Adobe Acquired Semrush Holdings (SEMR) at a 78% premium
Pernas Research LLC, which manages assets in the “Pernas Portfolio,” released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Semrush Holdings Inc. (SEMR)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Highland Capital Management James Dondero | 3,474,250 | $41,308,833 | 2.88% | |
| 2. | Soros Fund Management George Soros | 1,285,100 | $15,279,839 | 0.18% | |
| 3. | Millennium Management Israel Englander | 1,175,270 | $13,973,960 | +15% | 0.01% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 924,037 | $10,986,800 | +58% | 0.01% |
| 5. | Alpine Associates Robert Emil Zoellner | 879,994 | $10,463,127 | 0.7% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $0.00 | 66,667 | $0.00 | 1,946,479 | 2026-02-10 | Filing | |
| $0.00 | 144,000 | $0.00 | 3,282,040 | 2026-02-10 | Filing | |
| $14.00 | 13,000 | $182,000.00 | 13,000 | 2021-03-29 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.91 | 404,249 | $4,814,605.59 | 580,712 | 2026-03-13 | Filing | |
| $11.93 | 200,000 | $2,386,000.00 | 7,174,188 | 2026-03-09 | Filing | |
| $11.93 | 97,372 | $1,161,647.96 | 271,248 | 2026-03-05 | Filing | |
| $11.81 | 41,249 | $487,150.69 | 341,704 | 2026-03-02 | Filing | |
| $11.90 | 1,399 | $16,648.10 | 1,879,812 | 2026-01-07 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,983,900 | $106,818,571 | 67.7% | |
| 2. | 8,983,521 | $106,814,065 | 93.64% | |
| 3. | 6,405,039 | $76,155,913 | 0% | |
| 4. | 3,955,563 | $47,031,645 | 0% | |
| 5. | 2,540,000 | $30,200,600 | 0.02% |
News See All
Semrush Holdings, Inc. (SEMR): A Bull Case Theory
We came across a bullish thesis on Semrush Holdings, Inc. on P14 Capital’s Substack. In this article, we will summarize the bulls’ thesis on SEMR.
Semrush Holdings, Inc. (NYSE:SEMR) Q3 2025 Earnings Call Transcript
Operator: Good morning. Thank you for attending today's Semrush Holdings Third Quarter 2025 Results Conference Call. My name is Jerry, and I will be your moderator today.
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Semrush Holdings, Inc. (SEMR): A Bull Case Theory
We came across a bullish thesis on Semrush Holdings, Inc. on P14 Capital’s Substack. In this article, we will summarize the bulls’ thesis on SEMR.
Semrush Holdings, Inc. (NYSE:SEMR) Q2 2025 Earnings Call Transcript
Operator: Good morning, and thank you all for attending the Semrush Holdings Second Quarter 2025 Results Conference Call. My name is Brika, and I will be your moderator for today.
Semrush Holdings, Inc. (SEMR): A Bull Case Theory
We came across a bullish thesis on Semrush Holdings, Inc. on P14 Capital’s Substack. In this article, we will summarize the bulls’ thesis on SEMR.
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