Assenagon Asset Management S.A. UDMY — UDEMY INC

Ownership history in Assenagon Asset Management S.A.  ·  9 quarters on record

AI Ownership Summary

Assenagon Asset Management S.A. reported UDEMY INC (UDMY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows UDMY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UDMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Assenagon Asset Management S.A.'s position in UDEMY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UDMY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UDMY stock page Assenagon Asset Management S.A. fund profile Assenagon Asset Management S.A. full holdings
How Assenagon Asset Management S.A. held UDMY — position size vs. price
% of Fund (quarterly)    UDMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,499,401 -2,687,146 -64.2% 0.01% $6.9M 2026-04-20 $5.21
2025 Q4 REDUCED 6.4% -21.0% ✅ 4,186,547 -287,870 -6.4% 0.03% $24.5M 2026-01-09 $5.78
2025 Q3 ADDED — — — 4,474,417 +1,854,550 +70.8% 0.04% $31.4M 2025-10-07 $6.47
2025 Q2 REDUCED — — — 2,619,867 -58,774 -2.2% 0.03% $18.4M 2025-07-11 $6.54
2025 Q1 ADDED — — — 2,678,641 +2,538,728 +1814.5% 0.03% $20.8M 2025-04-15 $6.21
2024 Q4 REDUCED 42.4% -5.7% ✅ 139,913 -102,878 -42.4% 0.00% $1.2M 2025-01-14 $8.33
2024 Q3 ADDED — — — 242,791 +125,235 +106.5% 0.00% $1.8M 2024-10-23 $8.20
2024 Q2 ADDED — — — 117,556 +59,614 +102.9% 0.00% $1.0M 2024-07-18 $8.57
2024 Q1 INITIATED — — — 57,942 — — 0.00% $636K 2024-04-24 $10.04

🏢 Other funds also holding UDMY

As of 2026 Q1 — sorted by position size

Insight Holdings Group, LLC 3Y 7Y 12.33% Sea Cliff Partners Management, LP 6.53% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 5.4% CYPRESS POINT INVESTMENT MANAGEMENT LP 5.0% MAK CAPITAL ONE LLC 3Y 7Y 2.49% Caledonia (Private) Investments Pty Ltd 3Y 7Y 1.84% Pale Fire Capital SE 3Y 0.53% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 0.32% Invenomic Capital Management LP 3Y 0.29% HARVEST MANAGEMENT LLC 3Y 7Y 0.29%

FAQ About Assenagon Asset Management S.A. and UDMY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Assenagon Asset Management S.A. reported owning UDMY?

Assenagon Asset Management S.A. reported UDMY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UDMY position in Assenagon Asset Management S.A.'s portfolio?

The largest reported portfolio weight for UDMY was 0.04% in 2025 Q3.

What is the latest reported UDMY position on this page?

The most recent filing on this page is 2026 Q1, when Assenagon Asset Management S.A. reported 1,499,401 shares, equal to 0.01% of portfolio, with an estimated market value of $6.9M.

What does the chart on this UDMY ownership page compare?

The chart compares Assenagon Asset Management S.A.'s quarterly UDMY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Assenagon Asset Management S.A. time their UDMY position?

Based on 13F filing dates vs. subsequent UDMY price moves, Assenagon Asset Management S.A. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on UDMY relative to SPY over the holding period was -40.1%.

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