Insight Holdings Group’s Udemy UDMY Stock Holding History

Insight Holdings Group’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	$176M	Hold	38,032,260	–	–	12.33%	3
2025 Q4	$222M	Hold	38,032,260	–	–	16.64%	2
2025 Q3	$267M	Hold	38,032,260	–	–	16.46%	2
2025 Q2	$267M	Hold	38,032,260	–	–	11.18%	3
2025 Q1	$295M	Hold	38,032,260	–	–	22.86%	1
2024 Q4	$313M	Hold	38,032,260	–	–	20.25%	1
2024 Q3	$283M	Hold	38,032,260	–	–	12.3%	3
2024 Q2	$328M	Hold	38,032,260	–	–	11.38%	4
2024 Q1	$418M	Hold	38,032,260	–	–	11.66%	3
2023 Q4	$560M	Sell	38,032,260 -4,000,000	-10%	-$49.8M	13.52%	3
2023 Q3	$399M	Hold	42,032,260	–	–	10.36%	4
2023 Q2	$451M	Hold	42,032,260	–	–	10.42%	4
2023 Q1	$371M	Hold	42,032,260	–	–	8.36%	4
2022 Q4	$443M	Hold	42,032,260	–	–	9.3%	4
2022 Q3	$508M	Hold	42,032,260	–	–	10.2%	4
2022 Q2	$429M	Hold	42,032,260	–	–	8.88%	4
2022 Q1	$524M	Hold	42,032,260	–	–	7.09%	4
2021 Q4	$821M	Buy	+42,032,260	New	+$1.01B	7.67%	4

Other funds holding UDMY

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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

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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insight Holdings Group's UDMY Position: Q1 2026 in Review

Insight Holdings Group held its Udemy (UDMY) position steady in Q1 2026 at 38,032,260 shares worth $176M. The position accounts for 12.33% of the portfolio, ranked #3.

Insight Holdings Group first reported a position in UDMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $821M in Q4 2021. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

Insight Holdings Group held 38,032,260 shares of Udemy worth $176M as of Q1 2026.
Insight Holdings Group left its Udemy share count unchanged in Q1 2026.
Udemy made up 12.33% of Insight Holdings Group's portfolio in Q1 2026, its #3 holding.
Insight Holdings Group first reported a position in Udemy in Q4 2021 and has held it in 18 quarters since.
Insight Holdings Group's Udemy position peaked at $821M in Q4 2021.
194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Insight Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.