NYSE · Technology

SEMRUSH HLDGS INC SEMR

Semrush Holdings, Inc., together with its subsidiaries, provides an online visibility management and content marketing software-as-a-service platform in the United States, the United Kingdom, and internationally. The company offers Semrush One, a visibility intelligence solution that integrates SEO capabilities with advanced AI search tracking into a single workflow.

Software - Application

Company profile

Business mix

  • The company offers Semrush One, a visibility intelligence solution that integrates SEO capabilities with advanced AI search tracking into a single workflow.
  • It also provides Enterprise SEO solutions comprising Enterprise AIO, an enterprise solution that provides businesses with the tools to track, control, and optimize brand presence across AI-powered search platforms.
  • The company serves small and midsize businesses, enterprise-size businesses, and marketing agencies across a range of verticals.
  • Semrush Holdings, Inc. was founded in 2008 and is headquartered in Boston, Massachusetts.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 3.21% Buyback 0.22%
2000-01-01

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 0.2% $17.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $17.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +1,482,627 / 0
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$15.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 15.4% 13F value change +$2.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,482,627 (New) Total shares 1,482,627 Value $17.7M
Dorsey Asset Management Pat Dorsey 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$21.1M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 1.2% 13F value change -$379,888
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$20.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.