Who owns Semrush Holdings, Inc. (SEMR)
Which tracked institutional funds hold SEMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEMR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
43 tracked funds added or opened SEMR while 32 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SEMR’s largest tracked holder by dollar value, GREYCROFT LP, sizes it at 73.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 73.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SEMR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 162 tracked filers holding SEMR, 90 increased or opened the position and 83 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SEMR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- VANGUARD PORTFOLIO MANAGEMENT LLC$45M
- VANGUARD CAPITAL MANAGEMENT LLC$32M
- ODDO BHF ASSET MANAGEMENT SAS$21M
- METEORA CAPITAL, LLC$7M
- MARSHALL WACE, LLP$6M
- Dynamic Technology Lab Private Ltd$5M
Full exits 10
- RPM Capital Partners, LLC$107M
- VANGUARD GROUP INC$72M
- RENAISSANCE TECHNOLOGIES LLC$5M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$4M
- LAVELLE CAPITAL LP$4M
- Slotnik Capital, LLC$2M
Largest adds
- GLAZER CAPITAL, LLC$66M
- FIL Ltd$32M
- ALLIANCEBERNSTEIN L.P.$22M
- UBS Group AG$15M
- MORGAN STANLEY$15M
- Squarepoint Ops LLC$15M
Largest trims
- BANK OF AMERICA CORP /DE/$7M
- DIMENSIONAL FUND ADVISORS LP$7M
- Bank of New York Mellon Corp$7M
- CITADEL ADVISORS LLC$6M
- WATER ISLAND CAPITAL LLC$6M
- Voleon Capital Management LP$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GREYCROFT LP | 8,983,900 | $107M | 8.7% | 2026-Q1 |
| GLAZER CAPITAL, LLC added | 6,295,406 | $75M | 6.1% | 2026-Q1 |
| FIL Ltd added | 5,213,576 | $62M | 5.1% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. added | 4,597,870 | $55M | 4.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,809,781 | $45M | 3.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,735,948 | $45M | 3.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,672,069 | $32M | 2.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 2,140,809 | $25M | 2.1% | 2026-Q1 |
| AQR Arbitrage LLC added | 2,045,903 | $24M | 2.0% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 1,925,168 | $23M | 1.9% | 2026-Q1 |
| ODDO BHF ASSET MANAGEMENT SAS new | 1,800,000 | $21M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,782,171 | $21M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,724,371 | $21M | 1.7% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 1,584,094 | $19M | 1.5% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC added | 1,482,627 | $18M | 1.4% | 2026-Q1 |
| UBS Group AG added | 1,400,959 | $17M | 1.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,369,797 | $16M | 1.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 1,249,664 | $15M | 1.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,198,323 | $14M | 1.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,110,773 | $13M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,095,584 | $13M | 1.1% | 2026-Q1 |
| Verition Fund Management LLC added | 908,419 | $11M | 0.9% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 790,144 | $9M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 705,355 | $8M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 676,584 | $8M | 0.7% | 2026-Q1 |
| Allianz Asset Management GmbH | 633,400 | $8M | 0.6% | 2026-Q1 |
| First Trust Capital Management L.P. | 625,206 | $7M | 0.6% | 2026-Q1 |
| METEORA CAPITAL, LLC new | 622,395 | $7M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 610,889 | $7M | 0.6% | 2026-Q1 |
| TORONTO DOMINION BANK added | 562,300 | $7M | 0.5% | 2026-Q1 |
| S SQUARED TECHNOLOGY, LLC | 550,079 | $7M | 0.5% | 2026-Q1 |
| ABC ARBITRAGE SA added | 530,423 | $6M | 0.5% | 2026-Q1 |
| GABELLI FUNDS LLC added | 510,100 | $6M | 0.5% | 2026-Q1 |
| Capula Management Ltd added | 488,521 | $6M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 471,065 | $6M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 430,060 | $5M | 0.4% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd new | 423,723 | $5M | 0.4% | 2026-Q1 |
| Man Group plc added | 404,323 | $5M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 384,336 | $5M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 338,777 | $4M | 0.3% | 2026-Q1 |
