Udemy, Inc. (UDMY)

Highly Crowded

Held by 188 of 5,944 reporting institutions (91th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

87.36%

QoQ Change

+1.47%

Total Value

$588.1B

Shares Outstanding

145.9M

Crowding AnalysisHighly Crowded

Holders188of 5,944

Avg: 68

Uncrowded91th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.45x

82th percentile

128 buying88 selling

+50

New

-40

Closed

+2.8M

Net shares

Holding Period Distribution

estimate

Median: 3 QAvg: 2.7 QHolders: 188

Ownership Concentration

Top 5: 53.2%Top 10: 67.7%

Insight Holdings Group,29.8%

Caledonia (Private) Investments Pty10.7%

BlackRock,5.6%

CYPRESS POINT INVESTMENT MANAGEMENT3.6%

VANGUARD PORTFOLIO MANAGEMENT3.4%

Others (183)46.8%

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Conviction-Weighted Ownership

Median weight: 2.16%Avg weight: 3.36%Max: 12.33%High conviction (>1%): 6

Insight Holdings Group,

Caledonia (Private) Investments Pty

BlackRock,

CYPRESS POINT INVESTMENT MANAGEMENT

VANGUARD PORTFOLIO MANAGEMENT

WESTERLY CAPITAL MANAGEMENT,

VANGUARD CAPITAL MANAGEMENT

MAK CAPITAL ONE

GOLDMAN SACHS GROUP

Sea Cliff Partners Management,

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD PORTFOLIO MANAGEMENT$20M4.3M shr

NEWVANGUARD CAPITAL MANAGEMENT$19M4.2M shr

NEWGOLDMAN SACHS GROUP$17M3.7M shr

SOLDSea Cliff Partners Management$2M455K shr

BOUGHTWESTERLY CAPITAL MANAGEMENT$1M300K shr

NEWCYPRESS POINT INVESTMENT MANAGEMENT$26M4.4M shr

NEWJ. Goldman & Co$25M4.2M shr

NEWMAK CAPITAL ONE$22M3.8M shr

SOLDVANGUARD GROUP$16M2.7M shr

BOUGHTWESTERLY CAPITAL MANAGEMENT$10M1.7M shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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