Geode Capital Management
SEMR

Geode Capital Management’s Semrush SEMR Stock Holding History

Geode 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
2026
Q1 		$13.3M Sell
1,110,773
-13,280
-1% -$158K ﹤0.01% 2213
2025
Q4 		$13.4M Buy
1,124,053
+42,028
+4% +$394K ﹤0.01% 2249
2025
Q3 		$7.66M Buy
1,082,025
+149,151
+16% +$1.22M ﹤0.01% 2569
2025
Q2 		$8.44M Buy
932,874
+108,750
+13% +$1.05M ﹤0.01% 2464
2025
Q1 		$7.69M Buy
824,124
+31,297
+4% +$427K ﹤0.01% 2445
2024
Q4 		$9.42M Buy
792,827
+4,537
+0.6% +$61K ﹤0.01% 2415
2024
Q3 		$12.4M Buy
788,290
+36,173
+5% +$505K ﹤0.01% 2255
2024
Q2 		$10.1M Buy
752,117
+81,705
+12% +$1.13M ﹤0.01% 2321
2024
Q1 		$8.89M Buy
670,412
+10,792
+2% +$130K ﹤0.01% 2394
2023
Q4 		$9.01M Buy
659,620
+23,412
+4% +$231K ﹤0.01% 2403
2023
Q3 		$5.41M Sell
636,208
-10,056
-2% -$93.7K ﹤0.01% 2594
2023
Q2 		$6.18M Buy
646,264
+310,322
+92% +$2.74M ﹤0.01% 2576
2023
Q1 		$3.38M Buy
335,942
+8,759
+3% +$77.2K ﹤0.01% 2803
2022
Q4 		$2.66M Buy
327,183
+7,929
+2% +$80.3K ﹤0.01% 2936
2022
Q3 		$3.58M Buy
319,254
+73,318
+30% +$902K ﹤0.01% 2852
2022
Q2 		$3.18M Buy
245,936
+55,683
+29% +$607K ﹤0.01% 2948
2022
Q1 		$2.27M Buy
190,253
+42,820
+29% +$644K ﹤0.01% 3202
2021
Q4 		$3.07M Buy
147,433
+59,130
+67% +$1.32M ﹤0.01% 3157
2021
Q3 		$2.04M Buy
88,303
+4,617
+6% +$106K ﹤0.01% 3344
2021
Q2 		$1.93M Buy
+83,686
New +$1.46M ﹤0.01% 3278

Other funds holding SEMR

G
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
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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geode Capital Management's SEMR Position: Q1 2026 in Review

Geode Capital Management reduced its Semrush (SEMR) stake by 1.2% in Q1 2026, selling an estimated $158K and leaving 1,110,773 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Geode Capital Management first reported a position in SEMR in Q2 2021 and has held it in 20 quarters since. The position peaked at $13.4M in Q4 2025. 162 funds tracked by Wall St. Rank hold SEMR as of Q1 2026.

  • Geode Capital Management held 1,110,773 shares of Semrush worth $13.3M as of Q1 2026.
  • Geode Capital Management sold 13,280 Semrush shares in Q1 2026, an estimated $158K.
  • Semrush made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2213 holding.
  • Geode Capital Management first reported a position in Semrush in Q2 2021 and has held it in 20 quarters since.
  • Geode Capital Management's Semrush position peaked at $13.4M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Semrush as of Q1 2026.

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