Balyasny Asset Management’s Udemy UDMY Stock Holding History

Balyasny Asset Management’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	$211K	Sell	45,676 -301,396	-87%	-$1.49M	﹤0.01%	2685
2025 Q4	$2.03M	Buy	347,072 +294,653	+562%	+$1.72M	﹤0.01%	1857
2025 Q3	$367K	Buy	+52,419	New	+$368K	﹤0.01%	2512
2025 Q2	–	Sell	-242,313	Closed	-$1.88M	–	3374
2025 Q1	$1.88M	Buy	242,313 +184,993	+323%	+$1.57M	﹤0.01%	1732
2024 Q4	$472K	Sell	57,320 -86,534	-60%	-$697K	﹤0.01%	2215
2024 Q3	$1.07M	Buy	+143,854	New	+$1.16M	﹤0.01%	1944
2024 Q1	–	Sell	-19,990	Closed	-$294K	–	3138
2023 Q4	$294K	Buy	19,990 +2,767	+16%	+$34.5K	﹤0.01%	2169
2023 Q3	$164K	Buy	+17,223	New	+$180K	﹤0.01%	2064

Other funds holding UDMY

IHG

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

CIA

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

CPIM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WCM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MCO

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

SCPM

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

Balyasny Asset Management's UDMY Position: Q1 2026 in Review

Balyasny Asset Management reduced its Udemy (UDMY) stake by 87% in Q1 2026, selling an estimated $1.49M and leaving 45,676 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Balyasny Asset Management first reported a position in UDMY in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.03M in Q4 2025. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

Balyasny Asset Management held 45,676 shares of Udemy worth $211K as of Q1 2026.
Balyasny Asset Management sold 301,396 Udemy shares in Q1 2026, an estimated $1.49M.
Udemy made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2685 holding.
Balyasny Asset Management first reported a position in Udemy in Q3 2023 and has held it in 8 quarters since.
Balyasny Asset Management's Udemy position peaked at $2.03M in Q4 2025.
194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.