UDMY
Udemy, Inc.
No data for this timeframe.
Vol
Inst. Holders50 funds
Inst. Value$191.7M
Inst. Activity16 buys / 12 sells
Insider Activity0B / 1S
Insider Net $-$119.4K
SEC Reports6
Recent Activity
Jun 11, 2026
SEC
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
Jun 11, 2026
SEC
Five institutional investors, dominated by mega-passive managers (Morgan Stanley, UBS, BofA, Invesco) along with quant R
INST-CLUSTER — Impact 4/10
May 21, 2026
SEC
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
Chrapaty Debra J. disposed of 58,888 shares
Director
May 11, 2026
Insider
Goldschmied Ozzie J. disposed of 666,767 shares
Chief Technology Officer
May 11, 2026
Insider
Hiles Heather disposed of 70,143 shares
Director
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
1,926,816 shares ($8.9M)
Inst.
SOROS FUND MANAGEMENT LLC — ADD
1,921,574 shares ($8.9M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$7.60 (Jan 2026)
Current $4.63
Low $6.00
Median $8.00
High $8.81
3 analysts
$6.00
$8.81
Analyst Ratings
2Strong Buy
6Buy
4Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 13, 2026 | Keybanc | DOWNGRADE | Overweight → Sector Weight |
| Dec 17, 2025 | Canaccord Genuity | DOWNGRADE | Buy → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.13 ▲ +11.3% | $0.11 — $0.16 | -16% YoY | 3 |
| Next Q | $0.14 ▲ +7.1% | $0.11 — $0.15 | 4% YoY | 3 |
| Current FY | $0.54 ▲ +8.6% | $0.44 — $0.59 | 1% YoY | 4 |
| Next FY | $0.66 ▲ +6.0% | $0.61 — $0.71 | 23% YoY | 3 |
Latest Reports
MIXED
INST-CLUSTER
5/10
13F filings for Q4 2025 reveal a mixed institutional cluster in Udemy (UDMY): five buyers added $7.2M in positions (led
Jun 11, 2026
BULLISH
INST-CLUSTER
4/10
Five institutional investors, dominated by mega-passive managers (Morgan Stanley, UBS, BofA, Invesco) along with quant R
Jun 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $33.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $20.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.4M | — |
| GOLDMAN SACHS GROUP INC | $16.9M | — |
| STATE STREET CORP | $9.6M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 11, 2026 | Chrapaty Debra | D | $0.00 |
| May 11, 2026 | Goldschmied Ozzie | D | $0.00 |
| May 11, 2026 | Hiles Heather | D | $0.00 |
| May 11, 2026 | Hiles Heather | D | $0.00 |
| May 11, 2026 | Paterson Lydia | D | $0.00 |
50 institutional holders with $191.7M total value (41,258,011 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 16 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,142,815 | $33.0M | 17.2% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,344,414 | $20.1M | 10.5% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4,198,319 | $19.4M | 10.1% | — |
| 4 | GOLDMAN SACHS GROUP INC | 3,658,498 | $16.9M | 8.8% | — |
| 5 | STATE STREET CORP | 2,073,171 | $9.6M | 5.0% | — |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,926,816 | $8.9M | 4.6% | ADD +29.5% |
| 7 | SOROS FUND MANAGEMENT LLC | 1,921,574 | $8.9M | 4.6% | ADD +74.7% |
| 8 | CITIGROUP INC | 1,827,055 | $8.4M | 4.4% | — |
| 9 | Assenagon Asset Management S.A. | 1,499,401 | $6.9M | 3.6% | TRIM -64.2% |
| 10 | D. E. Shaw & Co., Inc. | 1,395,503 | $6.4M | 3.4% | ADD +79.2% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1,389,814 | $6.4M | 3.4% | ADD +63.4% |
| 12 | Allianz Asset Management GmbH | 1,234,200 | $5.7M | 3.0% | — |
| 13 | ALLIANCEBERNSTEIN L.P. | 844,168 | $4.9M | 2.6% | — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 754,217 | $3.5M | 1.8% | — |
| 15 | VANGUARD FIDUCIARY TRUST CO | 636,685 | $2.9M | 1.5% | — |
