SEMR SEMrush Holdings, Inc. Insider Trading

SEMR President Levin sold 404,249 shares at $11.91 (56% of prior position), with 5 prior SEMR sales all well-timed ahead of declines.

Levin's sale of 404,249 shares represents a substantial reduction in holdings (from 984,961 to 580,712), executed at $11.91, near the 52-week high of $11.95. At the same-ticker level, all 5 of Levin's prior SEMR sales were well-timed at the 90-day mark, with cumulative 90-day returns of -41.7%, -21.2%, -19.4%, -11.0%, and -13.3%, indicating a consistent pattern of selling before subsequent declines. Against this backdrop, the current sale occurs as the company remains unprofitable (net income of $-2,141,000 in the latest quarter despite +17.7% annual revenue growth), and the stock sits at -0.2% from its 52-week high. The convergence of a material equity reduction, demonstrated same-ticker timing precision, and underlying unprofitability warrants attention to whether this transaction signals executive concern about near-term momentum.

CTO Oleg Shchegolev sold 200,000 shares of SEMR at $11.93, reducing stake to 7.17M shares

Shchegolev sold 200,000 shares at $11.93 on 2026-03-09, representing a -2.7% reduction in his 7.37M share position. The stock currently trades at $11.92, only 0.2% below the 52-week high of $11.95, near the peak of its annual range. His prior trades at SEMR show mixed timing: 3 of 4 measurable 90-day outcomes were well-timed, including a prior sell on 2025-05-20 that preceded a -22.7% decline. However, this sale occurs at current valuation levels despite SEMR remaining unprofitable (full-year net income: $-2.1M) with revenue of $112.1M. The company's 17.7% annual revenue growth does not offset the lack of profitability at the time of this sale.

Mason David W (CLO) sells 97,372 shares of SEMR at $11.93; now holds 271,248 shares post-sale.

Mason David W sold 97,372 shares representing 26.4% of his pre-transaction holdings at $11.93, reducing his stake from 368,620 to 271,248 shares. The sale price of $11.93 is within 0.1% of the 52-week high of $11.95, placing the execution near the upper end of recent trading range. SEMrush remains unprofitable with net income of $-2,141,000 against revenue of $112,075,000 in the latest quarter, though the company achieved annual revenue growth of +17.7%. The substantial reduction in the CLO's ownership while the stock trades near 52-week highs merits investor attention to assess whether this reflects liquidity management, portfolio rebalancing, or a shift in the executive's conviction regarding the company's near-term direction.

Director Melnikov purchases 66,667 SEMR shares, expanding stake to 1,946,479 post-transaction after pattern of 5 recent sells.

Melnikov (Director) purchased 66,667 shares of SEMR on 2026-02-10, increasing his holdings from 1,879,812 to 1,946,479 shares (+3.5%). This buy arrives shortly after a concentrated pattern of five sell transactions between 2024-12-18 and 2025-01-06, during which he sold shares at prices that proved well-timed: all five prior sales were followed by 90-day declines (ranging from -19.2% to -28.3%), reflecting a 100% well-timed rate at this ticker. The current stock price of $11.82 is -35.7% from the 52-week high, placing it near the lower end of its recent trading range. The company trades at a P/E of 197.00 with recent-quarter net income of -$2.1M against $112.1M in revenue, creating tension between top-line growth (annual +22.5%) and profitability. The shift from systematic selling into a buy position, combined with the stock's proximity to its lows, warrants monitoring for whether this represents a material reversal of prior disposition or a lower-conviction position-building trade.

CTO Shchegolev purchases 144,000 shares of SEMR, raising holdings to 3.28M shares (+4.6%) in stock down 35.7% from 52-week high.

Shchegolev Oleg, Chief Technology Officer of SEMrush Holdings, Inc., purchased 144,000 shares on 2026-02-10, increasing his total holdings from 3,138,040 shares to 3,282,040 shares. The purchase occurs while SEMR trades at $11.82, down 35.7% from its 52-week high of $18.37, and notably, the stock has gained 67.4% over the prior 90 days from its depressed lows. His prior trading pattern at this same ticker shows 4 of 5 prior sales were well-timed at the 90-day mark (negative subsequent returns), indicating he has historically sold before declines. His cross-ticker track record shows a 60.00% well-timed rate on 15 prior sells with a positive 90-day average return of +1.7%, suggesting mixed overall timing ability. The company's fundamentals remain mixed: while revenue grew 22.5% year-over-year to $112.1M in the latest quarter, net income was negative at $-2.1M, and the P/E is elevated at 197.00.

CFO Brian Mulroy sells 100,078 SEMR shares at $11.86; stock up 75.7% in 30 days but down 35.4% from 52-week high.

