SEMR at a glance
SEMrush Holdings, Inc. (SEMR, SEC CIK 1831840) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on November 10, 2025, an 8-K current report on April 28, 2026 and Form 4 insider filings as recently as April 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), SEMrush Holdings, Inc. (SEMR) reported revenue of $443.6 million (up 17.7% from FY2024) and a net loss of $19.0 million. Diluted EPS was -$0.13.
- As of March 31, 2026, 29 institutional investment managers tracked by SignalX reported holding SEMrush Holdings, Inc. (SEMR) shares worth $246.8 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $443.6M
- +17.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $246.8M · +3 vs prior quarter
- Latest 8-K
- Apr 28, 2026
- Item 2.01 · Item 3.03 · Item 5.02 · Item 5.03
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Sep 30, 2025
Management Discussion & Analysis
- Q3 revenue $112.075M, up $14.665M from $97.410M YoY
- Gross margin 80% vs 82% YoY; operating margin (4)% vs 2%
- ARR $455.4M vs $400.7M; paying customers approximately 114,000 vs 117,000
- Operating cash flow $44.687M vs $35.063M for nine months; free cash flow $31.974M vs $25.810M
- Near-term headwinds: lower-end customer softness, paid-search cost increases, AI-driven market consolidation, and temporary retention pressure
Risk Factors
- No risk-factors section provided; submitted text contains Items 2, 5, and 6 only
- No new unregistered-securities activity; recent sales and issuer purchases both listed as none
- IPO proceeds use unchanged from December 31, 2024 Form 10-K
- No director or officer adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the SEMR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.01: Completion of Acquisition or Disposition of Assets
- Merger-related charter and bylaw restatements became effective at closing
- Revised governing documents attached as Exhibits 3.1 and 3.2
Item 3.03: Material Modification to Rights of Security Holders
- Shareholders’ rights modified by merger terms, with consideration governed by the Merger Agreement
- Existing equity holders entitled to receive Merger Consideration, subject to agreement conditions
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Pre-merger directors ceased serving upon Merger completion
- Departures unrelated to disagreements over operations, policies or practices
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Second Amended and Restated Certificate of Incorporation effective April 28, 2026
- Fourth Amended and Restated By-laws effective April 28, 2026
Item 2.02: Results of Operations and Financial Condition
- Q4 and full-year fiscal 2025 results announced March 2, 2026: covering period ended December 31, 2025
- Full financials in Exhibit 99.1 press release: key figures not disclosed in this filing item
AI summaries of SEMR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SEMR
Don't miss the next SEMR filing
- Alerts as it files. A push when SEMR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SEMR, by share count.
- Ask anything. An AI agent that reads every SEMR filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Shchegolev Oleg | D | Apr 28, 2026 | 10,082,415 | $12.00 |
| Melnikov Dmitry | D | Apr 28, 2026 | 2,680,916 | $12.00 |
| Shchegolev Oleg | D | Apr 28, 2026 | 477,707 | - |
| Shchegolev Oleg | D | Apr 28, 2026 | 2,000,000 | $12.00 |
| Shchegolev Oleg | D | Apr 28, 2026 | 238,853 | - |
| Shchegolev Oleg | D | Apr 28, 2026 | 3,282,040 | $12.00 |
| Shchegolev Oleg | D | Apr 28, 2026 | 26,739,320 | $12.00 |
| Shchegolev Oleg | D | Apr 28, 2026 | 7,167,655 | $12.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $376.8M | $443.6M |
| Gross Profit | - | $311.3M | $357.3M |
| Operating Income | - | $8.3M | -$22.8M |
| Net Income | - | $8.2M | -$19.0M |
| Gross Margin | - | 82.6% | 80.5% |
| Op. Margin | - | 2.2% | -5.1% |
| Net Margin | - | 2.2% | -4.3% |
| Balance Sheet | |||
| Total Assets | $331.5M | $390.9M | $454.1M |
| Equity | - | $256.6M | $288.6M |
| ROE | - | 3.2% | -6.6% |
| Per Share | |||
| EPS | - | $0.06 | $-0.13 |
| Cash Flow | |||
| Operating CF | - | $47.0M | $59.6M |
| CapEx | $2.5M | $3.8M | $1.8M |
Source: XBRL data in SEMrush Holdings, Inc. (SEMR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate SEMR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 29 | $246.8M |
| Q4 2025 | 26 | $262.1M |
| Q3 2025 | 24 | $156.5M |
| Q2 2025 | 27 | $181.2M |
| Q1 2025 | 22 | $139.3M |
| Q4 2024 | 18 | $142.4M |
| Q3 2024 | 15 | $55.0M |
- Morgan Stanley+1.27M (+277%)
- JPMorgan Chase & Co+656.0K (+3190%)
- Soros Fund Management+197.5K (+15%)
- Invesco Ltd+8.3K (+24%)
- Blackstone Group+5.6K (+7%)
- Bank of America Corp−616.2K (-74%)
- Dimensional Fund Advisors−614.1K (-50%)
- BNY Mellon−563.8K (-83%)
- Citadel Advisors LLC−530.2K (-85%)
- D.E. Shaw & Co−227.4K (-42%)
- Vanguard Group Inc−6.41M
- Renaissance Technologies LLC−453.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 161 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SEMR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| SC 13G | Apr 17, 2026 | - | - | |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 8-K | Mar 2, 2026 | - | Analysis | - |
| 10-K | Mar 2, 2026 | Dec 31, 2025 | - | |
| 4 | Feb 12, 2026 | - | - |
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SEMR SEC filings: frequently asked questions
Which institutions hold SEMR stock?
As of March 31, 2026, the largest SEMrush Holdings, Inc. (SEMR) holders among the 13F filers tracked by SignalX were BlackRock ($45.5 million), Vanguard Portfolio Management LLC ($44.6 million), Vanguard Capital Management LLC ($31.9 million), Goldman Sachs Group ($21.3 million), Morgan Stanley ($20.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SEMR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SEMrush Holdings, Inc. (SEMR) reported revenue of $443.6 million (up 17.7% from FY2024) and a net loss of $19.0 million. Diluted EPS was -$0.13. The figures come from the XBRL data in the 10-K.
What did SEMR report in its latest 8-K?
SEMrush Holdings, Inc. (SEMR) filed an 8-K on April 28, 2026 reporting Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 3.03 (Material Modification to Rights of Security Holders), Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Merger-related charter and bylaw restatements became effective at closing.
What are the latest SEMR SEC filings?
SEMrush Holdings, Inc. (SEMR) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on November 10, 2025, an 8-K current report on April 28, 2026 and a Form 4 insider filing on April 28, 2026.
What is SEMR's SEC CIK number?
SEMrush Holdings, Inc. (SEMR)'s SEC Central Index Key (CIK) is 1831840. EDGAR lists every SEMR filing under that number.
Ask anything about SEMR
The research agent reads SEMR's filings, financials, insider trades and 13F holders, then answers with sources.