IPI
UDMY

Inflection Point Investments’s Udemy UDMY Stock Holding History

Inflection Point Investments’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
-603,897
Closed -$4.23M – 8
2025
Q3 		$4.23M Buy
603,897
+81,000
+15% +$568K 9.02% 8
2025
Q2 		$3.68M Sell
522,897
-18,670
-3% -$129K 6.96% 8
2025
Q1 		$4.2M Sell
541,567
-296,334
-35% -$2.52M 9.14% 7
2024
Q4 		$6.9M Sell
837,901
-93,000
-10% -$749K 9.4% 6
2024
Q3 		$6.82M Sell
930,901
-454,657
-33% -$3.67M 11.01% 6
2024
Q2 		$12M Hold
1,385,558
– – 14.76% 4
2024
Q1 		$15.2M Sell
1,385,558
-66,586
-5% -$827K 15.73% 3
2023
Q4 		$21.4M Buy
+1,452,144
New +$18.1M 18.53% 1

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Assenagon Asset Management
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

Inflection Point Investments's UDMY Position: Q4 2025 in Review

Inflection Point Investments sold out of Udemy (UDMY) in Q4 2025, closing a stake of 603,897 shares — an estimated $4.23M sold.

Inflection Point Investments first reported a position in UDMY in Q4 2023 and held it in 8 quarters. The position peaked at $21.4M in Q4 2023. 183 funds tracked by Wall St. Rank hold UDMY as of Q4 2025.

  • Inflection Point Investments reported no remaining Udemy position as of Q4 2025 after selling out during the quarter.
  • Inflection Point Investments sold 603,897 Udemy shares in Q4 2025, an estimated $4.23M.
  • Inflection Point Investments first reported a position in Udemy in Q4 2023 and held it in 8 quarters.
  • Inflection Point Investments's Udemy position peaked at $21.4M in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Udemy as of Q4 2025.

Based on Inflection Point Investments's 13F filing for Q4 2025.