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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, Q2 2022

Institutional positions in Certara, Inc. as of Jun 30, 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
164
+3 vs. Q1 2022
Shares held
123.9M
+38.2M (+44.6%) vs. Q1 2022
Total value
$2.66B
+$818.1M (+44.4%) vs. Q1 2022
New holders
23
65 more added
Sold out
20
57 more reduced

4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 164 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 heldQ2 2022: $2.66B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q1 2022.

Institutions holding CERT in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd17$00.00%−6−26.1%Reduced
HM Payson & Co1$00.00%+1New
Quadrant Capital Group LLC11$00.00%+11New
CWM, LLC50$1.00K0.00%+36+257.1%Added
Capital Advisors, Ltd. LLC25$1.00K0.00%+13+108.3%Added
Steward Partners Investment Advisory, LLC36$1.00K0.00%+36New
Loomis Sayles & Co L P103$2.00K0.00%00.0%Unchanged
Parallel Advisors, LLC108$2.00K0.00%+12+12.5%Added
Bellevue Asset Management, LLC79$2.00K0.00%00.0%Unchanged
Spire Wealth Management106$2.00K0.00%00.0%Unchanged
Quent Capital, LLC111$2.00K0.00%−2−1.8%Reduced
TCI Wealth Advisors, Inc.76$2.00K0.00%+76New
TD Private Client Wealth LLC113$2.42K0.00%00.0%Unchanged
Geneos Wealth Management Inc.150$3.00K0.00%00.0%Unchanged
Activest Wealth Management131$3.00K0.00%00.0%Unchanged
National Bank of Canada200$4.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.204$4.00K0.00%00.0%Unchanged
Private Capital Group, LLC246$5.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co358$7.00K0.00%−320−47.2%Reduced
Signaturefd, LLC359$8.00K0.00%00.0%Unchanged
Huntington National Bank432$9.00K0.00%+76+21.3%Added
Leonteq Securities AG666$14.3K0.00%+666New
Proequities, Inc.744$16.0K0.00%−85−10.3%Reduced
Cullen/Frost Bankers, Inc.1,040$22.0K0.00%−71−6.4%Reduced
Rockefeller Capital Management L.P.1,175$25.0K0.00%+1,175New
Tower Research Capital LLC (TRC)1,216$26.0K0.00%−3,940−76.4%Reduced
First Horizon Advisors, Inc.1,487$32.0K0.00%+1,471+9,193.8%Added
American International Group, Inc.1,602$34.0K0.00%−142−8.1%Reduced
Fifth Third Bancorp2,059$44.0K0.00%00.0%Unchanged
Benjamin Edwards Inc2,452$53.0K0.02%+470+23.7%Added
FourThought Financial, LLC2,638$57.0K0.01%+232+9.6%Added
Parkside Financial Bank & Trust3,465$75.0K0.02%+134+4.0%Added
Macquarie Group Ltd4,649$100.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.4,983$107.0K0.00%−858−14.7%Reduced
Heritage Wealth Management, LLC5,469$117.4K0.04%−55−1.0%Reduced
MetLife Investment Management5,520$118.5K0.00%+346+6.7%Added
Captrust Financial Advisors9,230$198.0K0.00%+4,602+99.4%Added
Xponance, Inc.9,347$201.0K0.00%+9,347New
HSBC Holdings PLC10,879$233.0K0.00%−1,090−9.1%Reduced
Two Sigma Advisers, LP10,900$234.0K0.00%−2,100−16.2%Reduced
AlphaCrest Capital Management LLC11,142$239.0K0.01%+11,142New
Vontobel Holding Ltd.12,154$261.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)12,322$264.0K0.00%00.0%Unchanged
Yarbrough Capital, LLC12,954$278.0K0.02%−2,699−17.2%Reduced
MML Investors Services, LLC13,603$292.0K0.00%−498−3.5%Reduced
Commerce Bank13,824$297.0K0.00%+13,824New
Connacht Asset Management LP13,887$298.0K0.43%−4,673−25.2%Reduced
