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 2025
Institutional positions in SEMrush Holdings, Inc. as of Dec 31, 2025. 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
- 165
- −1 vs. Q3 2025
- Shares held
- 64.4M
- +4.30M (+7.2%) vs. Q3 2025
- Total value
- $766.1M
- +$340.3M (+79.9%) vs. Q3 2025
- New holders
- 54
- 40 more added
- Sold out
- 55
- 56 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding SEMrush Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 53,000 | $630.2K | 0.01% | +53,000 | New |
| Wells Fargo & Company | 58,161 | $691.5K | 0.00% | +23,874+69.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,000 | $713.4K | 0.00% | +60,000 | New |
| AQR Capital Management LLC | 60,531 | $719.7K | 0.00% | −116,970−65.9% | Reduced |
| Rhumbline Advisers | 61,914 | $736.1K | 0.00% | −6,084−8.9% | Reduced |
| Blackstone Group Inc. | 79,299 | $942.9K | 0.00% | +79,299 | New |
| Swiss National Bank | 88,200 | $1.05M | 0.00% | +1,900+2.2% | Added |
| Gamco Investors, Inc. Et Al | 91,634 | $1.09M | 0.01% | +91,634 | New |
| Capula Management Ltd | 94,690 | $1.13M | 0.01% | +94,690 | New |
| Gabelli & Co Investment Advisers, Inc. | 95,550 | $1.14M | 0.17% | +95,550 | New |
| Engineers Gate Manager LP | 96,533 | $1.15M | 0.01% | −68,595−41.5% | Reduced |
| Barclays PLC | 96,572 | $1.15M | 0.00% | −43,855−31.2% | Reduced |
| Nine Masts Capital Ltd | 100,000 | $1.19M | 0.21% | +100,000 | New |
| Magnetar Financial LLC | 103,063 | $1.23M | 0.01% | +103,063 | New |
| UBS Group AG | 104,231 | $1.24M | 0.00% | −94,105−47.4% | Reduced |
| Credit Industriel Et Commercial | 120,000 | $1.43M | 0.21% | +120,000 | New |
| Y-Intercept (Hong Kong) Ltd | 141,073 | $1.68M | 0.04% | −138,338−49.5% | Reduced |
| Citigroup Inc | 151,774 | $1.80M | 0.00% | −156,785−50.8% | Reduced |
| Two Sigma Investments, LP | 159,252 | $1.89M | 0.00% | −94,104−37.1% | Reduced |
| Slotnik Capital, LLC | 166,519 | $1.98M | 0.54% | +166,519 | New |
| Oxford Asset Management LLP | 198,023 | $2.35M | 0.83% | +198,023 | New |
| Groupe la Francaise | 209,755 | $2.49M | 0.04% | +209,755 | New |
| Gabelli Funds LLC | 220,200 | $2.62M | 0.02% | +220,200 | New |
| Verition Fund Management LLC | 249,000 | $2.96M | 0.02% | −61,170−19.7% | Reduced |
| Harvest Management LLC | 250,000 | $2.97M | 1.10% | +250,000 | New |
| Alliancebernstein L.P. | 268,699 | $3.19M | 0.00% | +1,398+0.5% | Added |
| UBS Asset Management Americas Inc | 275,530 | $3.28M | 0.00% | +18,946+7.4% | Added |
| Lavelle Capital LP | 318,937 | $3.79M | 2.40% | +318,937 | New |
| Voloridge Investment Management, LLC | 370,085 | $4.40M | 0.02% | −297,390−44.6% | Reduced |
| Charles Schwab Investment Management Inc | 392,171 | $4.66M | 0.00% | −60,108−13.3% | Reduced |
| Balyasny Asset Management LLC | 407,760 | $4.85M | 0.01% | +407,760 | New |
| Toronto Dominion Bank | 410,200 | $4.88M | 0.01% | +410,200 | New |
| Nuance Investments, LLC | 419,560 | $4.99M | 0.55% | +419,560 | New |
| Susquehanna International Group, LLP | 422,591 | $5.02M | 0.01% | +328,944+351.3% | Added |
| Nuveen, LLC | 423,613 | $5.04M | 0.00% | −700,622−62.3% | Reduced |
| Voleon Capital Management LP | 434,346 | $5.16M | 0.11% | +142,461+48.8% | Added |
| Northern Trust Corp | 436,287 | $5.19M | 0.00% | −28,602−6.2% | Reduced |
| Renaissance Technologies LLC | 453,000 | $5.39M | 0.01% | +270,300+147.9% | Added |
| Morgan Stanley | 457,389 | $5.44M | 0.00% | −1,616,956−78.0% | Reduced |
| Abc Arbitrage SA | 490,770 | $5.84M | 0.55% | +490,770 | New |
| D. E. Shaw & Co., Inc. | 536,344 | $6.38M | 0.00% | +119,140+28.6% | Added |
| S Squared Technology, LLC | 550,079 | $6.54M | 2.53% | +131,368+31.4% | Added |
| Citadel Advisors LLC | 592,643 | $7.05M | 0.00% | +351,394+145.7% | Added |
| Vivaldi Asset Management, LLC | 625,206 | $7.43M | 0.45% | +625,206 | New |
