The cluster is dominated by passive rebalancing, not active conviction. Monitor upcoming earnings for fundamental catalysts; the 13F data is stale (Q3 2025) and may already be unwound. No actionable trade signal from this filing alone.
Executive Summary
Four mega-passive institutional investors (Morgan Stanley, T. Rowe Price, Wells Fargo, Invesco) increased their SEMR positions in Q3 2025, while UBS trimmed. The net buying of $3.8M is modest and driven entirely by passive rebalancing, not active conviction. The cluster lacks active managers or activist funds, making the signal weak.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.4M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +72.2% | $14.7M | $3.8M |
| T. Rowe Price | ADD | +30.9% | $214.00 | $5.00 |
| Wells Fargo | ADD | +29.3% | $243.0K | $3.0K |
| Invesco | ADD | +70.5% | $228.0K | $57.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| UBS | TRIM | -36.1% | $2.8M | -$1.4M |
Key Facts
- 4 buyers added $3.8M in aggregate; 1 seller reduced by $1.4M
- All participants are mega-passive managers (Morgan Stanley, T. Rowe Price, Wells Fargo, Invesco, UBS)
- Morgan Stanley's ADD (+72.2% shares) accounted for the bulk of buying value ($3.8M)
- UBS trimmed 36.1% of its position, exiting $1.4M in value
- No active hedge funds, family offices, or activist investors in the cluster
Financial Impact
Net institutional buying of $3.8M vs selling of $1.4M — total net inflow of approximately $2.4M, representing a small fraction of SEMR's float
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed
- All participants are passive managers — signal strength is low
- Analyst consensus is 0% bullish (7 Hold, 1 Sell, 2 Strong Sell)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SEMR-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 11, 2026 19w ago | Institutional Cluster | — | awaiting T+20 | — | — |
May 8, 2026 24w ago | 15-12G | — | awaiting T+20 | — | — |
Apr 28, 2026 25w ago | 25-NSE | $12.00 | awaiting T+20 | — | — |
Apr 17, 2026 27w ago | 10-K/A | $11.99 | awaiting T+20 | — | — |
Mar 2, 2026 34w ago | Insider Cluster | $11.80 $11.94 | ▲ +1.19% | ▲ +9.12% | — |
US Market Status
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