SEMR
SEMrush Holdings, Inc.
No data for this timeframe.
Vol
Inst. Holders50 funds
Inst. Value$405.7M
Inst. Activity14 buys / 8 sells
Insider Activity2B / 4S
Insider Net $-$8.8M
SEC Reports5
Recent Activity
Jun 11, 2026
SEC
Four mega-passive institutional investors (Morgan Stanley, T. Rowe Price, Wells Fargo, Invesco) increased their SEMR pos
INST-CLUSTER — Impact 3/10
May 8, 2026
SEC
Semrush Holdings, Inc. filed a Form 15-12G to terminate its SEC registration and suspend reporting obligations, effectiv
15-12G — Impact 8/10
Apr 28, 2026
SEC
SEMrush Holdings, Inc. (SEMR) has been acquired by Adobe Inc. in an all-cash merger. Each share of SEMR Class A Common S
25-NSE — Impact 9/10
Apr 28, 2026
Insider
Vranesh Mark disposed of 116,693 shares
Director @ $12.00 ($1.4M)
Apr 28, 2026
Insider
Vranesh Mark disposed of 110,700 shares
Director
Apr 28, 2026
Insider
Aldrich Steven disposed of 56,886 shares
Director @ $12.00 ($682.6K)
Inst.
FIL Ltd — DOUBLED
5,213,576 shares ($62.3M)
Inst.
MORGAN STANLEY — DOUBLED
1,724,371 shares ($20.6M)
Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$12.00 (Nov 2025)
Current $12.00
Low $12.00
Median $12.00
High $12.00
3 analysts
$12.00
$12.00
Analyst Ratings
0Strong Buy
0Buy
7Hold
1Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Nov 20, 2025 | Jefferies | DOWNGRADE | Buy → Hold |
| Nov 19, 2025 | Keybanc | DOWNGRADE | Overweight → Sector Weight |
| Nov 19, 2025 | Needham | DOWNGRADE | Buy → Hold |
| Aug 6, 2025 | Goldman Sachs | MAINTAIN | Neutral → Neutral |
| Aug 6, 2025 | Morgan Stanley | DOWNGRADE | Overweight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.10 ▲ +5.6% | $0.08 — $0.10 | 411% YoY | 4 |
| Next Q | $0.10 ▼ -2.5% | $0.08 — $0.11 | 49% YoY | 4 |
| Current FY | $0.41 ▼ -2.9% | $0.36 — $0.43 | 5% YoY | 5 |
| Next FY | $0.52 | $0.45 — $0.60 | 29% YoY | 4 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Four mega-passive institutional investors (Morgan Stanley, T. Rowe Price, Wells Fargo, Invesco) increased their SEMR pos
Jun 11, 2026
NEUTRAL
15-12G
8/10
Semrush Holdings, Inc. filed a Form 15-12G to terminate its SEC registration and suspend reporting obligations, effectiv
May 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FIL Ltd | $62.3M | DOUBLED |
| BlackRock, Inc. | $45.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $44.6M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $31.9M | — |
| ALLIANCEBERNSTEIN L.P. | $25.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 28, 2026 | Vranesh Mark | D | $1.4M |
| Apr 28, 2026 | Vranesh Mark | D | $0.00 |
| Apr 28, 2026 | Aldrich Steven | D | $682.6K |
| Apr 28, 2026 | Baird Anna | D | $534.2K |
| Apr 28, 2026 | BLAKE KATRYN | D | $820.7K |
50 institutional holders with $405.7M total value (33,983,612 shares) as of 2026-Q1. Top holders: FIL, BlackRock,, VANGUARD. Net buying activity: 14 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FIL Ltd | 5,213,576 | $62.3M | 15.3% | DOUBLED +105.3% |
| 2 | BlackRock, Inc. | 3,809,781 | $45.5M | 11.2% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,735,948 | $44.6M | 11.0% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2,672,069 | $31.9M | 7.9% | — |
| 5 | ALLIANCEBERNSTEIN L.P. | 2,140,809 | $25.5M | 6.3% | — |
| 6 | GOLDMAN SACHS GROUP INC | 1,782,171 | $21.3M | 5.2% | — |
| 7 | MORGAN STANLEY | 1,724,371 | $20.6M | 5.1% | DOUBLED +277.0% |
| 8 | SOROS FUND MANAGEMENT LLC | 1,482,627 | $17.7M | 4.4% | NEW |
| 9 | STATE STREET CORP | 1,369,797 | $16.4M | 4.0% | — |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,198,323 | $14.3M | 3.5% | ADD +29.7% |
| 11 | Verition Fund Management LLC | 908,419 | $10.8M | 2.7% | DOUBLED +264.8% |
| 12 | JANUS HENDERSON GROUP PLC | 790,144 | $9.4M | 2.3% | DOUBLED +4141.5% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 705,355 | $8.4M | 2.1% | — |
| 14 | Allianz Asset Management GmbH | 633,400 | $7.6M | 1.9% | — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 610,889 | $7.3M | 1.8% | TRIM -50.1% |
| 16 | TORONTO DOMINION BANK | 562,300 | $6.7M | 1.7% | ADD +37.1% |
| 17 | GABELLI FUNDS LLC | 510,100 | $6.1M | 1.5% | DOUBLED +131.7% |
| 18 | Capula Management Ltd | 488,521 | $5.8M | 1.4% | DOUBLED +415.9% |
| 19 | MARSHALL WACE, LLP | 471,571 | $5.6M | 1.4% | — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 384,336 | $4.6M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FIL Ltd | DOUBLED | 2,540,000 | 5,213,576 | +105.3% | $62.3M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 457,389 | 1,724,371 | +277.0% | $20.6M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 924,037 | 1,198,323 | +29.7% | $14.3M | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 249,000 | 908,419 | +264.8% | $10.8M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | DOUBLED | 18,629 | 790,144 | +4141.5% | $9.4M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,224,967 | 610,889 | -50.1% | $7.3M | 2026-Q1 |
| TORONTO DOMINION BANK | ADD | 410,200 | 562,300 | +37.1% | $6.7M | 2026-Q1 |
| GABELLI FUNDS LLC | DOUBLED | 220,200 | 510,100 | +131.7% | $6.1M | 2026-Q1 |
| Capula Management Ltd | DOUBLED | 94,690 | 488,521 | +415.9% | $5.8M | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 30,000 | 314,211 | +947.4% | $3.8M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 833,959 | 217,771 | -73.9% | $2.6M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 407,760 | 173,777 | -57.4% | $2.1M | 2026-Q1 |
| LMR Partners LLP | DOUBLED | 47,350 | 148,444 | +213.5% | $1.8M | 2026-Q1 |
| Nuveen, LLC | NEAR_EXIT | 423,613 | 93,041 | -78.0% | $1.1M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 27,371 | 74,888 | +173.6% | $894.2K | 2026-Q1 |
| Rockefeller Capital Management L.P. | NEAR_EXIT | 194,374 | 35,483 | -81.7% | $423.7K | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 39,012 | 24,052 | -38.3% | $287.2K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 25,770 | 14,174 | -45.0% | $169.2K | 2026-Q1 |
| FMR LLC | ADD | 7,271 | 10,939 | +50.4% | $130.6K | 2026-Q1 |
| GROUP ONE TRADING LLC | TRIM | 14,010 | 6,554 | -53.2% | $78.3K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 1,433 | 4,833 | +237.3% | $57.7K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 229 | 468 | +104.4% | $5.6K | 2026-Q1 |
| FIL Ltd | NEW | — | 2,540,000 | — | $30.2M | 2025-Q4 |
| SOROS FUND MANAGEMENT LLC | NEW | — | 1,285,100 | — | $15.3M | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 586,450 | 924,037 | +57.6% | $11.0M | 2025-Q4 |
13 unique insiders with 34 transactions. Net insider value: -$8.8M ($0.00 bought, $8.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 28, 2026 | Vranesh Mark | Director | D | 116,693 | $12.00 | $1.4M |
| Apr 28, 2026 | Vranesh Mark | Director | D | 110,700 | — | — |
| Apr 28, 2026 | Aldrich Steven | Director | D | 56,886 | $12.00 | $682.6K |
| Apr 28, 2026 | Baird Anna | Director | D | 44,518 | $12.00 | $534.2K |
| Apr 28, 2026 | BLAKE KATRYN | Director | D | 68,393 | $12.00 | $820.7K |
| Apr 28, 2026 | BLAKE KATRYN | Director | D | 60,000 | — | — |
| Apr 28, 2026 | TSAY CAROLINE J | Director | D | 44,389 | $12.00 | $532.7K |
| Apr 28, 2026 | Pearce Dylan | Director | D | 58,463 | $12.00 | $701.6K |
| Apr 28, 2026 | Melnikov Dmitry | Director | D | 2,680,916 | $12.00 | $32.2M |
| Apr 28, 2026 | Melnikov Dmitry | Director | D | 119,426 | — | — |
| Apr 28, 2026 | Wagner William Raymond | Chief Executive Officer | D | 1,630,097 | $12.00 | $19.6M |
| Apr 28, 2026 | Melnikov Dmitry | Director | D | 7,387,995 | $12.00 | $88.7M |
