Capstone Investment Advisors
UDMY

Capstone Investment Advisors’s Udemy UDMY Stock Holding History

Capstone Investment Advisors’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
-12,956
Closed -$90.8K – 2066
2025
Q3 		$90.8K Buy
+12,956
New +$90.9K ﹤0.01% 1876

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

Capstone Investment Advisors's UDMY Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Udemy (UDMY) in Q4 2025, closing a stake of 12,956 shares — an estimated $90.8K sold.

Capstone Investment Advisors first reported a position in UDMY in Q3 2025 and held it in 1 quarter. The position peaked at $90.8K in Q3 2025. 183 funds tracked by Wall St. Rank hold UDMY as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Udemy position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,956 Udemy shares in Q4 2025, an estimated $90.8K.
  • Capstone Investment Advisors first reported a position in Udemy in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Udemy position peaked at $90.8K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Udemy as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.