Certara, Inc.
CERT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001827090
No open-market purchases or sales by Certara, Inc. insiders were filed in the last 90 days; 241 institutions reported holding it in 13F filings for Q2 2026, worth $880.2M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Certara, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 162
- +21 vs. Q3 2021
- Shares held
- 83.2M
- +11.9M (+16.7%) vs. Q3 2021
- Total value
- $2.37B
- +$4.06M (+0.2%) vs. Q3 2021
- New holders
- 52
- 72 more added
- Sold out
- 31
- 29 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CERT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 241 | $880.2M |
| Q1 2026 | 257 | $770.4M |
| Q4 2025 | 256 | $1.30B |
| Q3 2025 | 242 | $1.72B |
| Q2 2025 | 237 | $1.50B |
| Q1 2025 | 242 | $1.21B |
| Q4 2024 | 223 | $1.24B |
| Q3 2024 | 227 | $1.36B |
| Q2 2024 | 216 | $1.66B |
| Q1 2024 | 220 | $2.15B |
| Q4 2023 | 213 | $2.08B |
| Q3 2023 | 202 | $1.57B |
| Q2 2023 | 211 | $1.98B |
| Q1 2023 | 216 | $2.62B |
| Q4 2022 | 200 | $1.51B |
| Q3 2022 | 192 | $1.62B |
| Q2 2022 | 164 | $2.66B |
| Q1 2022 | 165 | $1.85B |
| Q4 2021 | 162 | $2.37B |
| Q3 2021 | 141 | $2.36B |
| Q2 2021 | 93 | $1.30B |
| Q1 2021 | 97 | $1.19B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 37 | $1.00K | 0.00% | +25+208.3% | Added |
| Lee Financial Co | 28 | $1.00K | 0.00% | +28 | New |
| AdvisorNet Financial, Inc | 25 | $1.00K | 0.00% | +25 | New |
| Benjamin Edwards Inc | 21 | $1.00K | 0.00% | +21 | New |
| BerganKDV Wealth Management, LLC | 62 | $2.00K | 0.00% | +62 | New |
| Sierra Capital LLC | 54 | $2.00K | 0.00% | +54 | New |
| Spire Wealth Management | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 94 | $3.00K | 0.00% | −7−6.9% | Reduced |
| Parallel Advisors, LLC | 96 | $3.00K | 0.00% | +96 | New |
| Quent Capital, LLC | 88 | $3.00K | 0.00% | +88 | New |
| TD Private Client Wealth LLC | 113 | $3.21K | 0.00% | +113 | New |
| TD Waterhouse Canada Inc. | 100 | $3.50K | 0.00% | +100 | New |
| Activest Wealth Management | 131 | $4.00K | 0.00% | +131 | New |
| National Bank of Canada | 200 | $6.00K | 0.00% | +200 | New |
| Washington Trust Advisors, Inc. | 204 | $6.00K | 0.00% | +204 | New |
| Covestor Ltd | 193 | $6.00K | 0.01% | +193 | New |
| Carroll Financial Associates, Inc. | 457 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 505 | $14.0K | 0.00% | −355−41.3% | Reduced |
| IFP Advisors, Inc | 563 | $16.0K | 0.00% | +563 | New |
| Huntington National Bank | 593 | $17.0K | 0.00% | +269+83.0% | Added |
| Confluence Wealth Services, Inc. | 723 | $20.0K | 0.01% | +723 | New |
| Koshinski Asset Management, Inc. | 798 | $22.7K | 0.00% | +798 | New |
| First Horizon Advisors, Inc. | 847 | $24.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,014 | $29.0K | 0.01% | −9,941−90.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,111 | $32.0K | 0.00% | +1,111 | New |
| State of Wyoming | 1,369 | $39.0K | 0.02% | +1,369 | New |
| American International Group, Inc. | 1,623 | $46.0K | 0.00% | +298+22.5% | Added |
| Proequities, Inc. | 1,679 | $48.0K | 0.00% | −192−10.3% | Reduced |
| Captrust Financial Advisors | 1,963 | $56.0K | 0.00% | +1,059+117.1% | Added |
| FourThought Financial, LLC | 2,000 | $57.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,059 | $59.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,185 | $91.0K | 0.02% | −320−9.1% | Reduced |
| Leonteq Securities AG | 3,500 | $99.5K | 0.00% | −3,500−50.0% | Reduced |
| Macquarie Group Ltd | 4,398 | $125.0K | 0.00% | +2,990+212.4% | Added |
| Metropolitan Life Insurance Co | 4,883 | $138.8K | 0.00% | +1,010+26.1% | Added |
| The PNC Financial Services Group, Inc. | 4,936 | $140.0K | 0.00% | +62+1.3% | Added |
| Xponance, Inc. | 7,138 | $203.0K | 0.00% | +7,138 | New |
| Balyasny Asset Management LLC | 7,167 | $204.0K | 0.00% | +7,167 | New |
| Jump Financial, LLC | 7,500 | $213.0K | 0.01% | −22,141−74.7% | Reduced |
| Algert Global LLC | 7,700 | $219.0K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,944 | $226.0K | 0.00% | +7,944 | New |
| Icon Wealth Partners, LLC | 8,161 | $232.0K | 0.02% | −18,754−69.7% | Reduced |
| Dimensional Fund Advisors LP | 8,235 | $234.0K | 0.00% | −221−2.6% | Reduced |
| Two Sigma Advisers, LP | 9,000 | $256.0K | 0.00% | +9,000 | New |
| Oak Thistle LLC | 9,770 | $277.0K | 0.21% | +9,770 | New |
