Udemy, Inc. - UDMY

Sector: Consumer Defensive · Industry: Education & Training Services

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$655.8M

QoQ value delta ($000)

-$87.98M (-11.83%)

Implied price effect (QoQ)

-19.47%

Total shares

139,257,312

QoQ shares delta

+12,070,738 (+9.49%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 193 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Insight Holdings Group, LLC	175,709	38,032,260	12.33%
Caledonia (Private) Investments Pty Ltd	63,147	13,668,374	1.84%
VANGUARD GROUP INC	53,548	9,153,668	0.0%
BlackRock, Inc.	32,999	7,142,815	0.0%
CYPRESS POINT INVESTMENT MANAGEMENT LP	21,204	4,589,648	5.0%
VANGUARD PORTFOLIO MANAGEMENT LLC	20,071	4,344,414	0.0%
WESTERLY CAPITAL MANAGEMENT, LLC	19,866	4,300,000	5.4%
VANGUARD CAPITAL MANAGEMENT LLC	19,396	4,198,319	0.0%
GOLDMAN SACHS GROUP INC	16,902	3,658,498	0.0%
MAK CAPITAL ONE LLC	16,902	3,658,520	2.49%
Sea Cliff Partners Management, LP	12,650	2,738,200	6.53%
UBS Group AG	10,477	2,267,813	0.0%
GEODE CAPITAL MANAGEMENT, LLC	10,308	2,230,809	0.0%
STATE STREET CORP	9,578	2,073,171	0.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	8,901	1,926,816	0.0%
SOROS FUND MANAGEMENT LLC	8,877	1,921,574	0.1%
CITIGROUP INC	8,440	1,827,055	0.0%
AQR Arbitrage LLC	7,822	1,693,281	0.13%
Assenagon Asset Management S.A.	6,927	1,499,401	0.01%
MILLENNIUM MANAGEMENT LLC	6,710	1,452,529	0.0%
D. E. Shaw & Co., Inc.	6,447	1,395,503	0.0%
DIMENSIONAL FUND ADVISORS LP	6,420	1,389,814	0.0%
Invenomic Capital Management LP	6,403	1,386,098	0.29%
Pale Fire Capital SE	6,038	1,307,141	0.53%
Allianz Asset Management GmbH	5,702	1,234,200	0.01%