Udemy, Inc.(UDMY)Stock Analysis
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Rank #1,668 of 2,879 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
UDMY Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Udemy, Inc. (UDMY), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores UDMY at 46.3/100 on a 32-signal composite quality model, placing it at rank #1,668 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (30.0) and balance sheet strength (31.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 18.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Udemy, Inc. reports quarterly revenue of $191.4M, net income of $-12.6M, free cash flow of $14.9M. Top institutional holders of UDMY by reported 13-F value include Insight Holdings Group,, Caledonia (Private) Investments Pty Ltd, BlackRock,, based on the most recent SEC filings. UDMY trades on the Nasdaq exchange and files with the SEC under CIK 1607939. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UDMY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Udemy, Inc. directly from SEC EDGAR.
Revenue
Q1 2026
$191.4M
Net Income
Q1 2026
$-12.6M
Free Cash Flow
Q1 2026
$14.9M
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13F Pro tracks comprehensive data for Udemy, Inc. including:
Top Institutional Holders of UDMY
Insight Holdings Group, LLC
$175.7M38,032,260 shCaledonia (Private) Investments Pty Ltd
$63.1M13,668,374 shBlackRock, Inc.
$33.0M7,142,815 shCYPRESS POINT INVESTMENT MANAGEMENT LP
$21.2M4,589,648 shVANGUARD PORTFOLIO MANAGEMENT LLC
$20.1M4,344,414 shWESTERLY CAPITAL MANAGEMENT, LLC
$19.9M4,300,000 shVANGUARD CAPITAL MANAGEMENT LLC
$19.4M4,198,319 shMAK CAPITAL ONE LLC
$16.9M3,658,520 shGOLDMAN SACHS GROUP INC
$16.9M3,658,498 shSea Cliff Partners Management, LP
$12.7M2,738,200 sh
| Fund | Value | Shares |
|---|---|---|
| Insight Holdings Group, LLC | $175.7M | 38,032,260 |
| Caledonia (Private) Investments Pty Ltd | $63.1M | 13,668,374 |
| BlackRock, Inc. | $33.0M | 7,142,815 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $21.2M | 4,589,648 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $20.1M | 4,344,414 |
| WESTERLY CAPITAL MANAGEMENT, LLC | $19.9M | 4,300,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.4M | 4,198,319 |
| MAK CAPITAL ONE LLC | $16.9M | 3,658,520 |
| GOLDMAN SACHS GROUP INC | $16.9M | 3,658,498 |
| Sea Cliff Partners Management, LP | $12.7M | 2,738,200 |
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Is UDMY a good stock to buy?
13F Pro's AI-powered analysis of Udemy, Inc. (UDMY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UDMY are available on the UDMY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own UDMY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UDMY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Udemy, Inc.'s investment landscape.