EP Wealth Advisors’s Udemy UDMY Stock Holding History

EP Wealth 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
2026 Q2	–	Sell	-30,879	Closed	-$143K	–	1887
2026 Q1	$143K	Buy	30,879 +1,506	+5%	+$7.43K	﹤0.01%	1434
2025 Q4	$172K	Buy	+29,373	New	+$171K	﹤0.01%	1409
2025 Q2	$200K	Sell	28,408 -243	-0.8%	-$1.68K	﹤0.01%	1262
2025 Q1	$222K	Buy	28,651 +7,811	+37%	+$66.4K	﹤0.01%	1086
2024 Q4	$172K	Buy	+20,840	New	+$168K	﹤0.01%	1114

Other funds holding UDMY

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

EP Wealth Advisors's UDMY Position: Q2 2026 in Review

EP Wealth Advisors sold out of Udemy (UDMY) in Q2 2026, closing a stake of 30,879 shares — an estimated $143K sold.

EP Wealth Advisors first reported a position in UDMY in Q4 2024 and held it in 5 quarters. The position peaked at $222K in Q1 2025. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

EP Wealth Advisors reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 30,879 Udemy shares in Q2 2026, an estimated $143K.
EP Wealth Advisors first reported a position in Udemy in Q4 2024 and held it in 5 quarters.
EP Wealth Advisors's Udemy position peaked at $222K in Q1 2025.
1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.