First Sabrepoint Capital Management’s Semrush SEMR Stock Holding History

First Sabrepoint 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
2023 Q1	–	Sell	-104,207	Closed	-$848K	–	32
2022 Q4	$848K	Sell	104,207 -409,600	-80%	-$4.15M	0.42%	23
2022 Q3	$5.76M	Sell	513,807 -355,919	-41%	-$4.38M	2.36%	19
2022 Q2	$11.2M	Sell	869,726 -85,274	-9%	-$929K	4.39%	11
2022 Q1	$11.4M	Sell	955,000 -95,000	-9%	-$1.43M	4%	13
2021 Q4	$21.9M	Buy	1,050,000 +160,302	+18%	+$3.57M	5.85%	4
2021 Q3	$21.2M	Buy	889,698 +88,954	+11%	+$2.05M	5.63%	4
2021 Q2	$18.4M	Buy	+800,744	New	+$13.9M	5.81%	4

Other funds holding SEMR

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

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

SGA

Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AACP

Advantage Alpha Capital Partners San Francisco, California $332M AUM 12.78% 1-Year Est. Return

First Sabrepoint Capital Management's SEMR Position: Q1 2023 in Review

First Sabrepoint Capital Management sold out of Semrush (SEMR) in Q1 2023, closing a stake of 104,207 shares — an estimated $848K sold.

First Sabrepoint Capital Management first reported a position in SEMR in Q2 2021 and held it in 7 quarters. The position peaked at $21.9M in Q4 2021. 89 funds tracked by Wall St. Rank hold SEMR as of Q1 2023.

First Sabrepoint Capital Management reported no remaining Semrush position as of Q1 2023 after selling out during the quarter.
First Sabrepoint Capital Management sold 104,207 Semrush shares in Q1 2023, an estimated $848K.
First Sabrepoint Capital Management first reported a position in Semrush in Q2 2021 and held it in 7 quarters.
First Sabrepoint Capital Management's Semrush position peaked at $21.9M in Q4 2021.
89 funds tracked by Wall St. Rank held Semrush as of Q1 2023.

Based on First Sabrepoint Capital Management's 13F filing for Q1 2023, filed 15 May 2023.