Cliff Asness's UDMY Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.1 M shares of Udemy, Inc. (UDMY) worth $5.06 M, representing 0.00% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in UDMY, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 404,270 shares. Largest reduction occurred in Q4 2025, reducing 91,445 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Udemy (UDMY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Udemy (UDMY) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +367,888 | Add 50.59% | 1.1 M | $4.62 |
| Q4 2025 | -91,445 | Reduce 11.17% | 727,177 | $5.85 |
| Q3 2025 | +209,140 | Add 34.31% | 818,622 | $7.01 |
| Q2 2025 | +404,270 | Add 197.00% | 609,482 | $7.03 |
| Q1 2025 | +140,597 | Add 217.59% | 205,212 | $7.76 |
| Q4 2024 | -11,851 | Reduce 15.50% | 64,615 | $8.23 |
| Q3 2024 | +32,521 | Add 74.00% | 76,466 | $7.44 |
| Q2 2024 | -56,055 | Reduce 56.06% | 43,945 | $8.63 |
| Q1 2024 | +74,542 | Add 292.80% | 100,000 | $10.98 |
| Q4 2023 | +15,237 | Add 149.08% | 25,458 | $14.73 |
| Q3 2023 | +10,221 | New Buy | 10,221 | $9.50 |
Cliff Asness's Udemy Investment FAQs
Cliff Asness first purchased Udemy, Inc. (UDMY) in Q3 2023, acquiring 10,221 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Udemy, Inc. (UDMY) for 11 quarters since Q3 2023.
Cliff Asness's largest addition to Udemy, Inc. (UDMY) was in Q2 2025, adding 609,482 shares worth $4.28 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,095,065 shares of Udemy, Inc. (UDMY), valued at approximately $5.06 M.
As of the Q1 2026 filing, Udemy, Inc. (UDMY) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Udemy, Inc. (UDMY) was 1,095,065 shares, as reported at the end of Q1 2026.