RAM
SEMR

RedJay Asset Management’s Semrush SEMR Stock Holding History

RedJay 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
2025
Q1 		– Sell
-800,000
Closed -$9.5M – 45
2024
Q4 		$9.5M Hold
800,000
– – 5.78% 9
2024
Q3 		$12.6M Buy
800,000
+200,000
+33% +$2.79M 6.91% 2
2024
Q2 		$8.03M Buy
600,000
+80,000
+15% +$1.11M 5.1% 11
2024
Q1 		$6.9M Buy
520,000
+230,000
+79% +$2.77M 4.17% 15
2023
Q4 		$3.96M Buy
+290,000
New +$2.86M 3.91% 13

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
SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RedJay Asset Management's SEMR Position: Q1 2025 in Review

RedJay Asset Management sold out of Semrush (SEMR) in Q1 2025, closing a stake of 800,000 shares — an estimated $9.5M sold.

RedJay Asset Management first reported a position in SEMR in Q4 2023 and held it in 5 quarters. The position peaked at $12.6M in Q3 2024. 172 funds tracked by Wall St. Rank hold SEMR as of Q1 2025.

  • RedJay Asset Management reported no remaining Semrush position as of Q1 2025 after selling out during the quarter.
  • RedJay Asset Management sold 800,000 Semrush shares in Q1 2025, an estimated $9.5M.
  • RedJay Asset Management first reported a position in Semrush in Q4 2023 and held it in 5 quarters.
  • RedJay Asset Management's Semrush position peaked at $12.6M in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Semrush as of Q1 2025.

Based on RedJay Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.