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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.

Institutional holdersQ1 2022: 165 institutions
Q1 2021: 97 institutionsQ2 2021: 93 institutionsQ3 2021: 141 institutionsQ4 2021: 162 institutionsQ1 2022: 165 institutionsQ2 2022: 164 institutionsQ3 2022: 192 institutionsQ4 2022: 200 institutionsQ1 2023: 216 institutionsQ2 2023: 211 institutionsQ3 2023: 202 institutionsQ4 2023: 213 institutionsQ1 2024: 220 institutionsQ2 2024: 216 institutionsQ3 2024: 227 institutionsQ4 2024: 223 institutionsQ1 2025: 242 institutionsQ2 2025: 237 institutionsQ3 2025: 242 institutionsQ4 2025: 256 institutionsQ1 2026: 257 institutionsQ2 2026: 241 institutions
Value heldQ1 2022: $1.85B
Q1 2021: $1.19BQ2 2021: $1.30BQ3 2021: $2.36BQ4 2021: $2.37BQ1 2022: $1.85BQ2 2022: $2.66BQ3 2022: $1.62BQ4 2022: $1.51BQ1 2023: $2.62BQ2 2023: $1.98BQ3 2023: $1.57BQ4 2023: $2.08BQ1 2024: $2.15BQ2 2024: $1.66BQ3 2024: $1.36BQ4 2024: $1.24BQ1 2025: $1.21BQ2 2025: $1.50BQ3 2025: $1.72BQ4 2025: $1.30BQ1 2026: $770.4MQ2 2026: $880.2M
Institutions holding CERT and their total value by quarter
QuarterHoldersValue
Q2 2026241$880.2M
Q1 2026257$770.4M
Q4 2025256$1.30B
Q3 2025242$1.72B
Q2 2025237$1.50B
Q1 2025242$1.21B
Q4 2024223$1.24B
Q3 2024227$1.36B
Q2 2024216$1.66B
Q1 2024220$2.15B
Q4 2023213$2.08B
Q3 2023202$1.57B
Q2 2023211$1.98B
Q1 2023216$2.62B
Q4 2022200$1.51B
Q3 2022192$1.62B
Q2 2022164$2.66B
Q1 2022165$1.85B
Q4 2021162$2.37B
Q3 2021141$2.36B
Q2 202193$1.30B
Q1 202197$1.19B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q4 2021.

Institutions holding CERT in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
HighTower Advisors, LLC19,847$440.0K0.00%+8,282+71.6%Added
Vestmark Advisory Solutions, Inc.19,812$426.0K0.02%+1,993+11.2%Added
Connacht Asset Management LP18,560$399.0K0.59%−7,875−29.8%Reduced
US Bancorp18,253$392.0K0.00%−3,199−14.9%Reduced
Teacher Retirement System of Texas18,182$391.0K0.00%+1,409+8.4%Added
IndexIQ Advisors LLC18,174$390.0K0.01%+18,174New
Allspring Global Investments Holdings, LLC18,075$388.0K0.00%−2,505−12.2%Reduced
Silvercrest Asset Management Group LLC17,815$383.0K0.00%+997+5.9%Added
Park Avenue Securities LLC17,620$378.0K0.01%+1,227+7.5%Added
Public Employees Retirement Association of Colorado15,831$340.0K0.00%−4,205−21.0%Reduced
Yarbrough Capital, LLC15,653$336.0K0.02%+15,653New
Dynamic Technology Lab Private Ltd15,110$325.0K0.04%+15,110New
Handelsbanken Fonder AB14,800$318.0K0.00%00.0%Unchanged
MML Investors Services, LLC14,101$303.0K0.00%+1,386+10.9%Added
SG Americas Securities, LLC13,463$289.0K0.00%+2,624+24.2%Added
Two Sigma Advisers, LP13,000$279.0K0.00%+4,000+44.4%Added
Vontobel Holding Ltd.12,154$267.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)12,322$265.0K0.00%00.0%Unchanged
Millennium Management LLC12,206$262.0K0.00%+12,206New
Victory Capital Management Inc14,229$261.0K0.00%−406−2.8%Reduced
HSBC Holdings PLC11,969$261.0K0.00%+941+8.5%Added
Renaissance Technologies LLC11,100$238.0K0.00%−114,000−91.1%Reduced
Atria Wealth Solutions, Inc.10,171$218.0K0.00%+10,171New
Twinbeech Capital LP9,464$203.0K0.01%+9,464New
UBS Group AG8,974$193.0K0.00%−4,190−31.8%Reduced
The PNC Financial Services Group, Inc.5,841$126.0K0.00%+905+18.3%Added
Heritage Wealth Management, LLC5,524$119.0K0.03%+5,524New
MetLife Investment Management5,174$111.1K0.00%+5,174New
