Cliff Asness's SEMR Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 60,531 shares of Semrush Holdings, Inc. (SEMR) worth $719,714, representing 0.00% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in SEMR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 298,907 shares. Largest reduction occurred in Q3 2025, reducing 423,044 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Semrush Holdings (SEMR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Semrush Holdings (SEMR) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -116,970 | Reduce 65.90% | 60,531 | $11.89 |
| Q3 2025 | -423,044 | Reduce 70.44% | 177,501 | $7.08 |
| Q2 2025 | +298,907 | Add 99.09% | 600,545 | $9.05 |
| Q1 2025 | +152,776 | Add 102.63% | 301,638 | $9.33 |
| Q4 2024 | -37,305 | Reduce 20.04% | 148,862 | $11.88 |
| Q3 2024 | -47,480 | Reduce 20.32% | 186,167 | $15.71 |
| Q2 2024 | -36,144 | Reduce 13.40% | 233,647 | $13.39 |
| Q1 2024 | +182,942 | Add 210.64% | 269,791 | $13.26 |
| Q4 2023 | +56,984 | Add 190.81% | 86,849 | $13.66 |
| Q3 2023 | +9,940 | Add 49.89% | 29,865 | $8.50 |
| Q2 2023 | +9,026 | Add 82.81% | 19,925 | $9.57 |
| Q1 2023 | -2,433 | Reduce 18.25% | 10,899 | $10.05 |
| Q4 2022 | +229 | Add 1.75% | 13,332 | $8.14 |
| Q3 2022 | +13,103 | New Buy | 13,103 | $11.22 |
Cliff Asness's Semrush Holdings Investment FAQs
Cliff Asness first purchased Semrush Holdings, Inc. (SEMR) in Q3 2022, acquiring 13,103 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Semrush Holdings, Inc. (SEMR) for 14 quarters since Q3 2022.
Cliff Asness's largest addition to Semrush Holdings, Inc. (SEMR) was in Q2 2025, adding 600,545 shares worth $5.43 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 60,531 shares of Semrush Holdings, Inc. (SEMR), valued at approximately $719,714.
As of the Q4 2025 filing, Semrush Holdings, Inc. (SEMR) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Semrush Holdings, Inc. (SEMR) was 600,545 shares, as reported at the end of Q2 2025.