SEMrush Holdings, Inc.
SEMRDelisted Apr 28, 2026- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001831840
SEMrush Holdings, Inc. was delisted on Apr 28, 2026; its insiders filed their last Form 4 on Apr 28, 2026; 162 institutions reported holding it in 13F filings for Q1 2026, worth $888.8M in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in SEMrush Holdings, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 111
- +21 vs. Q3 2023
- Shares held
- 57.0M
- +11.6M (+25.6%) vs. Q3 2023
- Total value
- $778.0M
- +$392.3M (+101.7%) vs. Q3 2023
- New holders
- 35
- 39 more added
- Sold out
- 14
- 23 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SEMR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $24.0K |
| Q1 2026 | 162 | $888.8M |
| Q4 2025 | 165 | $766.1M |
| Q3 2025 | 169 | $478.8M |
| Q2 2025 | 171 | $623.0M |
| Q1 2025 | 172 | $617.3M |
| Q4 2024 | 168 | $762.8M |
| Q3 2024 | 151 | $963.5M |
| Q2 2024 | 146 | $844.4M |
| Q1 2024 | 125 | $808.5M |
| Q4 2023 | 111 | $778.0M |
| Q3 2023 | 92 | $387.2M |
| Q2 2023 | 91 | $448.9M |
| Q1 2023 | 90 | $429.3M |
| Q4 2022 | 77 | $280.3M |
| Q3 2022 | 72 | $384.7M |
| Q2 2022 | 70 | $442.3M |
| Q1 2022 | 71 | $404.6M |
| Q4 2021 | 66 | $444.6M |
| Q3 2021 | 49 | $318.4M |
| Q2 2021 | 37 | $225.7M |
| Q1 2021 | 52 | $108.6M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding SEMrush Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 659,620 | $9.01M | 0.00% | +23,412+3.7% | Added |
| Morgan Stanley | 692,597 | $9.46M | 0.00% | +327,266+89.6% | Added |
| G2 Investment Partners Management LLC | 775,762 | $10.6M | 3.26% | +775,762 | New |
| Ancient Art, L.P. | 2,722,522 | $37.2M | 6.20% | −933,148−25.5% | Reduced |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 2,760,039 | $37.7M | 4.85% | −226,749−7.6% | Reduced |
| BlackRock Inc. | 3,446,619 | $47.1M | 0.00% | +188,497+5.8% | Added |
| Vanguard Group Inc | 4,118,351 | $56.3M | 0.00% | +96,789+2.4% | Added |
| Siguler Guff Advisers, LLC | 7,272,579 | $99.3M | 39.69% | 00.0% | Unchanged |
| Cat Rock Capital Management LP | 8,596,358 | $117.4M | 17.80% | +358,386+4.4% | Added |
| Russia Partners Management, LLC | 8,983,521 | $122.7M | 100.00% | +8,983,521 | New |
| Greycroft LP | 10,483,900 | $143.2M | 98.23% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −524,513−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −50,821−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,285−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −23,905−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −21,872−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,197−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,339−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −12,505−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |