Position in UDMY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$72,765
-$398,271 QoQ
Shares Held
15,750
-80.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UDMY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $4,287,515 across 7 Education & Training Services names. UDMY ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
11,804 | $2,007,034 | |
| 2 | PRDO |
PERDOCEO EDUCATION Corp
|
21,126 | $786,098 | |
| 3 | CVSA |
Covista Inc.
|
6,129 | $706,367 | |
| 4 | LAUR |
Laureate Education, Inc.
|
17,470 | $608,654 | |
| 5 | COUR |
Coursera, Inc.
|
16,613 | $96,687 | |
| 6 | UDMY |
Udemy, Inc.
This page
|
15,750 | $72,765 | |
| 7 | CHGG |
Chegg, Inc
|
13,392 | $9,910 |
All Filings in UDMY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,765 | 15,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $471,036 | 80,519 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $570,333 | 81,360 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $558,273 | 79,413 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $616,431 | 79,437 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $641,684 | 77,969 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $579,992 | 77,956 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||