Udemy Inc

UDMY.US
Consumer Defensive · Education & Training Services
Price N/A
USD · NASDAQ

Company Information

Company Name
Udemy Inc
Sector
Consumer Defensive
Industry
Education & Training Services
Exchange
NASDAQ
ISIN: US9026851066
CIK: 0001607939
CUSIP: 902685106
Currency: USD
Full Time Employees: 1,380
Phone: 415 813 1710
Fiscal Year End: December
IPO Date: Oct 29, 2021
Description:

Udemy, Inc., a learning company, that operates a marketplace platform for learning skills in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates through Enterprise and Consumer segments. The company offers courses related to technology, business and soft skills, and personal development topics through its platform. It also provides professional services; learning architecture development and skills mapping; AI transformation packages; and seat-based subscription plans, including team plan, enterprise plan, and leadership academy, as well as the Udemy Business Pro add-on service. The company's platform gives access to interactive learning tools comprising quizzes and exercises, as well as the ability to ask questions and engage with the instructor directly; and Udemy AI assistant, a natural-language chat interface to help learners discover and engage with the company's content. It serves organizations, including enterprise and government customers; and individuals. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.

Address:

600 Harrison Street, San Francisco, CA, United States, 94107

People

Directors & Officers

Name Title Year Born
Mr. Hugo Sarrazin CEO, President, Chief Operating Decision Maker & Director 1970
Ms. Sarah Walter Blanchard Chief Financial Officer 1977
Mr. Ozzie J. Goldschmied Chief Technology Officer 1978
Mr. Rob Rosenthal President of Udemy Business 1972
Ms. Sonya Saunder Chief of Staff and VP of Strategy & Operations NA
Mr. Dennis J. Walsh Vice President of Investor Relations NA
Mr. Kenneth Hirschman General Counsel & Corporate Secretary 1969
Ms. Karen Fascenda Chief People Officer 1968
Ms. Neeracha Taychakhoonavudh Chief Customer Experience Officer NA
Ms. Sarah Healy Chief Skills and Learning Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 13, 2026 Sarah Blanchard N/A Sale 25.00K $4.78 $119.50K
Dec 15, 2025 Sarah Blanchard N/A Sale 25.00K $5.25 $131.25K
Sep 15, 2025 Sarah Blanchard N/A Sale 25.00K $7.08 $177.00K
Jun 13, 2025 Sarah Blanchard N/A Sale 25.00K $6.99 $174.75K
May 21, 2025 Hugo Sarrazin N/A Purchase 22.70K $6.91 $156.82K
May 20, 2025 Hugo Sarrazin N/A Purchase 14.29K $7.00 $100.00K
May 19, 2025 Hugo Sarrazin N/A Purchase 1.77K $6.98 $12.34K
May 15, 2025 Hugo Sarrazin N/A Purchase 5.43K $6.99 $37.97K
May 12, 2025 Hugo Sarrazin N/A Purchase 3.40K $6.99 $23.77K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
INSIGHT HOLDINGS GROUP, LLC 38.03M Mar 31, 2026 26.00% $12.33 0.00%
Caledonia (Private) Investments Pty Ltd 13.67M Mar 31, 2026 9.34% $1.84 1.51%
Vanguard Group Inc 9.15M Dec 31, 2025 6.26% $0.00 -23.05%
BlackRock Inc 7.14M Mar 31, 2026 4.88% $0.00 -2.01%
Cypress Point Investment Management, LP 4.59M Mar 31, 2026 3.14% $5.00 4.84%
Vanguard Portfolio Management, LLC 4.34M Mar 31, 2026 2.97% $0.00 0.00%
Westerly Capital Management LLC 4.30M Mar 31, 2026 2.94% $5.40 7.50%
Vanguard Capital Management, LLC 4.20M Mar 31, 2026 2.87% $0.00 0.00%
Mak Capital One LLC 3.66M Mar 31, 2026 2.50% $2.49 -2.95%
The Goldman Sachs Group Inc 3.66M Mar 31, 2026 2.50% $0.00 190.43%
Sea Cliff Partners Management, LP 2.74M Mar 31, 2026 1.87% $6.53 -14.26%
UBS Group AG 2.27M Mar 31, 2026 1.55% $0.00 71.58%
Geode Capital Management, LLC 2.23M Mar 31, 2026 1.53% $0.00 -2.17%
State Street Corp 2.07M Mar 31, 2026 1.42% $0.00 0.82%
Arrowstreet Capital Limited Partnership 1.93M Mar 31, 2026 1.32% $0.00 29.53%
Soros Fund Management LLC 1.92M Mar 31, 2026 1.31% $0.10 74.69%
Citigroup Inc 1.83M Mar 31, 2026 1.25% $0.00 167.29%
Cnh Partners, LLC 1.69M Mar 31, 2026 1.16% $0.13 73.34%
Assenagon Asset Management SA 1.50M Mar 31, 2026 1.03% $0.01 -64.19%
Millennium Management LLC 1.45M Mar 31, 2026 0.99% $0.00 225.25%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 3.05M 2.08% ▲ 0.00% Apr 30, 2026
2 Vanguard Small Cap Index 2.19M 1.50% ▲ 1.14% Apr 30, 2026
3 Vanguard Institutional Extnd Mkt Idx Tr 1.05M 0.72% ▲ 0.62% Apr 30, 2026
4 Fidelity Small Cap Index 923.63K 0.63% ▼ 1.34% Mar 31, 2026
5 Invesco MSCI World ETF 892.18K 0.61% ▲ 0.00% Dec 31, 2025
6 Vanguard Small Cap Value Index Inv 702.25K 0.48% ▲ 1.17% Apr 30, 2026
7 Vanguard Small Cap Growth Index Inv 602.05K 0.41% ▼ 0.08% Apr 30, 2026
8 State St Russell Sm/Mid Cp® Indx SL Cl I 567.78K 0.39% ▲ 0.00% Apr 30, 2026
9 Russell 2000 Equity Index Fund B 564.15K 0.39% ▼ 10.86% Dec 31, 2025
10 Fidelity Extended Market Index 479.31K 0.33% ▲ 14.63% Apr 30, 2026

Financial Highlights

Market Cap: $677.28M
EBITDA: $-1.09M
Book Value: $1.43
Earnings/Share: $-0.05
Profit Margin: -0.90%
Operating Margin: -5.32%
ROA (TTM): -0.59%
ROE (TTM): -3.34%
Revenue (TTM): $780.95M
Revenue/Share (TTM): $5.29
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): -4.40%

Valuation Metrics

Enterprise Value: $329.19M
Trailing P/E: 0.00
Forward P/E: 44.25

Shares Statistics

Shares Outstanding: 146.28M
Shares Float: 106.37M
% Insiders: 232.80%
% Institutions: 9,400.30%
Short % Float: 6.59%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$789.84M
Cost of Goods Sold
adjust
$-271.44M
Gross Profit
subtotal
$518.41M
SG&A
adjust
$-93.02M
R&D
adjust
$-101.51M
Other Operating Expense
adjust
$-326.45M
Operating Income
subtotal
$-2.58M
Other / Non-Operating Items
adjust
$6.39M
Net Income
subtotal
$3.81M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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