Vault-13

UDEMY INC UDMY

COM · Common Stock · CUSIP 902685106

138 institutional holders -5 vs Q1 2024
134,764,194134.8m shares reported held*
$1.2bnreported value*
21 new 55 added 33 reduced 28 sold out net bought ≈ $86.5m (+10.0m 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 ≈ $8.63. Options: 4 managers hold calls ($1.1m notional), 5 hold puts ($754.8k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 95Q4 22: 107Q1 23: 102Q2 23: 104Q3 23: 111Q4 23: 177Q1 24: 143Q2 24: 138138Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202295
Q4 2022107
Q1 2023102
Q2 2023104
Q3 2023111
Q4 2023177
Q1 2024143
Q2 2024138

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 58 bought or addedQ4 22: 31 cut or sold outQ4 22Q1 23: 57 bought or addedQ1 23: 46 cut or sold outQ2 23: 60 bought or addedQ2 23: 47 cut or sold outQ2 23Q3 23: 53 bought or addedQ3 23: 46 cut or sold outQ4 23: 125 bought or addedQ4 23: 40 cut or sold outQ4 23Q1 24: 65 bought or addedQ1 24: 104 cut or sold outQ2 24: 76 bought or addedQ2 24: 61 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225831
Q1 20235746
Q2 20236047
Q3 20235346
Q4 202312540
Q1 202465104
Q2 20247661

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 23 calls: $1.5mQ3 23 puts: $1.1mQ3 23P/C 0.77Q4 23 calls: $2.3mQ4 23 puts: $2.3mQ4 23P/C 1.01Q1 24 calls: $2.4mQ1 24 puts: $1.5mQ1 24P/C 0.62Q2 24 calls: $1.1mQ2 24 puts: $754.8kQ2 24P/C 0.67
Numbers
QuarterCallsPutsP/C
Q3 2023$1.5m$1.1m0.77
Q4 2023$2.3m$2.3m1.01
Q1 2024$2.4m$1.5m0.62
Q2 2024$1.1m$754.8k0.67

Biggest buyers

Greenvale Capital LLP Added +6,600,000+6.6m
Ophir Asset Management Pty Ltd New +1,462,364+1.5m
Cresset Asset Management, LLC New +1,092,509+1.1m
Sea Cliff Partners Management, LP Added +811,702+811.7k
J. Goldman & Co LP New +727,478+727.5k
Quaker Capital Investments, LLC New +606,077+606.1k
BlackRock Inc. Added +442,296+442.3k
INDUSTRY VENTURES, L.L.C. New +400,000+400.0k
VANGUARD GROUP INC Added +275,866+275.9k
BANK OF AMERICA CORP /DE/ Added +193,672+193.7k

