SEMrush Holdings Inc. (SEMR) Releases Q4 2025 Earnings: Revenue Growth but EPS Miss, Continued Net Loss

SEMrush Holdings Inc. (SEMR) reported fourth-quarter 2025 results that showed revenue growth but continued operating and net losses.

Revenue: $117.7 million (+14.63% year-over-year)

Gross profit: $94.6 million (+12.79% year-over-year)

Cost of sales: $23.1 million (+22.83% year-over-year)

Operating result: operating loss of $13.9 million (down 898.56% year-over-year)

Net result: net loss attributable to common shareholders of $11.1 million (down 431.78% year-over-year)

Diluted loss per share: -$0.07

Consensus EPS estimate: $0.11

Consensus revenue estimate: $121.0 million

Cash from operating activities: $14.9 million (+24.83% year-over-year)

Purchases of property, plant and equipment: $67,000 (down 82.86% year-over-year)

Cash and cash equivalents: $264.3 million (+440.73% year-over-year)

Total liabilities: $163.1 million (+30.94% year-over-year)

Overall, SEMrush (SEMR) delivered healthy revenue and gross profit growth and stronger operating cash flow, while the company remained unprofitable on both an operating and net basis and missed consensus estimates for the quarter.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

SEMrush Holdings Inc. Insider Trading Activity

SEMrush Holdings Inc. insiders have traded $SEMR stock on the open market 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $SEMR stock by insiders over the last 6 months:

ANDREW WARDEN (Chief Marketing Officer) has made 0 purchases and 2 sales selling 222,880 shares for an estimated $2,639,435.
BRIAN MULROY (Chief Financial Officer) sold 100,078 shares for an estimated $1,186,925
DMITRY MELNIKOV has made 1 purchase buying 66,667 shares for an estimated $0 and 2 sales selling 2,807 shares for an estimated $26,715.
OLEG SHCHEGOLEV (Chief Technology Officer) purchased 144,000 shares for an estimated $0

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

SEMrush Holdings Inc. Hedge Fund Activity

We have seen 84 institutional investors add shares of SEMrush Holdings Inc. stock to their portfolio, and 143 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAT ROCK CAPITAL MANAGEMENT LP removed 4,739,654 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $56,354,486
NEXPOINT ASSET MANAGEMENT, L.P. added 3,474,250 shares (+inf%) to their portfolio in Q4 2025, for an estimated $41,308,832
FIL LTD added 2,540,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $30,200,600
DORSEY ASSET MANAGEMENT, LLC removed 2,284,578 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $16,174,812
QUBE RESEARCH & TECHNOLOGIES LTD added 2,235,386 shares (+4184.4%) to their portfolio in Q4 2025, for an estimated $26,578,739
WELLINGTON MANAGEMENT GROUP LLP removed 1,735,367 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $20,633,513
MORGAN STANLEY removed 1,616,956 shares (-78.0%) from their portfolio in Q4 2025, for an estimated $19,225,606

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.