Creative Planning’s Udemy UDMY Stock Holding History

Creative Planning’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	-189,365	Closed	-$875K	–	4401
2026 Q1	$875K	Buy	189,365 +122,933	+185%	+$606K	﹤0.01%	2567
2025 Q4	$389K	Buy	66,432 +51,321	+340%	+$299K	﹤0.01%	3048
2025 Q3	$106K	Buy	+15,111	New	+$106K	﹤0.01%	3663

Other funds holding UDMY

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

Creative Planning's UDMY Position: Q2 2026 in Review

Creative Planning sold out of Udemy (UDMY) in Q2 2026, closing a stake of 189,365 shares — an estimated $875K sold.

Creative Planning first reported a position in UDMY in Q3 2025 and held it in 3 quarters. The position peaked at $875K in Q1 2026. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

Creative Planning reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 189,365 Udemy shares in Q2 2026, an estimated $875K.
Creative Planning first reported a position in Udemy in Q3 2025 and held it in 3 quarters.
Creative Planning's Udemy position peaked at $875K in Q1 2026.
1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.