Charles Schwab
UDMY

Charles Schwab’s Udemy UDMY Stock Holding History

Charles Schwab’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 		$3.48M Buy
754,217
+33,744
+5% +$166K ﹤0.01% 2547
2025
Q4 		$4.21M Sell
720,473
-214,906
-23% -$1.25M ﹤0.01% 2527
2025
Q3 		$6.56M Buy
935,379
+102,806
+12% +$721K ﹤0.01% 2311
2025
Q2 		$5.85M Buy
832,573
+105,445
+15% +$727K ﹤0.01% 2268
2025
Q1 		$5.64M Sell
727,128
-15,762
-2% -$134K ﹤0.01% 2218
2024
Q4 		$6.11M Sell
742,890
-19,030
-2% -$153K ﹤0.01% 2247
2024
Q3 		$5.67M Buy
761,920
+27,959
+4% +$226K ﹤0.01% 2303
2024
Q2 		$6.33M Buy
733,961
+32,493
+5% +$308K ﹤0.01% 2248
2024
Q1 		$7.7M Buy
701,468
+11,700
+2% +$145K ﹤0.01% 2115
2023
Q4 		$10.2M Buy
689,768
+23,652
+4% +$295K ﹤0.01% 1977
2023
Q3 		$6.33M Buy
666,116
+117,846
+21% +$1.23M ﹤0.01% 2142
2023
Q2 		$5.88M Buy
548,270
+48,163
+10% +$459K ﹤0.01% 2172
2023
Q1 		$4.42M Sell
500,107
-239
-0% -$2.52K ﹤0.01% 2261
2022
Q4 		$5.28M Buy
500,346
+13,454
+3% +$182K ﹤0.01% 2188
2022
Q3 		$5.89M Buy
486,892
+251,733
+107% +$3.36M ﹤0.01% 2126
2022
Q2 		$2.4M Buy
235,159
+128,247
+120% +$1.55M ﹤0.01% 2511
2022
Q1 		$1.33M Buy
106,912
+3,455
+3% +$47.8K ﹤0.01% 2769
2021
Q4 		$2.02M Buy
+103,457
New +$2.48M ﹤0.01% 2704

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
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

Charles Schwab's UDMY Position: Q1 2026 in Review

Charles Schwab increased its Udemy (UDMY) stake by 4.7% in Q1 2026, buying an estimated $166K and bringing the position to 754,217 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Charles Schwab first reported a position in UDMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.2M in Q4 2023. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Charles Schwab held 754,217 shares of Udemy worth $3.48M as of Q1 2026.
  • Charles Schwab bought 33,744 Udemy shares in Q1 2026, an estimated $166K.
  • Udemy made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2547 holding.
  • Charles Schwab first reported a position in Udemy in Q4 2021 and has held it in 18 quarters since.
  • Charles Schwab's Udemy position peaked at $10.2M in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.