Root Financial Partners’s Udemy UDMY Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-327	Closed	-$1.51K	–	3007
2026 Q1	$1.51K	Buy	327 +319	+3,988%	+$1.57K	﹤0.01%	2435
2025 Q4	$47	Buy	+8	New	+$47	﹤0.01%	2387

Other funds holding UDMY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Root Financial Partners's UDMY Position: Q2 2026 in Review

Root Financial Partners sold out of Udemy (UDMY) in Q2 2026, closing a stake of 327 shares — an estimated $1.51K sold.

Root Financial Partners first reported a position in UDMY in Q4 2025 and held it in 2 quarters. The position peaked at $1.51K in Q1 2026. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

Root Financial Partners reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 327 Udemy shares in Q2 2026, an estimated $1.51K.
Root Financial Partners first reported a position in Udemy in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Udemy position peaked at $1.51K in Q1 2026.
1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.