SEMrush Holdings

SEMR • NYSE

SEMrush Holdings is a software - application company in the technology sector on NYSE, led by Oleg Shchegolev, with a market cap of $1.8B. As of Q3 2025, 45% of shares are held by 167 institutional investors, with Greycroft LP as the largest holder at 6.04%.

Chief Executive OfficerOleg Shchegolev

Market Cap$1.8B

Software - Application

Technology

Employees1.4K

Websitesemrush.com

Country

United States of America

Overview

Overview of institutional ownership in SEMR as of Q3 2025 with a market cap of $1.1B

All Institutions

Institutions: 167
Value Held: $478.8M
Shares Held: 67.6M
Avg Position: $2.9M
Median Position: $269.0K

Hedge Funds

Hedge Funds: 34
Value Held: $83.5M
Shares Held: 11.8M
Avg Position: $2.5M
Median Position: $1.1M

Ownership Breakdown

Institutional (non-HF)

37.55%

$395.3M

Hedge Funds

7.93%

$83.5M

Retail & Other

54.53%

$574.1M

Based on market cap of $1.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SEMR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Greycroft LP Venture Capital	Kevin Ryan Gasque CFO	$63.6M 56.45% of portfolio	6.04% 9.0M shares	Q1 2022 Held for 3y 8m	$112.7M
R RUSSIA PARTNERS MANAGEMENT, LLC Private Equity	George William Siguler Chairman	$63.6M 100.00% of portfolio	6.04% 9.0M shares	Q4 2023 Held for 1y 11m	$63.6M
Siguler Guff Advisers, LLC Fund of Funds	George William Siguler Chairman	$51.5M 91.75% of portfolio	4.89% 7.3M shares	Q1 2023 Held for 2y 8m	$56.1M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$42.5M 0.00% of portfolio	4.04% 6.0M shares	Q1 2021 Held for 4y 8m	$6.69T
Cat Rock Capital Management LP Hedge Fund•Long/Short	Alexander Salah Captain CEO	$33.6M 4.14% of portfolio	3.19% 4.7M shares	Q2 2021 Held for 4y 5m	$810.4M
B BlackRock, Inc. Institution	-	$30.9M 0.00% of portfolio	2.94% 4.4M shares	Q2 2021 Held for 4y 5m	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$14.7M 0.00% of portfolio	1.39% 2.1M shares	Q2 2021 Held for 4y 5m	$1.65T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$12.3M 0.00% of portfolio	1.17% 1.7M shares	Q4 2023 Held for 1y 11m	$571.21B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$10.0M 0.00% of portfolio	0.95% 1.4M shares	Q1 2023 Held for 2y 8m	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$9.5M 0.00% of portfolio	0.90% 1.3M shares	Q2 2021 Held for 4y 5m	$2.88T

Net Capital Flow

Institutional buying and selling activity for SEMR in Q3 2025

Traded: −$10.9M
Buyers: 99
Sellers: 80
Total Bought: +$56.8M
Total Sold: −$67.7M
Avg Position: $2.4M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$6.2M +869.5K shares	$14.7M 2.1M shares
Bank of New York Mellon Corp Institution	+$4.2M +588.2K shares	$5.1M 721.4K shares
Topline Capital Management, LLC Hedge Fund•Long/Short	+$3.9M +554.1K shares	$3.9M 554.1K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.3M +460.0K shares	$7.2M 1.0M shares
S S Squared Technology, LLC Hedge Fund•Long/Short	+$3.0M +418.7K shares	$3.0M 418.7K shares
VANGUARD GROUP INC Institution	+$2.9M +405.6K shares	$42.5M 6.0M shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$2.7M +382.8K shares	$4.7M 667.5K shares
D D. E. Shaw & Co., Inc. Institution	+$2.7M +382.5K shares	$3.0M 417.2K shares
Numerai GP LLC Hedge Fund•Quant	+$2.4M +335.2K shares	$2.6M 369.3K shares
Voleon Capital Management LP Hedge Fund•Quant	+$2.1M +291.9K shares	$2.1M 291.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
Dorsey Asset Management, LLC Hedge Fund•Value	−$20.7M −2.3M shares	Sold Off 0 shares
NEXT CENTURY GROWTH INVESTORS LLC Long Only Manager	−$7.0M −776.0K shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$6.9M −765.3K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$6.5M −915.8K shares	$1.7M 241.2K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$3.0M −423.0K shares	$1.3M 177.5K shares
Meros Investment Management, LP Long Only Manager	−$2.3M −257.4K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.9M −269.6K shares	$1.3M 182.7K shares
J Jump Financial, LLC Institution	−$1.3M −185.4K shares	$930.0K 131.4K shares
Cat Rock Capital Management LP Hedge Fund•Long/Short	−$1.3M −184.3K shares	$33.6M 4.7M shares
D DARK FOREST CAPITAL MANAGEMENT LP Pension/Endowment	−$980.6K −138.5K shares	$210.2K 29.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SEMR in Q3 2025