Biggest sellers

FMR LLC Reduced -1,110,814-1.1m
Nuveen Asset Management, LLC Reduced -644,863-644.9k
Granahan Investment Management, LLC Reduced -441,554-441.6k
Telemark Asset Management, LLC Sold out -300,000-300.0k
Manatuck Hill Partners, LLC Sold out -300,000-300.0k
D. E. Shaw & Co., Inc. Reduced -270,588-270.6k
MORGAN STANLEY Reduced -242,942-242.9k
GOLDMAN SACHS GROUP INC Reduced -225,501-225.5k
FIRST TRUST ADVISORS LP Reduced -192,563-192.6k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -175,372-175.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $617.9k71.6k shares
SIMPLEX TRADING, LLC Reduced $285.0k33.1k shares
CITADEL ADVISORS LLC Reduced $223.5k25.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $472.9k54.8k shares
CITADEL ADVISORS LLC Reduced $236.5k27.4k shares
SIMPLEX TRADING, LLC Reduced $42.0k4.9k shares
GROUP ONE TRADING LLC Reduced $3.5k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Insight Holdings Group, LLC 11.38% of their portfolio NEW YORK, NY 38,032,26038.0m $328.2m $328.2m 11.38% Unchanged
2 NASPERS LTD 20.25% of their portfolio CAPETOWN, T3 17,120,84017.1m $147.8m $147.8m 20.25% Unchanged
3 Greenvale Capital LLP 3.95% of their portfolio LONDON, X0 13,200,00013.2m $113.9m $113.9m 3.95% Added +6.6m +6,600,000
4 Caledonia (Private) Investments Pty Ltd 1.76% of their portfolio Sydney Nsw, C3 11,270,62911.3m $97.3m $97.3m 1.76% Added +189.2k +189,182
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 9,748,0829.7m $84.1m $84.1m 0.00% Added +275.9k +275,866
6 BlackRock Inc. 0.00% of their portfolio New York, NY 6,698,8546.7m $57.8m $57.8m 0.00% Added +442.3k +442,296
7 NewView Capital Partners I, LLC 81.97% of their portfolio Burlingame, CA 3,997,7914.0m $34.5m $34.5m 81.97% Unchanged
8 Sea Cliff Partners Management, LP 11.00% of their portfolio SAN FRANCISCO, CA 3,725,8653.7m $32.2m $32.2m 11.00% Added +811.7k +811,702
9 NVP ASSOCIATES, LLC 29.45% of their portfolio MENLO PARK, CA 3,114,7323.1m $26.9m $26.9m 29.45% Unchanged
10 Invenomic Capital Management LP 1.31% of their portfolio BOSTON, MA 2,913,3202.9m $25.1m $25.1m 1.31% Added +165.9k +165,867
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,210,8962.2m $19.1m $19.1m 0.00% Added +113.8k +113,843
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,919,1341.9m $16.6m $16.6m 0.00% Added +73.5k +73,455
13 Founders Circle Capital LLC 18.12% of their portfolio Campbell, CA 1,675,9811.7m $14.5m $14.5m 18.12% Unchanged
14 Ophir Asset Management Pty Ltd 2.24% of their portfolio SYDNEY, C3 1,462,3641.5m $12.6m $12.6m 2.24% New
15 Inflection Point Investments LLP 14.76% of their portfolio LONDON, X0 1,385,5581.4m $12.0m $12.0m 14.76% Unchanged
16 FMR LLC 0.00% of their portfolio BOSTON, MA 1,293,6931.3m $11.2m $11.2m 0.00% Reduced -1.1m -1,110,814
17 Cresset Asset Management, LLC 0.04% of their portfolio Chicago, IL 1,092,5091.1m $9.4m $9.4m 0.04% New
18 ROYCE & ASSOCIATES LP 0.08% of their portfolio New York, NY 933,409933.4k $8.1m $8.1m 0.08% Added +124.8k +124,795
19 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 748,291748.3k $6.5m $6.5m 0.00% Reduced -33.1k -33,082
20 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.04% of their portfolio NEW YORK, NY 744,528744.5k $6.4m $6.4m 0.04% Added +6.0k +5,991
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 733,961734.0k $6.3m $6.3m 0.00% Added +32.5k +32,493
22 J. Goldman & Co LP 0.23% of their portfolio NEW YORK, NY 727,478727.5k $6.3m $6.3m 0.23% New
23 Quaker Capital Investments, LLC 1.72% of their portfolio MOUNT LEBANON, PA 606,077606.1k $5.2m $5.2m 1.72% New
24 Granahan Investment Management, LLC 0.19% of their portfolio WALTHAM, MA 563,354563.4k $4.9m $4.9m 0.19% Reduced -441.6k -441,554
25 Trexquant Investment LP 0.07% of their portfolio STAMFORD, CT 513,677513.7k $4.4m $4.4m 0.07% Added +146.7k +146,741
26 JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio FLORHAM PARK, NJ 491,005491.0k $4.2m $4.2m 0.02% Added +53.5k +53,474
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 443,368443.4k $3.8m $3.8m 0.00% Reduced -242.9k -242,942
