Nexpoint Asset Management’s Semrush SEMR Stock Holding History

Nexpoint 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
2026 Q2	–	Sell	-4,597,870	Closed	-$54.9M	–	99
2026 Q1	$54.9M	Buy	4,597,870 +1,123,620	+32%	+$13.4M	3.68%	10
2025 Q4	$41.3M	Buy	+3,474,250	New	+$32.5M	2.88%	14

Other funds holding SEMR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nexpoint Asset Management's SEMR Position: Q2 2026 in Review

Nexpoint Asset Management sold out of Semrush (SEMR) in Q2 2026, closing a stake of 4,597,870 shares — an estimated $54.9M sold.

Nexpoint Asset Management first reported a position in SEMR in Q4 2025 and held it in 2 quarters. The position peaked at $54.9M in Q1 2026. 1 fund tracked by Wall St. Rank holds SEMR as of Q2 2026.

Nexpoint Asset Management reported no remaining Semrush position as of Q2 2026 after selling out during the quarter.
Nexpoint Asset Management sold 4,597,870 Semrush shares in Q2 2026, an estimated $54.9M.
Nexpoint Asset Management first reported a position in Semrush in Q4 2025 and held it in 2 quarters.
Nexpoint Asset Management's Semrush position peaked at $54.9M in Q1 2026.
1 fund tracked by Wall St. Rank held Semrush as of Q2 2026.

Based on Nexpoint Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.