EP Wealth Advisors, LLC

Position in UDMY — Udemy, Inc.

CIK 1540569 TORRANCE, CA

Position in UDMY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$142,660

-$29,172 QoQ

Shares Held

30,879

+5.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $1,102,076 across 5 Education & Training Services names. UDMY ranks #5 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOPE	Grand Canyon Education, Inc.	1,568	$266,607
2	FC	Franklin Covey Co	16,140	$254,850
3	LAUR	Laureate Education, Inc.	6,343	$220,990
4	COUR	Coursera, Inc.	37,280	$216,969
5	UDMY	Udemy, Inc. This page	30,879	$142,660

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$142,660	30,879	+5.1%	Shares	Sole	2026-05-14
2025-12-31	$171,832	29,373	+3.4%	Shares	Sole	2026-02-18
2025-06-30	$199,708	28,408	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$222,331	28,651	+37.5%	Shares	Sole	2025-05-15
2024-12-31	$171,513	20,840	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.