ICM
UDMY

Invenomic Capital Management’s Udemy UDMY Stock Holding History

Invenomic 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 		$6.4M Buy
+1,386,098
New +$6.84M 0.29% 88
2025
Q2 		– Sell
-729,228
Closed -$5.66M – 195
2025
Q1 		$5.66M Sell
729,228
-1,443,106
-66% -$12.3M 0.29% 105
2024
Q4 		$17.9M Sell
2,172,334
-251,188
-10% -$2.02M 0.85% 32
2024
Q3 		$18M Sell
2,423,522
-489,798
-17% -$3.95M 0.99% 35
2024
Q2 		$25.1M Buy
2,913,320
+165,867
+6% +$1.57M 1.22% 23
2024
Q1 		$30.2M Buy
2,747,453
+512,618
+23% +$6.36M 1.6% 16
2023
Q4 		$32.9M Buy
2,234,835
+116,432
+5% +$1.45M 1.5% 17
2023
Q3 		$20.1M Buy
2,118,403
+81,361
+4% +$851K 0.85% 36
2023
Q2 		$21.9M Buy
2,037,042
+1,637,668
+410% +$15.6M 1.11% 33
2023
Q1 		$3.53M Buy
+399,374
New +$4.21M 0.2% 108

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

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

Invenomic Capital Management opened a new position in Udemy (UDMY) in Q1 2026: 1,386,098 shares worth $6.4M. The stake represents 0.29% of the portfolio and ranks #88 among its holdings. This is a return to the name: Invenomic Capital Management previously reported a position in UDMY as recently as Q1 2025.

Invenomic Capital Management first reported a position in UDMY in Q1 2023 and has held it in 10 quarters since. The position peaked at $32.9M in Q4 2023. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Invenomic Capital Management held 1,386,098 shares of Udemy worth $6.4M as of Q1 2026.
  • Udemy was a new Invenomic Capital Management position in Q1 2026.
  • Udemy made up 0.29% of Invenomic Capital Management's portfolio in Q1 2026, its #88 holding.
  • Invenomic Capital Management first reported a position in Udemy in Q1 2023 and has held it in 10 quarters since.
  • Invenomic Capital Management's Udemy position peaked at $32.9M in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

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