SEMrush Holdings, Inc. $SEMR Shares Sold by Cat Rock Capital Management LP

Cat Rock Capital Management LP lessened its holdings in SEMrush Holdings, Inc. (NYSE:SEMR) by 3.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,739,654 shares of the company’s stock after selling 184,272 shares during the quarter. SEMrush makes up approximately 4.1% of Cat Rock Capital Management LP’s investment portfolio, making the stock its 9th largest position. Cat Rock Capital Management LP owned 3.19% of SEMrush worth $33,557,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of SEMR. Bank of America Corp DE boosted its holdings in SEMrush by 11.3% in the third quarter. Bank of America Corp DE now owns 1,045,981 shares of the company’s stock valued at $7,406,000 after acquiring an additional 105,837 shares during the last quarter. Alliancebernstein L.P. grew its stake in SEMrush by 37.4% during the third quarter. Alliancebernstein L.P. now owns 267,301 shares of the company’s stock worth $1,892,000 after purchasing an additional 72,817 shares during the period. Ameriprise Financial Inc. grew its position in shares of SEMrush by 212.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 345,986 shares of the company’s stock worth $2,450,000 after buying an additional 235,077 shares during the period. Keebeck Wealth Management grew its holdings in SEMrush by 88.7% in the third quarter. Keebeck Wealth Management now owns 31,888 shares of the company’s stock worth $226,000 after purchasing an additional 14,993 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of SEMrush by 160.9% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 256,584 shares of the company’s stock valued at $1,817,000 after buying an additional 158,236 shares during the period. 32.86% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CTO Oleg Shchegolev sold 200,000 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $11.93, for a total value of $2,386,000.00. Following the completion of the transaction, the chief technology officer owned 7,174,188 shares in the company, valued at $85,588,062.84. This trade represents a 2.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Brian Mulroy sold 100,078 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was 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 $12,091,471.62. This represents a 8.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 328,242 shares of company stock worth $3,907,006. 55.61% of the stock is currently owned by corporate insiders.

SEMrush Trading Down 0.0%

NYSE SEMR opened at $11.92 on Friday. SEMrush Holdings, Inc. has a 1-year low of $6.56 and a 1-year high of $11.95. The stock has a 50-day moving average of $11.88 and a 200-day moving average of $10.00. The firm has a market cap of $1.78 billion, a PE ratio of -108.32 and a beta of 1.55.

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

Analyst Upgrades and Downgrades

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

SEMrush Company 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.