28 INDUSTRY VENTURES, L.L.C. 5.32% of their portfolio San Francisco, CA 400,000400.0k $3.5m $3.5m 5.32% New
29 Cubist Systematic Strategies, LLC 0.06% of their portfolio STAMFORD, CT 389,164389.2k $3.4m $3.4m 0.06% Reduced -20.6k -20,638
30 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 336,559336.6k $2.9m $2.9m 0.00% Reduced -22.2k -22,212
31 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 330,044330.0k $2.8m $2.8m 0.00% Added +50.5k +50,473
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 314,484314.5k $2.7m $2.7m 0.00% Added +63.0k +63,012
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 307,411307.4k $2.7m $2.7m 0.00% Reduced -225.5k -225,501
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 277,091277.1k $2.4m $2.4m 0.00% Added +193.7k +193,672
35 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 258,393258.4k $2.2m $2.2m 0.00% Reduced -270.6k -270,588
36 ALGERT GLOBAL LLC 0.07% of their portfolio SAN FRANCISCO, CA 238,672238.7k $2.1m $2.1m 0.07% Added +143.5k +143,498
37 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 232,947232.9k $2.0m $2.0m 0.00% Reduced -15.4k -15,380
38 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 230,109230.1k $2.0m $2.0m 0.00% Reduced -644.9k -644,863
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 206,316206.3k $1.8m $1.8m 0.00% Added +95.7k +95,711
40 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 201,636201.6k $1.7m $1.7m 0.02% Added +111.3k +111,326
41 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 170,686170.7k $1.5m $1.5m 0.00% Added +75.1k +75,106
42 Swiss National Bank 0.00% of their portfolio ZURICH, V8 165,800165.8k $1.4m $1.4m 0.00% Added +29.6k +29,600
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 143,819143.8k $1.2m $1.2m 0.00% Added +100.6k +100,619
44 Parkwood LLC 0.15% of their portfolio CLEVELAND, OH 135,480135.5k $1.2m $1.2m 0.15% Unchanged
45 TWINBEECH CAPITAL LP 0.02% of their portfolio PURCHASE, NY 134,392134.4k $1.2m $1.2m 0.02% New
46 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 131,847131.8k $1.1m $1.1m 0.00% Added +11.7k +11,699
47 Amundi 0.00% of their portfolio Paris, I0 131,634131.6k $1.1m $1.1m 0.00% Reduced -65.6k -65,637
48 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 123,490123.5k $1.1m $1.1m 0.00% Reduced -192.6k -192,563
49 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 117,556117.6k $1.0m $1.0m 0.00% Added +59.6k +59,614
50 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio JUPITER, FL 103,125103.1k $890.0k $890.0k 0.00% Added +84.9k +84,905
51 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 93,74093.7k $809.0k $809.0k 0.00% Added +17.3k +17,300
52 Petrus Trust Company, LTA 0.07% of their portfolio Dallas, TX 87,57287.6k $755.7k $755.7k 0.07% Added +48.2k +48,180
53 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 86,00586.0k $741.5k $741.5k 0.00% Added +63.3k +63,251
54 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 83,03783.0k $716.6k $716.6k 0.00% Added +12.0k +12,005
55 Utah Retirement Systems 0.01% of their portfolio SALT LAKE CITY, UT 82,45082.5k $711.5k $711.5k 0.01% Unchanged
56 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 82,18382.2k $709.2k $709.2k 0.00% Added +2.6k +2,593
57 BUCKINGHAM STRATEGIC WEALTH, LLC 0.01% of their portfolio CLAYTON, MO 77,95378.0k $672.7k $672.7k 0.01% Unchanged
58 Legal & General Group Plc 0.00% of their portfolio London, X0 73,58873.6k $635.1k $635.1k 0.00% Added +2.8k +2,779
59 SpiderRock Advisors, LLC 0.02% of their portfolio CHICAGO, IL 67,75067.8k $584.7k $584.7k 0.02% Unchanged
60 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 65,12365.1k $562.0k $562.0k 0.01% New
61 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 56,01556.0k $483.4k $483.4k 0.00% Added +10.2k +10,181
62 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 54,10054.1k $466.9k $466.9k 0.00% Added +5.5k +5,500
63 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 51,78051.8k $446.9k $446.9k 0.00% Added +3.3k +3,336
64 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 51,44551.4k $444.0k $444.0k 0.00% First filing
