Exploring Semrush Holdings, Inc. (SEMR) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in Semrush Holdings, Inc. (SEMR) and what their motivations are? As of 2024, Semrush's revenue reached $376.82 million, marking a 22.47% increase from the previous year, with earnings soaring to $8.24 million, a staggering 766.95% increase! With institutional ownership at 86.4% as of Q4 2023, and major players like Vanguard Group holding a 12.3% stake and BlackRock Inc. with 9.7%, understanding the investor profile can provide valuable insights into the company's future. Dive in to explore who these key investors are and why they're betting on Semrush.

Semrush Holdings, Inc. (SEMR) Who Invests in [Company Name] and Why?

Understanding the investor profile of Semrush Holdings, Inc. (SEMR) provides valuable insights into the market's perception of the company. Investors are drawn to Semrush for various reasons, reflecting diverse investment strategies and motivations.

Semrush attracts a mix of investor types, each with their own objectives:

• Retail Investors: These individual investors often focus on growth potential and may be drawn to Semrush's innovative products and expanding market presence.
• Institutional Investors: These include mutual funds, pension funds, and insurance companies. They typically invest in Semrush for long-term growth and stability, conducting thorough due diligence before investing.
• Hedge Funds: These funds seek higher returns through more active trading strategies. They may invest in Semrush based on short-term market opportunities or specific events.

Several factors attract investors to Semrush Holdings, Inc.:

• Growth Prospects: Semrush operates in the growing digital marketing and SEO tools market. Investors are attracted to the company's potential for revenue and earnings growth as businesses increasingly rely on online marketing strategies.
• Market Position: Semrush has established itself as a leading player in its industry, offering a comprehensive suite of tools for SEO, content marketing, and competitive analysis. This strong market position provides a competitive advantage and attracts investors seeking established, reliable companies.

Investors in Semrush employ various strategies, depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, believing in Semrush's sustained growth potential. They hold the stock for extended periods, aiming to benefit from the company's long-term value creation.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, seeking to profit from short-term price fluctuations. This strategy involves buying and selling shares within a shorter timeframe to capitalize on market volatility.
• Value Investing: Some investors may follow a value investing approach, seeking to invest in Semrush when they believe the stock is undervalued by the market. They assess the company's intrinsic value based on its fundamentals and compare it to its current market price.

Understanding the motivations and strategies of different investor types can provide valuable insights into the potential future performance of Semrush Holdings, Inc. Monitoring these trends can help stakeholders make informed decisions about their investments.

To gain a deeper understanding of the company's goals, review the Mission Statement, Vision, & Core Values of Semrush Holdings, Inc. (SEMR).

Semrush Holdings, Inc. (SEMR) Institutional Ownership and Major Shareholders of Semrush Holdings, Inc. (SEMR)

Institutional ownership in Semrush Holdings, Inc. (SEMR) reflects the degree of confidence that large financial organizations have in the company's potential. These entities, which include mutual funds, pension funds, hedge funds, and insurance companies, manage substantial assets and conduct extensive research before investing. Their investment decisions can significantly influence SEMR's stock price and overall market perception.

As of the latest filings, several major institutional investors hold significant stakes in Semrush Holdings, Inc. (SEMR). These firms often have a long-term investment horizon and can provide stability to the stock due to the size of their positions. Notable institutional investors and their approximate holdings may include:

• Vanguard Group: One of the largest investment management companies globally, Vanguard typically holds a substantial number of shares in SEMR through its various index funds and actively managed funds.
• BlackRock Fund Advisors: As another leading asset manager, BlackRock's investment in SEMR is often held through its iShares ETFs and other investment vehicles.
• JPMorgan Chase & Co: This major financial services firm may hold shares of SEMR for its clients or through its asset management division.
• Baillie Gifford: Known for its long-term, growth-oriented investment approach, Baillie Gifford often invests in innovative technology companies like Semrush.
• অন্যান্য প্রাতিষ্ঠানিক বিনিয়োগকারী: এই প্রধান বিনিয়োগকারীদের পাশাপাশি, অন্যান্য অনেক প্রতিষ্ঠান যেমন State Street Corporation, Geode Capital Management, এবং আরও অনেক ছোট আকারের বিনিয়োগকারীরা SEMR-এর শেয়ার ধারণ করে।

Changes in institutional ownership can provide valuable insights into the sentiment surrounding Semrush Holdings, Inc. (SEMR). An increase in institutional holdings suggests growing confidence in the company's prospects, while a decrease may indicate concerns about future performance. Recent trends in institutional ownership may include:

• Increased Stakes: Some institutions may have increased their positions in SEMR, driven by strong financial results, positive industry trends, or confidence in the company's management team and strategic direction.
• Decreased Stakes: Conversely, other institutions may have reduced their holdings due to factors such as portfolio rebalancing, profit-taking, or concerns about increased competition or changing market conditions.
• New Positions: New institutional investors may have initiated positions in SEMR, attracted by the company's growth potential or strategic initiatives.

Institutional investors play a crucial role in Semrush Holdings, Inc. (SEMR)'s stock price and overall strategy. Their actions can drive significant trading volume and influence market sentiment. The presence of large institutional shareholders can also provide stability and support to the stock during periods of market volatility. Moreover, these investors often engage with company management to provide feedback on strategy, governance, and other key issues, helping to shape the company's direction.

Here is a table summarizing potential institutional ownership data (please note that the data below is illustrative and should be replaced with the most current information):

Keeping an eye on these ownership trends can offer valuable insights into the market's long-term outlook on Semrush. For further reading on the financial health of Semrush, you might find this resource helpful: Breaking Down Semrush Holdings, Inc. (SEMR) Financial Health: Key Insights for Investors.

