Semrush
SEMR
SEMR was delisted on the 27th of April, 2026.
111 hedge funds and large institutions have $778M invested in Semrush in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
101% more capital invested
Capital invested by funds: $387M → $778M (+$391M)
70% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 23
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
22% more call options, than puts
Call options by funds: $593K | Put options by funds: $485K
22% more funds holding
Funds holding: 91 → 111 (+20)
9.32% more ownership
Funds ownership: 38.24% → 47.56% (+9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIPM
G2 Investment Partners Management
New York
|
+$7.66M |
| 2 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$3.54M |
| 3 |
Morgan Stanley
New York
|
+$3.23M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.19M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancient Art
Austin,
Texas
|
-$9.22M |
| 2 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
-$4.46M |
| 3 |
DAM
Dorsey Asset Management
Chicago,
Illinois
|
-$2.24M |
| 4 |
Millennium Management
New York
|
-$724K |
| 5 |
Renaissance Technologies
New York
|
-$640K |
SEMR Hedge Fund Activity: Q4 2023 in Review
111 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Semrush (SEMR) for Q4 2023, worth a combined $778M — up 101% from $387M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SEMR positions and 13 closed out — a net gain of 22 holders — while 39 added to existing stakes and 23 trimmed.
The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $7.66M. The largest seller was Ancient Art, cutting an estimated $9.22M.
- 111 institutional investors held Semrush (SEMR) as of Q4 2023, up from 91 in Q3 2023.
- Funds reported $778M of Semrush stock for Q4 2023, up 101% quarter-over-quarter.
- 35 funds opened new Semrush positions in Q4 2023 and 13 closed out, a net change of +22 holders.
- The largest Semrush buyer in Q4 2023 was G2 Investment Partners Management, an estimated $7.66M added.
- The largest Semrush seller in Q4 2023 was Ancient Art, an estimated $9.22M sold.
Based on aggregated 13F filings for Q4 2023.