SEMrush Holdings, Inc. $SEMR Stake Lessened by Cat Rock Capital Management LP

Cat Rock Capital Management LP trimmed its holdings in shares of SEMrush Holdings, Inc. (NYSE:SEMR) by 3.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,739,654 shares of the company’s stock after selling 184,272 shares during the quarter. SEMrush makes up about 4.1% of Cat Rock Capital Management LP’s investment portfolio, making the stock its 9th largest holding. Cat Rock Capital Management LP’s holdings in SEMrush were worth $33,557,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Amundi boosted its holdings in SEMrush by 29.3% in the 1st quarter. Amundi now owns 4,890 shares of the company’s stock worth $44,000 after buying an additional 1,108 shares during the period. AQR Capital Management LLC raised its position in shares of SEMrush by 102.6% during the 1st quarter. AQR Capital Management LLC now owns 301,638 shares of the company’s stock valued at $2,814,000 after buying an additional 152,776 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of SEMrush by 6.3% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,082 shares of the company’s stock valued at $206,000 after purchasing an additional 1,310 shares during the last quarter. Millennium Management LLC boosted its stake in shares of SEMrush by 4.9% during the 1st quarter. Millennium Management LLC now owns 1,306,684 shares of the company’s stock worth $12,191,000 after purchasing an additional 60,575 shares during the period. Finally, Goldman Sachs Group Inc. boosted its holdings in SEMrush by 129.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 674,396 shares of the company’s stock valued at $6,292,000 after acquiring an additional 380,165 shares during the period. 32.86% of the stock is owned by hedge funds and other institutional investors.

SEMrush Trading Down 0.0%

Shares of SEMR opened at $11.92 on Friday. SEMrush Holdings, Inc. has a twelve month low of $6.56 and a twelve month high of $11.95. The firm has a market capitalization of $1.78 billion, a PE ratio of -108.32 and a beta of 1.55. The stock’s 50 day moving average is $11.88 and its two-hundred day moving average is $10.00.

SEMrush (NYSE:SEMR) last posted its earnings results on Monday, March 2nd. The company reported ($0.07) earnings per share (EPS) for the quarter. The company had revenue of $117.66 million during the quarter. SEMrush had a negative net margin of 4.27% and a negative return on equity of 3.19%.

Insider Activity at SEMrush

In other SEMrush news, CTO Oleg Shchegolev sold 200,000 shares of SEMrush stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $11.93, for a total transaction of $2,386,000.00. Following the sale, the chief technology officer directly owned 7,174,188 shares in the company, valued at $85,588,062.84. The trade was a 2.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Brian Mulroy sold 100,078 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $11.86, for a total value of $1,186,925.08. Following the sale, the chief financial officer owned 1,019,517 shares in the company, valued at $12,091,471.62. The trade was a 8.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 328,242 shares of company stock valued at $3,907,006. Insiders own 55.61% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on SEMR shares. Jefferies Financial Group reaffirmed a “hold” rating and issued a $12.00 price target (up from $10.00) on shares of SEMrush in a research report on Thursday, November 20th. Needham & Company LLC reissued a “hold” rating on shares of SEMrush in a report on Wednesday, November 19th. Northland Securities cut shares of SEMrush from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. KeyCorp reissued a “sector weight” rating on shares of SEMrush in a research note on Wednesday, November 19th. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of SEMrush in a research note on Wednesday, January 21st. Seven investment analysts have rated the stock with a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, SEMrush presently has a consensus rating of “Reduce” and an average target price of $10.80.

SEMrush Company Profile

SEMrush is a software-as-a-service (SaaS) provider specializing in online visibility management and digital marketing analytics. Its cloud-based platform offers tools for search engine optimization (SEO), pay-per-click (PPC) advertising research, content marketing, social media management, and competitive intelligence. By aggregating data across search engines, advertising networks, and social platforms, the company enables marketers to track keyword rankings, audit websites, analyze backlink profiles, and uncover competitor strategies.

The company’s flagship offering, the SEMrush toolkit, includes modules for keyword research, site auditing, position tracking, backlink analysis, and content optimization.