UDMY at a glance
Udemy, Inc. (UDMY, SEC CIK 1607939) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on May 11, 2026, an 8-K current report on May 11, 2026 and Form 4 insider filings as recently as May 13, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Udemy, Inc. (UDMY) reported revenue of $789.8 million (up 0.4% from FY2024) and net income of $3.8 million. Diluted EPS was $0.03.
- As of March 31, 2026, 29 institutional investment managers tracked by SignalX reported holding Udemy, Inc. (UDMY) shares worth $158.0 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $789.8M
- +0.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $158.0M · +4 vs prior quarter
- Latest 8-K
- May 11, 2026
- Item 5.02 · Item 1.02 · Item 3.01 · Item 5.03 · Item 5.01 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $191.4M, down $8.9M or 4% YoY
- Enterprise revenue $132.9M, up $5.1M or 4%; Consumer revenue $58.5M, down $14.0M or 19%
- Gross margin 68% vs 65% YoY; operating margin (7)% vs (2)%
- Net loss $12.6M vs $1.8M; acquisition-related merger expenses $2.3M
- UB NDRR 93%; Large Customer NDRR 97%; merger expected to close by second half of 2026
Risk Factors
- Proposed Coursera merger introduced this quarter, creating closing risk despite April 9, 2026 stockholder approvals
- Merger termination exposure: $40.5 million fee or $8.0 million expense reimbursement payable to Coursera
- Merger-related demand letters could increase costs, divert management, or delay completion
- Enterprise concentration: Enterprise revenue reached 69% of total revenue, up from 64% year over year
- Instructor attrition risk following revenue-share changes fully effective January 2026, particularly among popular-content creators
AI summary of the UDMY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- All pre-transaction Udemy directors exited the board and its committees at closing
- Departures unrelated to disagreements over Udemy operations, policies, or practices
Item 1.02: Termination of a Material Definitive Agreement
- $200 million secured revolving facility terminated at merger closing
- No loans outstanding at closing, eliminating associated debt obligations
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Udemy Common Stock trading suspended on Nasdaq before the Closing Date
- Form 25 filing initiates Nasdaq delisting and Section 12(b) deregistration
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Amended and restated certificate of incorporation became effective
- Amended and restated bylaws became effective concurrently
Item 5.01: Changes in Control of Registrant
- Change in control completed at the merger closing
- Udemy continues as surviving corporation and direct wholly owned subsidiary of Coursera
Item 8.01: Other Events
- Coursera’s post-closing board comprises 9 directors, establishing governance control after the merger
- Coursera selected 6 directors, including its chair and CEO
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders approved Coursera’s acquisition of Udemy, clearing the principal shareholder-approval condition
- Merger vote: 114,961,096 FOR, 147,832 AGAINST, and 12,795 ABSTAIN
AI summaries of UDMY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UDMY
Don't miss the next UDMY filing
- Alerts as it files. A push when UDMY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UDMY, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Maco Marylou | D | May 11, 2026 | 60,484 | - |
| Schechtman Natalie | D | May 11, 2026 | 93,657 | - |
| Paterson Lydia | D | May 11, 2026 | 95,171 | - |
| Paterson Lydia | D | May 11, 2026 | 100,000 | - |
| Rosenthal Robert | A | May 11, 2026 | 68,750 | - |
| Rosenthal Robert | D | May 11, 2026 | 485,462 | - |
| Sarrazin Hugo | A | May 11, 2026 | 168,750 | - |
| Sarrazin Hugo | D | May 11, 2026 | 1,400,576 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $786.6M | $789.8M |
| Gross Profit | - | $491.9M | $518.4M |
| Operating Income | - | -$89.3M | -$4.2M |
| Net Income | - | -$85.3M | $3.8M |
| Gross Margin | - | 62.5% | 65.6% |
| Op. Margin | - | -11.4% | -0.5% |
| Net Margin | - | -10.8% | 0.5% |
| Balance Sheet | |||
| Total Assets | $741.2M | $605.6M | $617.7M |
| Equity | - | $197.4M | $210.5M |
| ROE | - | -43.2% | 1.8% |
| Per Share | |||
| EPS | - | $-0.56 | $0.03 |
| Cash Flow | |||
| Operating CF | - | $53.0M | $87.7M |
| CapEx | $632K | $2.3M | $5.8M |
Source: XBRL data in Udemy, Inc. (UDMY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate UDMY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 29 | $158.0M |
| Q4 2025 | 25 | $170.1M |
| Q3 2025 | 27 | $233.0M |
| Q2 2025 | 26 | $198.6M |
| Q1 2025 | 21 | $137.2M |
| Q4 2024 | 16 | $128.8M |
| Q3 2024 | 11 | $28.1M |
- Goldman Sachs Group+2.40M (+190%)
- Citigroup+1.14M (+167%)
- Millennium Management+1.01M (+225%)
- Soros Fund Management+821.6K (+75%)
- Dimensional Fund Advisors+539.5K (+63%)
- D.E. Shaw & Co−470.8K (-25%)
- Citadel Advisors LLC−246.7K (-60%)
- Morgan Stanley−221.0K (-31%)
- BlackRock−146.3K (-2%)
- Renaissance Technologies LLC−117.6K (-27%)
- Vanguard Portfolio Management LLC+4.34M
- Vanguard Capital Management LLC+4.20M
- Franklin Resources+347.8K
- Principal Financial Group+186.5K
- Two Sigma Investments+15.4K
- Vanguard Group Inc−9.15M
- Bridgewater Associates LP−10.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 155 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UDMY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| SC 13G | May 12, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 4 | Apr 7, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 8-K | Mar 31, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
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UDMY SEC filings: frequently asked questions
Which institutions hold UDMY stock?
As of March 31, 2026, the largest Udemy, Inc. (UDMY) holders among the 13F filers tracked by SignalX were BlackRock ($33.0 million), Vanguard Portfolio Management LLC ($20.1 million), Vanguard Capital Management LLC ($19.4 million), Goldman Sachs Group ($16.9 million), State Street Corp ($9.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UDMY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Udemy, Inc. (UDMY) reported revenue of $789.8 million (up 0.4% from FY2024) and net income of $3.8 million. Diluted EPS was $0.03. The figures come from the XBRL data in the 10-K.
What did UDMY report in its latest 8-K?
Udemy, Inc. (UDMY) filed an 8-K on May 11, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 1.02 (Termination of a Material Definitive Agreement), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 5.03 (Amendments to Articles of Incorporation or Bylaws), Item 5.01 (Changes in Control of Registrant) and Item 8.01 (Other Events). All pre-transaction Udemy directors exited the board and its committees at closing.
What are the latest UDMY SEC filings?
Udemy, Inc. (UDMY) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on May 11, 2026, an 8-K current report on May 11, 2026 and a Form 4 insider filing on May 13, 2026.
What is UDMY's SEC CIK number?
Udemy, Inc. (UDMY)'s SEC Central Index Key (CIK) is 1607939. EDGAR lists every UDMY filing under that number.
Ask anything about UDMY
The research agent reads UDMY's filings, financials, insider trades and 13F holders, then answers with sources.