Inst. Holders
50 funds
UDMY
Udemy, Inc.
—
12-mo target$7.60 (+64.2%)
High Impact Filing (7/10)6 Institutional Exits Services
Snapshot
The big-picture read on UDMY right now — valuation, ownership and activity at a glance.
Inst. Value
$241.0M
Inst. Activity
0 buys / 6 sells
Insider Activity
$0.00 buy / $119.4K sell
Insider Net $
-$119.4K
SEC Reports
6
Price chart
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jul 28, 2026 earnings_calendar
UDMY Q2 2026 Earnings Scheduled — 2026-07-28
Jun 30, 2026 Inst.
GEODE CAPITAL MANAGEMENT, LLC — EXIT
0 shares ($0.00)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC GOLDMAN SACHS GROUP INC — EXIT
0 shares ($0.00)
13F filings for Q4 2025 reveal a mixed institutional cluster in Udemy (UDMY): five buyers added $7.2M in positions (led
INST-CLUSTER — Impact 5/10
Five institutional investors, dominated by mega-passive managers (Morgan Stanley, UBS, BofA, Invesco) along with quant R
INST-CLUSTER — Impact 4/10
Udemy filed Form 15-12G to terminate its SEC registration and suspend reporting obligations, effective May 21, 2026. Thi
15-12G — Impact 4/10
May 11, 2026 Insider
Sarrazin Hugo disposed of 47,580 shares
President and CEO
May 11, 2026 Insider
Insight Holdings Group, LLC disposed of 984,909 shares
10%+ Owner
Analyst ratings buy % +4.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jan 13, 2026 | Keybanc | DOWNGRADE | Sector Weight | 52% |
| Dec 17, 2025 | Canaccord Genuity | DOWNGRADE | Hold | 47% |
| Oct 30, 2025 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Oct 30, 2025 | Keybanc | MAINTAIN | Overweight | 52% |
| Oct 30, 2025 | Needham | REITERATE | Buy | 50% |
| Jul 31, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 31, 2025 | Needham | REITERATE | Buy | 50% |
| Jun 5, 2025 | Morgan Stanley | UPGRADE | Equal-Weight | 55% |
| May 1, 2025 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| May 1, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Aug 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Jul 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Jun 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| May 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Apr 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Mar 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Feb 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% |
Price targets
Where 3 covering analysts think UDMY trades over the next 12 months.
$7.60 +64.2% upside Strong Buy
Current$4.63 Low$6.00 Median$8.00 High$8.81 3 analysts
$6.00$8.81
Analyst rating Buy· 2.0/5 as of Jul 9, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 4 neutral · avg impact 5.0/10.
MIXEDINST-CLUSTER5/10
13F filings for Q4 2025 reveal a mixed institutional cluster in Udemy (UDMY): five buyers added $7.2
Jun 11, 2026
BULLISHINST-CLUSTER4/10
Five institutional investors, dominated by mega-passive managers (Morgan Stanley, UBS, BofA, Invesco
Jun 11, 2026
NEUTRAL15-12G4/10
Udemy filed Form 15-12G to terminate its SEC registration and suspend reporting obligations, effecti
May 21, 2026
NEUTRAL25-NSE7/10
Nasdaq filed Form 25-NSE to remove Udemy's common stock from listing and deregister it under Section
May 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jul 28, 2026
earnings_calendar
UDMY Q2 2026 Earnings Scheduled — 2026-07-28
May 6, 2026
earnings_calendar
UDMY Q1 2026 Earnings Scheduled — 2026-05-06
Apr 28, 2026
earnings_calendar
UDMY Q1 2026 Earnings Scheduled — 2026-04-28
Apr 14, 2026
short_volume
Short Volume: UDMY — 74.0% short (0.8M / 1.1M)
Short: 812,926 | Exempt: 0 | TRF Vol: 1,097,939 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: UDMY — 57.8% short (0.3M / 0.5M)
Short: 306,159 | Exempt: 0 | TRF Vol: 529,599 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.13 | $0.11–$0.16 | -15.7% | +11.3% | 0↑ 1↓ | $0.2B | 3 |
| Next FY | $0.66 | $0.61–$0.71 | 22.8% | +6.0% | 2↑ 0↓ | $0.8B | 3 |
| Current FY | $0.54 | $0.44–$0.59 | 1.3% | +8.6% | 3↑ 1↓ | $0.8B | 4 |
| Next Q | $0.14 | $0.11–$0.15 | 4.5% | +7.1% | 0↑ 1↓ | $0.2B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.135 | — |
| 7d ago | $0.121 | +0.014 |
| 30d ago | $0.121 | +0.014 |
| 60d ago | $0.121 | +0.014 |
| 90d ago | $0.124 | +0.011 |
Institutional ownership
Which big funds own UDMY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $241.0M total value (51,822,949 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 29 institutions added/increased vs 15 reduced.
