Coursera, Inc. filings document material events, operating and financial results, shareholder letters, governance matters and capital-structure disclosures for the online learning platform. Recent Form 8-K disclosures include quarterly and annual results, material agreements, shareholder voting matters, risk-factor categories and other public-company reporting items.
The company’s filings also record board and executive-officer matters, including chief financial officer and treasurer appointments, principal financial and accounting officer designations, and related compensation arrangements. These disclosures sit alongside information about Coursera’s Consumer and Enterprise business, credential catalog, institutional learning relationships and Delaware public benefit corporation status.
Coursera, Inc. (COUR) is the subject of a Schedule 13D reporting 12,867,769 shares of common stock, or 5.1% of the class, as beneficially owned through shared voting and dispositive power. New Enterprise Associates 13, L.P. holds record title to 10,661,886 shares and New Enterprise Associates 17, L.P. to 2,205,883. Scott D. Sandell separately holds 71,970 shares of record and reports an aggregate of 12,939,739 shares. Coursera reported 253,300,000 shares outstanding as of October 29, 2026, the figure used to calculate the ownership percentages.
The reporting obligation arose because Coursera's publicly announced share repurchase program reduced its outstanding share count, not because the reporting persons acquired additional shares. No reporting person transacted in Coursera common stock during the preceding 60 days. The funds state they hold the shares for investment and may acquire or dispose of additional shares depending on market conditions, their evaluation of Coursera, and other factors.
Coursera, Inc. committed on November 9, 2026, to a workforce reduction plan in connection with its May 11, 2026 combination with Udemy and its integration and synergy plans. The plan is expected to result in terminations affecting approximately 10% of the global workforce. Coursera estimates expenses of approximately $14 million to $17 million, primarily termination benefits, including severance payments and healthcare benefits.
Substantially all charges are expected to be cash expenditures during the fourth quarter of 2026 and the first half of 2027. Stock-based compensation expenses associated with the plan are not expected to be material. Position eliminations are subject to local law and consultation requirements, which may extend the process beyond the first half of 2027 in certain cases. Actual expenses may differ materially from estimates based on assumptions that include local law requirements.
Coursera, Inc. adopted a stockholder rights plan and declared a dividend of one preferred share purchase right for each outstanding common share. The dividend is payable November 19, 2026, to stockholders of record at close of business that day; the rights expire November 7, 2027. Coursera said the plan is effective immediately and followed recent common-stock accumulation by a holder whose latest public filings reported approximately 14.7% ownership.
The rights initially trade with common stock and generally become exercisable 10 days after public announcement that a person or group beneficially owns 15% or more. A holder at or above the threshold as of the announcement is grandfathered, but rights become exercisable if that holder later increases ownership by 0.001% or more. Each right permits purchase of one one-thousandth of a Series A Junior Participating Preferred Share for $19.50. If a person or group becomes an Acquiring Person, other holders may buy common stock with a $39.00 market value for $19.50, based on the common stock’s market price before the acquisition. Before the acquirer owns 50% or more, the Board may exchange each eligible right for one common share. Before any person or group becomes an Acquiring Person, the Board may redeem all rights for $0.01 per right.
Coursera, Inc. (COUR) reported three purchases of its common stock by Pale Fire Capital SICAV a.s.: 2,526,702 shares at a weighted-average $3.7209 per share on November 3, 2026; 2,698,400 shares at $3.8537 on November 4; and 3,130,149 shares at $3.7220 on November 5. The prices are weighted averages across multiple transactions. No Rule 10b5-1 plan is reported.
Coursera, Inc. reported third-quarter 2026 revenue of $376.7 million, up 94% from $194.2 million a year earlier; $181.8 million related to the Udemy merger. Coursera completed the all-stock combination on May 11, 2026; each Udemy common share converted into the right to receive 0.800 Coursera shares, and Udemy became a wholly owned subsidiary.
Third-quarter GAAP net loss was $25.6 million, versus $8.6 million a year earlier. Non-GAAP net income was $57.1 million versus $16.7 million, and adjusted EBITDA was $61.5 million versus $15.6 million. Net cash provided by operating activities was $15.5 million versus $33.9 million.
During the quarter, Coursera repurchased 18.1 million shares for $101.6 million under a Rule 10b5-1 plan; $308.6 million remained under the program as of September 30, 2026. In July, it invested $100.0 million in related party LearnVector for 33.33% ownership on a fully diluted basis. Remaining performance obligations were $865.0 million as of September 30, with approximately 73% expected to be recognized over the next 12 months.
Coursera, Inc. (COUR) President & CEO and director Gregory M. Hart sold 10,305 shares of common stock at $3.59 per share on November 2, 2026. The sale was made under a Rule 10b5-1 trading plan adopted March 2, 2026. Hart directly held 1,528,698 shares after the sale.
Coursera, Inc. officer and director Gregory M. Hart reported an intended sale of 10,305 common shares through Fidelity Brokerage Services LLC. The shares have an aggregate market value of $36,994.95, and the approximate sale date is November 2, 2026. Hart also reported selling 10,308 common shares on October 1, 2026, for an aggregate market value of $52,643.47. Coursera listed 264,400,000 common shares outstanding.
Coursera, Inc. (COUR) reported third-quarter revenue of $376.7 million, up 94% year over year as reported following its May 11, 2026 acquisition of Udemy; on a normalized basis, revenue declined approximately 3%. GAAP net loss widened to $25.6 million from $8.6 million a year earlier. Adjusted EBITDA, a non-GAAP measure, was $61.5 million, up 294%, with a 16.3% margin. Net cash provided by operating activities was $15.5 million and free cash flow was $4.6 million, down 54% and 83%, respectively.
Coursera expects Q4 revenue of $358 million to $366 million and Adjusted EBITDA of $55 million to $59 million. Its full-year 2026 revenue outlook is $1.229 billion to $1.237 billion, alongside an approximately 14% Adjusted EBITDA margin target. The company is on track to deliver its $115 million annual run-rate net synergy target by year-end, eight months after close versus the original 24-month plan; more than $150 million in annualized gross cost savings is expected in place by then. Coursera repurchased approximately 18.1 million shares for $102 million in Q3; cumulative repurchases exceeded $215 million through October 28, 2026, under its $500 million authorization. Project Helix is expected to be broadly available to Enterprise customers in the first half of 2027.
Coursera, Inc. (COUR) was the subject of an amended ownership report in which investment adviser Baillie Gifford & Co reported beneficial ownership of 0 common shares, or 0% of the class, as of September 30, 2026. The adviser reported zero sole and shared voting power and zero sole and shared dispositive power. Grant Meikle, Regulatory Reporting Manager, signed a certification stating that the foreign regulatory scheme applicable to the adviser is substantially comparable to that for functionally equivalent U.S. institutions.
Coursera, Inc. President & CEO Gregory M. Hart sold 10,308 shares of common stock on October 1, 2026, at a weighted average price of $5.1071 per share. The sale was effected under a Rule 10b5-1 trading plan Gregory M. Hart adopted on March 2, 2026; the shares were sold in multiple transactions at prices ranging from $5.03 to $5.138, inclusive. After the sale, he reported direct ownership of 1,539,003 shares.