§ DIVERSIFIED CONSUMER SERVICES
USD · Diversified Consumer ServicesUDMY
UDEMY INC
USDSector · Diversified Consumer ServicesBeta · 0.43
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
0 increased/new, 1 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 177.5 | P/B | 4.01 |
| EPS (TTM) | 0.02 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Insight Holdings Group, LLC | 38.0M | 12.3% | ±0% |
| Caledonia (Private) Investments Pty Ltd | 13.7M | 1.8% | +2% |
| BlackRock, Inc. | 7.1M | 0.0% | −2% |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 4.6M | 5.0% | +5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3M | n/a | n/a |
| WESTERLY CAPITAL MANAGEMENT, LLC | 4.3M | 5.4% | +8% |
◇ AC INTELLIGENCE
Top institutional owners for UDMY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER7.4% · 0 holders
OTHER65.7% · 124 holders
DEALER / BANK8.4% · 19 holders
PASSIVE / INDEX7.7% · 10 holders
SYSTEMATIC / QUANT3.6% · 9 holders
QUALITY / COMPOUNDER3.4% · 15 holders
TACTICAL / MACRO2.5% · 4 holders
ACTIVIST1.0% · 1 holder
INCOME / DEFENSIVE0.4% · 12 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UDMY in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention UDMY yet.