UdemyUDMY
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 190 institutions reported holding Udemy Inc. (UDMY) in their 13F filings, up 9 from Q2 2025. 35 opened new positions and 22 sold out. The largest holders were Insight Holdings Group, LLC ($266.6M), Caledonia (Private) Investments Pty Ltd ($97.9M) and Vanguard Group Inc. ($83.4M). 8 famous investors held it, including Lee Ainslie (0.1% of Maverick Capital's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Udemy Inc.
- CUSIP
- 902685106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $47.8M |
| Exits | 22 | $12.4M |
All 13F filers, Q2 2025 → Q3 2025: 19,197,483 shares bought and 15,329,804 shares sold, net +3,867,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| Insight Holdings Group, LLC | 16.46% | No change | 38,032,260 | $266.6M |
| Caledonia (Private) Investments Pty Ltd | 1.59% | Add +25.1% | 13,958,917 | $97.9M |
| Vanguard Group Inc. | 0.00% | Add +3.8% | 11,895,585 | $83.4M |
| BlackRock, Inc. | 0.00% | Add +4.8% | 7,375,458 | $51.7M |
| Assenagon Asset Management S.A. | 0.05% | Add +70.8% | 4,474,417 | $31.4M |
| NewView Capital Partners I, LLC | 100.00% | No change | 3,997,791 | $28.0M |
| Naspers Ltd. | 4.15% | Reduce -71.9% | 3,916,240 | $27.5M |
| Sea Cliff Partners Management, LP | 7.98% | Reduce -8.7% | 2,973,718 | $20.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 2,384,127 | $16.7M |
| Westerly Capital Management, LLC | 5.04% | New | 2,265,000 | $15.9M |
| State Street Corp. | 0.00% | Add +2.0% | 2,177,428 | $15.3M |
| Morgan Stanley | 0.00% | Add +95.4% | 2,023,899 | $14.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -0.7% | 1,949,206 | $13.7M |
| UBS Group AG | 0.00% | Add +56.8% | 1,786,371 | $12.5M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Add +35.6% | 1,666,003 | $11.7M |
| J. Goldman & Co LP | 0.41% | New | 1,541,451 | $10.8M |
| Federated Hermes, Inc. | 0.02% | Add +1.1% | 1,401,925 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +57.4% | 1,108,057 | $7.8M |
| D. E. Shaw & Co. | 0.01% | Add +1107.5% | 1,041,363 | $7.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.3% | 935,379 | $6.6M |
| Cresset Asset Management, LLC | 0.03% | Reduce -15.1% | 926,652 | $6.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 848,330 | $5.9M |
| Voloridge Investment Management, LLC | 0.02% | Add +27.9% | 833,776 | $5.8M |
| AQR Capital Management | 0.00% | Add +34.3% | 818,622 | $5.7M |
| Renaissance Technologies | 0.01% | Add +59.7% | 774,900 | $5.4M |
| Citadel Advisors | 0.00% | Reduce -17.4% | 772,050 | $5.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +46.4% | 738,928 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.0% | 699,946 | $4.9M |
| Bank of America Corp. | 0.00% | Add +59.0% | 618,176 | $4.3M |
| Inflection Point Investments LLP | 9.02% | Add +15.5% | 603,897 | $4.2M |
| Two Sigma Investments, LP | 0.01% | New | 546,564 | $3.8M |
| Maverick Capital | 0.05% | New | 536,883 | $3.8M |
| Algert Global LLC | 0.05% | Reduce -17.6% | 445,303 | $3.1M |
| Lazard Asset Management LLC | 0.00% | New | 422,152 | $3.0M |
| Alliancebernstein L.P. | 0.00% | No change | 413,850 | $2.9M |
| Landscape Capital Management, L.L.C. | 0.17% | Add +6.6% | 380,707 | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +8.7% | 374,295 | $2.6M |
| Two Sigma Advisers, LP | 0.01% | Add +1168.1% | 365,200 | $2.6M |
| Cubist Systematic Strategies, LLC | 0.04% | Reduce -64.0% | 363,542 | $2.5M |
| Nuveen, LLC | 0.00% | Add +87.7% | 346,241 | $2.4M |
| S Squared Technology, LLC | 0.84% | New | 315,300 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +4.8% | 298,078 | $2.1M |
| Engineers Gate Manager LP | 0.02% | Add +45.5% | 287,195 | $2.0M |
| Jump Financial, LLC | 0.03% | Reduce -27.2% | 283,000 | $2.0M |
| Voya Investment Management LLC | 0.00% | Add +4.2% | 280,607 | $2.0M |
