Creative Planning
UDMY

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
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

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

Creative Planning's UDMY Position: Q1 2026 in Review

Creative Planning increased its Udemy (UDMY) stake by 185% in Q1 2026, buying an estimated $606K and bringing the position to 189,365 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

Creative Planning first reported a position in UDMY in Q3 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Creative Planning held 189,365 shares of Udemy worth $875K as of Q1 2026.
  • Creative Planning bought 122,933 Udemy shares in Q1 2026, an estimated $606K.
  • Udemy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2567 holding.
  • Creative Planning first reported a position in Udemy in Q3 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.