§ TECHNOLOGY
USD · TechnologySEMR
SEMRUSH HOLDINGS INC-A
USDSector · TechnologyBeta · 1.03
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
0 increased/new, 1 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 6.15 | EPS (TTM) | -0.13 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| GREYCROFT LP | 9.0M | 73.3% | ±0% |
| FIL Ltd | 5.2M | 0.0% | +105% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 4.6M | 3.7% | +32% |
| BlackRock | 3.8M | 0.0% | −4% |
| Vanguard Portfolio Management | 3.7M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SEMR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER48.1% · 0 holders
OTHER31.3% · 103 holders
QUALITY / COMPOUNDER6.9% · 11 holders
DEALER / BANK5.8% · 21 holders
PASSIVE / INDEX3.6% · 8 holders
SYSTEMATIC / QUANT2.0% · 7 holders
TACTICAL / MACRO1.9% · 5 holders
ACTIVIST0.2% · 1 holder
INCOME / DEFENSIVE0.1% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SEMR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SEMR yet.