| Walleye Capital LLC | 0.02% | New | 271,948 | $1.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.3% | 255,098 | $1.8M |
| Millennium Management | 0.00% | Reduce -69.9% | 250,776 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +7.2% | 247,397 | $1.7M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -1.5% | 235,457 | $1.7M |
| Point72 Asset Management | 0.00% | Add +88.8% | 234,647 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +114.8% | 205,244 | $1.4M |
| OP Asset Management Ltd | 0.02% | Add +34.3% | 199,422 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | New | 198,467 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +93.4% | 182,025 | $1.3M |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.2% | 173,430 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -64.5% | 173,258 | $1.2M |
| Barclays PLC | 0.00% | Reduce -10.1% | 171,909 | $1.2M |
| Brevan Howard Capital Management LP | 0.02% | Add +1225.8% | 169,669 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -24.8% | 166,064 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -44.1% | 164,398 | $1.2M |
| Invesco Ltd. | 0.00% | Add +27.7% | 162,875 | $1.1M |
| Swiss National Bank | 0.00% | Add +2.0% | 158,600 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Reduce -26.2% | 154,706 | $1.1M |
| Formula Growth Ltd. | 0.38% | New | 152,000 | $1.1M |
| Rhumbline Advisers | 0.00% | Reduce -9.4% | 138,008 | $967K |
| Janney Montgomery Scott LLC | 0.00% | Add +173.8% | 132,343 | $928K |
| Ieq Capital, LLC | 0.00% | Add +25.3% | 125,874 | $882K |
| Russell Investments Group, Ltd. | 0.00% | Add +25.6% | 124,504 | $873K |
| Ameriprise Financial Inc. | 0.00% | Add +86.9% | 123,800 | $868K |
| Mackenzie Financial Corp. | 0.00% | Reduce -42.7% | 118,903 | $834K |
| XTX Topco Ltd | 0.04% | Add +943.7% | 112,010 | $785K |
| Legal & General Group Plc | 0.00% | Reduce -0.2% | 91,580 | $642K |
| Deutsche Bank AG | 0.00% | Add +10.0% | 88,024 | $617K |
| Squarepoint Ops LLC | 0.00% | Add +38.1% | 85,632 | $600K |
| Danske Bank A/S | 0.00% | Reduce -22.9% | 83,294 | $584K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 82,501 | $578K |
| Utah Retirement Systems | 0.01% | No change | 82,450 | $578K |
| Focus Partners Wealth | 0.00% | Add +2.5% | 81,360 | $570K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -15.0% | 80,771 | $566K |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 77,599 | $544K |
| Franklin Resources Inc. | 0.00% | Add +39.7% | 71,581 | $502K |
| STRS Ohio | 0.00% | No change | 68,100 | $477K |
| Inspire Investing, LLC | 0.04% | New | 65,349 | $458K |
| Wells Fargo & Company | 0.00% | Add +18.6% | 60,441 | $424K |
| Acadian Asset Management LLC | 0.00% | Add +127.4% | 55,455 | $387K |
| EntryPoint Capital, LLC | 0.14% | Add +8.4% | 53,325 | $374K |
| Balyasny Asset Management L.P. | 0.00% | New | 52,419 | $367K |
| Counterpoint Mutual Funds LLC | 0.03% | Reduce -10.6% | 51,659 | $362K |
| MetLife Investment Management, LLC | 0.00% | Reduce -11.6% | 51,537 | $361K |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.1% | 51,036 | $358K |
| State of Wyoming | 0.04% | Add +33.4% | 50,942 | $357K |
| Graham Capital Management, L.P. | 0.02% | Reduce -59.7% | 50,529 | $354K |
| Verition Fund Management LLC | 0.00% | Reduce -87.4% | 50,250 | $352K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.7% | 47,447 | $333K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.4% | 45,599 | $320K |
| Stoneridge Investment Partners LLC | 0.21% | Add +8.6% | 44,447 | $312K |
| Cwm, LLC | 0.00% | Add +36.9% | 43,710 | $306K |
| PharVision Advisers, LLC | 0.17% | Add +0.5% | 43,448 | $305K |
| Arax Advisory Partners | 0.00% | New | 43,018 | $302K |
"% of holder's portfolio" is UDMY's weight in each manager's 13F, not the share of Udemy Inc. the manager owns.