PCM
SEMR

Polymer Capital Management’s Semrush SEMR Stock Holding History

Polymer 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
2025
Q4 		– Sell
-14,927
Closed -$106K – 967
2025
Q3 		$106K Buy
14,927
+2,255
+18% +$18.4K 0.01% 729
2025
Q2 		$115K Sell
12,672
-6,393
-34% -$61.9K 0.01% 580
2025
Q1 		$178K Buy
19,065
+8,906
+88% +$121K 0.05% 445
2024
Q4 		$121K Buy
+10,159
New +$136K 0.03% 334

Other funds holding SEMR

G
Greycroft New York $146M AUM 1.94% 1-Year Est. Return
RCP
RPM Capital Partners New York $6.9M AUM 20.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polymer Capital Management's SEMR Position: Q4 2025 in Review

Polymer Capital Management sold out of Semrush (SEMR) in Q4 2025, closing a stake of 14,927 shares — an estimated $106K sold.

Polymer Capital Management first reported a position in SEMR in Q4 2024 and held it in 4 quarters. The position peaked at $178K in Q1 2025. 165 funds tracked by Wall St. Rank hold SEMR as of Q4 2025.

  • Polymer Capital Management reported no remaining Semrush position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 14,927 Semrush shares in Q4 2025, an estimated $106K.
  • Polymer Capital Management first reported a position in Semrush in Q4 2024 and held it in 4 quarters.
  • Polymer Capital Management's Semrush position peaked at $178K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Semrush as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.