SEMrush Holdings, Inc.(SEMR)Stock Analysis
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Rank #1,543 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SEMR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for SEMrush Holdings, Inc. (SEMR), a Technology sector company. 13F Pro's AI-powered ranking engine scores SEMR at 48.7/100 on a 32-signal composite quality model, placing it at rank #1,543 of 2,879 stocks — the bottom half of the AI-ranked universe. SEMR scores in the top quartile across institutional flow (96.6), revenue growth (81.2). Areas of concern include profitability (27.5) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2025), SEMrush Holdings, Inc. reports quarterly revenue of $117.7M, net income of $-11.1M, free cash flow of $14.8M. Top institutional holders of SEMR by reported 13-F value include Greycroft, FIL Ltd, NEXPOINT ASSET MANAGEMENT, L.P., based on the most recent SEC filings. SEMR trades on the NYSE exchange and files with the SEC under CIK 1831840. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SEMR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SEMrush Holdings, Inc. directly from SEC EDGAR. SEMrush Holdings, Inc.'s 13F Pro composite quality score has ranged between 37 and 58 since 2023, currently 48.7 — an improving long-term trajectory across 20 quarterly and live scoring snapshots.
Revenue
Q4 2025
$117.7M
Net Income
Q4 2025
$-11.1M
Free Cash Flow
Q4 2025
$14.8M
ROIC
Q4 2025
-4.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+44.2% YoYNet Income
-2095.5% YoYOperating Income
-197.5% YoYEPS (Diluted)
-1400.0% YoYTotal Assets
+37.0% YoYOp. Cash Flow
+646.1% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $443.6M +44.2% | $307.7M +21.0% | $254.3M +103.7% | $124.9M +35.6% | $92.1M | — |
| Net Income | $-19.0M -2095.5% | $950.0K +102.8% | $-33.8M -382.7% | $-7.0M +31.0% | $-10.2M | — |
| Operating Income | $-22.8M -197.5% | $-7.7M +78.9% | $-36.4M -491.9% | $-6.1M +25.3% | $-8.2M | — |
| EPS (Diluted) | $-0.13 -1400.0% | $0.01 +104.2% | $-0.24 -242.9% | $-0.07 +36.4% | $-0.11 | — |
| Total Assets | $454.1M +37.0% | $331.5M +11.0% | $298.7M +443.5% | $55.0M | — | — |
| Operating Cash Flow | $59.6M +646.1% | $8.0M +183.0% | $-9.6M -264.5% | $5.9M +212.1% | $1.9M | — |
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Available Research
13F Pro tracks comprehensive data for SEMrush Holdings, Inc. including:
Top Institutional Holders of SEMR
Greycroft LP
$107.3M8,983,900 shFIL Ltd
$62.3M5,213,576 shNEXPOINT ASSET MANAGEMENT, L.P.
$54.9M4,597,870 shBlackRock, Inc.
$45.5M3,809,781 shVANGUARD PORTFOLIO MANAGEMENT LLC
$44.6M3,735,948 shVANGUARD CAPITAL MANAGEMENT LLC
$31.9M2,672,069 shALLIANCEBERNSTEIN L.P.
$25.5M2,140,809 shAQR Arbitrage LLC
$24.4M2,045,903 shQube Research & Technologies Ltd
$23.0M1,925,168 shODDO BHF ASSET MANAGEMENT SAS
$21.5M1,800,000 sh
| Fund | Value | Shares |
|---|---|---|
| Greycroft LP | $107.3M | 8,983,900 |
| FIL Ltd | $62.3M | 5,213,576 |
| NEXPOINT ASSET MANAGEMENT, L.P. | $54.9M | 4,597,870 |
| BlackRock, Inc. | $45.5M | 3,809,781 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $44.6M | 3,735,948 |
| VANGUARD CAPITAL MANAGEMENT LLC | $31.9M | 2,672,069 |
| ALLIANCEBERNSTEIN L.P. | $25.5M | 2,140,809 |
| AQR Arbitrage LLC | $24.4M | 2,045,903 |
| Qube Research & Technologies Ltd | $23.0M | 1,925,168 |
| ODDO BHF ASSET MANAGEMENT SAS | $21.5M | 1,800,000 |
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Popular Research
Is SEMR a good stock to buy?
13F Pro's AI-powered analysis of SEMrush Holdings, Inc. (SEMR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SEMR are available on the SEMR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SEMR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SEMR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SEMrush Holdings, Inc.'s investment landscape.