Management, LLC | 833,776 | $584.5 萬 | 0.02% | +181,778+27.9% | 加碼 |
| AQR Capital Management LLC | 818,622 | $573.9 萬 | 0.00% | +209,140+34.3% | 加碼 |
| Renaissance Technologies LLC | 774,900 | $543.2 萬 | 0.01% | +289,799+59.7% | 加碼 |
| Citadel Advisors LLC | 772,050 | $541.2 萬 | 0.00% | −163,192−17.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 738,928 | $518.0 萬 | 0.02% | +234,105+46.4% | 加碼 |
| Goldman Sachs Group Inc | 699,946 | $490.7 萬 | 0.00% | +251,373+56.0% | 加碼 |
| Bank of America Corp | 618,176 | $433.3 萬 | 0.00% | +229,480+59.0% | 加碼 |
| Inflection Point Investments LLP | 603,897 | $423.3 萬 | 9.02% | +81,000+15.5% | 加碼 |
| Two Sigma Investments, LP | 546,564 | $383.1 萬 | 0.01% | +546,564 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 536,883 | $376.4 萬 | 0.05% | +536,883 | 新進 |
| Algert Global LLC | 445,303 | $312.2 萬 | 0.05% | −95,231−17.6% | 減碼 |
| Lazard Asset Management LLC | 422,152 | $295.9 萬 | 0.00% | +422,152 | 新進 |
| Alliancebernstein L.P. | 413,850 | $290.1 萬 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 380,707 | $266.9 萬 | 0.17% | +23,559+6.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 374,295 | $262.4 萬 | 0.06% | +29,907+8.7% | 加碼 |
| Two Sigma Advisers, LP | 365,200 | $256.0 萬 | 0.01% | +336,400+1,168.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 363,542 | $254.8 萬 | 0.04% | −645,364−64.0% | 減碼 |
| Nuveen, LLC | 346,241 | $242.7 萬 | 0.00% | +161,800+87.7% | 加碼 |
| S Squared Technology, LLC | 315,300 | $221.0 萬 | 0.84% | +315,300 | 新進 |
| Bank of New York Mellon Corp | 298,078 | $209.0 萬 | 0.00% | +13,617+4.8% | 加碼 |
| Engineers Gate Manager LP | 287,195 | $201.3 萬 | 0.02% | +89,760+45.5% | 加碼 |
| Jump Financial, LLC | 283,000 | $198.4 萬 | 0.03% | −105,846−27.2% | 減碼 |
| Voya Investment Management LLC | 280,607 | $196.7 萬 | 0.00% | +11,352+4.2% | 加碼 |
| Walleye Capital LLC | 271,948 | $190.6 萬 | 0.02% | +271,948 | 新進 |
| Dimensional Fund Advisors LP | 255,098 | $178.9 萬 | 0.00% | −20,133−7.3% | 減碼 |
| Millennium Management LLC | 250,776 | $175.8 萬 | 0.00% | −582,830−69.9% | 減碼 |
| Jane Street Group, LLC | 247,397 | $173.4 萬 | 0.00% | +16,557+7.2% | 加碼 |
| Los Angeles Capital Management LLC | 235,457 | $165.1 萬 | 0.01% | −3,583−1.5% | 減碼 |
| Point72 Asset Management, L.P. | 234,647 | $164.5 萬 | 0.00% | +110,367+88.8% | 加碼 |
| Victory Capital Management Inc | 205,244 | $143.9 萬 | 0.00% | +109,714+114.8% | 加碼 |
| OP Asset Management Ltd | 199,422 | $139.8 萬 | 0.02% | +50,902+34.3% | 加碼 |
| NFJ Investment Group, LLC | 198,467 | $139.1 萬 | 0.05% | +198,467 | 新進 |
| BNP Paribas Arbitrage, SA | 182,025 | $127.6 萬 | 0.00% | +87,887+93.4% | 加碼 |
| Panagora Asset Management Inc | 173,430 | $121.6 萬 | 0.00% | −357−0.2% | 減碼 |
| First Trust Advisors LP | 173,258 | $121.5 萬 | 0.00% | −314,281−64.5% | 減碼 |
| Barclays PLC | 171,909 | $120.5 萬 | 0.00% | −19,373−10.1% | 減碼 |
| Brevan Howard Capital Management LP | 169,669 | $118.9 萬 | 0.02% | +156,872+1,225.8% | 加碼 |
| Summit Trail Advisors, LLC | 166,064 | $116.4 萬 | 0.02% | −54,810−24.8% | 減碼 |
