| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Caledonia (Private) Investments Pty Ltd | 9.5% | $97,852,008 | 13,958,917 | Caledonia (Private) Investments Pty Limited | 30 Sep 2025 | |||
| Prosus N.V. | 9.4% | $94,104,878 | 13,920,840 | Prosus N.V. | 31 Mar 2025 | |||
| VANGUARD GROUP INC | 7.2% | $72,083,894 | 10,663,298 | The Vanguard Group | 31 Mar 2025 |
As of 30 Sep 2025, 188 institutional investors reported holding 127,863,727 shares of Udemy, Inc. - Common Stock, par value $0.00001 (UDMY). This represents 87% of the company’s total 146,319,885 outstanding shares.
The largest institutional shareholders of Udemy, Inc. - Common Stock, par value $0.00001 (UDMY) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 26% | 38,032,260 | 0% | 16% | $266,606,143 |
| Caledonia (Private) Investments Pty Ltd | 9.5% | 13,958,917 | +25% | 1.6% | $97,852,008 |
| VANGUARD GROUP INC | 8.1% | 11,895,585 | +3.8% | 0% | $83,388,051 |
| BlackRock, Inc. | 5% | 7,375,458 | +4.8% | 0% | $51,701,961 |
| Assenagon Asset Management S.A. | 3.1% | 4,474,417 | +71% | 0.05% | $31,365,663 |
| NewView Capital Partners I, LLC | 2.7% | 3,997,791 | 0% | 100% | $28,024,515 |
| NASPERS LTD | 2.7% | 3,916,240 | -72% | 4.1% | $27,452,842 |
| Sea Cliff Partners Management, LP | 2% | 2,973,718 | -8.7% | 8% | $20,845,763 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 2,384,127 | +3% | 0% | $16,714,843 |
| WESTERLY CAPITAL MANAGEMENT, LLC | 1.5% | 2,265,000 | 5% | $15,877,650 | |
| STATE STREET CORP | 1.5% | 2,177,428 | +2% | 0% | $15,263,770 |
| MORGAN STANLEY | 1.4% | 2,023,899 | +95% | 0% | $14,187,533 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.3% | 1,949,206 | -0.72% | 0.01% | $13,663,934 |
| UBS Group AG | 1.2% | 1,786,371 | +57% | 0% | $12,522,461 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.1% | 1,666,003 | +36% | 0.05% | $11,678,681 |
| J. Goldman & Co LP | 1.1% | 1,541,451 | 0.41% | $10,805,572 | |
| FEDERATED HERMES, INC. | 0.96% | 1,401,925 | +1.1% | 0.02% | $9,827,494 |
| JPMORGAN CHASE & CO | 0.76% | 1,108,057 | +57% | 0% | $7,767,480 |
| D. E. Shaw & Co., Inc. | 0.71% | 1,041,363 | +1108% | 0.01% | $7,299,955 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.64% | 935,379 | +12% | 0% | $6,557,007 |
| Cresset Asset Management, LLC | 0.63% | 926,652 | -15% | 0.03% | $6,495,831 |
| NORTHERN TRUST CORP | 0.58% | 848,330 | -1% | 0% | $5,946,794 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.57% | 833,776 | +28% | 0.02% | $5,844,770 |
| AQR CAPITAL MANAGEMENT LLC | 0.56% | 818,622 | +34% | 0% | $5,738,540 |
| RENAISSANCE TECHNOLOGIES LLC | 0.53% | 774,900 | +60% | 0.01% | $5,432,049 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,308,177 | $25,200,718 | -$5,822,635 | $5.85 | 7 |
| 2025 Q3 | 127,863,727 | $896,309,597 | +$26,057,509 | $7.01 | 188 |
| 2025 Q2 | 124,089,637 | $872,351,785 | +$11,778,129 | $7.03 | 179 |
| 2025 Q1 | 122,263,064 | $948,744,408 | -$11,679,779 | $7.76 | 163 |
| 2024 Q4 | 123,345,766 | $1,015,183,328 | -$3,377,215 | $8.23 | 165 |
| 2024 Q3 | 125,382,196 | $932,747,427 | -$23,847,404 | $7.44 | 137 |
| 2024 Q2 | 127,967,124 | $1,104,360,166 | +$30,064,668 | $8.63 | 133 |
| 2024 Q1 | 124,588,116 | $1,367,766,376 | -$26,683,323 | $10.98 | 138 |
| 2023 Q4 | 108,638,776 | $1,599,796,821 | +$51,290,526 | $14.73 | 172 |
| 2023 Q3 | 119,076,301 | $1,131,126,779 | +$29,014,087 | $9.50 | 107 |
| 2023 Q2 | 115,885,449 | $1,243,440,919 | +$66,773,850 | $10.73 | 102 |
| 2023 Q1 | 109,948,538 | $974,634,161 | +$18,150,917 | $8.83 | 100 |
| 2022 Q4 | 107,959,902 | $1,139,087,495 | +$38,612,640 | $10.55 | 104 |
| 2022 Q3 | 104,187,737 | $1,259,640,089 | +$13,962,408 | $12.09 | 93 |
| 2022 Q2 | 103,076,652 | $1,052,440,533 | +$77,870,933 | $10.21 | 84 |
| 2022 Q1 | 94,954,902 | $1,183,158,230 | -$28,056,845 | $12.46 | 66 |
| 2021 Q4 | 95,584,861 | $1,867,499,196 | +$1,194,152,253 | $19.54 | 68 |