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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 16,393 | $466.0K | 0.01% | +16,393 | New |
| Handelsbanken Fonder AB | 14,800 | $421.0K | 0.00% | +14,800 | New |
| Victory Capital Management Inc | 14,635 | $416.0K | 0.00% | +3,399+30.3% | Added |
| Trexquant Investment LP | 13,460 | $383.0K | 0.02% | +13,460 | New |
| UBS Group AG | 13,164 | $374.0K | 0.00% | +5,247+66.3% | Added |
| State of Wisconsin Investment Board | 12,858 | $365.0K | 0.00% | +2,458+23.6% | Added |
| MML Investors Services, LLC | 12,715 | $361.0K | 0.00% | +12,715 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,322 | $350.0K | 0.00% | +7,155+138.5% | Added |
| Vontobel Holding Ltd. | 12,154 | $346.0K | 0.00% | +12,154 | New |
| HighTower Advisors, LLC | 11,565 | $332.0K | 0.00% | −7,739−40.1% | Reduced |
| HSBC Holdings PLC | 11,028 | $316.0K | 0.00% | +11,028 | New |
| SG Americas Securities, LLC | 10,839 | $308.0K | 0.00% | −535−4.7% | Reduced |
| NEXT Financial Group, Inc | 10,755 | $305.0K | 0.02% | +10,731+44,712.5% | Added |
| FDx Advisors, Inc. | 10,183 | $289.0K | 0.01% | −16,732−62.2% | Reduced |
| Verition Fund Management LLC | 10,015 | $285.0K | 0.00% | +10,015 | New |
| Weiss Multi-Strategy Advisers LLC | 10,000 | $284.0K | 0.01% | +10,000 | New |
| Jane Street Group, LLC | 9,957 | $283.0K | 0.00% | −87,838−89.8% | Reduced |
| Oak Thistle LLC | 9,770 | $277.0K | 0.21% | +9,770 | New |
| Two Sigma Advisers, LP | 9,000 | $256.0K | 0.00% | +9,000 | New |
| Dimensional Fund Advisors LP | 8,235 | $234.0K | 0.00% | −221−2.6% | Reduced |
| Icon Wealth Partners, LLC | 8,161 | $232.0K | 0.02% | −18,754−69.7% | Reduced |
| AQR Capital Management LLC | 7,944 | $226.0K | 0.00% | +7,944 | New |
| Algert Global LLC | 7,700 | $219.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,500 | $213.0K | 0.01% | −22,141−74.7% | Reduced |
| Balyasny Asset Management LLC | 7,167 | $204.0K | 0.00% | +7,167 | New |
| Xponance, Inc. | 7,138 | $203.0K | 0.00% | +7,138 | New |
| The PNC Financial Services Group, Inc. | 4,936 | $140.0K | 0.00% | +62+1.3% | Added |
| Metropolitan Life Insurance Co | 4,883 | $138.8K | 0.00% | +1,010+26.1% | Added |
| Macquarie Group Ltd | 4,398 | $125.0K | 0.00% | +2,990+212.4% | Added |
| Leonteq Securities AG | 3,500 | $99.5K | 0.00% | −3,500−50.0% | Reduced |
| Parkside Financial Bank & Trust | 3,185 | $91.0K | 0.02% | −320−9.1% | Reduced |
| Fifth Third Bancorp | 2,059 | $59.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,000 | $57.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,963 | $56.0K | 0.00% | +1,059+117.1% | Added |
| Proequities, Inc. | 1,679 | $48.0K | 0.00% | −192−10.3% | Reduced |
| American International Group, Inc. | 1,623 | $46.0K | 0.00% | +298+22.5% | Added |
| State of Wyoming | 1,369 | $39.0K | 0.02% | +1,369 | New |
| Cullen/Frost Bankers, Inc. | 1,111 | $32.0K | 0.00% | +1,111 | New |
| Dark Forest Capital Management LP | 1,014 | $29.0K | 0.01% | −9,941−90.7% | Reduced |
| First Horizon Advisors, Inc. | 847 | $24.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 798 | $22.7K | 0.00% | +798 | New |
| Confluence Wealth Services, Inc. | 723 | $20.0K | 0.01% | +723 | New |
| Huntington National Bank | 593 | $17.0K | 0.00% | +269+83.0% | Added |
| IFP Advisors, Inc | 563 | $16.0K | 0.00% | +563 | New |
| Tower Research Capital LLC (TRC) | 505 | $14.0K | 0.00% | −355−41.3% | Reduced |
| Carroll Financial Associates, Inc. | 457 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Activest Wealth Management | 131 | $4.00K | 0.00% | +131 | New |
| TD Waterhouse Canada Inc. | 100 | $3.50K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 113 | $3.21K | 0.00% | +113 | 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 |
| BerganKDV Wealth Management, LLC | 62 | $2.00K | 0.00% | +62 | New |
| Sierra Capital LLC | 54 | $2.00K | 0.00% | +54 | New |
| 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 |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −901,885−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −143,028−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −136,938−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −132,265−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −113,034−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −103,898−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −93,600−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −82,183−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −59,842−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,576−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −34,237−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,524−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,937−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −11,297−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −9,512−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −6,131−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −6,191−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |