Udemy
UDMY
UDMY was delisted on the 8th of May, 2026.
194 hedge funds and large institutions have $600M invested in Udemy in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 78 increasing their positions, 49 reducing their positions, and 37 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 49
35% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 37
6% more funds holding
Funds holding: 183 → 194 (+11)
2.1% more ownership
Funds ownership: 86.76% → 88.86% (+2.1%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
19% less capital invested
Capital invested by funds: $743M → $600M (-$143M)
90% less call options, than puts
Call options by funds: $164K | Put options by funds: $1.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$11.8M |
| 2 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$6.84M |
| 3 |
PFCS
Pale Fire Capital SE
Prague,
Czech Republic
|
+$6.45M |
| 4 |
Citigroup
New York
|
+$5.64M |
| 5 |
Millennium Management
New York
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
-$24.8M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$13.3M |
| 3 |
AG
Algert Global
San Francisco,
California
|
-$5.94M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$3.28M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$2.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Group One Trading
Chicago,
Illinois
| – | -$3.25K | -660 | Closed |
|
|
PCM
227
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| – | -$2.19K | -375 | Closed |
|
|
GC
228
Globeflex Capital
San Diego,
California
| – | -$936 | -160 | Closed |
|
|
CFM
229
Cornerstone Financial Management
Burlington,
Massachusetts
| – | -$556 | -95 | Closed |
|
|
TFA
230
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$99 | -17 | Closed |
|
231
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$94 | -16 | Closed |
|
UDMY Hedge Fund Activity: Q1 2026 in Review
194 of the 8,157 institutional investors tracked by Wall St. Rank reported a position in Udemy (UDMY) for Q1 2026, worth a combined $600M — down 19% from $743M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new UDMY positions and 37 closed out — a net gain of 13 holders — while 78 added to existing stakes and 49 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $24.8M sold.
- 194 institutional investors held Udemy (UDMY) as of Q1 2026, up from 183 in Q4 2025.
- Funds reported $600M of Udemy stock for Q1 2026, down 19% quarter-over-quarter.
- 50 funds opened new Udemy positions in Q1 2026 and 37 closed out, a net change of +13 holders.
- The largest Udemy buyer in Q1 2026 was Goldman Sachs, an estimated $11.8M added.
- The largest Udemy seller in Q1 2026 was J. Goldman & Co, an estimated $24.8M sold.
Based on aggregated 13F filings for Q1 2026.