New Positions: 19
New Value: $7.1M
Exited Positions: 31
Exited Value: $43.9M

New Positions

Institution	Position Value
S S Squared Technology, LLC Hedge Fund•Long/Short	$3.0M 418.7K shares
Voleon Capital Management LP Hedge Fund•Quant	$2.1M 291.9K shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	$348.3K 49.2K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	$337.5K 47.7K shares
W Williams & Novak, LLC Institution	$263.8K 37.3K shares
C Clarity Financial LLC Institution	$169.9K 24.0K shares
L LPL Financial LLC Institution	$151.8K 21.4K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$146.3K 20.7K shares
LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth	$144.8K 20.5K shares
Integrated Wealth Concepts LLC RIA/Wealth	$143.7K 20.3K shares

Exited Positions

Institution	Previous Position
Dorsey Asset Management, LLC Hedge Fund•Value	$20.7M 2.3M shares
NEXT CENTURY GROWTH INVESTORS LLC Long Only Manager	$7.0M 776.0K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$6.9M 765.3K shares
Meros Investment Management, LP Long Only Manager	$2.3M 257.4K shares
FORMULA GROWTH LTD Hedge Fund•Long/Short	$678.8K 75.0K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$675.1K 74.6K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$655.0K 72.4K shares
IEQ CAPITAL, LLC RIA/Wealth	$614.0K 67.8K shares
M Man Group plc Institution	$530.9K 58.7K shares
Archon Capital Management LLC Hedge Fund•Long/Short	$510.2K 56.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SEMR as of Q3 2025

Call Positions: 4
Call Value: $326.4K
Put Positions: 4
Put Value: $1.0M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$272.6K 385.0 contracts
Walleye Trading LLC RIA/Wealth	$53.8K 76.0 contracts
Private Capital Management, LLC RIA/Wealth	- - contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$786.6K 1.1K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$179.1K 253.0 contracts
Walleye Trading LLC RIA/Wealth	$77.9K 110.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.4K 2.0 contracts

Most Committed Institutions

Institutions with SEMR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R RUSSIA PARTNERS MANAGEMENT, LLC Private Equity	George William Siguler Chairman	100.00% $63.6M	6.04% 9.0M shares	Q4 2023 Held for 1y 11m	$63.6M
Siguler Guff Advisers, LLC Fund of Funds	George William Siguler Chairman	91.75% $51.5M	4.89% 7.3M shares	Q1 2023 Held for 2y 8m	$56.1M
Greycroft LP Venture Capital	Kevin Ryan Gasque CFO	56.45% $63.6M	6.04% 9.0M shares	Q1 2022 Held for 3y 8m	$112.7M
Cat Rock Capital Management LP Hedge Fund•Long/Short	Alexander Salah Captain CEO	4.14% $33.6M	3.19% 4.7M shares	Q2 2021 Held for 4y 5m	$810.4M
S S Squared Technology, LLC Hedge Fund•Long/Short	Kenneth A Goldblatt Managing Partner	1.13% $3.0M	0.28% 418.7K shares	Q3 2025 Held for 2 months	$263.0M
Topline Capital Management, LLC Hedge Fund•Long/Short	Collin Mcbirney Managing Partner	0.75% $3.9M	0.37% 554.1K shares	Q4 2024 Held for 11 months	$523.6M
C CEERA INVESTMENTS, LLC RIA/Wealth	Rajesh Chelapurath President	0.74% $2.3M	0.22% 330.2K shares	Q2 2023 Held for 2y 5m	$315.3M
Y Yorktown Management & Research Co Inc Institution	-	0.68% $849.6K	0.08% 120.0K shares	Q2 2025 Held for 5 months	$125.4M
Numerai GP LLC Hedge Fund•Quant	Richard Malone Craib CEO	0.37% $2.6M	0.25% 369.3K shares	Q2 2025 Held for 5 months	$707.9M
W Williams & Novak, LLC Institution	-	0.20% $263.8K	0.03% 37.3K shares	Q3 2025 Held for 2 months	$130.0M