65 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 50,83250.8k $438.7k $438.7k 0.00% Added +13.4k +13,385
66 Aigen Investment Management, LP 0.08% of their portfolio NEW YORK, NY 48,73548.7k $420.6k $420.6k 0.08% Added +11.2k +11,238
67 SHERBROOKE PARK ADVISERS LLC 0.07% of their portfolio WHITE PLAINS, NY 47,14547.1k $406.9k $406.9k 0.07% Added +31.9k +31,857
68 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 45,55645.6k $393.1k $393.1k 0.00% First filing
69 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 44,48544.5k $383.9k $383.9k 0.00% Reduced -2.2k -2,228
70 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 44,05444.1k $380.2k $380.2k 0.00% Added +12.2k +12,197
71 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 43,94543.9k $379.2k $379.2k 0.00% Reduced -56.1k -56,055
72 Van Hulzen Asset Management, LLC 0.02% of their portfolio EL DORADO HILLS, CA 40,00040.0k $345.0k $345.0k 0.02% Unchanged
73 Versor Investments LP 0.06% of their portfolio New York, NY 36,30036.3k $313.3k $313.3k 0.06% New
74 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 35,90035.9k $310.0k $310.0k 0.00% Reduced -416 -416
75 MOODY NATIONAL BANK TRUST DIVISION 0.02% of their portfolio GALVESTON, TX 35,81935.8k $309.1k $309.1k 0.02% Reduced -14.8k -14,757
76 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 35,27435.3k $304.4k $304.4k 0.01% Reduced -89 -89
77 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 34,77934.8k $300.1k $300.1k 0.00% Reduced -38.3k -38,273
78 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 33,80833.8k $291.8k $291.8k 0.00% Reduced -42.8k -42,804
79 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 31,65031.6k $273.1k $273.1k 0.00% Added +3.9k +3,945
80 Bayesian Capital Management, LP 0.03% of their portfolio Brooklyn, NY 30,96431.0k $267.2k $267.2k 0.03% New
81 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 30,66030.7k $264.6k $264.6k 0.01% Reduced -30.7k -30,659
82 EntryPoint Capital, LLC 0.12% of their portfolio NEW YORK, NY 30,51330.5k $263.3k $263.3k 0.12% New
83 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 30,44030.4k $263.0k $263.0k 0.00% Added +5.2k +5,175
84 Corton Capital Inc. 0.13% of their portfolio Carrying Place, A6 27,85927.9k $240.4k $240.4k 0.13% Added +12.7k +12,741
85 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 27,29327.3k $236.0k $236.0k 0.00% Added +14.1k +14,073
86 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 24,61024.6k $212.4k $212.4k 0.00% Added +12.9k +12,900
87 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 24,01824.0k $207.3k $207.3k 0.00% Added +7.9k +7,909
88 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 23,70023.7k $204.5k $204.5k 0.01% New
89 ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio PHOENIX, AZ 23,59723.6k $203.6k $203.6k 0.00% Added +4.6k +4,635
90 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 22,78422.8k $196.6k $196.6k 0.00% New
91 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 22,66722.7k $195.0k $195.0k 0.00% Added +411 +411
92 PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 22,51322.5k $194.3k $194.3k 0.02% New
93 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,58421.6k $186.3k $186.3k 0.00% Reduced -62.1k -62,122
94 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 20,80920.8k $179.6k $179.6k 0.00% Added +6.0k +6,012
95 Olympiad Research LP 0.13% of their portfolio Stamford, CT 20,46520.5k $176.6k $176.6k 0.13% New
96 Synergy Financial Group, LTD 0.18% of their portfolio SAN RAMON, CA 19,95320.0k $172.2k $172.2k 0.18% Reduced -2.2k -2,216
97 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 19,77019.8k $170.6k $170.6k 0.00% Unchanged
98 Lombard Odier Asset Management (USA) Corp 0.06% of their portfolio New York, NY 19,77019.8k $170.6k $170.6k 0.06% Reduced -31.4k -31,427
99 Seven Post Investment Office LP 0.03% of their portfolio San Francisco, CA 18,91418.9k $163.2k $163.2k 0.03% Unchanged
100 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 18,49718.5k $160.0k $160.0k 0.00% Unchanged