Udemy, Inc.

NasdaqGS:UDMY Stock Report

Market Cap: US$1.2b

Udemy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:UDMY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
21 Aug 24SellUS$362,250Sarah BlanchardIndividual45,000US$8.05
01 Aug 24SellUS$7,080Velayudhan VenugopalIndividual1,000US$7.08
26 Jul 24SellUS$136,500Eren BaliIndividual15,000US$9.10
01 Jul 24SellUS$8,600Velayudhan VenugopalIndividual1,000US$8.60
28 Jun 24SellUS$85,000Gregory BrownIndividual10,000US$8.50
17 Jun 24SellUS$8,310Velayudhan VenugopalIndividual1,000US$8.31
12 Jun 24SellUS$135,876Eren BaliIndividual15,000US$9.06
22 May 24SellUS$428,850Sarah BlanchardIndividual45,000US$9.53
17 May 24SellUS$70,081Velayudhan VenugopalIndividual7,086US$9.89
01 May 24SellUS$150,900Eren BaliIndividual15,000US$10.06
01 Apr 24SellUS$164,400Eren BaliIndividual15,000US$10.96
15 Mar 24SellUS$164,550Eren BaliIndividual15,000US$10.97
06 Mar 24SellUS$110,400Gregory BrownIndividual10,000US$11.04
20 Feb 24SellUS$75,534Velayudhan VenugopalIndividual6,981US$10.82
02 Jan 24SellUS$211,650Eren BaliIndividual15,000US$14.11

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UDMY?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders4,992,8363.42%
Hedge Funds11,712,9508.03%
General Public15,154,30710.4%
Public Companies17,120,84011.7%
VC/PE Firms38,032,26026.1%
Institutions58,888,22440.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 82.43% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
26.1%
Insight Venture Management, LLC
38,032,260US$306.5m0%16.12%
11.7%
Naspers Limited
17,120,840US$138.0m0%no data
8.03%
Caledonia (Private) Investments Pty Limited
11,712,950US$94.4m3.92%1.11%
6.6%
The Vanguard Group, Inc.
9,626,557US$77.6m-1.25%no data
4.75%
BlackRock, Inc.
6,926,959US$55.8m3.41%no data
4.42%
Greenvale Capital LP
6,455,069US$52.0m-2.2%4.19%
2.74%
NewView Capital Management, LLC
3,997,791US$32.2m0%28.23%
2.67%
Sea Cliff Partners Management, LP
3,891,552US$31.4m4.45%10.65%
2.13%
NVP Associates, LLC
3,114,732US$25.1m0%2.93%
1.66%
Invenomic Capital Management LP
2,423,522US$19.5m-16.8%1.74%
1.53%
Eren Bali
2,225,532US$17.9m37.7%no data
1.52%
Geode Capital Management, LLC
2,216,868US$17.9m0.27%no data
1.33%
State Street Global Advisors, Inc.
1,934,473US$15.6m0.8%no data
1.15%
Founders Circle Capital, LLC
1,675,981US$13.5m0%14.4%
0.91%
FMR LLC
1,330,060US$10.7m2.81%no data
0.75%
Cresset Asset Management, LLC
1,092,600US$8.8m0.01%0.03%
0.65%
Royce & Associates, LP
944,059US$7.6m1.14%0.06%
0.64%
Inflection Point Investments LLP
930,901US$7.5m-32.8%8.23%
0.54%
Northern Trust Global Investments
788,622US$6.4m5.39%no data
0.52%
Charles Schwab Investment Management, Inc.
761,920US$6.1m3.81%no data
0.51%
Silvercrest Asset Management Group LLC
739,683US$6.0m-0.65%0.04%
0.43%
Gregory Brown
630,117US$5.1m25%no data
0.42%
Sarah Blanchard
614,203US$5.0m17%no data
0.39%
Quaker Capital Investments, LLC
564,433US$4.5m-6.87%1.56%
0.36%
J. Goldman & Co., L.P.
518,826US$4.2m-28.7%0.17%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 16:32
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Udemy, Inc. is covered by 19 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey MeulerBaird
Phillip LeytesBerenberg
Nathaniel SchindlerBofA Global Research