WCM
UDMY

Westerly Capital Management’s Udemy UDMY Stock Holding History

Westerly Capital 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 		$19.9M Buy
4,300,000
+300,000
+8% +$1.48M 5.4% 2
2025
Q4 		$23.4M Buy
4,000,000
+1,735,000
+77% +$10.1M 5.14% 2
2025
Q3 		$15.9M Buy
+2,265,000
New +$15.9M 4.98% 5

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
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
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westerly Capital Management's UDMY Position: Q1 2026 in Review

Westerly Capital Management increased its Udemy (UDMY) stake by 7.5% in Q1 2026, buying an estimated $1.48M and bringing the position to 4,300,000 shares worth $19.9M. The position accounts for 5.4% of the portfolio, ranked #2.

Westerly Capital Management first reported a position in UDMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.4M in Q4 2025. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Westerly Capital Management held 4,300,000 shares of Udemy worth $19.9M as of Q1 2026.
  • Westerly Capital Management bought 300,000 Udemy shares in Q1 2026, an estimated $1.48M.
  • Udemy made up 5.4% of Westerly Capital Management's portfolio in Q1 2026, its #2 holding.
  • Westerly Capital Management first reported a position in Udemy in Q3 2025 and has held it in 3 quarters since.
  • Westerly Capital Management's Udemy position peaked at $23.4M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Westerly Capital Management's 13F filing for Q1 2026, filed 15 May 2026.