| 16 | Magnetar Financial LLC | 596,969 | $2.8M | 1.4% | — |
| 17 | Pacer Advisors, Inc. | 551,512 | $2.5M | 1.3% | — |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 496,010 | $2.3M | 1.2% | — |
| 19 | MORGAN STANLEY | 494,906 | $2.3M | 1.2% | TRIM -30.9% |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 372,246 | $1.7M | 0.9% | ADD +78.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,487,535 | 1,926,816 | +29.5% | $8.9M | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC | ADD | 1,100,000 | 1,921,574 | +74.7% | $8.9M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 4,186,547 | 1,499,401 | -64.2% | $6.9M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 850,324 | 1,389,814 | +63.4% | $6.4M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 715,922 | 494,906 | -30.9% | $2.3M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 108,838 | 347,762 | +219.5% | $1.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 165,220 | 324,514 | +96.4% | $1.5M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 429,501 | 311,901 | -27.4% | $1.4M | 2026-Q1 |
| NATIXIS | ADD | 153,600 | 274,500 | +78.7% | $1.3M | 2026-Q1 |
| Nuveen, LLC | TRIM | 346,241 | 185,402 | -46.5% | $856.6K | 2026-Q1 |
| Mariner, LLC | DOUBLED | 24,651 | 104,388 | +323.5% | $482.2K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 168,400 | 91,000 | -46.0% | $420.4K | 2026-Q1 |
| CWM, LLC | DOUBLED | 27,585 | 85,008 | +208.2% | $392.7K | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 14,134 | 67,372 | +376.7% | $311.3K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 35,900 | 64,138 | +78.7% | $297.3K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 15,588 | 46,351 | +197.4% | $216.9K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 347,072 | 45,676 | -86.8% | $211.0K | 2026-Q1 |
| Verition Fund Management LLC | ADD | 25,242 | 38,347 | +51.9% | $177.2K | 2026-Q1 |
| Swiss Life Asset Management Ltd | ADD | 29,010 | 36,376 | +25.4% | $168.1K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 44,685 | 26,209 | -41.3% | $121.1K | 2026-Q1 |
| PEAK6 LLC | TRIM | 26,440 | 17,740 | -32.9% | $82.0K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 28,133 | 7,777 | -72.4% | $35.9K | 2026-Q1 |
| FMR LLC | TRIM | 12,273 | 5,378 | -56.2% | $24.8K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 1,316 | 4,490 | +241.2% | $20.7K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 328 | 1,188 | +262.2% | $5.5K | 2026-Q1 |
12 unique insiders with 33 transactions. Net insider value: -$119.4K ($0.00 bought, $119.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 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 | — | — |
| May 11, 2026 | Paterson Lydia | Director | D | 100,000 | — | — |
| May 11, 2026 | Paterson Lydia | Director | D | 95,171 | — | — |
| May 11, 2026 | Schechtman Natalie | Director | D | 93,657 | — | — |
| May 11, 2026 | Maco Marylou | Director | D | 60,484 | — | — |
| May 11, 2026 | ABBASI SOHAIB | Director | D | 114,171 | — | — |
| May 11, 2026 | Sarrazin Hugo | President and CEO | AWARD | 168,750 | — | — |
| May 11, 2026 | Sarrazin Hugo | President and CEO | D | 1,400,576 | — | — |
| May 11, 2026 | Rosenthal Robert | President, Udemy Business | AWARD | 68,750 | — | — |
| May 11, 2026 | Blanchard Sarah | Chief Financial Officer | D | 1,551,295 | — | — |
| May 11, 2026 | Goldschmied Ozzie J. | Chief Technology Officer | AWARD | 34,375 | — | — |
| May 11, 2026 | Blanchard Sarah | Chief Financial Officer | AWARD | 125,000 | — | — |
| May 11, 2026 | Rosenthal Robert | President, Udemy Business | D | 485,462 | — | — |
