Udemy, Inc.
US ˙ NasdaqGS ˙ US9026851066
DIESES SYMBOL IST NICHT MEHR AKTIV

SecurityUDMY / Udemy, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership494,906 shares
Latest Disclosed Value $ 2,286,466
Morgan Stanley reports 30.87% decrease in ownership of UDMY / Udemy, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 494,906 shares of Udemy, Inc. (US:UDMY) valued at $2,286,466 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 715,922 shares of Udemy, Inc.. This represents a change in shares of -30.87% during the quarter. The current value of the position is $2,291,415 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UDEMY COM 902685106 494,906 -221,016 -30.87 2,286 -45.42 0.0001
2026-05-27 2025-12-31 13F/A-1 UDEMY COM 902685106 715,922 -1,307,977 -64.63 4,188 -70.48 0.0003
2026-02-13 2025-12-31 13F UDEMY COM 902685106 715,922 -1,307,977 4,188
2026-05-27 2025-09-30 13F/A-1 UDEMY COM 902685106 2,023,899 987,935 95.36 14,188 94.82 0.0009
2025-11-14 2025-09-30 13F UDEMY COM 902685106 2,023,899 987,935 14,188 0.0009
2025-08-15 2025-06-30 13F UDEMY COM 902685106 1,035,964 367,047 54.87 7,283 40.31 0.0005
2025-05-15 2025-03-31 13F UDEMY COM 902685106 668,917 237,792 55.16 5,191 46.28 0.0004
2025-05-15 2024-12-31 13F/A-1 UDEMY COM 902685106 431,125 49,285 12.91 3,548 24.93 0.0002
2025-02-14 2024-12-31 13F UDEMY COM 902685106 431,125 49,285 3,548 0.0002
2025-05-14 2024-09-30 13F/A-2 UDEMY COM 902685106 381,840 -61,528 -13.88 2,841 -25.77 0.0002
2025-02-14 2024-09-30 13F/A-1 UDEMY COM 902685106 381,840 -61,528 2,841 0.0002
2024-11-14 2024-09-30 13F UDEMY COM 902685106 381,840 -61,528 2,841 0.0000
2025-05-14 2024-06-30 13F/A-2 UDEMY COM 902685106 443,368 214,598 93.81 3,826 52.37 0.0003
2024-10-17 2024-06-30 13F/A-1 UDEMY COM 902685106 443,368 214,598 3,826 0.0003
2024-08-14 2024-06-30 13F UDEMY COM 902685106 443,368 214,598 3,826 0.0003
2024-10-17 2024-03-31 13F/A-2 UDEMY COM 902685106 228,770 -935,594 -80.35 2,512 -85.36 0.0002
2024-08-16 2024-03-31 13F/A-1 UDEMY COM 902685106 228,770 -935,594 2,512 0.0000
2024-05-15 2024-03-31 13F UDEMY COM 902685106 228,770 -935,594 2,512 0.0002
2024-08-16 2023-12-31 13F/A-1 UDEMY COM 902685106 1,164,364 982,484 540.18 17,151 893.11 0.0015
2024-02-13 2023-12-31 13F UDEMY COM 902685106 1,164,364 982,484 17,151 0.0015
2023-11-15 2023-09-30 13F UDEMY COM 902685106 181,880 -146,480 -44.61 1,728 -50.98 0.0002
2023-08-14 2023-06-30 13F UDEMY COM 902685106 328,360 44,515 15.68 3,523 40.58 0.0003
2023-05-15 2023-03-31 13F UDEMY COM 902685106 283,845 -38,907 -12.05 2,506 -26.40 0.0003
2023-02-14 2022-12-31 13F UDEMY COM 902685106 322,752 248,218 333.03 3,405 277.91 0.0004
2022-11-14 2022-09-30 13F UDEMY COM 902685106 74,534 -70,434 -48.59 901 -39.08 0.0001
2022-10-27 2022-06-30 13F/A-1 UDEMY COM 902685106 144,968 106,217 274.10 1,479 206.21 0.0002
2022-08-15 2022-06-30 13F UDEMY COM 902685106 144,968 106,217 1,479 0.0000
2022-10-27 2022-03-31 13F/A-1 UDEMY COM 902685106 38,751 33,049 579.60 483 335.14 0.0001
2022-05-13 2022-03-31 13F UDEMY COM 902685106 38,751 33,049 483 0.0001
2022-02-14 2021-12-31 13F UDEMY COM 902685106 5,702 5,702 111 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.