Vault-13

UDEMY INC UDMY

COM · Common Stock · CUSIP 902685106

1 institutional holders -194 vs Q1 2026
1,4271.4k shares reported held*
$6.6kreported value*
0 new 0 added 1 reduced 189 sold out net sold ≈ $599.3m (-129.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $4.63.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 95Q4 22: 107Q1 23: 102Q2 23: 104Q3 23: 111Q4 23: 177Q1 24: 143Q2 24: 138Q3 24: 140Q4 24: 167Q1 25: 166Q2 25: 182Q3 25: 190Q4 25: 184Q1 26: 195Q2 26: 11Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202295
Q4 2022107
Q1 2023102
Q2 2023104
Q3 2023111
Q4 2023177
Q1 2024143
Q2 2024138
Q3 2024140
Q4 2024167
Q1 2025166
Q2 2025182
Q3 2025190
Q4 2025184
Q1 2026195
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 73 bought or addedQ3 24: 57 cut or sold outQ4 24: 84 bought or addedQ4 24: 63 cut or sold outQ4 24Q1 25: 92 bought or addedQ1 25: 75 cut or sold outQ2 25: 111 bought or addedQ2 25: 65 cut or sold outQ2 25Q3 25: 115 bought or addedQ3 25: 75 cut or sold outQ4 25: 96 bought or addedQ4 25: 110 cut or sold outQ4 25Q1 26: 123 bought or addedQ1 26: 85 cut or sold outQ2 26: 0 bought or addedQ2 26: 190 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247357
Q4 20248463
Q1 20259275
Q2 202511165
Q3 202511575
Q4 202596110
Q1 202612385
Q2 20260190

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 25 calls: $3.5mQ3 25 puts: $1.5mQ3 25P/C 0.42Q4 25 calls: $480.3kQ4 25 puts: $755.8kQ4 25P/C 1.57Q1 26 calls: $163.5kQ1 26 puts: $1.7mQ1 26P/C 10.17Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$3.5m$1.5m0.42
Q4 2025$480.3k$755.8k1.57
Q1 2026$163.5k$1.7m10.17
Q2 2026$0$0—

Biggest buyers

None

Biggest sellers

Insight Holdings Group, LLC Sold out -38,032,260-38.0m
Caledonia (Private) Investments Pty Ltd Sold out -13,668,374-13.7m
BlackRock, Inc. Sold out -7,142,815-7.1m
CYPRESS POINT INVESTMENT MANAGEMENT LP Sold out -4,589,648-4.6m
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -4,344,414-4.3m
WESTERLY CAPITAL MANAGEMENT, LLC Sold out -4,300,000-4.3m
VANGUARD CAPITAL MANAGEMENT LLC Sold out -4,198,319-4.2m
MAK CAPITAL ONE LLC Sold out -3,658,520-3.7m
GOLDMAN SACHS GROUP INC Sold out -3,658,498-3.7m
Sea Cliff Partners Management, LP Sold out -2,738,200-2.7m

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Caledonia (Private) Investments Pty Ltd 13G · institution filed 2025-11-14 9.5% 14.0m 2025-11-14

Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (0.0%, 2026-08-10), VANGUARD GROUP INC (0.0%, 2026-03-27), Prosus N.V. (0.0%, 2026-02-17)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,4271.4k $6.6k $6.6k 0.00% Reduced -131 -131