Semrush
SEMR
SEMR was delisted on the 27th of April, 2026.
162 hedge funds and large institutions have $889M invested in Semrush in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 33 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 47
16% more capital invested
Capital invested by funds: $766M → $889M (+$123M)
6.84% more ownership
Funds ownership: 50.28% → 57.12% (+6.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 33
4% less call options, than puts
Call options by funds: $1.25M | Put options by funds: $1.3M
2% less funds holding
Funds holding: 165 → 162 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
+$65.2M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$31.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$22.3M |
| 4 |
OBAM
ODDO BHF Asset Management
Paris,
France
|
+$21.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCP
RPM Capital Partners
New York
|
-$107M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.33M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.3M |
| 4 |
Bank of New York Mellon
New York
|
-$6.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.95M |
SEMR Hedge Fund Activity: Q1 2026 in Review
162 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Semrush (SEMR) for Q1 2026, worth a combined $889M — up 16% from $766M a quarter earlier.
Fund positioning in SEMR was balanced in Q1 2026: 33 funds opened new positions, 33 closed out, 58 added to existing stakes and 47 trimmed.
The largest buyer was Glazer Capital LLC, adding an estimated $65.2M. The largest seller was RPM Capital Partners, exiting entirely with an estimated $107M sold.
- 162 institutional investors held Semrush (SEMR) as of Q1 2026, down from 165 in Q4 2025.
- Funds reported $889M of Semrush stock for Q1 2026, up 16% quarter-over-quarter.
- 33 funds opened new Semrush positions in Q1 2026 and 33 closed out, a net change of 0 holders.
- The largest Semrush buyer in Q1 2026 was Glazer Capital LLC, an estimated $65.2M added.
- The largest Semrush seller in Q1 2026 was RPM Capital Partners, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2026.