STA
UDMY

Summit Trail Advisors’s Udemy UDMY Stock Holding History

Summit Trail Advisors’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
-114,709
Closed -$530K – 1514
2026
Q1 		$530K Sell
114,709
-16,673
-13% -$82.2K 0.01% 1149
2025
Q4 		$769K Sell
131,382
-34,682
-21% -$202K 0.01% 945
2025
Q3 		$1.16M Sell
166,064
-54,810
-25% -$384K 0.02% 739
2025
Q2 		$1.55M Buy
+220,874
New +$1.52M 0.03% 333
2024
Q4 		– Sell
-366,795
Closed -$2.73M – 746
2024
Q3 		$2.73M Buy
366,795
+331,521
+940% +$2.68M 0.07% 127
2024
Q2 		$304K Sell
35,274
-89
-0.3% -$845 0.01% 487
2024
Q1 		$388K Buy
35,363
+16,798
+90% +$209K 0.01% 397
2023
Q4 		$273K Buy
+18,565
New +$231K 0.01% 421
2023
Q3 		– Sell
-17,521
Closed -$188K – 578
2023
Q2 		$188K Buy
+17,521
New +$167K 0.01% 493
2023
Q1 		– Sell
-19,426
Closed -$205K – 438
2022
Q4 		$205K Sell
19,426
-314,680
-94% -$4.25M 0.01% 357
2022
Q3 		$4.04M Buy
+334,106
New +$4.46M 0.22% 51

Other funds holding UDMY

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

Summit Trail Advisors's UDMY Position: Q2 2026 in Review

Summit Trail Advisors sold out of Udemy (UDMY) in Q2 2026, closing a stake of 114,709 shares — an estimated $530K sold.

Summit Trail Advisors first reported a position in UDMY in Q3 2022 and held it in 11 quarters. The position peaked at $4.04M in Q3 2022. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

  • Summit Trail Advisors reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 114,709 Udemy shares in Q2 2026, an estimated $530K.
  • Summit Trail Advisors first reported a position in Udemy in Q3 2022 and held it in 11 quarters.
  • Summit Trail Advisors's Udemy position peaked at $4.04M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.