NAM
SEMR

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
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

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
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
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

Nexpoint Asset Management's SEMR Position: Q1 2026 in Review

Nexpoint Asset Management increased its Semrush (SEMR) stake by 32% in Q1 2026, buying an estimated $13.4M and bringing the position to 4,597,870 shares worth $54.9M. The position accounts for 3.68% of the portfolio, ranked #10.

Nexpoint Asset Management first reported a position in SEMR in Q4 2025 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold SEMR as of Q1 2026.

  • Nexpoint Asset Management held 4,597,870 shares of Semrush worth $54.9M as of Q1 2026.
  • Nexpoint Asset Management bought 1,123,620 Semrush shares in Q1 2026, an estimated $13.4M.
  • Semrush made up 3.68% of Nexpoint Asset Management's portfolio in Q1 2026, its #10 holding.
  • Nexpoint Asset Management first reported a position in Semrush in Q4 2025 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Semrush as of Q1 2026.

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