BSW
UDMY

Buckingham Strategic Wealth’s Udemy UDMY Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$673K Hold
77,953
– – 0.01% 410
2024
Q1 		$856K Hold
77,953
– – 0.01% 363
2023
Q4 		$1.15M Hold
77,953
– – 0.01% 307
2023
Q3 		$741K Buy
+77,953
New +$816K 0.01% 344

Other funds holding UDMY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
N
Naspers South Africa $253M AUM 25.32% 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 $5.72T AUM 30.48% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Buckingham Strategic Wealth's UDMY Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Udemy (UDMY) position steady in Q2 2024 at 77,953 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #410.

Buckingham Strategic Wealth first reported a position in UDMY in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2023. 136 funds tracked by Wall St. Rank hold UDMY as of Q2 2024.

  • Buckingham Strategic Wealth held 77,953 shares of Udemy worth $673K as of Q2 2024.
  • Buckingham Strategic Wealth left its Udemy share count unchanged in Q2 2024.
  • Udemy made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #410 holding.
  • Buckingham Strategic Wealth first reported a position in Udemy in Q3 2023 and has held it in 4 quarters since.
  • Buckingham Strategic Wealth's Udemy position peaked at $1.15M in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Udemy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.