Vault-13

SEMRUSH HLDGS INC SEMR

CL A COM · Common Stock · CUSIP 81686C104 · ISIN US81686C1045

1 institutional holders -161 vs Q1 2026
2,0002.0k shares reported held*
$24.0kreported value*
0 new 0 added 1 reduced 152 sold out net sold ≈ $854.1m (-71.2m 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 ≈ $12.00.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 72Q4 22: 78Q1 23: 91Q2 23: 92Q3 23: 93Q4 23: 112Q1 24: 126Q2 24: 147Q3 24: 152Q4 24: 168Q1 25: 174Q2 25: 172Q3 25: 169Q4 25: 165Q1 26: 162Q2 26: 11Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202272
Q4 202278
Q1 202391
Q2 202392
Q3 202393
Q4 2023112
Q1 2024126
Q2 2024147
Q3 2024152
Q4 2024168
Q1 2025174
Q2 2025172
Q3 2025169
Q4 2025165
Q1 2026162
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 82 bought or addedQ3 24: 68 cut or sold outQ4 24: 104 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 105 bought or addedQ1 25: 71 cut or sold outQ2 25: 114 bought or addedQ2 25: 63 cut or sold outQ2 25Q3 25: 96 bought or addedQ3 25: 86 cut or sold outQ4 25: 83 bought or addedQ4 25: 111 cut or sold outQ4 25Q1 26: 84 bought or addedQ1 26: 79 cut or sold outQ2 26: 0 bought or addedQ2 26: 153 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248268
Q4 202410457
Q1 202510571
Q2 202511463
Q3 20259686
Q4 202583111
Q1 20268479
Q2 20260153

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $433.2kQ3 25 puts: $1.1mQ3 25P/C 2.44Q4 25 calls: $1.2mQ4 25 puts: $1.1mQ4 25P/C 0.89Q1 26 calls: $1.2mQ1 26 puts: $1.3mQ1 26P/C 1.04Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$433.2k$1.1m2.44
Q4 2025$1.2m$1.1m0.89
Q1 2026$1.2m$1.3m1.04
Q2 2026$0$0—

Biggest buyers

None

Biggest sellers

GREYCROFT LP Sold out -8,983,900-9.0m
GLAZER CAPITAL, LLC Sold out -6,295,406-6.3m
FIL Ltd Sold out -5,213,576-5.2m
NEXPOINT ASSET MANAGEMENT, L.P. Sold out -4,597,870-4.6m
BlackRock, Inc. Sold out -3,809,781-3.8m
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -3,735,948-3.7m
VANGUARD CAPITAL MANAGEMENT LLC Sold out -2,672,069-2.7m
ALLIANCEBERNSTEIN L.P. Sold out -2,140,809-2.1m
AQR Arbitrage LLC Sold out -2,045,903-2.0m
Qube Research & Technologies Ltd Sold out -1,925,168-1.9m

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.

HolderStakeChangeShares Last filed
Shchegolev Oleg 13G · exempt (held before listing) -1.8 pts · filed 2025-08-11 33.2% -1.8 pts 49.4m 2025-08-11
Melnikov Dmitry 13G · exempt (held before listing) -2.0 pts · filed 2025-05-14 17.8% -2.0 pts 26.3m 2025-05-14
GLAZER CAPITAL, LLC 13G · passive investor new · filed 2026-04-17 5.6% new 7.3m 2026-04-17

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,0002.0k $24.0k $24.0k 0.00% Reduced -10 -10