Guru Ownership Trend
Guru Analysis for Udemy, Inc. (UDMY)
Udemy, Inc. (UDMY), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $15.55 M.
Top institutional holders include George Soros and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $4.89 M net inflow during the quarter.
Recent activity highlights George Soros who increased their stake by 74.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 27.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Udemy, Inc. (UDMY)
Major holders include George Soros ($8.88 M), Cliff Asness ($5.06 M), Renaissance Technologies (RenTech) ($1.44 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.34 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.89 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited UDMY. The total reported sell value was $603,643.14.
Yes, 0 managers opened new positions in UDMY, and 2 increased their existing holdings. The total reported buy value was $5.5 M.