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: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alpine Associates Robert Emil Zoellner | 1,584,094 | $18,914,081 | +81% | 1.12% |
| 2. | Syquant Capital Olivier Leymarie And Henri Jeantet | 100,000 | $1,194 | 0.19% |
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: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,735,948 | $44,607,219 | 0% | |
| 2. | 2,672,069 | $31,904,504 | 0% | |
| 3. | 1,400,959 | $16,727,450 | 0% | |
| 4. | 610,889 | $7,294,015 | 0% | |
| 5. | 530,423 | $6,333,251 | 0.84% |
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.
Semrush (SEMR) Strengthens Leadership for Global Growth
Semrush Holdings Inc. (NYSE:SEMR) is one of the best beaten-down technology stocks to buy, according to analysts.
10 Best Beaten Down Technology Stocks to Buy According to Analysts
Technology stocks have been the bright spot in an equity market that continues to edge higher while shrugging off a series of headwinds.
How Semrush’s (SEMR) New AI Tool Could Reshape Digital Visibility
Semrush Holdings Inc. (NYSE:SEMR) is one of the best tech stocks under $10 to invest in.
13 Best Tech Stocks Under $10 to Invest In
Many tech stocks under $10 are active in fast-growing areas like software, semiconductors, cybersecurity, and digital services.
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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