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 2022
Institutional positions in Certara, Inc. as of Dec 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
- 200
- +10 vs. Q3 2022
- Shares held
- 94.2M
- −27.6M (−22.7%) vs. Q3 2022
- Total value
- $1.51B
- −$104.1M (−6.4%) vs. Q3 2022
- New holders
- 41
- 68 more added
- Sold out
- 31
- 74 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 24 | $0 | 0.00% | −91−79.1% | Reduced |
| Simplex Trading, LLC | 14 | $0 | 0.00% | +14 | New |
| CWM, LLC | 29 | $0 | 0.00% | +29 | New |
| GWM Advisors LLC | 8 | $0 | 0.00% | +8 | New |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $16 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $32 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $32 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 4 | $64 | 0.00% | +4 | New |
| Schubert & Co | 4 | $64 | 0.00% | +4 | New |
| Allworth Financial LP | 11 | $177 | 0.00% | +11 | New |
| Ellevest, Inc. | 26 | $418 | 0.00% | +23+766.7% | Added |
| Bell Investment Advisors, Inc | 34 | $546 | 0.00% | +34 | New |
| Rockefeller Capital Management L.P. | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | +26+200.0% | Added |
| Bellevue Asset Management, LLC | 79 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $1.82K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $1.83K | 0.00% | +96+533.3% | Added |
| Parallel Advisors, LLC | 123 | $1.98K | 0.00% | +27+28.1% | Added |
| ClariVest Asset Management LLC | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 128 | $2.06K | 0.00% | −7,096−98.2% | Reduced |
| Activest Wealth Management | 131 | $2.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 144 | $2.31K | 0.00% | +144 | New |
| TCI Wealth Advisors, Inc. | 163 | $2.62K | 0.00% | +112+219.6% | Added |
| Bessemer Group Inc | 200 | $3.00K | 0.00% | −747−78.9% | Reduced |
| Loomis Sayles & Co L P | 201 | $3.00K | 0.00% | +98+95.1% | Added |
| National Bank of Canada | 200 | $3.21K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 204 | $3.28K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 208 | $3.34K | 0.00% | +69+49.6% | Added |
| Quadrant Capital Group LLC | 248 | $3.98K | 0.00% | +241+3,442.9% | Added |
| IFP Advisors, Inc | 131 | $5.00K | 0.00% | −36−21.6% | Reduced |
| Belpointe Asset Management LLC | 375 | $6.03K | 0.00% | +375 | New |
| Colonial Trust Co | 373 | $6.03K | 0.00% | +373 | New |
| Huntington National Bank | 432 | $6.94K | 0.00% | −19−4.2% | Reduced |
| Leonteq Securities AG | 536 | $8.61K | 0.00% | −130−19.5% | Reduced |
| Proequities, Inc. | 688 | $11.1K | 0.00% | −130−15.9% | Reduced |
| One Wealth Advisors, LLC | 763 | $12.3K | 0.00% | +763 | New |
| Covestor Ltd | 863 | $14.0K | 0.01% | +849+6,064.3% | Added |
| State of Wyoming | 930 | $14.9K | 0.00% | −650−41.1% | Reduced |
| Cornerstone Planning Group LLC | 896 | $16.3K | 0.01% | +896 | New |
| Cullen/Frost Bankers, Inc. | 1,040 | $16.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,076 | $17.3K | 0.00% | +547+103.4% | Added |
| Advisors Asset Management, Inc. | 1,406 | $22.6K | 0.00% | +1,406 | New |
| American International Group, Inc. | 1,573 | $25.3K | 0.00% | −35−2.2% | Reduced |
| Park Place Capital Corp | 1,720 | $28.0K | 0.01% | +1,720 | New |
| First Horizon Advisors, Inc. | 1,843 | $29.6K | 0.00% | +303+19.7% | Added |
| Fifth Third Bancorp | 2,059 | $33.1K | 0.00% | −111−5.1% | Reduced |
| Benjamin Edwards Inc | 3,029 | $49.0K | 0.01% | +430+16.5% | Added |
| Parkside Financial Bank & Trust | 3,636 | $58.4K | 0.02% | +17+0.5% | Added |
| The PNC Financial Services Group, Inc. | 5,291 | $85.0K | 0.00% | +513+10.7% | Added |
| Wells Fargo & Company | 5,325 | $85.6K | 0.00% | +586+12.4% | Added |
| MetLife Investment Management | 5,388 | $86.6K | 0.00% | −116−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,648 | $123.0K | 0.01% | +6,399+512.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 8,015 | $128.8K | 0.11% | +8,015 | New |
| SG Americas Securities, LLC | 8,484 | $136.0K | 0.00% | −5,043−37.3% | Reduced |
| Quantbot Technologies LP | 10,015 | $160.9K | 0.01% | −33,766−77.1% | Reduced |
| Point72 Middle East FZE | 10,037 | $161.3K | 0.01% | +10,037 | New |
| Heritage Wealth Management, LLC | 11,052 | $177.6K | 0.03% | +5,555+101.1% | Added |
| Commonwealth Equity Services, LLC | 11,137 | $178.0K | 0.00% | −815−6.8% | Reduced |
| Teacher Retirement System of Texas | 11,342 | $182.0K | 0.00% | −3,697−24.6% | Reduced |
| Victory Capital Management Inc | 11,433 | $183.7K | 0.00% | −50.0% | Reduced |
| Xponance, Inc. | 11,597 | $186.4K | 0.00% | +11,597 | New |
| Pictet Asset Management SA | 11,896 | $191.0K | 0.00% | +11,896 | New |
| Truist Financial Corp | 12,083 | $194.2K | 0.00% | −4,028−25.0% | Reduced |
| Man Group plc | 12,207 | $196.2K | 0.00% | −54,208−81.6% | Reduced |
| Quaker Wealth Management, LLC | 12,535 | $201.0K | 0.10% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 12,954 | $208.2K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,164 | $211.5K | 0.00% | −26,889−67.1% | Reduced |
| Icon Wealth Advisors, LLC | 13,164 | $211.5K | 0.02% | −1,218−8.5% | Reduced |
| Capula Management Ltd | 13,404 | $215.4K | 0.02% | +13,404 | New |
| Principal Financial Group Inc | 13,420 | $215.7K | 0.00% | −18,712−58.2% | Reduced |
| Alpha Paradigm Partners, LLC | 13,472 | $216.0K | 0.09% | −127,047−90.4% | Reduced |
| Kula Investments, LLC | 13,865 | $222.8K | 0.08% | +13,865 | New |
| Squarepoint Ops LLC | 14,029 | $225.4K | 0.00% | +14,029 | New |
| MML Investors Services, LLC | 14,549 | $234.0K | 0.00% | +106+0.7% | Added |
| Handelsbanken Fonder AB | 14,800 | $238.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,034 | $241.6K | 0.00% | +2,712+22.0% | Added |
| Park Avenue Securities LLC | 15,087 | $242.0K | 0.00% | −828−5.2% | Reduced |
| Public Employees Retirement Association of Colorado | 15,831 | $254.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 16,234 | $260.9K | 0.01% | −1,986−10.9% | Reduced |
| Landscape Capital Management, L.L.C. | 16,671 | $267.9K | 0.04% | +5,015+43.0% | