Summit Securities Group’s Udemy UDMY Stock Holding History

Summit Securities Group’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	-1,151	Closed	-$5.32K	–	1385
2026 Q1	$5.32K	Buy	1,151 +143	+14%	+$705	﹤0.01%	785
2025 Q4	$5.9K	Buy	+1,008	New	+$5.88K	﹤0.01%	926
2025 Q2	–	Sell	-306	Closed	-$2.38K	–	1442
2025 Q1	$2.38K	Buy	+306	New	+$2.6K	﹤0.01%	660
2024 Q4	–	Sell	-217	Closed	-$2K	–	904
2024 Q3	$2K	Buy	+217	New	+$1.75K	﹤0.01%	495

Other funds holding UDMY

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

Summit Securities Group's UDMY Position: Q2 2026 in Review

Summit Securities Group sold out of Udemy (UDMY) in Q2 2026, closing a stake of 1,151 shares — an estimated $5.32K sold.

Summit Securities Group first reported a position in UDMY in Q3 2024 and held it in 4 quarters. The position peaked at $5.9K in Q4 2025. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

Summit Securities Group reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 1,151 Udemy shares in Q2 2026, an estimated $5.32K.
Summit Securities Group first reported a position in Udemy in Q3 2024 and held it in 4 quarters.
Summit Securities Group's Udemy position peaked at $5.9K in Q4 2025.
1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.