Dark Forest Capital Management’s Semrush SEMR Stock Holding History

Dark Forest 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	-29,685	Closed	-$210K	–	1306
2025 Q3	$210K	Sell	29,685 -138,506	-82%	-$1.13M	0.01%	1079
2025 Q2	$1.52M	Buy	168,191 +155,206	+1,195%	+$1.5M	0.06%	570
2025 Q1	$121K	Sell	12,985 -21,324	-62%	-$291K	0.01%	1169
2024 Q4	$408K	Buy	34,309 +17,547	+105%	+$236K	0.06%	534
2024 Q3	$263K	Sell	16,762 -90,410	-84%	-$1.26M	0.03%	711
2024 Q2	$1.44M	Buy	+107,172	New	+$1.49M	0.26%	55

Other funds holding SEMR

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Dark Forest Capital Management's SEMR Position: Q4 2025 in Review

Dark Forest Capital Management sold out of Semrush (SEMR) in Q4 2025, closing a stake of 29,685 shares — an estimated $210K sold.

Dark Forest Capital Management first reported a position in SEMR in Q2 2024 and held it in 6 quarters. The position peaked at $1.52M in Q2 2025. 165 funds tracked by Wall St. Rank hold SEMR as of Q4 2025.

Dark Forest Capital Management reported no remaining Semrush position as of Q4 2025 after selling out during the quarter.
Dark Forest Capital Management sold 29,685 Semrush shares in Q4 2025, an estimated $210K.
Dark Forest Capital Management first reported a position in Semrush in Q2 2024 and held it in 6 quarters.
Dark Forest Capital Management's Semrush position peaked at $1.52M in Q2 2025.
165 funds tracked by Wall St. Rank held Semrush as of Q4 2025.

Based on Dark Forest Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.