Semrush Holdings, Inc. (SEMR) Key Investors and Their Impact on Semrush Holdings, Inc. (SEMR)

Understanding the investor profile of Semrush Holdings, Inc. (SEMR) provides critical insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

While specific real-time data on all institutional and individual investors is constantly changing, we can look at the general trends and major players who have shown interest in Semrush Holdings, Inc. (SEMR) based on the latest available information.

Notable Investors:

Institutional investors are significant in Semrush Holdings, Inc. (SEMR). These firms often hold large stakes and can influence company policy through voting rights and direct engagement with management. Some of the most common types of institutional investors include:

• Vanguard Group: Typically one of the largest shareholders in many publicly traded companies, Vanguard is known for its passive investment strategies and long-term outlook.
• BlackRock Fund Advisors: Another major asset manager with substantial holdings across various sectors, BlackRock often employs both passive and active investment strategies.
• JPMorgan Chase & Co: A large financial institution that may hold shares for its clients or through its asset management division.
• Baillie Gifford: Known for its growth-oriented investment approach, Baillie Gifford often invests in companies with high growth potential.

Investor Influence:

The influence of these investors is multifaceted:

• Voting Power: Large institutional investors wield significant voting power, influencing decisions on executive compensation, board member elections, and major corporate actions such as mergers and acquisitions.
• Market Confidence: Their investment decisions can signal confidence in the company's prospects, attracting other investors and driving up the stock price. Conversely, a significant sell-off by a major investor can create uncertainty and lead to a decline in the stock price.
• Engagement with Management: These investors often engage directly with the company's management to discuss strategy, performance, and governance issues. Their feedback can shape company policy and strategic direction.

Recent Moves:

Monitoring the recent moves of key investors provides valuable insights into their current sentiment towards Semrush Holdings, Inc. (SEMR). Here's what to look for:

• Significant Purchases: Large purchases of shares by institutional investors can indicate a bullish outlook on the company's future.
• Significant Sales: Conversely, large sales may signal concerns about the company's performance or prospects.
• Activist Investor Activity: Activist investors may take large positions in a company and then publicly advocate for changes in strategy or management. Their involvement can lead to significant short-term stock movements.

Keeping an eye on these investors and their actions can provide valuable context for understanding market sentiment and potential future movements in Semrush Holdings, Inc. (SEMR) stock.

Explore more about Semrush Holdings, Inc. (SEMR) financial health: Breaking Down Semrush Holdings, Inc. (SEMR) Financial Health: Key Insights for Investors

Semrush Holdings, Inc. (SEMR) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of Semrush Holdings, Inc. (SEMR). This analysis encompasses the views of major shareholders, recent market behavior, and analyst perspectives to provide a comprehensive overview.

Investor Sentiment:

Currently, institutional investors hold a significant portion of Semrush shares. As of recent filings:

• Institutional Ownership: Approximately 51.69% of shares are held by institutions.
• Insider Ownership: Insiders own about 53.27% of the company.

Major institutional holders include:

• Greycroft LP
• Russia Partners Management, Llc
• Siguler Guff Advisers, LLC
• Cat Rock Capital Management Lp
• Vanguard Group Inc
• BlackRock, Inc.

The Fund Sentiment Score, which indicates the level of institutional accumulation, is updated daily. A higher score suggests greater accumulation compared to peers.

Recent Market Reactions:

The stock market's reaction to Semrush has been mixed. For instance:

• As of April 17, 2025, the share price was $8.97.
• On April 18, 2024, the share price was $11.67, indicating a 23.14% decline over the year.

A sharp 46% drop in share price was noted in March 2025, although the price-to-sales (P/S) ratio of 3.8x remains close to the Software industry median of 4.7x.

Analyst Perspectives:

Analysts' opinions vary, but there's a general expectation of continued growth. Key points include:

• Revenue is anticipated to climb by 20% per annum over the next three years.
• The average one-year price target is $18.02 per share as of December 23, 2024, representing a potential increase of 42.45% from a closing price of $12.65.
• Projected annual revenue is $432 million, a 20.74% increase.

Morgan Stanley upgraded Semrush from Equal-Weight to Overweight in January 2025, indicating a positive outlook.

Ownership Breakdown:

The ownership structure of Semrush is distributed among various entities:

• Individual Insiders: 52.3%
• Institutions: 30.2%
• VC/PE Firms: 11.7%
• Private Companies: 5.84%

Top institutional holders as of December 31, 2024:

• RPM Capital Partners, LLC: 8.98M shares (7.12%) - $90,553,890
• Greycroft LP: 8.98M shares (7.12%) - $90,557,711
• Siguler Guff Advisers, LLC: 7.27M shares (5.77%) - $73,307,595
• Cat Rock Capital Management LP: 5.52M shares (4.38%) - $55,660,560
• Vanguard Group Inc: 5.18M shares (4.10%) - $52,186,457

Top mutual fund holders as of December 31, 2024:

• Vanguard Total Stock Market Index Fund: 1.56M shares (1.24%) - $15,766,137
• Fidelity Small Cap Growth Fund: 1.47M shares (1.16%) - $14,785,313
• Vanguard Small-Cap Index Fund: 1.26M shares (1.00%) - $12,696,707

Additional Insights:

Semrush is focusing on AI integration to enhance its platform. The company's Q4 2024 revenue was $102.6 million, a 23% year-over-year increase, with an ARR of $411.6 million.

For more in-depth information, you might find this resource helpful: Semrush Holdings, Inc. (SEMR): History, Ownership, Mission, How It Works & Makes Money.

Table of Major Holders