CPG
UDMY

Cornerstone Planning Group’s Udemy UDMY Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-745
Closed -$3.53K – 1949
2026
Q1 		$3.53K Hold
745
– – ﹤0.01% 1177
2025
Q4 		$3.64K Buy
745
+600
+414% +$3.5K ﹤0.01% 1057
2025
Q3 		$13.3K Sell
145
-600
-81% -$4.21K ﹤0.01% 692
2025
Q2 		$5.45K Hold
745
– – ﹤0.01% 700
2025
Q1 		$4.95K Hold
745
– – ﹤0.01% 741
2024
Q4 		$5.66K Hold
745
– – ﹤0.01% 551
2024
Q3 		$6.3K Hold
745
– – ﹤0.01% 522
2024
Q2 		$5.3K Hold
745
– – ﹤0.01% 563
2024
Q1 		$7.55K Hold
745
– – ﹤0.01% 455
2023
Q4 		$11K Buy
745
+175
+31% +$2.18K ﹤0.01% 414
2023
Q3 		$5.42K Hold
570
– – ﹤0.01% 517
2023
Q2 		$6.12K Buy
+570
New +$5.43K ﹤0.01% 816
2022
Q4 		$6.07K Buy
+570
New +$7.7K ﹤0.01% 801

Other funds holding UDMY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cornerstone Planning Group's UDMY Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Udemy (UDMY) in Q2 2026, closing a stake of 745 shares — an estimated $3.53K sold.

Cornerstone Planning Group first reported a position in UDMY in Q4 2022 and held it in 13 quarters. The position peaked at $13.3K in Q3 2025. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 745 Udemy shares in Q2 2026, an estimated $3.53K.
  • Cornerstone Planning Group first reported a position in Udemy in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's Udemy position peaked at $13.3K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.