BCM
UDMY

Bayesian Capital Management’s Udemy UDMY Stock Holding History

Bayesian Capital 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
2025
Q4 		– Sell
-40,184
Closed -$282K – 524
2025
Q3 		$282K Buy
+40,184
New +$282K 0.06% 388
2025
Q1 		– Sell
-47,020
Closed -$387K – 974
2024
Q4 		$387K Buy
+47,020
New +$379K 0.05% 428
2024
Q3 		– Sell
-30,964
Closed -$267K – 1048
2024
Q2 		$267K Buy
+30,964
New +$294K 0.03% 534
2024
Q1 		– Sell
-27,364
Closed -$403K – 1132
2023
Q4 		$403K Buy
+27,364
New +$341K 0.04% 430

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

Bayesian Capital Management's UDMY Position: Q4 2025 in Review

Bayesian Capital Management sold out of Udemy (UDMY) in Q4 2025, closing a stake of 40,184 shares — an estimated $282K sold.

Bayesian Capital Management first reported a position in UDMY in Q4 2023 and held it in 4 quarters. The position peaked at $403K in Q4 2023. 183 funds tracked by Wall St. Rank hold UDMY as of Q4 2025.

  • Bayesian Capital Management reported no remaining Udemy position as of Q4 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 40,184 Udemy shares in Q4 2025, an estimated $282K.
  • Bayesian Capital Management first reported a position in Udemy in Q4 2023 and held it in 4 quarters.
  • Bayesian Capital Management's Udemy position peaked at $403K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Udemy as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.