Tower Research Capital LLC (TRC)5,156$111.0K0.00%+4,651+921.0%Added
Macquarie Group Ltd4,649$100.0K0.00%+251+5.7%Added
Captrust Financial Advisors4,628$99.0K0.00%+2,665+135.8%Added
Parkside Financial Bank & Trust3,331$72.0K0.02%+146+4.6%Added
FourThought Financial, LLC2,406$52.0K0.01%+406+20.3%Added
Fifth Third Bancorp2,059$44.0K0.00%00.0%Unchanged
Benjamin Edwards Inc1,982$43.0K0.01%+1,961+9,338.1%Added
American International Group, Inc.1,744$37.0K0.00%+121+7.5%Added
Barclays PLC1,485$32.0K0.00%+1,485New
State of Wyoming1,214$26.0K0.01%−155−11.3%Reduced
Cullen/Frost Bankers, Inc.1,111$24.0K0.00%00.0%Unchanged
IFP Advisors, Inc563$21.0K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.890$19.1K0.00%+92+11.5%Added
Proequities, Inc.829$18.0K0.00%−850−50.6%Reduced
Northwestern Mutual Wealth Management Co678$15.0K0.00%+678New
Huntington National Bank356$8.00K0.00%−237−40.0%Reduced
Federated Hermes, Inc.362$8.00K0.00%+362New
Signaturefd, LLC359$8.00K0.00%+359New
Private Capital Group, LLC246$5.00K0.00%+246New
National Bank of Canada200$4.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.204$4.00K0.00%00.0%Unchanged
Activest Wealth Management131$3.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.150$3.00K0.00%+150New
TD Private Client Wealth LLC113$2.43K0.00%00.0%Unchanged
Parallel Advisors, LLC96$2.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC79$2.00K0.00%−15−16.0%Reduced
Spire Wealth Management106$2.00K0.00%00.0%Unchanged
Quent Capital, LLC113$2.00K0.00%+25+28.4%Added
Loomis Sayles & Co L P103$2.00K0.00%+103New
Covestor Ltd23$1.00K0.00%−170−88.1%Reduced
Sierra Capital LLC54$1.00K0.00%00.0%Unchanged
Albion Financial Group47$1.00K0.00%+47New
Ellevest, Inc.53$1.00K0.00%+53New
First Horizon Advisors, Inc.16$00.00%−831−98.1%Reduced
CWM, LLC14$00.00%+14New
Capital Advisors, Ltd. LLC12$00.00%+12New
TCWP LLC46$00.00%+46New
Capital World Investors0$00.00%−1,254,554−100.0%Sold out
Islet Management, LP0$00.00%−550,000−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−352,090−100.0%Sold out
Caas Capital Management LP0$00.00%−279,593−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−250,000−100.0%Sold out
Aubrey Capital Management Ltd0$00.00%−189,000−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−127,677−100.0%Sold out
Allstate Corp0$00.00%−30,174−100.0%Sold out
Engineers Gate Manager LP0$00.00%−23,187−100.0%Sold out
Wellington Management Group LLP0$00.00%−20,907−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−16,812−100.0%Sold out
Trexquant Investment LP0$00.00%−13,460−100.0%Sold out
Verition Fund Management LLC0$00.00%−10,015−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−10,000−100.0%Sold out
Oak Thistle LLC0$00.00%−9,770−100.0%Sold out
Algert Global LLC0$00.00%−7,700−100.0%Sold out
Xponance, Inc.0$00.00%−7,138−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−4,883−100.0%Sold out
Leonteq Securities AG0$00.00%−3,500−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,014−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−723−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−100−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−62−100.0%Sold out
Lee Financial Co0$00.00%−28−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−25−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−37−100.0%Sold out
NEXT Financial Group, Inc––––Not filed
Carroll Financial Associates, Inc.––––Not filed