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SEMR

Semrush

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 33 (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: 165162 (-3)

Holders
162
Holders Change
-3
Holders Change %
-1.82%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
58
Reduced
47
Closed
33
Calls
$1.25M
Puts
$1.3M
Net Calls
-$56K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
G
1
Greycroft
New York
$107M
GCL
2
Glazer Capital LLC
New York
$75.2M +$65.2M +5,483,367 +675%
Fidelity International
3
Fidelity International
Bermuda
$62.3M +$31.8M +2,673,576 +105%
NAM
4
Nexpoint Asset Management
Texas
$54.9M +$13.4M +1,123,620 +32%
BlackRock
5
BlackRock
New York
$45.5M -$1.73M -145,782 -4%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$44.6M +$44.4M +3,735,948 New
VCM
7
Vanguard Capital Management
Pennsylvania
$31.9M +$31.8M +2,672,069 New
AllianceBernstein
8
AllianceBernstein
Tennessee
$25.5M +$22.3M +1,872,110 +697%
AA
9
AQR Arbitrage
Connecticut
$24.4M +$6.37M +536,225 +36%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$23M -$4.32M -363,640 -16%
OBAM
11
ODDO BHF Asset Management
France
$21.5M +$21.4M +1,800,000 New
Goldman Sachs
12
Goldman Sachs
New York
$21.3M -$1.29M -108,626 -6%
Morgan Stanley
13
Morgan Stanley
New York
$20.6M +$15.1M +1,266,982 +277%
AAM
14
Alpine Associates Management
Florida
$18.9M +$8.37M +704,100 +80%
SFM
15
Soros Fund Management
New York
$17.7M +$2.35M +197,527 +15%
UBS Group
16
UBS Group
Switzerland
$16.7M +$15.4M +1,296,728 +1,244%
State Street
17
State Street
Massachusetts
$16.4M -$1.04M -87,439 -6%
Squarepoint
18
Squarepoint
New York
$14.9M +$14.7M +1,237,337 +10,038%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$14.3M +$3.26M +274,286 +30%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$13.3M -$158K -13,280 -1%
Millennium Management
21
Millennium Management
New York
$13.1M -$947K -79,686 -7%
Verition Fund Management
22
Verition Fund Management
Connecticut
$10.8M +$7.84M +659,419 +265%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$9.44M +$9.17M +771,515 +4,141%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$8.42M +$3.36M +282,764 +67%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.08M +$7.8M +656,020 +3,190%

SEMR Hedge Fund Activity: Q1 2026 in Review

162 of the 8,127 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.