SFG
UDMY

Synergy Financial Group’s Udemy UDMY Stock Holding History

Synergy Financial 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
2025
Q4 		– Sell
-18,959
Closed -$133K – 118
2025
Q3 		$133K Hold
18,959
– – 0.09% 115
2025
Q2 		$133K Hold
18,959
– – 0.1% 112
2025
Q1 		$147K Sell
18,959
-994
-5% -$8.46K 0.13% 108
2024
Q4 		$164K Hold
19,953
– – 0.14% 101
2024
Q3 		$148K Hold
19,953
– – 0.14% 94
2024
Q2 		$172K Sell
19,953
-2,216
-10% -$21K 0.18% 82
2024
Q1 		$243K Sell
22,169
-2,770
-11% -$34.4K 0.27% 71
2023
Q4 		$367K Sell
24,939
-6,728
-21% -$83.8K 0.45% 48
2023
Q3 		$301K Sell
31,667
-3,958
-11% -$41.4K 0.42% 53
2023
Q2 		$382K Buy
+35,625
New +$340K 0.52% 45

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

Synergy Financial Group's UDMY Position: Q4 2025 in Review

Synergy Financial Group sold out of Udemy (UDMY) in Q4 2025, closing a stake of 18,959 shares — an estimated $133K sold.

Synergy Financial Group first reported a position in UDMY in Q2 2023 and held it in 10 quarters. The position peaked at $382K in Q2 2023. 183 funds tracked by Wall St. Rank hold UDMY as of Q4 2025.

  • Synergy Financial Group reported no remaining Udemy position as of Q4 2025 after selling out during the quarter.
  • Synergy Financial Group sold 18,959 Udemy shares in Q4 2025, an estimated $133K.
  • Synergy Financial Group first reported a position in Udemy in Q2 2023 and held it in 10 quarters.
  • Synergy Financial Group's Udemy position peaked at $382K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Udemy as of Q4 2025.

Based on Synergy Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.