| NUANCE INVESTMENTS, LLC trimmed | 335,139 | $4M | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 314,211 | $4M | 0.3% | 2026-Q1 |
| Skandinaviska Enskilda Banken AB (publ) new | 310,000 | $4M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 308,979 | $4M | 0.3% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 286,302 | $3M | 0.3% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. added | 279,824 | $3M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 277,185 | $3M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 217,771 | $3M | 0.2% | 2026-Q1 |
| New York Life Investment Management LLC new | 217,676 | $3M | 0.2% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. new | 200,000 | $2M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 173,777 | $2M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 172,978 | $2M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 159,652 | $2M | 0.2% | 2026-Q1 |
| LMR Partners LLP added | 148,444 | $2M | 0.1% | 2026-Q1 |
| HARVEST MANAGEMENT LLC trimmed | 147,800 | $2M | 0.1% | 2026-Q1 |
| WATER ISLAND CAPITAL LLC trimmed | 133,872 | $2M | 0.1% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 132,214 | $2M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 115,839 | $1M | 0.1% | 2026-Q1 |
| Magnetar Financial LLC added | 103,505 | $1M | 0.1% | 2026-Q1 |
| SYQUANT CAPITAL SAS new | 100,000 | $1M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 95,934 | $1M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 93,041 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 91,911 | $1M | 0.1% | 2026-Q1 |
| CSS LLC/IL new | 91,900 | $1M | 0.1% | 2026-Q1 |
| Swiss National Bank | 88,200 | $1M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 85,760 | $1M | 0.1% | 2026-Q1 |
| Blackstone Inc. added | 84,850 | $1M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 74,888 | $894K | 0.1% | 2026-Q1 |
| RPM Capital Partners, LLC | 8,983,521 | $107M | 8.7% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 6,024,892 | $72M | 5.8% | 2025-Q4 stale |
| Siguler Guff Advisers, LLC | 7,272,579 | $51M | 4.2% | 2025-Q3 stale |
| CAT ROCK CAPITAL MANAGEMENT LP trimmed | 4,739,654 | $34M | 2.7% | 2025-Q3 stale |
| Dorsey Asset Management, LLC added | 2,284,578 | $21M | 1.7% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,735,367 | $12M | 1.0% | 2025-Q3 stale |
| NEXT CENTURY GROWTH INVESTORS LLC trimmed | 775,997 | $7M | 0.6% | 2025-Q2 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 851,776 | $6M | 0.5% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 453,000 | $5M | 0.4% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 370,085 | $4M | 0.4% | 2025-Q4 stale |
| Topline Capital Management, LLC added | 554,126 | $4M | 0.3% | 2025-Q3 stale |
| LAVELLE CAPITAL LP new | 318,937 | $4M | 0.3% | 2025-Q4 stale |
| RENAISSANCE GROUP LLC added | 521,472 | $4M | 0.3% | 2025-Q3 stale |
| Allspring Global Investments Holdings, LLC trimmed | 368,267 | $4M | 0.3% | 2025-Q1 stale |
| ANTIPODES PARTNERS Ltd added | 439,659 | $3M | 0.3% | 2025-Q3 stale |
| Numerai GP LLC added | 369,251 | $3M | 0.2% | 2025-Q3 stale |
| Meros Investment Management, LP added | 257,370 | $2M | 0.2% | 2025-Q2 stale |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC new | 243,600 | $2M | 0.2% | 2025-Q1 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 287,647 | $2M | 0.2% | 2025-Q3 stale |
| Slotnik Capital, LLC new | 166,519 | $2M | 0.2% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd trimmed | 141,073 | $2M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 207,289 | $1M | 0.1% | 2025-Q3 stale |
| ALGERT GLOBAL LLC trimmed | 206,941 | $1M | 0.1% | 2025-Q3 stale |
| NINE MASTS CAPITAL Ltd new | 100,000 | $1M | 0.1% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 150,395 | $1M | 0.1% | 2025-Q3 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 144,750 | $1M | 0.1% | 2025-Q3 stale |
| FIRST TRUST ADVISORS LP added | 141,446 | $1M | 0.1% | 2025-Q3 stale |
| Walleye Capital LLC added | 140,120 | $992K | 0.1% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 131,360 | $930K | 0.1% | 2025-Q3 stale |
| Siren, L.L.C. | 125,000 | $885K | 0.1% | 2025-Q3 stale |
| FOX RUN MANAGEMENT, L.L.C. added | 86,761 | $809K | 0.1% | 2025-Q1 stale |
| Schonfeld Strategic Advisors LLC added | 80,144 | $748K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.