DAM
SEMR

Dorsey Asset Management’s Semrush SEMR Stock Holding History

Dorsey 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
2025
Q3 		– Sell
-2,284,578
Closed -$20.7M – 10
2025
Q2 		$20.7M Buy
2,284,578
+27,845
+1% +$270K 1.85% 10
2025
Q1 		$21.1M Sell
2,256,733
-1,748
-0.1% -$23.8K 2.23% 11
2024
Q4 		$26.8M Buy
2,258,481
+144,534
+7% +$1.94M 2.77% 11
2024
Q3 		$33.2M Sell
2,113,947
-1,444,873
-41% -$20.2M 3.58% 11
2024
Q2 		$47.7M Sell
3,558,820
-246,301
-6% -$3.41M 5.68% 10
2024
Q1 		$50.5M Buy
3,805,121
+1,045,082
+38% +$12.6M 5.87% 9
2023
Q4 		$37.7M Sell
2,760,039
-226,749
-8% -$2.24M 4.85% 9
2023
Q3 		$25.4M Sell
2,986,788
-35,109
-1% -$327K 3.31% 10
2023
Q2 		$28.9M Sell
3,021,897
-329,041
-10% -$2.91M 3.83% 9
2023
Q1 		$33.7M Sell
3,350,938
-198,005
-6% -$1.75M 3.82% 8
2022
Q4 		$28.9M Sell
3,548,943
-35,639
-1% -$361K 4.2% 8
2022
Q3 		$40.2M Buy
3,584,582
+136,361
+4% +$1.68M 4.87% 9
2022
Q2 		$44.6M Buy
3,448,221
+2,860
+0.1% +$31.2K 5.57% 10
2022
Q1 		$41.1M Buy
3,445,361
+828,523
+32% +$12.5M 3.96% 10
2021
Q4 		$54.6M Buy
2,616,838
+66,113
+3% +$1.47M 4.66% 9
2021
Q3 		$58.8M Buy
+2,550,725
New +$58.8M 5.13% 9

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
SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dorsey Asset Management's SEMR Position: Q3 2025 in Review

Dorsey Asset Management sold out of Semrush (SEMR) in Q3 2025, closing a stake of 2,284,578 shares — an estimated $20.7M sold.

Dorsey Asset Management first reported a position in SEMR in Q3 2021 and held it in 16 quarters. The position peaked at $58.8M in Q3 2021. 169 funds tracked by Wall St. Rank hold SEMR as of Q3 2025.

  • Dorsey Asset Management reported no remaining Semrush position as of Q3 2025 after selling out during the quarter.
  • Dorsey Asset Management sold 2,284,578 Semrush shares in Q3 2025, an estimated $20.7M.
  • Dorsey Asset Management first reported a position in Semrush in Q3 2021 and held it in 16 quarters.
  • Dorsey Asset Management's Semrush position peaked at $58.8M in Q3 2021.
  • 169 funds tracked by Wall St. Rank held Semrush as of Q3 2025.

Based on Dorsey Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.