| May 11, 2026 | Insight Holdings Group, LLC | 10%+ Owner | D | 24,203,192 | — | — |
| May 11, 2026 | Insight Holdings Group, LLC | 10%+ Owner | D | 98,286 | — | — |
| May 11, 2026 | Lieberman Jeffrey | Director | D | 147,477 | — | — |
| May 6, 2026 | Blanchard Sarah | Chief Financial Officer | TAX W/H | 4,846 | $4.74 | $23.0K |
| Apr 6, 2026 | Blanchard Sarah | Chief Financial Officer | TAX W/H | 9,599 | $4.68 | $44.9K |
| Mar 31, 2026 | ABBASI SOHAIB | Director | AWARD | 5,411 | — | — |
| Mar 31, 2026 | Paterson Lydia | Director | AWARD | 3,246 | — | — |
| Mar 31, 2026 | Maco Marylou | Director | AWARD | 1,596 | — | — |
| Mar 15, 2026 | Rosenthal Robert | President, Udemy Business | TAX W/H | 10,777 | $4.77 | $51.4K |
| Mar 15, 2026 | Blanchard Sarah | Chief Financial Officer | TAX W/H | 14,843 | $4.77 | $70.8K |
| Mar 13, 2026 | Blanchard Sarah | Chief Financial Officer | SELL | 25,000 | $4.78 | $119.4K |
| Feb 24, 2026 | Blanchard Sarah | Chief Financial Officer | TAX W/H | 14,376 | $4.91 | $70.6K |
| Feb 24, 2026 | Rosenthal Robert | President, Udemy Business | TAX W/H | 4,981 | $4.91 | $24.5K |
| Feb 23, 2026 | Blanchard Sarah | Chief Financial Officer | AWARD | 97,352 | — | — |
| Feb 23, 2026 | Blanchard Sarah | Chief Financial Officer | AWARD | 97,532 | — | — |
| Feb 23, 2026 | Rosenthal Robert | President, Udemy Business | AWARD | 34,148 | — | — |
| Feb 15, 2026 | Blanchard Sarah | Chief Financial Officer | TAX W/H | 4,969 | $4.70 | $23.4K |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 5.0/10.
MIXED
INST-CLUSTER
5/10
13F filings for Q4 2025 reveal a mixed institutional cluster in Udemy (UDMY): five buyers added $7.2
Jun 11, 2026
BULLISH
INST-CLUSTER
4/10
Five institutional investors, dominated by mega-passive managers (Morgan Stanley, UBS, BofA, Invesco
Jun 11, 2026
NEUTRAL
15-12G
4/10
Udemy filed Form 15-12G to terminate its SEC registration and suspend reporting obligations, effecti
May 21, 2026
NEUTRAL
25-NSE
7/10
Nasdaq filed Form 25-NSE to remove Udemy's common stock from listing and deregister it under Section
May 11, 2026
NEUTRAL
8-K
7/10
Udemy completed its merger with Coursera on May 11, 2026, becoming a wholly-owned subsidiary. Each U
May 11, 2026
NEUTRAL
10-K/A
3/10
Udemy filed an amended 10-K/A to include Part III disclosures required by Items 10-14, which were no
Apr 10, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 67% buy across 12 analysts — 2 strong buy, 6 buy, 4 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$7.60 mean target (Jan 2026)
$6.00 Low
$8.81 High
| Metric | Value |
|---|---|
| Current Price | $4.63 |
| Target Low | $6.00 |
| Target Mean | $7.60 |
| Target Median | $8.00 |
| Target High | $8.81 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.13 | $0.11 | $0.16 | -15.7% | +11.3% | 0↑ 1↓ | $0.2B | 1.8% | 3 |
| Next Q 2026-09-30 |
$0.14 | $0.11 | $0.15 | 4.5% | +7.1% | 0↑ 1↓ | $0.2B | 7.9% | 3 |
| Current FY 2026-12-31 |
$0.54 | $0.44 | $0.59 | 1.3% | +8.6% | 3↑ 1↓ | $0.8B | 2.2% | 4 |
| Next FY 2027-12-31 |
$0.66 | $0.61 | $0.71 | 22.8% | +6.0% | 2↑ 0↓ | $0.8B | 4.4% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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 |
2 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 13, 2026 | Keybanc | DOWNGRADE | Overweight | Sector Weight |
| Dec 17, 2025 | Canaccord Genuity | DOWNGRADE | Buy | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 2 | 7 | 5 | 0 | 0 | 64% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
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)