| Jane Street Group, LLC | 9,957 | $283.0K | 0.00% | −87,838−89.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 10,000 | $284.0K | 0.01% | +10,000 | New |
| Verition Fund Management LLC | 10,015 | $285.0K | 0.00% | +10,015 | New |
| FDx Advisors, Inc. | 10,183 | $289.0K | 0.01% | −16,732−62.2% | Reduced |
| NEXT Financial Group, Inc | 10,755 | $305.0K | 0.02% | +10,731+44,712.5% | Added |
| SG Americas Securities, LLC | 10,839 | $308.0K | 0.00% | −535−4.7% | Reduced |
| HSBC Holdings PLC | 11,028 | $316.0K | 0.00% | +11,028 | New |
| HighTower Advisors, LLC | 11,565 | $332.0K | 0.00% | −7,739−40.1% | Reduced |
| Vontobel Holding Ltd. | 12,154 | $346.0K | 0.00% | +12,154 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,322 | $350.0K | 0.00% | +7,155+138.5% | Added |
| MML Investors Services, LLC | 12,715 | $361.0K | 0.00% | +12,715 | New |
| State of Wisconsin Investment Board | 12,858 | $365.0K | 0.00% | +2,458+23.6% | Added |
| UBS Group AG | 13,164 | $374.0K | 0.00% | +5,247+66.3% | Added |
| Trexquant Investment LP | 13,460 | $383.0K | 0.02% | +13,460 | New |
| Victory Capital Management Inc | 14,635 | $416.0K | 0.00% | +3,399+30.3% | Added |
| Handelsbanken Fonder AB | 14,800 | $421.0K | 0.00% | +14,800 | New |
| Park Avenue Securities LLC | 16,393 | $466.0K | 0.01% | +16,393 | New |
| Teacher Retirement System of Texas | 16,773 | $477.0K | 0.00% | +3,019+21.9% | Added |
| Silvercrest Asset Management Group LLC | 16,818 | $478.0K | 0.00% | +16,818 | New |
| Gsa Capital Partners LLP | 16,812 | $478.0K | 0.06% | +16,812 | New |
| Vestmark Advisory Solutions, Inc. | 17,819 | $506.0K | 0.03% | +17,819 | New |
| Cubist Systematic Strategies, LLC | 19,665 | $559.0K | 0.01% | −63,181−76.3% | Reduced |
| Ensign Peak Advisors, Inc | 19,690 | $560.0K | 0.00% | +19,690 | New |
| Public Employees Retirement Association of Colorado | 20,036 | $569.0K | 0.00% | +20,036 | New |
| Raymond James & Associates | 20,219 | $575.0K | 0.00% | +3,003+17.4% | Added |
| Amalgamated Bank | 20,293 | $577.0K | 0.00% | +6,092+42.9% | Added |
| Allspring Global Investments Holdings, LLC | 20,580 | $584.0K | 0.00% | +20,580 | New |
| Wellington Management Group LLP | 20,907 | $594.0K | 0.00% | +20,907 | New |
| US Bancorp | 21,452 | $609.0K | 0.00% | −1,557−6.8% | Reduced |
| Engineers Gate Manager LP | 23,187 | $659.0K | 0.03% | +23,187 | New |
| Arizona State Retirement System | 23,295 | $662.0K | 0.01% | −286−1.2% | Reduced |
| Connacht Asset Management LP | 26,435 | $751.0K | 0.86% | +26,435 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,786 | $761.0K | 0.00% | +16,045+149.4% | Added |
| Voya Financial Advisors, Inc. | 26,813 | $764.0K | 0.09% | +26,813 | New |
| Bell Bank | 27,817 | $791.0K | 0.09% | +27,817 | New |
| Principal Financial Group Inc | 27,861 | $792.0K | 0.00% | +20,230+265.1% | Added |
| Advisor Group Holdings, Inc. | 30,152 | $857.0K | 0.00% | +26,065+637.8% | Added |
| Allstate Corp | 30,174 | $858.0K | 0.02% | −993−3.2% | Reduced |
| Cna Financial Corp | 31,114 | $884.0K | 0.23% | −3,887−11.1% | Reduced |
| ExodusPoint Capital Management, LP | 31,900 | $907.0K | 0.01% | +31,900 | New |
| Parametric Portfolio Associates LLC | 33,986 | $966.0K | 0.00% | −1,954−5.4% | Reduced |
| Janus Henderson Group PLC | 35,356 | $1.00M | 0.00% | +14,915+73.0% | Added |
| Voya Investment Management LLC | 36,303 | $1.03M | 0.00% | +15,720+76.4% | Added |
| Treasurer of the State of North Carolina | 38,129 | $1.08M | 0.01% | +8,260+27.7% | Added |
| Janney Montgomery Scott LLC | 40,689 | $1.16M | 0.00% | +40,689 | New |
| Clearline Capital LP | 43,895 | $1.25M | 0.17% | +43,895 | New |
| Susquehanna Fundamental Investments, LLC | 45,300 | $1.29M | 0.03% | +45,300 | New |
| Edmond de Rothschild Holding S.A. | 51,633 | $1.47M | 0.03% | +7,416+16.8% | Added |
| State Board of Administration of Florida Retirement System | 52,825 | $1.50M | 0.00% | +46,319+711.9% | Added |
| Citigroup Inc | 55,166 | $1.57M | 0.00% | +24,254+78.5% | Added |
| Public Employees Retirement System of Ohio | 56,719 | $1.61M | 0.01% | +10,426+22.5% | Added |
| Prudential Financial Inc | 38,867 | $1.76M | 0.00% | +38,867 | New |
| Blair William & Co | 62,374 | $1.77M | 0.01% | +22,389+56.0% | Added |
| SEI Investments Co | 66,792 | $1.90M | 0.00% | +1,719+2.6% | Added |
| Wells Fargo & Company | 73,663 | $2.09M | 0.00% | −58,986−44.5% | Reduced |