CIA
UDMY

Caledonia Investments (Australia)’s Udemy UDMY Stock Holding History

Caledonia Investments (Australia)’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 		$63.1M Buy
13,668,374
+203,134
+2% +$1M 1.84% 8
2025
Q4 		$78.8M Sell
13,465,240
-493,677
-4% -$2.88M 1.51% 7
2025
Q3 		$97.9M Buy
13,958,917
+2,803,475
+25% +$19.7M 1.59% 9
2025
Q2 		$78.4M Sell
11,155,442
-24,123
-0.2% -$166K 1.25% 8
2025
Q1 		$86.8M Sell
11,179,565
-395,733
-3% -$3.37M 1.41% 9
2024
Q4 		$95.3M Sell
11,575,298
-137,652
-1% -$1.11M 1.27% 8
2024
Q3 		$87.1M Buy
11,712,950
+442,321
+4% +$3.57M 1.27% 8
2024
Q2 		$97.3M Buy
11,270,629
+189,182
+2% +$1.8M 1.76% 8
2024
Q1 		$122M Buy
11,081,447
+1,641,952
+17% +$20.4M 3.11% 6
2023
Q4 		$139M Sell
9,439,495
-369,572
-4% -$4.6M 2.95% 6
2023
Q3 		$93.2M Sell
9,809,067
-28,954
-0.3% -$303K 2.3% 8
2023
Q2 		$106M Buy
9,838,021
+1,244,881
+14% +$11.9M 2.31% 7
2023
Q1 		$75.9M Buy
8,593,140
+855,400
+11% +$9.02M 1.7% 8
2022
Q4 		$81.6M Buy
7,737,740
+1,149,676
+17% +$15.5M 2.19% 7
2022
Q3 		$79.7M Buy
6,588,064
+84,866
+1% +$1.13M 2.36% 7
2022
Q2 		$66.4M Buy
6,503,198
+2,692,602
+71% +$32.6M 1.74% 10
2022
Q1 		$47.5M Buy
3,810,596
+1,053,021
+38% +$14.6M 0.87% 15
2021
Q4 		$53.9M Buy
+2,757,575
New +$66M 0.84% 15

Other funds holding UDMY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caledonia Investments (Australia)'s UDMY Position: Q1 2026 in Review

Caledonia Investments (Australia) increased its Udemy (UDMY) stake by 1.5% in Q1 2026, buying an estimated $1M and bringing the position to 13,668,374 shares worth $63.1M. The position accounts for 1.84% of the portfolio, ranked #8.

Caledonia Investments (Australia) first reported a position in UDMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $139M in Q4 2023. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Caledonia Investments (Australia) held 13,668,374 shares of Udemy worth $63.1M as of Q1 2026.
  • Caledonia Investments (Australia) bought 203,134 Udemy shares in Q1 2026, an estimated $1M.
  • Udemy made up 1.84% of Caledonia Investments (Australia)'s portfolio in Q1 2026, its #8 holding.
  • Caledonia Investments (Australia) first reported a position in Udemy in Q4 2021 and has held it in 18 quarters since.
  • Caledonia Investments (Australia)'s Udemy position peaked at $139M in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Caledonia Investments (Australia)'s 13F filing for Q1 2026, filed 15 May 2026.