Mulroy sold 100,078 shares (100.1K shares) representing 8.9% of his pre-transaction holdings for $1.2M, leaving him with 1.02M shares. The sale occurred at $11.86, well below the 52-week high of $18.37 (-35.4%), though the stock has rallied strongly in the preceding month (+75.7% over 30 days) and quarter (+57.5% over 90 days). His cross-ticker sell history shows one prior open-market sale with an average 90-day return of +4.4%, indicating the prior sale was not well-timed (stock rose afterward). At SEMR specifically, his single prior sell on 2024-04-11 also posted positive 90-day returns (+4.4%), exhibiting a 0.00% well-timed rate on sells. The company posted $112.1M in quarterly revenue (+22.5% annual growth) but negative net income of $-2.1M, with a P/E of 197.67, suggesting valuation remains stretched despite the recent price weakness.

CMO Warden Andrew sold 196.1K shares ($2.3M) at $11.84, reducing stake by 44.9% to 241.1K shares held.

Andrew sold 196,115 shares at $11.84, representing a material 44.9% reduction in his equity position from 437,199 shares pre-transaction. The sale occurred at a price 35.6% below the 52-week high of $18.37, despite the stock posting strong recent momentum (30-day change +61.1%, 90-day change +55.8%). SEMrush faces fundamental headwinds: despite 22.5% annual revenue growth, the company is unprofitable (net income of -$2.1M in the latest quarter) and trades at a P/E of 197.33, suggesting significant losses and elevated valuation risk. The combination of a large stake reduction at a depressed valuation, coupled with the company's inability to convert growing revenue into profitability, warrants investor attention to both the insider's confidence level and underlying business momentum.

CTO Shchegolev sells 2.50M SEMR shares at $10.01; stock now $9.84, down 46.4% from 52-week high.

Shchegolev Oleg, Chief Technology Officer, sold 2,500,000 shares of SEMrush Holdings (SEMR) at $10.01 on 2025-05-20 for $25,025,000.00, reducing his holdings from 29,239,320 to 26,739,320 shares (-8.6%). The sale occurred when SEMR was trading near current levels ($9.84); the stock has since fallen 46.4% from its 52-week high of $18.37 and is down 38.8% over the past 90 days. His prior sales at SEMR show a pattern of favorable timing: 4 of 5 earlier trades at this ticker generated negative 90-day returns (stock declined after the sale), and his cross-ticker track record of 14 prior sells achieved a 57.14% well-timed rate with an average 90-day return of +3.5%. The current environment presents a notable divergence—the stock has deteriorated sharply post-transaction (90-day return at filing would become more negative), but this CTO maintains substantial holdings of 26.74M shares after the sale, suggesting continued material stake in the company despite the recent sell-off.

SEMR President Eugenie Levin sold 43,200 shares at $15.39 on 2025-01-17; stock now at $16.46, up 34.9% in 30 days.

Eugenie Levin, SEMR President, sold 43,200 shares (7.4% reduction of pre-transaction holdings) at $15.39 on 2025-01-17, when the stock subsequently rose to $16.46, representing a 30-day gain of +34.9%. Across his cross-ticker track record, his 9 prior sells averaged a 90-day return of +1.0% with a well-timed rate of 28.57%, indicating mixed execution; at SEMR specifically, 2 of 3 measurable prior sells (May 2024 and January 2024) showed negative 90-day returns, suggesting his prior sales at this ticker have generally preceded declines. The current sale occurred after SEMR posted annual revenue growth of +21.0% and is now trading near its 52-week high, raising the question of whether this sale reflects a reassessment of near-term valuation or broader positioning changes within leadership.

Director Melnikov sells 103,545 shares across 3 days (Jan 2–6) for $1,217,223.69; stock down 27.0% from 52-week high.

Melnikov Dmitry, a Director, executed 3 separate sales totaling 103,545 shares for $1,217,223.69 at blended average $11.76 between January 2–6, 2025, reducing his holdings from 8.79M to 8.68M shares (-1.2%). The sales occurred as SEMR stock trades at $11.82, down 27.0% from its 52-week high of $16.20 and down 16.4% over the prior 30 days. His cross-ticker track record shows a 100.00% well-timed rate across 8 prior sells (with -7.6% avg 30d return), suggesting a pattern of selling before declines; however, 5 recent sales at SEMR on December 13, 16, 17, 18, and 19 remain unmeasurable as outcome data has not yet accrued. The continued selling during a period of sustained stock weakness and the director's substantial remaining position (8.68M shares post-transaction) provide context for the transaction, though the concentrated three-day execution window and the magnitude of proceeds merit investor attention to any concurrent disclosures.