Position in UDMY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$529,955
-$238,629 QoQ
Shares Held
114,709
-12.7% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDMY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Summit Trail Advisors, LLC holds $2,281,604 across 2 Education & Training Services names. UDMY ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOPE |
Grand Canyon Education, Inc.
|
10,302 | $1,751,649 | |
| 2 | UDMY |
Udemy, Inc.
This page
|
114,709 | $529,955 |
All Filings in UDMY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,955 | 114,709 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $768,584 | 131,382 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,164,108 | 166,064 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,552,744 | 220,874 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $2,728,954 | 366,795 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $304,414 | 35,274 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $388,285 | 35,363 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $273,462 | 18,565 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $188,000 | 17,521 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $204,944 | 19,426 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,039,341 | 334,106 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||