SCPM
UDMY

Sea Cliff Partners Management’s Udemy UDMY Stock Holding History

Sea Cliff Partners 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 		$12.7M Sell
2,738,200
-455,486
-14% -$2.25M 6.53% 8
2025
Q4 		$18.7M Buy
3,193,686
+219,968
+7% +$1.28M 7.87% 6
2025
Q3 		$20.8M Sell
2,973,718
-281,656
-9% -$1.98M 7.98% 3
2025
Q2 		$22.9M Sell
3,255,374
-519,685
-14% -$3.58M 7.8% 4
2025
Q1 		$29.3M Buy
3,775,059
+425,220
+13% +$3.62M 10.52% 2
2024
Q4 		$27.6M Sell
3,349,839
-541,713
-14% -$4.37M 9.56% 2
2024
Q3 		$29M Buy
3,891,552
+165,687
+4% +$1.34M 9.71% 3
2024
Q2 		$32.2M Buy
3,725,865
+811,702
+28% +$7.7M 11% 2
2024
Q1 		$32M Buy
2,914,163
+1,172,092
+67% +$14.6M 10.51% 2
2023
Q4 		$25.7M Buy
+1,742,071
New +$21.7M 10% 2

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

Sea Cliff Partners Management's UDMY Position: Q1 2026 in Review

Sea Cliff Partners Management reduced its Udemy (UDMY) stake by 14% in Q1 2026, selling an estimated $2.25M and leaving 2,738,200 shares worth $12.7M. The position accounts for 6.53% of the portfolio, ranked #8.

Sea Cliff Partners Management first reported a position in UDMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.2M in Q2 2024. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Sea Cliff Partners Management held 2,738,200 shares of Udemy worth $12.7M as of Q1 2026.
  • Sea Cliff Partners Management sold 455,486 Udemy shares in Q1 2026, an estimated $2.25M.
  • Udemy made up 6.53% of Sea Cliff Partners Management's portfolio in Q1 2026, its #8 holding.
  • Sea Cliff Partners Management first reported a position in Udemy in Q4 2023 and has held it in 10 quarters since.
  • Sea Cliff Partners Management's Udemy position peaked at $32.2M in Q2 2024.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Sea Cliff Partners Management's 13F filing for Q1 2026, filed 15 May 2026.