MCO
UDMY

MAK Capital One’s Udemy UDMY Stock Holding History

MAK Capital One’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 		$16.9M Sell
3,658,520
-111,242
-3% -$549K 2.49% 13
2025
Q4 		$22.1M Buy
+3,769,762
New +$22M 2.43% 11

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

MAK Capital One's UDMY Position: Q1 2026 in Review

MAK Capital One reduced its Udemy (UDMY) stake by 3% in Q1 2026, selling an estimated $549K and leaving 3,658,520 shares worth $16.9M. The position accounts for 2.49% of the portfolio, ranked #13.

MAK Capital One first reported a position in UDMY in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.1M in Q4 2025. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • MAK Capital One held 3,658,520 shares of Udemy worth $16.9M as of Q1 2026.
  • MAK Capital One sold 111,242 Udemy shares in Q1 2026, an estimated $549K.
  • Udemy made up 2.49% of MAK Capital One's portfolio in Q1 2026, its #13 holding.
  • MAK Capital One first reported a position in Udemy in Q4 2025 and has held it in 2 quarters since.
  • MAK Capital One's Udemy position peaked at $22.1M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

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