AP
SEMR

Antipodes Partners’s Semrush SEMR Stock Holding History

Antipodes Partners’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
Q4 		– Sell
-439,659
Closed -$3.11M – 145
2025
Q3 		$3.11M Buy
439,659
+13,444
+3% +$110K 0.07% 64
2025
Q2 		$3.86M Buy
426,215
+383,529
+898% +$3.71M 0.12% 48
2025
Q1 		$398K Buy
42,686
+19,005
+80% +$259K 0.01% 49
2024
Q4 		$281K Buy
23,681
+21,319
+903% +$286K 0.01% 50
2024
Q3 		$37.1K Sell
2,362
-214
-8% -$2.99K ﹤0.01% 73
2024
Q2 		$34.5K Sell
2,576
-4,688
-65% -$65K ﹤0.01% 67
2024
Q1 		$96K Hold
7,264
– – ﹤0.01% 57
2023
Q4 		$99K Sell
7,264
-2,384
-25% -$23.6K ﹤0.01% 56
2023
Q3 		$79K Sell
9,648
-1,711
-15% -$15.9K ﹤0.01% 57
2023
Q2 		$108K Sell
11,359
-231
-2% -$2.04K ﹤0.01% 49
2023
Q1 		$116K Buy
+11,590
New +$102K ﹤0.01% 46

Other funds holding SEMR

G
Greycroft New York $146M AUM 1.94% 1-Year Est. Return
RCP
RPM Capital Partners New York $6.9M AUM 20.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Antipodes Partners's SEMR Position: Q4 2025 in Review

Antipodes Partners sold out of Semrush (SEMR) in Q4 2025, closing a stake of 439,659 shares — an estimated $3.11M sold.

Antipodes Partners first reported a position in SEMR in Q1 2023 and held it in 11 quarters. The position peaked at $3.86M in Q2 2025. 165 funds tracked by Wall St. Rank hold SEMR as of Q4 2025.

  • Antipodes Partners reported no remaining Semrush position as of Q4 2025 after selling out during the quarter.
  • Antipodes Partners sold 439,659 Semrush shares in Q4 2025, an estimated $3.11M.
  • Antipodes Partners first reported a position in Semrush in Q1 2023 and held it in 11 quarters.
  • Antipodes Partners's Semrush position peaked at $3.86M in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Semrush as of Q4 2025.

Based on Antipodes Partners's 13F filing for Q4 2025, filed 5 Feb 2026.