SG Americas Securities, LLC13,955$299.0K0.00%+492+3.7%Added
Victory Capital Management Inc14,147$304.0K0.00%−82−0.6%Reduced
Versor Investments LP14,311$307.0K0.01%+14,311New
Silvercrest Asset Management Group LLC14,383$309.0K0.00%−3,432−19.3%Reduced
TriaGen Wealth Management LLC14,778$317.0K0.23%+14,778New
Handelsbanken Fonder AB14,800$318.0K0.00%00.0%Unchanged
Wells Fargo & Company14,947$321.0K0.00%−67,987−82.0%Reduced
Public Employees Retirement Association of Colorado15,831$340.0K0.00%00.0%Unchanged
Park Avenue Securities LLC16,008$344.0K0.01%−1,612−9.1%Reduced
Truist Financial Corp16,294$350.0K0.00%+16,294New
Teacher Retirement System of Texas16,363$351.0K0.00%−1,819−10.0%Reduced
Old Mission Capital LLC17,194$369.0K0.01%+17,194New
Vestmark Advisory Solutions, Inc.18,524$398.0K0.02%−1,288−6.5%Reduced
Barclays PLC18,650$400.0K0.00%+17,165+1,155.9%Added
Icon Wealth Partners, LLC19,781$425.0K0.05%−4,301−17.9%Reduced
HighTower Advisors, LLC19,375$427.0K0.00%−472−2.4%Reduced
US Bancorp19,975$429.0K0.00%+1,722+9.4%Added
Mirabella Financial Services LLP21,407$459.0K0.05%+21,407New
New York Life Investment Management LLC21,710$466.0K0.01%+21,710New
FDx Advisors, Inc.21,857$469.0K0.02%−2,414−9.9%Reduced
Amalgamated Bank24,147$518.0K0.00%+1,804+8.1%Added
Voya Financial Advisors, Inc.25,796$554.0K0.07%−312−1.2%Reduced
Advisor Group Holdings, Inc.25,958$558.0K0.00%−4,203−13.9%Reduced
HRT Financial LP26,573$570.0K0.01%+26,573New
Arizona State Retirement System28,128$604.0K0.01%+4,388+18.5%Added
Ensign Peak Advisors, Inc28,320$608.0K0.00%00.0%Unchanged
Cna Financial Corp28,374$609.0K0.21%+790+2.9%Added
Renaissance Technologies LLC30,000$644.0K0.00%+18,900+170.3%Added
Citigroup Inc30,123$646.0K0.00%−4,884−14.0%Reduced
ExodusPoint Capital Management, LP30,491$654.0K0.01%−77,414−71.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.31,310$672.0K0.00%+4,524+16.9%Added
Cubist Systematic Strategies, LLC32,388$695.0K0.01%−61,541−65.5%Reduced
Principal Financial Group Inc32,835$705.0K0.00%+4,402+15.5%Added
ETF Managers Group, LLC32,914$707.0K0.02%+32,914New
Gotham Asset Management, LLC32,982$708.0K0.02%+32,982New
Bell Bank33,232$713.0K0.09%+2,094+6.7%Added
Janus Henderson Group PLC34,908$749.0K0.00%+314+0.9%Added
Raymond James & Associates36,161$776.0K0.00%−919−2.5%Reduced
Voya Investment Management LLC37,256$800.0K0.00%−1,126−2.9%Reduced
M&T Bank Corp39,124$836.0K0.00%+7,281+22.9%Added
UBS Group AG39,971$858.0K0.00%+30,997+345.4%Added
Janney Montgomery Scott LLC43,772$939.0K0.00%−2,220−4.8%Reduced
Ergoteles LLC48,559$1.04M0.03%+48,559New
Treasurer of the State of North Carolina49,164$1.05M0.01%+7,200+17.2%Added
Holocene Advisors, LP52,101$1.12M0.01%+24,921+91.7%Added
Manufacturers Life Insurance Company, The55,781$1.20M0.00%+212+0.4%Added
Public Employees Retirement System of Ohio57,867$1.24M0.01%−1,324−2.2%Reduced
AQR Capital Management LLC65,978$1.38M0.00%+5,819+9.7%Added
Edmond de Rothschild Holding S.A.65,819$1.41M0.03%+811+1.2%Added
Qube Research & Technologies Ltd67,139$1.44M0.01%−88,476−56.9%Reduced
Russell Investments Group, Ltd.70,662$1.52M0.00%−12,383−14.9%Reduced
TD Asset Management Inc80,358$1.72M0.00%−13,051−14.0%Reduced
Federation des caisses Desjardins du Quebec89,903$1.93M0.02%00.0%Unchanged