Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Udemy, Inc. (UDMY) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores UDMY at 44.9/100 on a 32-signal composite quality model, placing it at rank #1,891 of 2,962 stocks — the bottom half of the AI-ranked universe. UDMY scores in the top quartile across earnings quality (94.2). Areas of concern include institutional flow (0.4) and revenue growth (31.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.8/100, 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 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.
AI Quality Score
44.9/100
AI Rank
#1,891
Revenue
$191.4M
Net Income
$-12.6M
Free Cash Flow
$14.9M
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $789.8M | $3.8M | -0.5% |
| FY 2024 | 10-K | $786.6M | $-85.3M | -11.4% |
| FY 2023 | 10-K | $728.9M | $-107.3M | -16.7% |
| FY 2022 | 10-K | $629.1M | $-153.9M | -24.0% |
| FY 2021 | 10-K/A | $515.7M | $-80.0M | -15.1% |
| FY 2020 | 10-K | $429.9M | $-77.6M | -17.1% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| Insight Group | 38,032,260 | $175.7M | 2026-03-31 |
| Caledonia (Private) Investments Pty Ltd | 13,668,374 | $63.1M | 2026-03-31 |
| BlackRock | 7,142,815 | $33.0M | 2026-03-31 |
| CYPRESS POINT INVESTMENT MANAGEMENT | 4,589,648 | $21.2M | 2026-03-31 |
| VANGUARD PORTFOLIO MANAGEMENT | 4,344,414 | $20.1M | 2026-03-31 |
| WESTERLY CAPITAL MANAGEMENT | 4,300,000 | $19.9M | 2026-03-31 |
| VANGUARD CAPITAL MANAGEMENT | 4,198,319 | $19.4M | 2026-03-31 |
| MAK CAPITAL ONE | 3,658,520 | $16.9M | 2026-03-31 |
| GOLDMAN SACHS GROUP | 3,658,498 | $16.9M | 2026-03-31 |
| Sea Cliff Partners Management | 2,738,200 | $12.7M | 2026-03-31 |
13F Pro Quality Score
Rank #1,891 of 2,962 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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