SEMrush Holdings, Inc. Class A (SEMR)

In the past six months, SEMrush's stock has experienced significant movement. As of November 26, 2025, the stock has risen by 52.12% in the last month and 19.51% over the last six months. Adobe signed a definitive agreement to acquire Semrush for $1.9 billion in an all-cash deal, with shareholders set to receive $12 per share on November 19, 2025. Prior to this, the stock had seen a 52-week low of $6.56 on November 5, 2025, and a 52-week high of $18.74. The share price on November 21, 2025, was $11.78, compared to $14.17 on November 22, 2024, representing a 16.87% decline over that specific yearly period.

Demand for SEMrush's products and services can exhibit seasonality. The company's tools help users analyze trend data to understand seasonal fluctuations in keyword interest and search volume. Paid traffic has shown increases during summer months, suggesting higher demand for certain marketing campaigns. General seasonal changes directly influence website traffic patterns, with e-commerce platforms experiencing increased visits during peak shopping seasons. SEMrush's own analysis of search traffic trends in 2022 indicated that some industries were affected by seasonal shifts in consumer demand, implying that the demand for SEMrush's offerings would likely align with periods of heightened online marketing activity and consumer engagement.

SEMrush Holdings, Inc. is a global provider of an online visibility management SaaS platform operating within the Technology Services sector. The company empowers businesses to master digital marketing through integrated tools for SEO, content marketing, competitive research, PPC advertising, and social media marketing. SEMrush utilizes proprietary technology and machine learning to analyze vast datasets. In 2025, SEMrush focused on its enterprise segment and launched an enterprise AI search product called "AI Optimization". The company generates approximately 93% of its revenue from subscriptions and 7% from professional services.

SEMrush Holdings, Inc. has a significant global footprint, serving a diverse clientele across numerous industries in the United States, the United Kingdom, and internationally. Its platform offers insights and analysis across 190 regions and countries, allowing users to understand traffic distribution by state, country, and broader regional segments.

In the past year, SEMrush has actively engaged in brand-building initiatives. In June 2024, the company hosted an "Influencer Weekend" in London, which successfully generated organic social media buzz and strengthened relationships with influencers. SEMrush also launched its first in-person conference, "Spotlight 2024," which surpassed attendance expectations and achieved over 3.1 million impressions from a single influencer collaboration. The company's marketing strategy has focused on combining brand building with performance campaigns and leveraging data science and AI. There is no information in the provided search results indicating negative events that have significantly impacted SEMrush's brand reputation in the past year.

SEMrush Holdings, Inc. has a distributed ownership structure. Institutional investors hold a significant portion of the shares, ranging from approximately 51.69% to 86.4%. Major institutional owners include Vanguard Group Inc., BlackRock Inc., Greycroft LP, Russia Partners Management, Llc, Siguler Guff Advisers, LLC, Cat Rock Capital Management Lp, Morgan Stanley, Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Dimensional Fund Advisors Lp. Individual insiders also hold a substantial stake, owning about 52.3% to 55.61% of the company.