Caledonia (Private) Investments Pty Ltd — UDEMY INC UDMY: Quarterly 13F Position History
Caledonia (Private) Investments Pty Ltd has reported UDEMY INC (UDMY) on 18 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2021. As of Q1 2026, the position is sized at 13,668,374 shares ($63.1M market value, 1.84% of the equity book). Quarter-over-quarter share count change: + 203,134 (+1.5%) .
- 13,668,374Shares Held (Latest Filing)
- $63.1MReported Market Value (Latest Filing)
- 1.84%Portfolio Weight (% of 13F Equity Book)
- +203,134Quarter-over-Quarter Share Change
- -$15.6MQuarter-over-Quarter Value Change
- 13,958,917Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 13,668,374 | +203,134 | +1.5% | $63.1M | 1.84% | $4.62 |
| Q4 2025 | 13,465,240 | 493,677 | -3.5% | $78.8M | 1.51% | $5.85 |
| Q3 2025 | 13,958,917 | +2,803,475 | +25.1% | $97.9M | 1.59% | $7.01 |
| Q2 2025 | 11,155,442 | 24,123 | -0.2% | $78.4M | 1.25% | $7.03 |
| Q1 2025 | 11,179,565 | 395,733 | -3.4% | $86.8M | 1.41% | $7.76 |
| Q4 2024 | 11,575,298 | 137,652 | -1.2% | $95.3M | 1.27% | $8.23 |
| Q3 2024 | 11,712,950 | +442,321 | +3.9% | $87.1M | 1.27% | $7.44 |
| Q2 2024 | 11,270,629 | +189,182 | +1.7% | $97.3M | 1.76% | $8.63 |
| Q1 2024 | 11,081,447 | +1,641,952 | +17.4% | $121.7M | 3.10% | $10.98 |
| Q4 2023 | 9,439,495 | 369,572 | -3.8% | $139.0M | 2.95% | $14.73 |
| Q3 2023 | 9,809,067 | 28,954 | -0.3% | $93.2M | 2.30% | $9.50 |
| Q2 2023 | 9,838,021 | +1,244,881 | +14.5% | $105.6M | 2.31% | $10.73 |
| Q1 2023 | 8,593,140 | +855,400 | +11.1% | $75.9M | 1.70% | $8.83 |
| Q4 2022 | 7,737,740 | +1,149,676 | +17.5% | $81.6M | 2.19% | $10.55 |
| Q3 2022 | 6,588,064 | +84,866 | +1.3% | $79.7M | 2.36% | $12.09 |
| Q2 2022 | 6,503,198 | +2,692,602 | +70.7% | $66.4M | 1.74% | $10.21 |
| Q1 2022 | 3,810,596 | +1,053,021 | +38.2% | $47.5M | 0.87% | $12.46 |
| Q4 2021 | 2,757,575 | — | — | $53.9M | 0.84% | $19.54 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Caledonia (Private) Investments Pty Ltd first disclose a UDMY position in 13F-HR filings?
Caledonia (Private) Investments Pty Ltd first reported UDEMY INC (UDMY) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Caledonia (Private) Investments Pty Ltd's most recent quarter-over-quarter share-count change in UDMY?
Between Q4 2025 and Q1 2026, Caledonia (Private) Investments Pty Ltd added 203,134 shares of UDMY (+1.5%), bringing the total reported position to 13,668,374 shares at a market value of $63.1M.
Does the implied price-per-share represent Caledonia (Private) Investments Pty Ltd's cost basis in UDMY?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.