SEMrush Holdings, Inc. Class A (SEMR)

Over the past six months, SEMrush's stock experienced notable events. As of December 31, 2025, the share price was $11.89, a 1.36% increase from January 2, 2025. However, the stock's price decreased by 10.70% over the last 12 months. On November 19, 2025, shares jumped 74.4% following reports of Adobe acquiring the company for $1.9 billion. Insider selling occurred, with CMO Andrew Warden selling 196,115 shares in December 2025, and insiders collectively offloading 322,958 shares. Analyst ratings for SEMrush have varied, with a consensus "Hold" rating and an average price target of $12.00.

While there is no direct statement detailing the seasonality of demand for SEMrush's own products and services, the nature of its business within the digital marketing and SEO software industry suggests that demand can be influenced by seasonal trends. SEMrush's tools are designed to help users analyze and prepare for seasonality and interest fluctuations in keywords and market demand. The demand for digital marketing and online visibility management tools like those offered by SEMrush would likely align with these broader industry trends, as businesses adjust their marketing efforts and budgets in response to seasonal shifts in consumer behavior and campaign cycles.

SEMrush Holdings, Inc. is a global provider of an online visibility management SaaS platform, operating in the Technology sector, specifically digital marketing and SEO software. SEMrush empowers businesses of all sizes to enhance their online presence and achieve marketing objectives through its comprehensive suite of integrated tools. These tools include SEO, content marketing, competitive research, PPC advertising, social media marketing, and AI-powered tools for keyword research, traffic predictions, and AI search optimization.

SEMrush Holdings, Inc. has a significant global presence, serving clients in the United States, the United Kingdom, and internationally across numerous industries. The company's platform provides data and analysis across 190 regions and countries, allowing users to analyze traffic patterns and audience distribution by state, country, and broader regional segments such as North America (NA), Europe–Middle East–Africa (EMEA), Asia–Pacific (APAC), and Latin America (LATAM).

In the past year, SEMrush has focused on enhancing its brand reputation, particularly in AI-driven search. The company emphasizes tracking brand mentions to measure awareness and manage public perception. A positive event was the launch of its first-ever "AI Visibility Awards" in December 2025, recognizing brands that have earned trust and visibility in AI search. In April 2025, SEMrush's CMO discussed strategies for scaling its brand through innovation and performance marketing. No significant negative events impacting SEMrush's brand reputation were identified.

SEMrush Holdings, Inc. has a diverse ownership structure, with institutional shareholders owning 45.33% and insiders owning 73.86% of the company. Major institutional owners include Greycroft LP, Russia Partners Management, Llc, Siguler Guff Advisers, LLC / Siguler Guff & Company, LP, Vanguard Group Inc, Cat Rock Capital Management Lp, BlackRock, Inc., Morgan Stanley, Wellington Management Group Llp, RPM Capital Partners, LLC, State Street Corp, Dimensional Fund Advisors Lp and FMR LLC. Key individual owners, who are also insiders, include Oleg Shchegolev, Dmitry Melnikov, Dylan Pearce, and Semr Holdings Ltd.