Top holders — 2026-Q1
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,142,815 | $33.0M | 13.7% | EXIT -100.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,344,414 | $20.1M | 8.3% | EXIT -100.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,198,319 | $19.4M | 8.0% | EXIT -100.0% |
| GOLDMAN SACHS GROUP INC | 3,658,498 | $16.9M | 7.0% | EXIT -100.0% |
| UBS Group AG | 2,267,813 | $10.5M | 4.3% | EXIT -100.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,230,809 | $10.3M | 4.3% | EXIT -100.0% |
| STATE STREET CORP | 2,073,171 | $9.6M | 4.0% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,926,816 | $8.9M | 3.7% | ADD +29.5% |
| SOROS FUND MANAGEMENT LLC | 1,921,574 | $8.9M | 3.7% | ADD +74.7% |
| CITIGROUP INC | 1,827,055 | $8.4M | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | EXIT | 2,230,809 | 0 | -100.0% | $0.00 |
| GOLDMAN SACHS GROUP INC | EXIT | 3,658,498 | 0 | -100.0% | $0.00 |
| UBS Group AG | EXIT | 2,267,813 | 0 | -100.0% | $0.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | EXIT | 4,198,319 | 0 | -100.0% | $0.00 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | EXIT | 4,344,414 | 0 | -100.0% | $0.00 |
| BlackRock, Inc. | EXIT | 7,142,815 | 0 | -100.0% | $0.00 |
| UBS Group AG | ADD | 1,321,756 | 2,267,813 | +71.6% | $10.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,487,535 | 1,926,816 | +29.5% | $8.9M |
| SOROS FUND MANAGEMENT LLC | ADD | 1,100,000 | 1,921,574 | +74.7% | $8.9M |
| Assenagon Asset Management S.A. | TRIM | 4,186,547 | 1,499,401 | -64.2% | $6.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 39 transactions. Net -$119.4K — $0.00 bought, $119.4K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 11, 2026 | Sarrazin Hugo | President and CEO | D | 47,580 | — | — |
| May 11, 2026 | Insight Holdings Group, LLC | 10%+ Owner | D | 984,909 | — | — |
| May 11, 2026 | Insight Holdings Group, LLC | 10%+ Owner | D | 1,530,921 | — | — |
| May 11, 2026 | Insight Holdings Group, LLC | 10%+ Owner | D | 10,654,754 | — | — |
| May 11, 2026 | Insight Holdings Group, LLC | 10%+ Owner | D | 560,198 | — | — |
| May 11, 2026 | Lieberman Jeffrey | Director | D | 38,032,260 | — | — |
| May 11, 2026 | Chrapaty Debra J. | Director | D | 58,888 | — | — |
| May 11, 2026 | Goldschmied Ozzie J. | Chief Technology Officer | D | 666,767 | — | — |
| May 11, 2026 | Hiles Heather | Director | D | 70,143 | — | — |
| May 11, 2026 | Hiles Heather | Director | D | 100,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UDMY.
Shares short
7,011,986
Settlement Apr 30, 2026
Change vs prior
-9.9%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
All UDMY filing & press-release reports (6)
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- 15-12G reportMay 21, 2026
- 25-NSE reportMay 11, 2026
- 8-K reportMay 11, 2026
- 10-K/A reportApr 10, 2026