Lavelle Capital’s Semrush SEMR Stock Holding History

Lavelle Capital’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	–	Sell	-318,937	Closed	-$3.79M	–	88
2025 Q4	$3.79M	Buy	+318,937	New	+$2.99M	2.4%	8

Other funds holding SEMR

Greycroft New York $44.1M AUM 24.2% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Lavelle Capital's SEMR Position: Q1 2026 in Review

Lavelle Capital sold out of Semrush (SEMR) in Q1 2026, closing a stake of 318,937 shares — an estimated $3.79M sold.

Lavelle Capital first reported a position in SEMR in Q4 2025 and held it in 1 quarter. The position peaked at $3.79M in Q4 2025. 162 funds tracked by Wall St. Rank hold SEMR as of Q1 2026.

Lavelle Capital reported no remaining Semrush position as of Q1 2026 after selling out during the quarter.
Lavelle Capital sold 318,937 Semrush shares in Q1 2026, an estimated $3.79M.
Lavelle Capital first reported a position in Semrush in Q4 2025 and held it in 1 quarter.
Lavelle Capital's Semrush position peaked at $3.79M in Q4 2025.
162 funds tracked by Wall St. Rank held Semrush as of Q1 2026.

Based on Lavelle Capital's 13F filing for Q1 2026, filed 28 May 2026.