SEMRUSH HLDGS INC SEMR
CL A COM · Common Stock · CUSIP 81686C104 · ISIN US81686C1045
92
institutional holders
+1 vs Q1 2023
46.9m
shares reported held*
$449.4mreported value*
22 new
31 added
24 reduced
22 sold out
net bought ≈ $39.2m (+4.1m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.57. Options: 4 managers hold calls ($59.2k notional), 2 hold puts ($190.4k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 72 |
| Q4 2022 | 78 |
| Q1 2023 | 91 |
| Q2 2023 | 92 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 39 | 31 |
| Q1 2023 | 61 | 35 |
| Q2 2023 | 53 | 46 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $22.0k | $1.0k | 0.05 |
| Q4 2022 | $1.0k | $0 | 0.00 |
| Q1 2023 | $345.3k | $114.5k | 0.33 |
| Q2 2023 | $59.2k | $190.4k | 3.22 |
Biggest buyers
| VANGUARD GROUP INC | Added | +2.4m |
| BlackRock Inc. | Added | +2.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +609.4k |
| STATE STREET CORP | Added | +372.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +310.3k |
| Whetstone Capital Advisors, LLC | Added | +217.3k |
| NORTHERN TRUST CORP | Added | +216.2k |
| SkyView Investment Advisors, LLC | Added | +156.2k |
| Nuveen Asset Management, LLC | New | +131.5k |
| OneDigital Investment Advisors LLC | Added | +126.5k |
Biggest sellers
| MORGAN STANLEY | Reduced | -504.9k |
| CITADEL ADVISORS LLC | Reduced | -460.9k |
| Advantage Alpha Capital Partners LP | Sold out | -350.7k |
| Dorsey Asset Management, LLC | Reduced | -329.0k |
| Metavasi Capital LP | Sold out | -284.9k |
| HRT FINANCIAL LP | Sold out | -192.5k |
| D. E. Shaw & Co., Inc. | Reduced | -152.6k |
| MARSHALL WACE, LLP | Reduced | -137.7k |
| CITIGROUP INC | Reduced | -131.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -108.9k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $31.6k3.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.0k2.0k shares |
| GROUP ONE TRADING LLC | New | $8.6k900 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $190.4k19.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Shchegolev Oleg 13G · exempt (held before listing) -1.8 pts · filed 2025-08-11 | 33.2% |
| Melnikov Dmitry 13G · exempt (held before listing) -2.0 pts · filed 2025-05-14 | 17.8% |
| GLAZER CAPITAL, LLC 13G · passive investor new · filed 2026-04-17 | 5.6% |
Fell to 5% or below in the last year: Siguler Guff Advisers, LLC (0.0%, 2026-04-14), SEMR Holdings Ltd. (0.0%, 2026-04-14)
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| GREYCROFT LP 98.34% of their portfolio | 10.5m $100.3m | Unchanged |
| CAT ROCK CAPITAL MANAGEMENT LP 11.16% of their portfolio | 8.5m $80.9m | Added +62.0k |
| Siguler Guff Advisers, LLC 30.81% of their portfolio | 7.3m $69.6m | Added +50 |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.3m $41.4m | Added +2.4m |
| Ancient Art, L.P. 7.41% of their portfolio | 3.7m $35.0m | Added +100.0k |
| BlackRock Inc. 0.00% of their portfolio | 3.4m $32.5m | Added +2.0m |
| Dorsey Asset Management, LLC 3.83% of their portfolio | 3.0m $28.9m | Reduced -329.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 878.3k $8.4m | Added +609.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 646.3k $6.2m | Added +310.3k |
| STATE STREET CORP 0.00% of their portfolio | 540.3k $5.2m | Added +372.1k |
| Whetstone Capital Advisors, LLC 2.80% of their portfolio | 524.2k $5.0m | Added +217.3k |
| MORGAN STANLEY 0.00% of their portfolio | 329.9k $3.2m | Reduced -504.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 294.8k $2.8m | Added +216.2k |
| SkyView Investment Advisors, LLC 0.49% of their portfolio | 199.0k $2.0m | Added +156.2k |
| FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio | 178.9k $1.7m | Reduced -4.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 154.6k $1.5m | Reduced -108.9k |
| OneDigital Investment Advisors LLC 0.03% of their portfolio | 154.4k $1.5m | Added +126.5k |
| KB FINANCIAL PARTNERS, LLC 0.41% of their portfolio | 154.4k $1.5m | Added +126.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 131.5k $1.3m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 109.2k $1.0m | Added +15.9k |
| HAMILTON LANE ADVISORS LLC 0.21% of their portfolio | 97.7k $934.3k | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 95.8k $916.4k | Reduced -137.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 92.9k $889.2k | Added +73.0k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 91.6k $876.6k | Reduced -41.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 88.8k $850.3k | Added +71.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 86.6k $828.8k | Reduced -46.9k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 84.3k $806.3k | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 81.0k $774.9k | Added +47.2k |
