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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 19,975 | $429.0K | 0.00% | +1,722+9.4% | Added |
| HighTower Advisors, LLC | 19,375 | $427.0K | 0.00% | −472−2.4% | Reduced |
| Icon Wealth Partners, LLC | 19,781 | $425.0K | 0.05% | −4,301−17.9% | Reduced |
| Barclays PLC | 18,650 | $400.0K | 0.00% | +17,165+1,155.9% | Added |
| Vestmark Advisory Solutions, Inc. | 18,524 | $398.0K | 0.02% | −1,288−6.5% | Reduced |
| Old Mission Capital LLC | 17,194 | $369.0K | 0.01% | +17,194 | New |
| Teacher Retirement System of Texas | 16,363 | $351.0K | 0.00% | −1,819−10.0% | Reduced |
| Truist Financial Corp | 16,294 | $350.0K | 0.00% | +16,294 | New |
| Park Avenue Securities LLC | 16,008 | $344.0K | 0.01% | −1,612−9.1% | Reduced |
| Public Employees Retirement Association of Colorado | 15,831 | $340.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,947 | $321.0K | 0.00% | −67,987−82.0% | Reduced |
| Handelsbanken Fonder AB | 14,800 | $318.0K | 0.00% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 14,778 | $317.0K | 0.23% | +14,778 | New |
| Silvercrest Asset Management Group LLC | 14,383 | $309.0K | 0.00% | −3,432−19.3% | Reduced |
| Versor Investments LP | 14,311 | $307.0K | 0.01% | +14,311 | New |
| Victory Capital Management Inc | 14,147 | $304.0K | 0.00% | −82−0.6% | Reduced |
| SG Americas Securities, LLC | 13,955 | $299.0K | 0.00% | +492+3.7% | Added |
| Connacht Asset Management LP | 13,887 | $298.0K | 0.43% | −4,673−25.2% | Reduced |
| Commerce Bank | 13,824 | $297.0K | 0.00% | +13,824 | New |
| MML Investors Services, LLC | 13,603 | $292.0K | 0.00% | −498−3.5% | Reduced |
| Yarbrough Capital, LLC | 12,954 | $278.0K | 0.02% | −2,699−17.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,322 | $264.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,154 | $261.0K | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 11,142 | $239.0K | 0.01% | +11,142 | New |
| Two Sigma Advisers, LP | 10,900 | $234.0K | 0.00% | −2,100−16.2% | Reduced |
| HSBC Holdings PLC | 10,879 | $233.0K | 0.00% | −1,090−9.1% | Reduced |
| Xponance, Inc. | 9,347 | $201.0K | 0.00% | +9,347 | New |
| Captrust Financial Advisors | 9,230 | $198.0K | 0.00% | +4,602+99.4% | Added |
| MetLife Investment Management | 5,520 | $118.5K | 0.00% | +346+6.7% | Added |
| Heritage Wealth Management, LLC | 5,469 | $117.4K | 0.04% | −55−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,983 | $107.0K | 0.00% | −858−14.7% | Reduced |
| Macquarie Group Ltd | 4,649 | $100.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,465 | $75.0K | 0.02% | +134+4.0% | Added |
| FourThought Financial, LLC | 2,638 | $57.0K | 0.01% | +232+9.6% | Added |
| Benjamin Edwards Inc | 2,452 | $53.0K | 0.02% | +470+23.7% | Added |
| Fifth Third Bancorp | 2,059 | $44.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,602 | $34.0K | 0.00% | −142−8.1% | Reduced |
| First Horizon Advisors, Inc. | 1,487 | $32.0K | 0.00% | +1,471+9,193.8% | Added |
| Tower Research Capital LLC (TRC) | 1,216 | $26.0K | 0.00% | −3,940−76.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,175 | $25.0K | 0.00% | +1,175 | New |
| Cullen/Frost Bankers, Inc. | 1,040 | $22.0K | 0.00% | −71−6.4% | Reduced |
| Proequities, Inc. | 744 | $16.0K | 0.00% | −85−10.3% | Reduced |
| Leonteq Securities AG | 666 | $14.3K | 0.00% | +666 | New |
| Huntington National Bank | 432 | $9.00K | 0.00% | +76+21.3% | Added |
| Signaturefd, LLC | 359 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 358 | $7.00K | 0.00% | −320−47.2% | Reduced |
| Private Capital Group, LLC | 246 | $5.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 204 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $2.42K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 108 | $2.00K | 0.00% | +12+12.5% | Added |
| Bellevue Asset Management, LLC | 79 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 111 | $2.00K | 0.00% | −2−1.8% | Reduced |
| TCI Wealth Advisors, Inc. | 76 | $2.00K | 0.00% | +76 | New |
| CWM, LLC | 50 | $1.00K | 0.00% | +36+257.1% | Added |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | +13+108.3% | Added |
| Steward Partners Investment Advisory, LLC | 36 | $1.00K | 0.00% | +36 | New |
| Covestor Ltd | 17 | $0 | 0.00% | −6−26.1% | Reduced |
| HM Payson & Co | 1 | $0 | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 11 | $0 | 0.00% | +11 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −48,190−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −34,489−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −29,600−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −22,323−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,807−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,108−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,568−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −18,075−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,110−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,171−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,464−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |