Allworth Financial’s Udemy UDMY Stock Holding History

Allworth Financial’s Portfolio UDMY Stock Details UDMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,490	Closed	-$20.7K	–	5410
2026 Q1	$20.7K	Buy	4,490 +3,174	+241%	+$15.7K	﹤0.01%	2974
2025 Q4	$7.7K	Buy	1,316 +353	+37%	+$2.06K	﹤0.01%	3435
2025 Q3	$6.75K	Buy	963 +680	+240%	+$4.77K	﹤0.01%	3373
2025 Q2	$1.99K	Buy	283 +253	+843%	+$1.75K	﹤0.01%	3703
2025 Q1	$203	Sell	30 -39	-57%	-$332	﹤0.01%	3870
2024 Q4	$514	Hold	69	–	–	﹤0.01%	3589
2024 Q3	$514	Buy	+69	New	+$557	﹤0.01%	3413

Other funds holding UDMY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's UDMY Position: Q2 2026 in Review

Allworth Financial sold out of Udemy (UDMY) in Q2 2026, closing a stake of 4,490 shares — an estimated $20.7K sold.

Allworth Financial first reported a position in UDMY in Q3 2024 and held it in 7 quarters. The position peaked at $20.7K in Q1 2026. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

Allworth Financial reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 4,490 Udemy shares in Q2 2026, an estimated $20.7K.
Allworth Financial first reported a position in Udemy in Q3 2024 and held it in 7 quarters.
Allworth Financial's Udemy position peaked at $20.7K in Q1 2026.
1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.