| Water Island Capital LLC | 628,602 | $7.47M | 0.91% | +628,602 | New |
| Allianz Asset Management GmbH | 633,400 | $7.53M | 0.01% | +633,400 | New |
| Bank of New York Mellon Corp | 679,654 | $8.08M | 0.00% | −41,743−5.8% | Reduced |
| Glazer Capital, LLC | 812,039 | $9.65M | 0.25% | +812,039 | New |
| Bank of America Corp | 833,959 | $9.92M | 0.00% | −212,022−20.3% | Reduced |
| Alpine Associates Management Inc. | 879,994 | $10.5M | 0.70% | +879,994 | New |
| Arrowstreet Capital, Limited Partnership | 924,037 | $11.0M | 0.01% | +337,587+57.6% | Added |
| Geode Capital Management, LLC | 1,124,053 | $13.4M | 0.00% | +42,028+3.9% | Added |
| Millennium Management LLC | 1,175,270 | $14.0M | 0.01% | +151,509+14.8% | Added |
| Dimensional Fund Advisors LP | 1,224,967 | $14.6M | 0.00% | −181,650−12.9% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,285,100 | $15.3M | 0.20% | +1,285,100 | New |
| State Street Corp | 1,457,236 | $17.3M | 0.00% | +119,725+9.0% | Added |
| CNH Partners LLC | 1,509,678 | $18.0M | 0.38% | +1,509,678 | New |
| Goldman Sachs Group Inc | 1,890,797 | $22.5M | 0.00% | +768,453+68.5% | Added |
| Qube Research & Technologies Ltd | 2,288,808 | $27.2M | 0.04% | +2,235,386+4,184.4% | Added |
| FIL Ltd | 2,540,000 | $30.2M | 0.02% | +2,540,000 | New |
| Highland Capital Management Fund Advisors, L.P. | 3,474,250 | $41.3M | 2.88% | +3,474,250 | New |
| BlackRock, Inc. | 3,955,563 | $47.0M | 0.00% | −409,853−9.4% | Reduced |
| Vanguard Group Inc | 6,405,039 | $76.2M | 0.00% | +400,471+6.7% | Added |
| Russia Partners Management, LLC | 8,983,521 | $106.8M | 93.64% | 00.0% | Unchanged |
| Greycroft LP | 8,983,900 | $106.8M | 67.70% | 00.0% | Unchanged |
| Cat Rock Capital Management LP | 0 | $0 | 0.00% | −4,739,654−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,735,367−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −851,776−100.0% | Sold out |
| Topline Capital Management, LLC | 0 | $0 | 0.00% | −554,126−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −521,472−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −439,659−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −369,251−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −287,647−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −206,941−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −150,395−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −144,750−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −141,446−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −140,120−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −131,360−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −105,384−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −104,084−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −89,693−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −76,712−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −67,962−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −65,181−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −56,400−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −50,887−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −49,200−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −47,669−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −45,657−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −42,496−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −39,695−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −37,988−100.0% | Sold out |
| Williams & Novak, LLC | 0 | $0 | 0.00% | −37,265−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −37,162−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −33,363−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −31,888−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,710−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −30,449−100.0% | Sold out |