| Swiss National Bank 0.00% of their portfolio | 77.3k $739.8k | Reduced -7.4k |
| WEALTHSOURCE PARTNERS, LLC 0.05% of their portfolio | 75.6k $723.4k | Added +58.5k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio | 70.0k $669.9k | Reduced -80.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 61.0k $584.0k | New |
| CEERA INVESTMENTS, LLC 0.31% of their portfolio | 57.0k $545.1k | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 56.8k $543.6k | Reduced -68.8k |
| BARCLAYS PLC 0.00% of their portfolio | 51.8k $496.1k | Added +6.4k |
| Vanderbilt University 0.12% of their portfolio | 47.8k $457.7k | Reduced -23.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 43.1k $412.6k | Reduced -152.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 41.7k $398.7k | Added +7.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 41.0k $411.9k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.2k $327.7k | New |
| Jump Financial, LLC 0.01% of their portfolio | 33.3k $318.7k | Reduced -21.9k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.03% of their portfolio | 32.2k $308.4k | Added +9.9k |
| Veritable, L.P. 0.00% of their portfolio | 32.0k $306.2k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 31.0k $296.7k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 30.5k $291.8k | Added +579 |
| Legal & General Group Plc 0.00% of their portfolio | 27.7k $265.1k | Added +14.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 24.5k $234.5k | Added +2.7k |
| Lombard Odier Asset Management (USA) Corp 0.03% of their portfolio | 24.2k $231.2k | Added +5.7k |
| UBS Group AG 0.00% of their portfolio | 23.0k $220.1k | Added +14.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 19.9k $190.7k | Added +9.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 18.8k $179.9k | Added +5.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 18.7k $179.3k | Reduced -76 |
| Trexquant Investment LP 0.00% of their portfolio | 17.4k $167.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 17.2k $165.0k | New |
| Invesco Ltd. 0.00% of their portfolio | 17.2k $164.8k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 16.4k $156.8k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.3k $155.9k | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 16.0k $153.1k | Reduced -2.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 15.5k $148.5k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 15.1k $144.4k | New |
| Man Group plc 0.00% of their portfolio | 14.9k $142.4k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 14.6k $139.5k | Added +13.6k |
| Walleye Capital LLC 0.00% of their portfolio | 13.3k $127.3k | Reduced -37.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 13.3k $126.9k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 13.0k $125.4k | Added +2.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 12.9k $123.5k | New |
| INGALLS & SNYDER LLC 0.01% of their portfolio | 12.5k $120.0k | Reduced -400 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 12.4k $118.4k | New |
| First Capital Advisors Group, LLC. 0.06% of their portfolio | 12.1k $115.6k | Reduced -139 |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 11.8k $112.7k | Unchanged |
| ANTIPODES PARTNERS Ltd 0.00% of their portfolio | 11.4k $108.0k | Reduced -231 |
| CITIGROUP INC 0.00% of their portfolio | 10.5k $100.2k | Reduced -131.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 10.5k $100.2k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.3k $98.9k | Reduced -460.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 10.1k $96.8k | Reduced -14.2k |
| Sandy Cove Advisors, LLC 0.05% of their portfolio | 10.0k $95.7k | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.01% of their portfolio | 6.5k $61.9k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 4.8k $45.0k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 4.2k $39.0k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.6k $24.8k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.0k $20.0k | Added +1.9k |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 1.8k $17.1k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 939 $9.0k | Reduced -14.6k |
| Fairfield Financial Advisors, LTD 0.00% of their portfolio | 700 $6.7k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 500 $4.8k | Unchanged |
| AllSquare Wealth Management LLC 0.00% of their portfolio | 235 $1.7k | Unchanged |
| FMR LLC 0.00% of their portfolio | 191 $1.8k | Reduced -7.6k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 180 $1.7k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 154 $1.5k | Unchanged |
| Bogart Wealth, LLC 0.00% of their portfolio | 44 $421 | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 28 $268 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |