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, Q1 2022
Institutional positions in Certara, Inc. as of Mar 31, 2022. 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
- 165
- +5 vs. Q4 2021
- Shares held
- 85.9M
- +2.71M (+3.3%) vs. Q4 2021
- Total value
- $1.85B
- −$519.4M (−22.0%) vs. Q4 2021
- New holders
- 31
- 76 more added
- Sold out
- 26
- 42 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 16 | $0 | 0.00% | −831−98.1% | Reduced |
| CWM, LLC | 14 | $0 | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 12 | $0 | 0.00% | +12 | New |
| TCWP LLC | 46 | $0 | 0.00% | +46 | New |
| Covestor Ltd | 23 | $1.00K | 0.00% | −170−88.1% | Reduced |
| Sierra Capital LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 47 | $1.00K | 0.00% | +47 | New |
| Ellevest, Inc. | 53 | $1.00K | 0.00% | +53 | New |
| Parallel Advisors, LLC | 96 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 79 | $2.00K | 0.00% | −15−16.0% | Reduced |
| Spire Wealth Management | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 113 | $2.00K | 0.00% | +25+28.4% | Added |
| Loomis Sayles & Co L P | 103 | $2.00K | 0.00% | +103 | New |
| TD Private Client Wealth LLC | 113 | $2.43K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $3.00K | 0.00% | +150 | New |
| National Bank of Canada | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 204 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 246 | $5.00K | 0.00% | +246 | New |
| Huntington National Bank | 356 | $8.00K | 0.00% | −237−40.0% | Reduced |
| Federated Hermes, Inc. | 362 | $8.00K | 0.00% | +362 | New |
| Signaturefd, LLC | 359 | $8.00K | 0.00% | +359 | New |
| Northwestern Mutual Wealth Management Co | 678 | $15.0K | 0.00% | +678 | New |
| Proequities, Inc. | 829 | $18.0K | 0.00% | −850−50.6% | Reduced |
| Koshinski Asset Management, Inc. | 890 | $19.1K | 0.00% | +92+11.5% | Added |
| IFP Advisors, Inc | 563 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,111 | $24.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,214 | $26.0K | 0.01% | −155−11.3% | Reduced |
| Barclays PLC | 1,485 | $32.0K | 0.00% | +1,485 | New |
| American International Group, Inc. | 1,744 | $37.0K | 0.00% | +121+7.5% | Added |
| Benjamin Edwards Inc | 1,982 | $43.0K | 0.01% | +1,961+9,338.1% | Added |
| Fifth Third Bancorp | 2,059 | $44.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,406 | $52.0K | 0.01% | +406+20.3% | Added |
| Parkside Financial Bank & Trust | 3,331 | $72.0K | 0.02% | +146+4.6% | Added |
| Captrust Financial Advisors | 4,628 | $99.0K | 0.00% | +2,665+135.8% | Added |
| Macquarie Group Ltd | 4,649 | $100.0K | 0.00% | +251+5.7% | Added |
| Tower Research Capital LLC (TRC) | 5,156 | $111.0K | 0.00% | +4,651+921.0% | Added |
| MetLife Investment Management | 5,174 | $111.1K | 0.00% | +5,174 | New |
| Heritage Wealth Management, LLC | 5,524 | $119.0K | 0.03% | +5,524 | New |
| The PNC Financial Services Group, Inc. | 5,841 | $126.0K | 0.00% | +905+18.3% | Added |
| UBS Group AG | 8,974 | $193.0K | 0.00% | −4,190−31.8% | Reduced |
| Twinbeech Capital LP | 9,464 | $203.0K | 0.01% | +9,464 | New |
| Atria Wealth Solutions, Inc. | 10,171 | $218.0K | 0.00% | +10,171 | New |
| Renaissance Technologies LLC | 11,100 | $238.0K | 0.00% | −114,000−91.1% | Reduced |
| Victory Capital Management Inc | 14,229 | $261.0K | 0.00% | −406−2.8% | Reduced |
| HSBC Holdings PLC | 11,969 | $261.0K | 0.00% | +941+8.5% | Added |
| Millennium Management LLC | 12,206 | $262.0K | 0.00% | +12,206 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,322 | $265.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,154 | $267.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,000 | $279.0K | 0.00% | +4,000+44.4% | Added |
| SG Americas Securities, LLC | 13,463 | $289.0K | 0.00% | +2,624+24.2% | Added |
| MML Investors Services, LLC | 14,101 | $303.0K | 0.00% | +1,386+10.9% | Added |
| Handelsbanken Fonder AB | 14,800 | $318.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 15,110 | $325.0K | 0.04% | +15,110 | New |
| Yarbrough Capital, LLC | 15,653 | $336.0K | 0.02% | +15,653 | New |
| Public Employees Retirement Association of Colorado | 15,831 | $340.0K | 0.00% | −4,205−21.0% | Reduced |
| Park Avenue Securities LLC | 17,620 | $378.0K | 0.01% | +1,227+7.5% | Added |
| Silvercrest Asset Management Group LLC | 17,815 | $383.0K | 0.00% | +997+5.9% | Added |
| Allspring Global Investments Holdings, LLC | 18,075 | $388.0K | 0.00% | −2,505−12.2% | Reduced |
| IndexIQ Advisors LLC | 18,174 | $390.0K | 0.01% | +18,174 | New |
| Teacher Retirement System of Texas | 18,182 | $391.0K | 0.00% | +1,409+8.4% | Added |
| US Bancorp | 18,253 | $392.0K | 0.00% | −3,199−14.9% | Reduced |
| Connacht Asset Management LP | 18,560 | $399.0K | 0.59% | −7,875−29.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,812 | $426.0K | 0.02% | +1,993+11.2% | Added |
| HighTower Advisors, LLC | 19,847 | $440.0K | 0.00% | +8,282+71.6% | Added |
| Balyasny Asset Management LLC | 20,568 | $442.0K | 0.00% | +13,401+187.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,108 | $453.0K | 0.10% | +21,108 | New |
| Jump Financial, LLC | 21,807 | $468.0K | 0.02% | +14,307+190.8% | Added |
| First Trust Advisors LP | 22,323 | $479.0K | 0.00% | +22,323 | New |
| Amalgamated Bank | 22,343 | $480.0K | 0.00% | +2,050+10.1% | Added |
| Amalgamated Financial Corp. | 22,343 | $480.0K | 0.00% | +22,343 | New |
| Arizona State Retirement System | 23,740 | $510.0K | 0.00% | +445+1.9% | Added |
| Icon Wealth Partners, LLC | 24,082 | $517.0K | 0.05% | +15,921+195.1% | Added |
| FDx Advisors, Inc. | 24,271 | $521.0K | 0.02% | +14,088+138.3% | Added |
| Dimensional Fund Advisors LP | 26,179 | $562.0K | 0.00% | +17,944+217.9% | Added |
| Voya Financial Advisors, Inc. | 26,108 | $574.0K | 0.07% | −705−2.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,786 | $575.0K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 27,180 | $584.0K | 0.00% | +27,180 | New |
| Cna Financial Corp | 27,584 | $593.0K | 0.18% | −3,530−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 28,320 | $608.0K | 0.00% | +8,630+43.8% | Added |
| Principal Financial Group Inc | 28,433 | $611.0K | 0.00% | +572+2.1% | Added |
| Clearline Capital LP | 29,600 | $636.0K | 0.09% | −14,295−32.6% | Reduced |
| Advisor Group Holdings, Inc. | 30,161 | $647.0K | 0.00% | +90.0% | Added |
| Bell Bank | 31,138 | $669.0K | 0.07% | +3,321+11.9% | Added |
| M&T Bank Corp | 31,843 | $685.0K | 0.00% | +31,843 | New |
| Jane Street Group, LLC | 32,370 | $695.0K | 0.00% | +22,413+225.1% | Added |
| Prudential Financial Inc | 34,489 | $741.0K | 0.00% | −4,378−11.3% | Reduced |
| Janus Henderson Group PLC | 34,594 | $742.0K | 0.00% | −762−2.2% | Reduced |
| Citigroup Inc | 35,007 | $752.0K | 0.00% | −20,159−36.5% | Reduced |
| Raymond James & Associates | 37,080 | $796.0K | 0.00% | +16,861+83.4% | Added |
| Natixis | 37,177 | $799.0K | 0.00% | +37,177 | New |
| Voya Investment Management LLC | 38,382 | $824.0K | 0.00% | +2,079+5.7% | Added |
| Pentwater Capital Management LP | 40,000 | $859.0K | 0.02% | −190,000−82.6% | Reduced |
| Treasurer of the State of North Carolina | 41,964 | $901.0K | 0.00% | +3,835+10.1% | Added |
| Janney Montgomery Scott LLC | 45,992 | $988.0K | 0.00% | +5,303+13.0% | Added |
| Citadel Advisors LLC | 48,190 | $1.03M | 0.00% | −120,147−71.4% | Reduced |
| Manufacturers Life Insurance Company, The | 55,569 | $1.22M | 0.00% | +55,569 | New |
| Public Employees Retirement System of Ohio | 59,191 | $1.27M | 0.00% | +2,472+4.4% | Added |
| AQR Capital Management LLC | 60,159 | $1.29M | 0.00% | +52,215+657.3% | Added |
| Edmond de Rothschild Holding S.A. | 65,008 | $1.40M | 0.03% | +13,375+25.9% | Added |