What is the 13F Pro Quality Score for UDMY?

13F Pro ranks Udemy, Inc. (UDMY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View UDMY's current score at https://13fpro.ai/research/UDMY (free sign-up required for the full ranking).

Where does 13F Pro source UDMY data?

All Udemy, Inc. fundamentals and ownership data come directly from SEC EDGAR. Udemy, Inc. files with the SEC under CIK 1607939. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is UDMY in?

Udemy, Inc. (UDMY) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is UDMY research updated on 13F Pro?

UDMY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Udemy, Inc.(UDMY)Stock Analysis

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13F Pro Quality Score

46.3/100

Rank #1,668 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

45.1/100

Profitability

51.7/100

Balance Sheet

31.9/100

Earnings Quality

30.0/100

Free Cash Flow

64.2/100

Institutional Flow

67.5/100

Revenue Scale

44.9/100

Dilution Risk

18.6/100

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. Udemy, Inc.'s 13F Pro composite quality score has ranged between 8 and 59 since 2022, currently 46.3 — an improving long-term trajectory across 43 quarterly and live scoring snapshots.

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Fun facts about Udemy, Inc.

Quirks, history, and lore behind UDMY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer discretionary company · listed on Nasdaq · headquartered in San Francisco · operates an online marketplace.
2
The Numbers
Annual revenue in the range of roughly $700 million, with a marketplace hosting over 200,000 courses and tens of millions of learners worldwide.
3
The History
Founded around 2010, it was built on the idea that anyone could teach anything online — long before the pandemic made e-learning a household phrase.
4
The Secret
It doesn't employ its instructors — it's a two-sided platform where independent creators upload content and split course revenue with the company.
5
The Lore
It became the go-to destination for coding bootcamps, Excel tutorials, and guitar lessons all under one roof — the world's unofficial skills supermarket.
6
The Giveaway
You've almost certainly seen its $9.99 flash sales — the online learning marketplace where a Python course and a watercolor class sit side by side.

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Revenue

Q1 2026

$191.4M

Net Income

Q1 2026

$-12.6M

Free Cash Flow

Q1 2026

$14.9M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+0.4% YoY

$789.8MFY 2025

FY22 $629.1MFY23 $728.9MFY24 $786.6MFY25 $789.8M

Net Income

+104.5% YoY

$3.8MFY 2025

FY22 $-153.9MFY23 $-107.3MFY24 $-85.3MFY25 $3.8M

Operating Income

+95.3% YoY

$-4.2MFY 2025

FY22 $-151.2MFY23 $-121.9MFY24 $-89.3MFY25 $-4.2M

EPS (Diluted)

+105.4% YoY

$0.03FY 2025

FY22 $-1.09FY23 $-0.71FY24 $-0.56FY25 $0.03

Total Assets

+2.0% YoY

$617.7MFY 2025

FY22 $737.6MFY23 $741.2MFY24 $605.6MFY25 $617.7M

Op. Cash Flow

+65.3% YoY

$87.7MFY 2025

FY22 $-61.0MFY23 $-2.0MFY24 $53.0MFY25 $87.7M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2019
Revenue	$789.8M +0.4%	$786.6M +7.9%	$728.9M +15.9%	$629.1M +127.7%	$276.3M
Net Income	$3.8M +104.5%	$-85.3M +20.5%	$-107.3M +30.3%	$-153.9M -120.8%	$-69.7M
Operating Income	$-4.2M +95.3%	$-89.3M +26.7%	$-121.9M +19.4%	$-151.2M -122.2%	$-68.0M
EPS (Diluted)	$0.03 +105.4%	$-0.56 +21.1%	$-0.71 +34.9%	$-1.09 +57.6%	$-2.57
Total Assets	$617.7M +2.0%	$605.6M -18.3%	$741.2M +0.5%	$737.6M	—
Operating Cash Flow	$87.7M +65.3%	$53.0M +2745.5%	$-2.0M +96.7%	$-61.0M -270.4%	$-16.5M

AI Insight: UDMY Financial Trends

Udemy's brief Q2 2025 profitability inflection has reversed, with operating losses widening and revenue declining to $191M in Q1 2026 — the lowest in eight quarters.

• Revenue peaked at $200M across Q4 2024–Q2 2025 and has since contracted to $191M in Q1 2026, a four-quarter slide.

• Operating income turned positive at $4M in Q2 2025 but deteriorated back to -$13M in Q1 2026, erasing the improvement.

• Net income swung from -$32M in Q2 2024 to +$6M in Q2 2025, then retreated to -$13M in Q1 2026.

• Operating cash flow remained positive at $15M in Q1 2026, holding well above the -$6M trough seen in Q3 2024.

⚠ Revenue has declined three consecutive quarters from $200M to $191M — watch whether Q2 2026 stabilizes or accelerates the decline.

⚠ Equity has eroded from $252M in Q2 2024 to $210M in Q1 2026, reflecting cumulative net losses compressing the balance sheet.

⚠ Operating CF of $15M in Q1 2026 diverges positively from the -$13M operating loss — monitor sustainability of this cash conversion gap.

AI Insight: UDMY Ratio Trends

Udemy's profitability inflection in Q2 2025 has reversed sharply, with Q1 2026 operating margin deteriorating to -6.5% — the worst since Q3 2024.

• Operating margin swung from -15.1% in Q3 2024 to a peak of 2.0% in Q2 2025, marking the only quarter of positive operating income in the dataset.

• After Q2 2025's peak, operating margin has declined three consecutive quarters to -6.5% in Q1 2026, erasing the recovery.

• ROIC collapsed from 6.7% in Q2 2025 to -23.6% in Q1 2026, signaling capital destruction has resumed at pace.

• TTM operating margin of -1.6% and TTM NPM of -0.9% suggest the full-year picture is modestly better than Q1 2026 alone implies.

⚠ Q1 2026 ROE of -23.8% is the sharpest quarterly deterioration since Q3 2024's -51.5% — watch whether this is seasonal or structural.

⚠ D/E data is absent across all periods; debt structure and leverage remain unquantifiable, limiting balance-sheet risk assessment.

⚠ Q2 2025's isolated profitability quarter needs confirmation in upcoming periods to validate a genuine margin inflection story.

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Available Research

13F Pro tracks comprehensive data for Udemy, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of UDMY

Insight Holdings Group, LLC
$175.7M38,032,260 sh
Caledonia (Private) Investments Pty Ltd
$63.1M13,668,374 sh
BlackRock, Inc.
$33.0M7,142,815 sh
CYPRESS POINT INVESTMENT MANAGEMENT LP
$21.2M4,589,648 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$20.1M4,344,414 sh
WESTERLY CAPITAL MANAGEMENT, LLC
$19.9M4,300,000 sh
VANGUARD CAPITAL MANAGEMENT LLC
$19.4M4,198,319 sh
MAK CAPITAL ONE LLC
$16.9M3,658,520 sh
GOLDMAN SACHS GROUP INC
$16.9M3,658,498 sh
Sea 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.