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SEMrush Holdings, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 12 Feb 2026.
SEMrush Holdings, Inc.: what insiders have been doing
Headquartered in Boston, United States, SEMrush Holdings, Inc. belongs to the Technology sector and traces its origins to 2008. Filings by its managers are published through SEC (Form 4). The last twelve months, up to 18 October 2026, brought 46 filings signed by 13 insiders.
The record shows 2 purchases on the open market, made by 2 insiders, against 5 sales worth €7.7M by 5 insiders. The totals do not cover 2 filings with an undisclosed amount. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. On the buying side, the filings list 2 senior executives among the declarants. The largest single trade was a sale of €4.2M by Levin Eugenie, published on 16 March 2026.
For context, the typical company on the same exchange (median of 5,810 companies) published 19 filings over the same period, against 46 filings here. The full history, which starts in 2021, counts 2 purchases against 173 sales. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 443.6 m USD and net income at -19.0 m USD.
The most recent open-market purchase was published on 12 February 2026, 248 days ago. Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
359
Thresholds
n/a
Buy Volume
n/a
2 ops. · all time
Sell Volume
€89M
173 ops. · all time
Who traded when
BuySaleDmitry Melnikov1 buy12 sales
Eugenie Levin7 sales
Oleg Shchegolev1 buy6 sales
Andrew Warden4 sales
David W. Mason4 sales
Brian Mulroy3 sales
+3 other insiders
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 15,870 of 24,148 companies
41.4
score / 100
Value40
Quality43
FCF yld2.4%
Earn yld-1.0%
EV/EBITDA·
ROE-7.0%
Gross mgn81%
Net mgn-4.3%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$12.00
Analyst consensus
3 analystsUS$12.00Target US$12.00(0%)US$12.00
Income statement
RevenueUS$443.6M
Gross profitUS$357.3M81% margin
EBITDA-US$8.9M-2% margin
Net income-US$19M-4.3% margin
Valuation
PER (forward)23.0x
P/Book6.3x
Beta1.50
Balance sheet & cash
Market capUS$1.8B
Total debtUS$12.5M
Free Cash FlowUS$42.9M
Debt / Equity4%
Profitability & ownership
ROE-7.0%
ROA-3.4%
% insiders44.5%
% institutions47.9%
Last declaration on 28 April 2026
Declarations359 total
44,389 shares@ US$12.000.029% mcap100.0% of flowClass A Common StockSEC:0000950103-26-006316:0
56,886 shares@ US$12.000.032% mcap78.4% of flowClass A Common StockSEC:0000950103-26-006313:0
68,393 shares@ US$12.000.039% mcap100.0% of flowClass A Common StockSEC:0000950103-26-006315:0
44,518 shares@ US$12.000.025% mcap55.5% of flowClass A Common StockSEC:0000950103-26-006314:0
577,985 shares@ US$12.000.37% mcap45.4% of flowClass A Common StockSEC:0000950103-26-006325:0
2,680,916 shares@ US$12.001.73% mcap13.3% of flowClass A Common StockSEC:0000950103-26-006322:0
8,998,437 shares@ US$12.005.79% mcap44.7% of flowClass A Common StockSEC:0000950103-26-006322:1
5,924,595 shares@ US$12.003.81% mcap29.4% of flowClass A Common StockSEC:0000950103-26-006322:2
1,343,131 shares@ US$12.000.86% mcap6.7% of flowClass A Common StockSEC:0000950103-26-006322:4
1,015,576 shares@ US$12.000.65% mcap85.6% of flowClass A Common StockSEC:0000950103-26-006326:0
58,463 shares@ US$12.000.038% mcap100.0% of flowClass A Common StockSEC:0000950103-26-006317:0
116,693 shares@ US$12.000.075% mcap63.7% of flowClass A Common StockSEC:0000950103-26-006312:0
1,630,097 shares@ US$12.001.05% mcap87.8% of flowClass A Common StockSEC:0000950103-26-006321:0
7,167,655 shares@ US$12.004.61% mcap16.5% of flowClass A Common StockSEC:0000950103-26-006324:0
26,739,320 shares@ US$12.0017.21% mcap61.4% of flowClass A Common StockSEC:0000950103-26-006324:1
3,282,040 shares@ US$12.002.11% mcap7.5% of flowClass A Common StockSEC:0000950103-26-006324:2
338,902.89 shares@ US$12.000.22% mcap66.3% of flowClass A Common StockSEC:0000950103-26-006327:0
271,248 shares@ US$12.000.17% mcap67.5% of flowClass A Common StockSEC:0000950103-26-006323:0
00Class A Common StockSEC:0000950103-26-006322:3
3,941 shares@ US$11.940.0025% mcap0.3% of flowClass A Common StockSEC:0001628280-26-024948:0
2,727 shares@ US$11.960.2% of flowClass A Common StockSEC:0001628280-26-023752:0
2,801 shares@ US$11.960.6% of flowClass A Common StockSEC:0001628280-26-023751:0
6,533 shares@ US$11.960.0% of flowClass A Common StockSEC:0001628280-26-023753:0
404,249 shares@ US$11.9132.0% of flowClass A Common StockSEC:0001628280-26-018209:0
200,000 shares@ US$11.930.11% mcap0.5% of flowClass A Common StockSEC:0001628280-26-016622:0
25 of 359 declarations
About SEMrush Holdings, Inc.
SEMrush Holdings, Inc. (NYSE: SEMR) is a U.S.-based technology company headquartered in Boston, Massachusetts, in the United States, and best known for its cloud-based online visibility management SaaS platform. Founded in 2008 by Oleg Shchegolev and Dmitri Melnikov, the company initially built its reputation around SEO software and has since broadened its product set into a wider digital marketing and competitive intelligence suite. For investors, SEMrush represents a specialized software vendor positioned at the intersection of search, content, analytics, and, increasingly, AI-driven discovery.
At the core of the business is a data-heavy platform designed to help organizations understand and improve how they appear online. SEMrush’s solutions span SEO, keyword research, backlink analysis, site auditing, content marketing, advertising intelligence, social media management, and competitive research. More recently, the company has shifted its strategic language from “online visibility management” toward “brand visibility,” reflecting the structural change in how users discover information through generative AI, chatbots, and agentic search experiences. Newer product initiatives include Semrush One, toolkit-based offerings, Enterprise AI Optimization, and Site Intelligence, all aimed at helping customers measure and improve visibility across both traditional search engines and AI-powered interfaces.
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SEMrush competes in a crowded software market that includes SEO specialists, marketing cloud vendors, analytics providers, and emerging AI search optimization tools. Its competitive strength lies in the scale and depth of its proprietary data assets, the breadth of its use cases, and its ability to translate search-market shifts into product development relatively quickly. The platform serves a global customer base, from small and mid-sized businesses to enterprise accounts, with an international commercial footprint and offices across North America and Europe in addition to its Boston headquarters.
Recent company developments are material. In November 2025, Adobe announced an all-cash acquisition of Semrush at $12.00 per share, signaling strategic value in Semrush’s SEO and brand-visibility capabilities as digital discovery moves further into AI-driven environments. Throughout 2025 and into 2026, Semrush continued rolling out AI-related enhancements, including Semrush One, a ChatGPT app integration, and expanded enterprise features. As a result, the investment case now combines a mature SaaS growth story with takeover dynamics, making the stock particularly sensitive to merger-related milestones and closing conditions.
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