SEMR
SEMrush Holdings, Inc.Price
Daily candles with volume.
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $8.8M.
- InstitutionsBEARISH
Q2 2026: 0 added (0 new), 16 trimmed or exited.
- EstimatesRISING
Current-quarter EPS estimate $0.090 → $0.095 over 90 days. 1 up, 2 down in 30 days.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | EXIT | $0.00 |
| MORGAN STANLEY | EXIT | $0.00 |
| GOLDMAN SACHS GROUP INC | EXIT | $0.00 |
| UBS Group AG | EXIT | $0.00 |
| MILLENNIUM MANAGEMENT LLC | EXIT | $0.00 |
| SOROS FUND MANAGEMENT LLC | EXIT | $0.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | EXIT | $0.00 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | EXIT | $0.00 |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Nov 2025| Date | Firm | Rating |
|---|---|---|
| Nov 20, 2025 | Jefferies DOWNGRADE | Hold |
| Nov 19, 2025 | Keybanc DOWNGRADE | Sector Weight |
| Nov 19, 2025 | Needham DOWNGRADE | Hold |
| Aug 6, 2025 | Goldman Sachs MAINTAIN | Neutral |
| Aug 6, 2025 | Morgan Stanley DOWNGRADE | Equal-Weight |
| Aug 5, 2025 | Needham MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 28, 2026 | Vranesh Mark Director | TO ISSUER | $1.4M |
| Apr 28, 2026 | Vranesh Mark Director | TO ISSUER | 110,700 sh |
| Apr 28, 2026 | Aldrich Steven Director | TO ISSUER | $682.6K |
| Apr 28, 2026 | Baird Anna Director | TO ISSUER | $534.2K |
| Apr 28, 2026 | BLAKE KATRYN Director | TO ISSUER | $820.7K |
| Apr 28, 2026 | BLAKE KATRYN Director | TO ISSUER | 60,000 sh |
| Apr 28, 2026 | TSAY CAROLINE J Director | TO ISSUER | $532.7K |
| Apr 28, 2026 | Pearce Dylan Director | TO ISSUER | $701.6K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Next FY | $0.52 | $0.45–$0.60 | -0.5% | $590.7M |
| Current FY | $0.41 | $0.36–$0.43 | -2.9% | $507.9M |
| Current Q | $0.10 | $0.08–$0.10 | +5.6% | $121.4M |
| Next Q | $0.10 | $0.08–$0.11 | -2.5% | $125.6M |
SecBot reports
5 filings · 0 bullish · 0 bearish · 5 neutral- NEUTRAL INST-CLUSTERJun 11, 2026
Four mega-passive institutional investors (Morgan Stanley, T. Rowe Price, Wells Fargo, Invesco)…
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…
- NEUTRAL 15-12GMay 8, 2026
Semrush Holdings, Inc. filed a Form 15-12G to terminate its SEC registration and suspend reporting…
This deregistration is a routine post-merger formality — no further trading action is warranted. Shareholders who have not yet tendered shares should contact the paying agent for the $12.00 per…
- NEUTRAL 25-NSEApr 28, 2026
SEMrush Holdings, Inc. (SEMR) has been acquired by Adobe Inc. in an all-cash merger. Each share of…
The merger is complete and the stock is delisted. No further trading in SEMR is possible. Shareholders who have not yet tendered should contact their broker to receive the $12.00 per share cash…
- NEUTRAL 10-K/AApr 17, 2026
Semrush Holdings filed an amended 10-K/A to include Part III disclosures required by proxy rules…
Traders should note that this amendment is routine and does not signal any operational or financial issues. The lack of financial restatements or corrections is positive, but the delay in proxy…
All SEMR filing & press-release reports (5)
- INST-CLUSTER reportJun 11, 2026
- 15-12G reportMay 8, 2026
- 25-NSE reportApr 28, 2026
- 10-K/A reportApr 17, 2026
- CLUSTER reportMar 2, 2026