Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UDMY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Insight Holdings Group, LLC | 38.0M | $175.7M | 0.0% | 25.999% | 12.33% |
| 2 | Caledonia (Private) Investments Pty Ltd | 13.7M | $63.1M | +1.5% | 9.344% | 1.84% |
| 3 | BlackRock, Inc. | 7.1M | $33.0M | -2.0% | 4.883% | 0.00% |
| 4 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 4.6M | $21.2M | +4.8% | 3.138% | 5.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3M | $20.1M | β | 2.970% | 0.00% |
| 6 | WESTERLY CAPITAL MANAGEMENT, LLC | 4.3M | $19.9M | +7.5% | 2.940% | 6.12% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $19.4M | β | 2.870% | 0.00% |
| 8 | MAK CAPITAL ONE LLC | 3.7M | $16.9M | -2.9% | 2.501% | 2.49% |
| 9 | GOLDMAN SACHS GROUP INC | 3.7M | $16.9M | +190.4% | 2.501% | 0.00% |
| 10 | Sea Cliff Partners Management, LP | 2.7M | $12.7M | -14.3% | 1.872% | 6.53% |
| 11 | UBS Group AG | 2.3M | $10.5M | +71.6% | 1.550% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $10.3M | -2.2% | 1.525% | 0.00% |
| 13 | STATE STREET CORP | 2.1M | $9.6M | +0.8% | 1.417% | 0.00% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.9M | $8.9M | +29.5% | 1.317% | 0.00% |
| 15 | SOROS FUND MANAGEMENT LLC | 1.9M | $8.9M | +74.7% | 1.314% | 0.10% |
| 16 | CITIGROUP INC | 1.8M | $8.4M | +167.3% | 1.249% | 0.00% |
| 17 | CNH PARTNERS LLC | 1.7M | $7.8M | +73.3% | 1.157% | 0.13% |
| 18 | Assenagon Asset Management S.A. | 1.5M | $6.9M | -64.2% | 1.025% | 0.01% |
| 19 | MILLENNIUM MANAGEMENT LLC | 1.5M | $6.7M | +225.3% | 0.993% | 0.00% |
| 20 | D. E. Shaw & Co., Inc. | 1.4M | $6.4M | -25.2% | 0.954% | 0.01% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $6.4M | +63.4% | 0.950% | 0.00% |
| 22 | Invenomic Capital Management LP | 1.4M | $6.4M | β | 0.948% | 0.30% |
| 23 | Pale Fire Capital SE | 1.3M | $6.0M | β | 0.894% | 0.53% |
| 24 | Allianz Asset Management GmbH | 1.2M | $5.7M | 0.0% | 0.844% | 0.01% |
| 25 | ALPINE ASSOCIATES MANAGEMENT INC. | 1.2M | $5.5M | +108.4% | 0.812% | 0.32% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UDMY β a direct measure of their conviction.
Filings activity in UDMY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 191 | +7.3% | 87.91% | 19.95 pp | $595M | 19% |
| Q4 2025 | 178 | 3.8% | 107.86% | 23.57 pp | $731M | 18% |
| Q3 2025 | 185 | +3.4% | 131.43% | +3.49 pp | $890M | +2.7% |
| Q2 2025 | 179 | +9.1% | 127.94% | 10.73 pp | $866M | 7.7% |
| Q1 2025 | 164 | 1.2% | 138.67% | 10.31 pp | $939M | 6.9% |
| Q4 2024 | 166 | +18% | 148.98% | +12.06 pp | $1.01B | +8.8% |
| Q3 2024 | 141 | +2.9% | 136.92% | 26.58 pp | $927M | 16% |
| Q2 2024 | 137 | β | 163.50% | β | $1.11B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UDMY stock.
Based on Q1 2026 13F filings, institutional ownership of Udemy, Inc. stands at 87.9%, held across 191 reporting institutions.
Insight Holdings Group, LLC is the largest reported institutional holder of UDMY, with approximately 38,032,260 shares worth $0.18B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of UDMY, including SOROS FUND MANAGEMENT LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for UDMY is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
52 institutions opened new positions in UDMY during Q1 2026, while 39 fully exited. 45 added to existing positions and 94 trimmed.
UDMY institutional ownership fell by 19.95 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 67.0% of all reported 13F value in UDMY, and the top 25 account for 86.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Udemy, Inc. (UDMY) Institutional Ownership