| Apr 28, 2026 | Mason David W | Chief Legal Officer | D | 271,248 | $12.00 | $3.3M |
| Apr 28, 2026 | Mason David W | Chief Legal Officer | D | 144,717 | — | — |
| Apr 28, 2026 | Shchegolev Oleg | Chief Technology Officer | D | 7,167,655 | $12.00 | $86.0M |
| Apr 28, 2026 | Shchegolev Oleg | Chief Technology Officer | D | 238,853 | — | — |
| Apr 28, 2026 | Shchegolev Oleg | Chief Technology Officer | D | 2,000,000 | $12.00 | $24.0M |
| Apr 28, 2026 | Levin Eugenie | President | D | 577,985 | $12.00 | $6.9M |
| Apr 28, 2026 | Levin Eugenie | President | D | 95,541 | — | — |
| Apr 28, 2026 | Levin Eugenie | President | D | 1,149,408 | $12.00 | $13.8M |
| Apr 28, 2026 | Mulroy Brian | Chief Financial Officer | D | 1,015,576 | $12.00 | $12.2M |
| Apr 28, 2026 | Mulroy Brian | Chief Financial Officer | D | 222,816 | — | — |
| Apr 28, 2026 | Warden Andrew | Chief Marketing Officer | D | 338,902.89 | $12.00 | $4.1M |
| Apr 28, 2026 | Warden Andrew | Chief Marketing Officer | D | 113,732 | — | — |
| Apr 10, 2026 | Mulroy Brian | Chief Financial Officer | TAX W/H | 3,941 | $11.94 | $47.1K |
| Apr 1, 2026 | Shchegolev Oleg | Chief Technology Officer | TAX W/H | 6,533 | $11.96 | $78.1K |
| Apr 1, 2026 | Levin Eugenie | President | TAX W/H | 2,727 | $11.96 | $32.6K |
| Apr 1, 2026 | Warden Andrew | Chief Marketing Officer | TAX W/H | 2,801 | $11.96 | $33.5K |
| Mar 13, 2026 | Levin Eugenie | President | SELL | 404,249 | $11.91 | $4.8M |
| Mar 9, 2026 | Shchegolev Oleg | Chief Technology Officer | SELL | 200,000 | $11.93 | $2.4M |
| Mar 5, 2026 | Mason David W | Chief Legal Officer | SELL | 97,372 | $11.93 | $1.2M |
| Mar 2, 2026 | Warden Andrew | Chief Marketing Officer | SELL | 41,249 | $11.81 | $487.2K |
| Feb 10, 2026 | Melnikov Dmitry | Director | BUY | 66,667 | — | — |
| Feb 10, 2026 | Shchegolev Oleg | Chief Technology Officer | BUY | 144,000 | — | — |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 5.4/10.
NEUTRAL
INST-CLUSTER
3/10
Four mega-passive institutional investors (Morgan Stanley, T. Rowe Price, Wells Fargo, Invesco) incr
Jun 11, 2026
NEUTRAL
15-12G
8/10
Semrush Holdings, Inc. filed a Form 15-12G to terminate its SEC registration and suspend reporting o
May 8, 2026
NEUTRAL
25-NSE
9/10
SEMrush Holdings, Inc. (SEMR) has been acquired by Adobe Inc. in an all-cash merger. Each share of S
Apr 28, 2026
NEUTRAL
10-K/A
3/10
Semrush Holdings filed an amended 10-K/A to include Part III disclosures required by proxy rules, as
Apr 17, 2026
NEUTRAL
CLUSTER
4/10
David Mason, Chief Legal Officer of SEMrush, sold nearly $1.16M worth of shares in a single open-mar
Mar 9, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Nov 2025): 0% buy across 10 analysts — 0 strong buy, 0 buy, 7 hold, 1 sell, 2 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$12.00 mean target (Nov 2025)
$12.00 Low
$12.00 High
| Metric | Value |
|---|---|
| Current Price | $12.00 |
| Target Low | $12.00 |
| Target Mean | $12.00 |
| Target Median | $12.00 |
| Target High | $12.00 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-03-31 |
$0.10 | $0.08 | $0.10 | 410.8% | +5.6% | 1↑ 2↓ | $0.1B | 15.6% | 4 |
| Next Q 2026-06-30 |
$0.10 | $0.08 | $0.11 | 48.5% | -2.5% | 1↑ 2↓ | $0.1B | 15.3% | 4 |
| Current FY 2026-12-31 |
$0.41 | $0.36 | $0.43 | 5.5% | -2.9% | 0↑ 1↓ | $0.5B | 14.5% | 5 |
| Next FY 2027-12-31 |
$0.52 | $0.45 | $0.60 | 28.7% | -0.5% | 0↑ 1↓ | $0.6B | 16.3% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.095 | |
| 7d ago | $0.090 | +0.005 |
| 30d ago | $0.090 | +0.005 |
| 60d ago | $0.090 | +0.005 |
| 90d ago | $0.090 | +0.005 |
8 analyst firms have rated this stock: 2 upgrades, 5 downgrades, 3 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Nov 20, 2025 | Jefferies | DOWNGRADE | Buy | Hold |
