AllSquare Wealth Management’s Semrush SEMR Stock Holding History

AllSquare Wealth Management’s Portfolio SEMR Stock Details SEMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.66K	Hold	235	–	–	﹤0.01%	468
2025 Q2	$2.13K	Hold	235	–	–	﹤0.01%	467
2025 Q1	$2.19K	Hold	235	–	–	﹤0.01%	468
2024 Q4	$2.79K	Hold	235	–	–	﹤0.01%	455
2024 Q3	$3.69K	Hold	235	–	–	﹤0.01%	446
2024 Q2	$3.15K	Hold	235	–	–	﹤0.01%	447
2024 Q1	$3.12K	Hold	235	–	–	﹤0.01%	450
2023 Q4	$3.21K	Hold	235	–	–	﹤0.01%	448
2023 Q3	$2K	Hold	235	–	–	﹤0.01%	468
2023 Q2	$1.72K	Hold	235	–	–	﹤0.01%	485
2023 Q1	$2.36K	Hold	235	–	–	﹤0.01%	468
2022 Q4	$1.91K	Hold	235	–	–	﹤0.01%	463
2022 Q3	$3K	Hold	235	–	–	﹤0.01%	442
2022 Q2	$3K	Hold	235	–	–	﹤0.01%	448
2022 Q1	$3K	Hold	235	–	–	﹤0.01%	456
2021 Q4	$5K	Hold	235	–	–	﹤0.01%	422
2021 Q3	$5K	Sell	235 -115	-33%	-$2.65K	﹤0.01%	412
2021 Q2	$8K	Hold	350	–	–	﹤0.01%	410
2021 Q1	$4K	Buy	+350	New	+$4.06K	﹤0.01%	434

Other funds holding SEMR

Greycroft New York $146M AUM 1.94% 1-Year Est. Return

RCP

RPM Capital Partners New York $3.34M AUM 43.17% 1-Year Est. Return

SGA

Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllSquare Wealth Management's SEMR Position: Q3 2025 in Review

AllSquare Wealth Management held its Semrush (SEMR) position steady in Q3 2025 at 235 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

AllSquare Wealth Management first reported a position in SEMR in Q1 2021 and has held it in 19 quarters since. The position peaked at $8K in Q2 2021. 169 funds tracked by Wall St. Rank hold SEMR as of Q3 2025.

AllSquare Wealth Management held 235 shares of Semrush worth $1.66K as of Q3 2025.
AllSquare Wealth Management left its Semrush share count unchanged in Q3 2025.
Semrush made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #468 holding.
AllSquare Wealth Management first reported a position in Semrush in Q1 2021 and has held it in 19 quarters since.
AllSquare Wealth Management's Semrush position peaked at $8K in Q2 2021.
169 funds tracked by Wall St. Rank held Semrush as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.