NewEdge Wealth’s Udemy UDMY Stock Holding History

NewEdge Wealth’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	–	Sell	-37,598	Closed	-$220K	–	1283
2025 Q4	$220K	Buy	+37,598	New	+$219K	﹤0.01%	1124

Other funds holding UDMY

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

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

Cypress Point Investment Management Mill Valley, California $424M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

NewEdge Wealth's UDMY Position: Q1 2026 in Review

NewEdge Wealth sold out of Udemy (UDMY) in Q1 2026, closing a stake of 37,598 shares — an estimated $220K sold.

NewEdge Wealth first reported a position in UDMY in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

NewEdge Wealth reported no remaining Udemy position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 37,598 Udemy shares in Q1 2026, an estimated $220K.
NewEdge Wealth first reported a position in Udemy in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Udemy position peaked at $220K in Q4 2025.
194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.