UDMY Udemy, Inc. Insider Trading

UDMY CEO Hugo Sarrazin buys 36,980 shares for $256,719.03 over two days; holdings surge to 47.6K (+348.9%)

Sarrazin Hugo, President and CEO of Udemy, Inc., executed 2 purchases totaling 36,980 shares for $256,719.03 at an average price of $6.94 on May 20–21, 2025. This substantially increases his stake from 10,600 to 47,580 shares (+348.9% vs pre-transaction holdings). The stock currently trades at $6.83, placing it -32.4% from its 52-week high of $10.10, having declined 30.2% over the past 90 days despite a recent +9.8% rebound in the past month. Udemy reported a net loss of $1.8M in the latest quarter despite revenue of $200.3M and annual growth of 7.9%, indicating the company remains unprofitable. The rapid accumulation by the CEO at depressed valuations, following three prior purchases at this ticker within the preceding week, warrants attention to whether he is responding to temporary market dislocation or material business developments not yet public.

Udemy CEO Sarrazin buys 7,200 shares in 2 transactions for $50,282.32, raising stake by 211.8% to 10.6K shares as stock trades 30.9% below 52-week high.

Sarrazin Hugo, Udemy's President and CEO, executed 2 separate purchases totaling 7,200 shares for $50,282.32 over a 4-day window (May 15–19, 2025) at prices near the current market level of $6.98. The purchases more than tripled his holdings from 3,400 to 10.6K shares, a net addition of 211.8% to his prior stake. The timing aligns with a context where Udemy trades at a significant discount to its 52-week high ($10.10), having declined 30.9% from that peak, though the stock has gained 14.0% over the prior 30 days. Udemy remains unprofitable on a full-year basis with net income of $-1.8M despite revenue of $200.3M in the latest quarter and 7.9% annual revenue growth. The CEO's substantial accumulation at depressed valuations relative to the 52-week range warrants attention as a potential signal of leadership's view of intrinsic value, though the company's ongoing losses and lack of profitability remain material considerations for investors evaluating the stock's fundamentals.

Udemy CEO Hugo Sarrazin buys 3,400 shares at $6.99; company unprofitable but growing 7.9% YoY revenue

Hugo Sarrazin, Udemy's President and CEO, purchased 3,400 shares at $6.99 on 2025-05-12, his first recorded holding in the company. The transaction occurred when the stock trades at $7.04, near the bottom of its 52-week range ($5.78–$10.14) and down 30.6% from its 52-week high. While the company is growing revenue at 7.9% annually on a $200.3M quarterly base, it remains unprofitable with a negative net income of $-1.8M in its most recent full fiscal year. This buy occurs in the context of recent stock weakness (90-day decline of -10.0%) following a 30-day recovery of +15.0%, providing minimal insight into forward intent given the small position size relative to the company's $1.0B market cap.

CTO Bali Eren sold 69,482 shares of UDMY at $9.00 on Feb 14, reducing stake to 2,156,050 shares

Bali Eren, Chief Technology Officer, sold 69,482 shares for a total value of $625,497.81 at $9.00 per share, reducing his holdings by 3.1% from 2,225,532 to 2,156,050 shares. The sale occurred at a 10.9% discount to the current price of $10.10 and during a period of significant upward momentum—the stock has risen 19.5% over 30 days and 33.8% over 90 days. Udemy remains unprofitable on a full-year basis despite 7.9% annual revenue growth, creating a backdrop where executive liquidity actions warrant investor attention. The modest reduction in holdings and the transaction's technical pricing relative to recent momentum neither clearly affirms nor undermines confidence, but the timing within a strong recovery period merits observation.

Naspers (10% owner) sells 3.20M UDMY shares at $7.84; retains 13.92M; stock -48.6% from 52-wk high, company unprofitable.

Naspers sold 3,200,000 shares at $7.84, reducing its stake from 17.12M to 13.92M shares while the stock trades -48.6% below its 52-week high of $14.47. The sale occurred as Udemy reported unprofitability over its most recent full fiscal year despite 15.9% annual revenue growth. The transaction reflects a substantial reduction (18.7% of pre-transaction holdings) by a major stakeholder at a price that is 5.4% above the current market price of $7.44, suggesting execution at or near recent market conditions. The combination of depressed valuation, persistent losses, and a material position reduction by a significant owner warrants close monitoring of capital structure changes and profitability trends at the company.