STONERIDGE INVESTMENT PARTNERS LLC UDMY β€” UDEMY

Ownership history in STONERIDGE INVESTMENT PARTNERS LLC  Β·  4 quarters on record

AI Ownership Summary

STONERIDGE INVESTMENT PARTNERS LLC reported UDEMY (UDMY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q2. The latest visible filing shows UDMY at 0.08% 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 STONERIDGE INVESTMENT PARTNERS LLC's position in UDEMY, 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 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

How STONERIDGE INVESTMENT PARTNERS LLC held UDMY β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 24,654 β€” 0% 0.08% $114 2026-05-06 $4.80
2025 Q4 REDUCED β€” β€” β€” 24,654 -19,793 -44.5% 0.10% $144K 2026-02-05 $4.69
2025 Q3 ADDED β€” β€” β€” 44,447 +3,535 +8.6% 0.21% $312K 2025-10-31 $5.70
2025 Q2 INITIATED β€” β€” β€” 40,912 β€” β€” 0.22% $288K 2025-08-11 $6.65

🏒 Other funds also holding UDMY

As of 2026 Q2 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About STONERIDGE INVESTMENT PARTNERS LLC and UDMY

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

How long has STONERIDGE INVESTMENT PARTNERS LLC reported owning UDMY?

STONERIDGE INVESTMENT PARTNERS LLC reported UDMY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported UDMY position in STONERIDGE INVESTMENT PARTNERS LLC's portfolio?

The largest reported portfolio weight for UDMY was 0.22% in 2025 Q2.

What is the latest reported UDMY position on this page?

The most recent filing on this page is 2026 Q1, when STONERIDGE INVESTMENT PARTNERS LLC reported 24,654 shares, equal to 0.08% of portfolio, with an estimated market value of $114.

What does the chart on this UDMY ownership page compare?

The chart compares STONERIDGE INVESTMENT PARTNERS LLC'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 STONERIDGE INVESTMENT PARTNERS LLC time their UDMY position?

Based on 13F filing dates vs. subsequent UDMY price moves, STONERIDGE INVESTMENT PARTNERS LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on UDMY relative to SPY over the holding period was -47.8%.

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