Semrush
SEMR
SEMR was delisted on the 27th of April, 2026.
165 hedge funds and large institutions have $766M invested in Semrush in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 55 closing their positions.
60% more capital invested
Capital invested by funds: $479M → $766M (+$287M)
12% more call options, than puts
Call options by funds: $1.2M | Put options by funds: $1.07M
2% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 55
2% less funds holding
Funds holding: 169 → 165 (-4)
2.68% less ownership
Funds ownership: 52.96% → 50.28% (-2.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$32.5M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$23.8M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$20.9M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$14.1M |
| 5 |
SFM
Soros Fund Management
New York
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
-$33.6M |
| 2 |
Morgan Stanley
New York
|
-$15.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.56M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$6.03M |
SEMR Hedge Fund Activity: Q4 2025 in Review
165 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Semrush (SEMR) for Q4 2025, worth a combined $766M — up 60% from $479M a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of SEMR and 54 opened new positions — a net loss of 1 holder — while 56 trimmed existing stakes and 40 added.
The largest buyer was Nexpoint Asset Management, opening a new position worth an estimated $32.5M. The largest seller was Cat Rock Capital Management, exiting entirely with an estimated $33.6M sold.
- 165 institutional investors held Semrush (SEMR) as of Q4 2025, down from 169 in Q3 2025.
- Funds reported $766M of Semrush stock for Q4 2025, up 60% quarter-over-quarter.
- 54 funds opened new Semrush positions in Q4 2025 and 55 closed out, a net change of -1 holder.
- The largest Semrush buyer in Q4 2025 was Nexpoint Asset Management, an estimated $32.5M added.
- The largest Semrush seller in Q4 2025 was Cat Rock Capital Management, an estimated $33.6M sold.
Based on aggregated 13F filings for Q4 2025.