AQR Arbitrage’s Udemy UDMY Stock Holding History

AQR Arbitrage’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 Q1	$7.82M	Buy	1,693,281 +716,438	+73%	+$3.53M	0.13%	184
2025 Q4	$5.71M	Buy	+976,843	New	+$5.7M	0.12%	206

Other funds holding UDMY

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cypress Point Investment Management Mill Valley, California $424M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

AQR Arbitrage's UDMY Position: Q1 2026 in Review

AQR Arbitrage increased its Udemy (UDMY) stake by 73% in Q1 2026, buying an estimated $3.53M and bringing the position to 1,693,281 shares worth $7.82M. The position accounts for 0.13% of the portfolio, ranked #184.

AQR Arbitrage first reported a position in UDMY in Q4 2025 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

AQR Arbitrage held 1,693,281 shares of Udemy worth $7.82M as of Q1 2026.
AQR Arbitrage bought 716,438 Udemy shares in Q1 2026, an estimated $3.53M.
Udemy made up 0.13% of AQR Arbitrage's portfolio in Q1 2026, its #184 holding.
AQR Arbitrage first reported a position in Udemy in Q4 2025 and has held it in 2 quarters since.
194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on AQR Arbitrage's 13F filing for Q1 2026, filed 15 May 2026.