Geode Capital Management
UDMY

Geode Capital Management’s Udemy UDMY Stock Holding History

Geode Capital Management’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 		$10.3M Sell
2,230,809
-49,530
-2% -$244K ﹤0.01% 2369
2025
Q4 		$13.3M Sell
2,280,339
-103,788
-4% -$605K ﹤0.01% 2252
2025
Q3 		$16.7M Buy
2,384,127
+70,476
+3% +$494K ﹤0.01% 2096
2025
Q2 		$16.3M Buy
2,313,651
+81,599
+4% +$563K ﹤0.01% 2067
2025
Q1 		$17.3M Buy
2,232,052
+67,002
+3% +$570K ﹤0.01% 1970
2024
Q4 		$17.8M Sell
2,165,050
-51,818
-2% -$418K ﹤0.01% 2029
2024
Q3 		$16.5M Buy
2,216,868
+5,972
+0.3% +$48.2K ﹤0.01% 2083
2024
Q2 		$19.1M Buy
2,210,896
+113,843
+5% +$1.08M ﹤0.01% 1949
2024
Q1 		$23M Buy
2,097,053
+82,943
+4% +$1.03M ﹤0.01% 1840
2023
Q4 		$29.7M Buy
2,014,110
+112,634
+6% +$1.4M ﹤0.01% 1677
2023
Q3 		$18.1M Buy
1,901,476
+277,703
+17% +$2.91M ﹤0.01% 1884
2023
Q2 		$17.4M Buy
1,623,773
+228,241
+16% +$2.18M ﹤0.01% 1951
2023
Q1 		$12.3M Buy
1,395,532
+82,161
+6% +$867K ﹤0.01% 2123
2022
Q4 		$13.9M Buy
1,313,371
+54,847
+4% +$741K ﹤0.01% 2033
2022
Q3 		$15.2M Buy
1,258,524
+440,644
+54% +$5.88M ﹤0.01% 1937
2022
Q2 		$8.35M Buy
817,880
+497,323
+155% +$6.02M ﹤0.01% 2374
2022
Q1 		$3.99M Sell
320,557
-18,321
-5% -$253K ﹤0.01% 2932
2021
Q4 		$6.62M Buy
+338,878
New +$8.11M ﹤0.01% 2727

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

Geode Capital Management's UDMY Position: Q1 2026 in Review

Geode Capital Management reduced its Udemy (UDMY) stake by 2.2% in Q1 2026, selling an estimated $244K and leaving 2,230,809 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Geode Capital Management first reported a position in UDMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.7M in Q4 2023. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Geode Capital Management held 2,230,809 shares of Udemy worth $10.3M as of Q1 2026.
  • Geode Capital Management sold 49,530 Udemy shares in Q1 2026, an estimated $244K.
  • Udemy made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2369 holding.
  • Geode Capital Management first reported a position in Udemy in Q4 2021 and has held it in 18 quarters since.
  • Geode Capital Management's Udemy position peaked at $29.7M in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.