CRCM
SEMR

Cat Rock Capital Management’s Semrush SEMR Stock Holding History

Cat Rock Capital 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
Q4 		– Sell
-4,739,654
Closed -$33.6M – 17
2025
Q3 		$33.6M Sell
4,739,654
-184,272
-4% -$1.5M 4.14% 9
2025
Q2 		$44.6M Sell
4,923,926
-262,916
-5% -$2.54M 5.61% 6
2025
Q1 		$48.4M Sell
5,186,842
-335,039
-6% -$4.57M 6.42% 5
2024
Q4 		$65.6M Sell
5,521,881
-771,000
-12% -$10.4M 8.58% 4
2024
Q3 		$98.9M Sell
6,292,881
-932,000
-13% -$13M 11.2% 3
2024
Q2 		$96.7M Sell
7,224,881
-1,281,000
-15% -$17.8M 10.84% 3
2024
Q1 		$113M Sell
8,505,881
-90,477
-1% -$1.09M 12.92% 3
2023
Q4 		$117M Buy
8,596,358
+358,386
+4% +$3.54M 17.8% 2
2023
Q3 		$70M Sell
8,237,972
-220,000
-3% -$2.05M 10.43% 4
2023
Q2 		$80.9M Buy
8,457,972
+61,990
+0.7% +$548K 11.16% 4
2023
Q1 		$84.4M Buy
8,395,982
+1,531,987
+22% +$13.5M 11.88% 4
2022
Q4 		$55.9M Buy
6,863,995
+1,024,406
+18% +$10.4M 10.27% 3
2022
Q3 		$65.5M Sell
5,839,589
-40,035
-0.7% -$493K 14.59% 2
2022
Q2 		$76M Buy
5,879,624
+361,474
+7% +$3.94M 16.18% 2
2022
Q1 		$65.9M Buy
5,518,150
+468,124
+9% +$7.04M 6.85% 6
2021
Q4 		$105M Buy
5,050,026
+2,978,820
+144% +$66.4M 10.17% 4
2021
Q3 		$47.8M Buy
2,071,206
+568,451
+38% +$13.1M 4.19% 7
2021
Q2 		$34.6M Buy
+1,502,755
New +$26.2M 2.92% 7

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

Cat Rock Capital Management's SEMR Position: Q4 2025 in Review

Cat Rock Capital Management sold out of Semrush (SEMR) in Q4 2025, closing a stake of 4,739,654 shares — an estimated $33.6M sold.

Cat Rock Capital Management first reported a position in SEMR in Q2 2021 and held it in 18 quarters. The position peaked at $117M in Q4 2023. 165 funds tracked by Wall St. Rank hold SEMR as of Q4 2025.

  • Cat Rock Capital Management reported no remaining Semrush position as of Q4 2025 after selling out during the quarter.
  • Cat Rock Capital Management sold 4,739,654 Semrush shares in Q4 2025, an estimated $33.6M.
  • Cat Rock Capital Management first reported a position in Semrush in Q2 2021 and held it in 18 quarters.
  • Cat Rock Capital Management's Semrush position peaked at $117M in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Semrush as of Q4 2025.

Based on Cat Rock Capital Management's 13F filing for Q4 2025, filed 18 Feb 2026.