Morgan Stanley
UDMY

Morgan Stanley’s Udemy UDMY Stock Holding History

Morgan Stanley’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 		$2.29M Sell
494,906
-221,016
-31% -$1.09M ﹤0.01% 4672
2025
Q4 		$4.19M Sell
715,922
-1,307,977
-65% -$7.63M ﹤0.01% 4315
2025
Q3 		$14.2M Buy
2,023,899
+987,935
+95% +$6.93M ﹤0.01% 3221
2025
Q2 		$7.28M Buy
1,035,964
+367,047
+55% +$2.53M ﹤0.01% 3741
2025
Q1 		$5.19M Buy
668,917
+237,792
+55% +$2.02M ﹤0.01% 3893
2024
Q4 		$3.55M Buy
431,125
+49,285
+13% +$397K ﹤0.01% 4281
2024
Q3 		$2.84M Sell
381,840
-61,528
-14% -$497K ﹤0.01% 4406
2024
Q2 		$3.83M Buy
443,368
+214,598
+94% +$2.04M ﹤0.01% 4106
2024
Q1 		$2.51M Sell
228,770
-2,099,958
-90% -$26.1M ﹤0.01% 4432
2023
Q4 		$34.3M Buy
2,328,728
+2,146,848
+1,180% +$26.7M ﹤0.01% 2838
2023
Q3 		$1.73M Sell
181,880
-146,480
-45% -$1.53M ﹤0.01% 4480
2023
Q2 		$3.52M Buy
328,360
+44,515
+16% +$424K ﹤0.01% 4025
2023
Q1 		$2.51M Sell
283,845
-38,907
-12% -$410K ﹤0.01% 4313
2022
Q4 		$3.41M Buy
322,752
+248,218
+333% +$3.35M ﹤0.01% 4075
2022
Q3 		$901K Sell
74,534
-70,434
-49% -$939K ﹤0.01% 4936
2022
Q2 		$1.48M Buy
144,968
+106,217
+274% +$1.29M ﹤0.01% 4750
2022
Q1 		$483K Buy
38,751
+33,049
+580% +$457K ﹤0.01% 5421
2021
Q4 		$111K Buy
+5,702
New +$136K ﹤0.01% 6377

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

Morgan Stanley's UDMY Position: Q1 2026 in Review

Morgan Stanley reduced its Udemy (UDMY) stake by 31% in Q1 2026, selling an estimated $1.09M and leaving 494,906 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #4672.

Morgan Stanley first reported a position in UDMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $34.3M in Q4 2023. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Morgan Stanley held 494,906 shares of Udemy worth $2.29M as of Q1 2026.
  • Morgan Stanley sold 221,016 Udemy shares in Q1 2026, an estimated $1.09M.
  • Udemy made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4672 holding.
  • Morgan Stanley first reported a position in Udemy in Q4 2021 and has held it in 18 quarters since.
  • Morgan Stanley's Udemy position peaked at $34.3M in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.