Topline Capital Management LLC Makes New $3.92 Million Investment in SEMrush Holdings, Inc. $SEMR

Topline Capital Management LLC bought a new position in SEMrush Holdings, Inc. (NYSE:SEMR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 554,126 shares of the company’s stock, valued at approximately $3,923,000. SEMrush makes up approximately 0.7% of Topline Capital Management LLC’s portfolio, making the stock its 26th largest holding. Topline Capital Management LLC owned 0.37% of SEMrush as of its most recent SEC filing.

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

Analyst Upgrades and Downgrades

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

Insider Buying and Selling at SEMrush

In other SEMrush news, CFO Brian Mulroy sold 100,078 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $11.86, for a total transaction of $1,186,925.08. Following the completion of the sale, the chief financial officer directly owned 1,019,517 shares in the company, valued at approximately $12,091,471.62. This trade represents a 8.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Oleg Shchegolev sold 200,000 shares of SEMrush stock in a transaction dated 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 completion of the transaction, the chief technology officer directly owned 7,174,188 shares of the company’s stock, valued at $85,588,062.84. This trade represents a 2.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 328,242 shares of company stock worth $3,907,006. 55.61% of the stock is owned by corporate insiders.

SEMrush Trading Down 0.0%

SEMrush stock opened at $11.92 on Friday. SEMrush Holdings, Inc. has a 12 month low of $6.56 and a 12 month high of $11.95. The company has a market capitalization of $1.78 billion, a price-to-earnings ratio of -108.32 and a beta of 1.55. The business’s fifty day simple moving average is $11.88 and its two-hundred day simple moving average is $9.98.

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

SEMrush 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.