Position in UDMY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,743
+$13,045 QoQ
Shares Held
4,490
+241.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 192 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UDMY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Allworth Financial LP holds $304,071 across 19 Education & Training Services names. UDMY ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
701 | $80,790 | |
| 2 | LAUR |
Laureate Education, Inc.
|
1,643 | $57,242 | |
| 3 | STRA |
Strategic Education, Inc.
|
420 | $34,843 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
165 | $28,054 | |
| 5 | COUR |
Coursera, Inc.
|
4,182 | $24,339 | |
| 6 | UDMY |
Udemy, Inc.
This page
|
4,490 | $20,743 | |
| 7 | LRN |
Stride, Inc.
|
155 | $13,666 | |
| 8 | APEI |
American Public Education Inc
|
222 | $12,627 |
All Filings in UDMY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,743 | 4,490 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,698 | 1,316 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,750 | 963 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,989 | 283 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $232 | 30 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $567 | 69 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $513 | 69 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||