| UBS Asset Management Americas Inc | 164,398 | $115.2 萬 | 0.00% | −129,958−44.1% | 減碼 |
| Invesco Ltd. | 162,875 | $114.2 萬 | 0.00% | +35,356+27.7% | 加碼 |
| Swiss National Bank | 158,600 | $111.2 萬 | 0.00% | +3,100+2.0% | 加碼 |
| Quantinno Capital Management LP | 154,706 | $108.4 萬 | 0.00% | −54,830−26.2% | 減碼 |
| Formula Growth Ltd | 152,000 | $106.6 萬 | 0.38% | +152,000 | 新進 |
| Rhumbline Advisers | 138,008 | $96.7 萬 | 0.00% | −14,298−9.4% | 減碼 |
| Janney Montgomery Scott LLC | 132,343 | $92.8 萬 | 0.00% | +84,016+173.8% | 加碼 |
| Ieq Capital, LLC | 125,874 | $88.2 萬 | 0.00% | +25,411+25.3% | 加碼 |
| Russell Investments Group, Ltd. | 124,504 | $87.3 萬 | 0.00% | +25,393+25.6% | 加碼 |
| Ameriprise Financial Inc | 123,800 | $86.8 萬 | 0.00% | +57,571+86.9% | 加碼 |
| Mackenzie Financial Corp | 118,903 | $83.4 萬 | 0.00% | −88,471−42.7% | 減碼 |
| XTX Topco Ltd | 112,010 | $78.5 萬 | 0.04% | +101,278+943.7% | 加碼 |
| Legal & General Group Plc | 91,580 | $64.2 萬 | 0.00% | −150−0.2% | 減碼 |
| Deutsche Bank AG | 88,024 | $61.7 萬 | 0.00% | +8,000+10.0% | 加碼 |
| Squarepoint Ops LLC | 85,632 | $60.0 萬 | 0.00% | +23,645+38.1% | 加碼 |
| Danske Bank A/S | 83,294 | $58.4 萬 | 0.00% | −24,759−22.9% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 82,501 | $57.8 萬 | 0.01% | +82,501 | 新進 |
| Utah Retirement Systems | 82,450 | $57.8 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 81,360 | $57.0 萬 | 0.00% | +1,947+2.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 80,771 | $56.6 萬 | 0.04% | −14,242−15.0% | 減碼 |
| California State Teachers Retirement System | 77,599 | $54.4 萬 | 0.00% | +40.0% | 加碼 |
| Franklin Resources Inc | 71,581 | $50.2 萬 | 0.00% | +20,333+39.7% | 加碼 |
| STRS Ohio | 68,100 | $47.7 萬 | 0.00% | 00.0% | 不變 |
| CWM Advisors, LLC | 65,349 | $45.8 萬 | 0.04% | +65,349 | 新進 |
| Wells Fargo & Company | 60,441 | $42.4 萬 | 0.00% | +9,472+18.6% | 加碼 |
| Acadian Asset Management LLC | 55,455 | $38.7 萬 | 0.00% | +31,071+127.4% | 加碼 |
| EntryPoint Capital, LLC | 53,325 | $37.4 萬 | 0.14% | +4,145+8.4% | 加碼 |
| Balyasny Asset Management LLC | 52,419 | $36.7 萬 | 0.00% | +52,419 | 新進 |
| Counterpoint Mutual Funds LLC | 51,659 | $36.2 萬 | 0.03% | −6,137−10.6% | 減碼 |
| MetLife Investment Management | 51,537 | $36.1 萬 | 0.00% | −6,780−11.6% | 減碼 |
| Price T Rowe Associates Inc | 51,036 | $35.8 萬 | 0.00% | +4,262+9.1% | 加碼 |
| State of Wyoming | 50,942 | $35.7 萬 | 0.04% | +12,748+33.4% | 加碼 |
| Graham Capital Management, L.P. | 50,529 | $35.4 萬 | 0.01% | −74,738−59.7% | 減碼 |
| Verition Fund Management LLC | 50,250 | $35.2 萬 | 0.00% | −348,093−87.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 47,447 | $33.3 萬 | 0.00% | −2,852−5.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 45,599 | $32.0 萬 | 0.00% | −7,052−13.4% | 減碼 |
| Stoneridge Investment Partners LLC | 44,447 | $31.2 萬 | 0.21% | +3,535+8.6% | 加碼 |
| CWM, LLC | 43,710 | $30.6 萬 | 0.00% | +11,778+36.9% | 加碼 |
| PharVision Advisers, LLC | 43,448 | $30.5 萬 | 0.17% | +235+0.5% | 加碼 |
| SRS Capital Advisors, Inc. | 43,018 | $30.2 萬 | 0.00% | +43,018 | 新進 |