Formula Growth’s Udemy UDMY Stock Holding History

Formula Growth’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
2025 Q4	–	Sell	-152,000	Closed	-$1.07M	–	145
2025 Q3	$1.07M	Buy	+152,000	New	+$1.07M	0.38%	89
2024 Q2	–	Sell	-50,000	Closed	-$549K	–	128
2024 Q1	$549K	Buy	50,000 +10,000	+25%	+$124K	0.18%	108
2023 Q4	$589K	Buy	+40,000	New	+$498K	0.19%	120

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CPIM

Cypress Point Investment Management Mill Valley, California $424M AUM

JGC

J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

SCPM

Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

Formula Growth's UDMY Position: Q4 2025 in Review

Formula Growth sold out of Udemy (UDMY) in Q4 2025, closing a stake of 152,000 shares — an estimated $1.07M sold.

Formula Growth first reported a position in UDMY in Q4 2023 and held it in 3 quarters. The position peaked at $1.07M in Q3 2025. 183 funds tracked by Wall St. Rank hold UDMY as of Q4 2025.

Formula Growth reported no remaining Udemy position as of Q4 2025 after selling out during the quarter.
Formula Growth sold 152,000 Udemy shares in Q4 2025, an estimated $1.07M.
Formula Growth first reported a position in Udemy in Q4 2023 and held it in 3 quarters.
Formula Growth's Udemy position peaked at $1.07M in Q3 2025.
183 funds tracked by Wall St. Rank held Udemy as of Q4 2025.

Based on Formula Growth's 13F filing for Q4 2025, filed 13 Feb 2026.