Balyasny Asset Management’s Semrush SEMR Stock Holding History

Balyasny Asset 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
2026 Q1	$2.07M	Sell	173,777 -233,983	-57%	-$2.78M	﹤0.01%	1763
2025 Q4	$4.85M	Buy	+407,760	New	+$3.82M	0.01%	1414
2025 Q3	–	Sell	-765,321	Closed	-$6.93M	–	3413
2025 Q2	$6.93M	Buy	+765,321	New	+$7.41M	0.01%	1137
2025 Q1	–	Sell	-24,730	Closed	-$294K	–	3231
2024 Q4	$294K	Sell	24,730 -49,443	-67%	-$664K	﹤0.01%	2393
2024 Q3	$1.17M	Buy	+74,173	New	+$1.04M	﹤0.01%	1902
2024 Q2	–	Sell	-65,615	Closed	-$870K	–	3045
2024 Q1	$870K	Buy	+65,615	New	+$790K	﹤0.01%	1853
2023 Q4	–	Sell	-28,285	Closed	-$240K	–	2860
2023 Q3	$240K	Sell	28,285 -2,713	-9%	-$25.3K	﹤0.01%	1980
2023 Q2	$297K	Buy	+30,998	New	+$274K	﹤0.01%	1991
2021 Q4	–	Sell	-16,893	Closed	-$390K	–	2552
2021 Q3	$390K	Buy	+16,893	New	+$389K	﹤0.01%	1533
2021 Q2	–	Sell	-290,000	Closed	-$3.45M	–	2305
2021 Q1	$3.45M	Buy	+290,000	New	+$3.37M	0.02%	839

Other funds holding SEMR

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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Balyasny Asset Management's SEMR Position: Q1 2026 in Review

Balyasny Asset Management reduced its Semrush (SEMR) stake by 57% in Q1 2026, selling an estimated $2.78M and leaving 173,777 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Balyasny Asset Management first reported a position in SEMR in Q1 2021 and has held it in 10 quarters since. The position peaked at $6.93M in Q2 2025. 162 funds tracked by Wall St. Rank hold SEMR as of Q1 2026.

Balyasny Asset Management held 173,777 shares of Semrush worth $2.07M as of Q1 2026.
Balyasny Asset Management sold 233,983 Semrush shares in Q1 2026, an estimated $2.78M.
Semrush made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1763 holding.
Balyasny Asset Management first reported a position in Semrush in Q1 2021 and has held it in 10 quarters since.
Balyasny Asset Management's Semrush position peaked at $6.93M in Q2 2025.
162 funds tracked by Wall St. Rank held Semrush as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.