| Nov 19, 2025 | Keybanc | DOWNGRADE | Overweight | Sector Weight |
| Nov 19, 2025 | Needham | DOWNGRADE | Buy | Hold |
| Aug 6, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Aug 6, 2025 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Aug 5, 2025 | Needham | MAINTAIN | Buy | Buy |
| Aug 5, 2025 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 8, 2025 | Keybanc | MAINTAIN | Overweight | Overweight |
| Apr 16, 2025 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 28, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Feb 3, 2025 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 15, 2025 | Needham | REITERATE | Buy | Buy |
| Jan 14, 2025 | Northland Capital Markets | INITIATE | — | Outperform |
| Jan 13, 2025 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Nov 11, 2024 | Needham | REITERATE | Buy | Buy |
| Oct 29, 2024 | Needham | REITERATE | Buy | Buy |
| Oct 7, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Oct 2, 2024 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Oct 2, 2024 | Keybanc | MAINTAIN | Overweight | Overweight |
| Oct 2, 2024 | Needham | REITERATE | Buy | Buy |
| Aug 7, 2024 | Needham | REITERATE | Buy | Buy |
| Aug 6, 2024 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jul 16, 2024 | Needham | REITERATE | Buy | Buy |
| May 16, 2024 | Needham | REITERATE | Buy | Buy |
| May 8, 2024 | Needham | MAINTAIN | Buy | Buy |
| Mar 21, 2024 | Keybanc | INITIATE | — | Overweight |
| Mar 6, 2024 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Mar 5, 2024 | Needham | REITERATE | Buy | Buy |
| Feb 7, 2024 | Jefferies | UPGRADE | Hold | Buy |
| Jan 24, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Jan 23, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Jan 9, 2024 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Dec 12, 2023 | Needham | MAINTAIN | Buy | Buy |
| Nov 3, 2023 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Aug 7, 2023 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Aug 7, 2023 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Aug 7, 2023 | Needham | REITERATE | Buy | Buy |
| Jul 20, 2023 | Goldman Sachs | INITIATE | — | Neutral |
| Jun 16, 2023 | Needham | REITERATE | Buy | Buy |
| May 18, 2023 | Needham | REITERATE | Buy | Buy |
| May 10, 2023 | Piper Sandler | MAINTAIN | — | Overweight |
| Mar 15, 2023 | Morgan Stanley | MAINTAIN | — | Equal-Weight |
| Mar 14, 2023 | Piper Sandler | MAINTAIN | — | Overweight |
| Mar 14, 2023 | Needham | MAINTAIN | — | Buy |
| Mar 7, 2023 | Needham | REITERATE | — | Buy |
| Dec 19, 2022 | Morgan Stanley | MAINTAIN | — | Equal-Weight |
| Nov 16, 2022 | Morgan Stanley | MAINTAIN | — | Equal-Weight |
| Nov 16, 2022 | Piper Sandler | MAINTAIN | — | Overweight |
| Aug 12, 2022 | Morgan Stanley | MAINTAIN | — | Equal-Weight |
| Aug 11, 2022 | Piper Sandler | MAINTAIN | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Jan 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings_calendar
SEMR Q1 2026 Earnings Scheduled — 2026-05-05
Apr 27, 2026
short_volume
Short Volume: SEMR — 55.9% short (0.5M / 0.8M)
Short: 462,796 | Exempt: 0 | TRF Vol: 827,836 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Mar 3, 2026
earnings_calendar
SEMR Q4 2025 Earnings After Market Close — 2026-03-03
Feb 23, 2026
short_interest
FTD: SEMR — 482,553 shares ($5.7M) failed to deliver
Settlement: 20260223, Price: $11.82, FTD Value: $5,703,776.46, SEMRUSH HLDGS INC CL A (DE)
Feb 19, 2026
short_interest
FTD: SEMR — 60,879 shares ($0.7M) failed to deliver
Settlement: 20260219, Price: $11.84, FTD Value: $720,807.36, SEMRUSH HLDGS INC CL A (DE)
Feb 9, 2026
short_interest
FTD: SEMR — 64,666 shares ($0.8M) failed to deliver
Settlement: 20260209, Price: $11.81, FTD Value: $763,705.46, SEMRUSH HLDGS INC CL A (DE)