Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UDEMY INC (UDMY)

176 + Investors. Track Smart Money conviction in UDMY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — UDMY

Based on 180 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UDMY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
180 hedge funds hold UDMY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

101 buying111 selling
Last quarter: 111 funds reduced or exited vs 101 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new UDMY position: 31 → 37 → 34 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 26% new
77 out of 180 hedge funds have held UDMY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -0%, value -17%

Value
-16%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

51 → 31 → 37 → 34 → 41 new funds/Q
New funds entering each quarter: 31 → 37 → 34 → 41. A growing number of institutions are discovering UDMY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 15% 1-2yr ■ 35% new
Of 182 current holders: 91 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
44 of 180 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UDMY

In 2025 Q4, 101 hedge funds were net buyers of UDMY (41 opened a new position, 60 added to an existing one), while 111 reduced or exited (62 trimmed, 49 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 23% of total institutional value in UDMY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 180.

Hedge Fund Ownership: UDMY

How many hedge funds hold UDMY — quarterly history vs. share price
Quarterly hedge fund ownership of UDMY vs. share price

Market Analysis: UDMY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UDMY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 4 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: UDMY
2026 Q1 Stats Unlock in 1 days 176 + Investors

Track Smart Money conviction in UDMY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 176 188 -6.38%
13F Shares 127M 128M -0.63%
Total Value $745M $898M -17.05%
New Positions 39 34 +5
Increased Positions 63 84 -21
Closed Positions 49 25 +24
Reduced Positions 66 60 +6
Total Calls 1 5 -80.0%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: UDMY

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Institutional Holders (2026 Q1)

176 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UDMY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of UDMY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Insight Holdings Group, LLC 12.33% 38,032,260 $175.7M
2 Sea Cliff Partners Management, LP 6.53% 2,738,200 $12.7M
3 WESTERLY CAPITAL MANAGEMENT, LLC 5.40% 4,300,000 $19.9M
4 CYPRESS POINT INVESTMENT MANAGEMENT LP 5.00% 4,589,648 $21.2M
5 MAK CAPITAL ONE LLC 2.49% 3,658,520 $16.9M
6 Caledonia (Private) Investments Pty Ltd 1.84% 13,668,374 $63.1M
7 Pale Fire Capital SE 0.53% 1,307,141 $6.0M
8 ALPINE ASSOCIATES MANAGEMENT INC. 0.32% 1,187,402 $5.5M
9 Invenomic Capital Management LP 0.29% 1,386,098 $6.4M
10 HARVEST MANAGEMENT LLC 0.29% 129,000 $596K
11 Absolute Gestao de Investimentos Ltda. 0.19% 357,200 $1.7M
12 Transmarket Holdings LP 0.14% 31,668 $185K
13 AQR Arbitrage LLC 0.13% 1,693,281 $7.8M
14 ABC ARBITRAGE SA 0.13% 205,352 $949K
15 SOROS FUND MANAGEMENT LLC 0.10% 1,921,574 $8.9M
16 STONERIDGE INVESTMENT PARTNERS LLC 0.08% 24,654 —
17 WATER ISLAND CAPITAL LLC 0.07% 139,335 $644K
18 CREDIT INDUSTRIEL ET COMMERCIAL 0.07% 183,000 $845K
19 Sagefield Capital LP 0.05% 158,226 $731K
20 OP Asset Management Ltd 0.05% 793,371 $4.2M
21 Inspire Investing, LLC 0.04% 109,425 $506K
22 Kryger Capital LLC 0.03% 99,277 $459K
23 Magnetar Financial LLC 0.03% 596,969 $2.8M
24 Murchinson Ltd. 0.03% 47,500 $219K
25 Polar Asset Management Partners Inc. 0.02% 192,654 $890K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UDEMY INC (UDMY)

What does the Smart Money Trend signal show for UDMY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UDMY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UDMY?

More sellers than buyers — 48% buying: Last quarter: 111 funds reduced or exited vs 101 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UDMY holders?

Strong quality — 23% AUM from major funds: 44 of 180 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UDMY?

43% of holders stayed for 2+ years: 77 out of 180 hedge funds have held UDMY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.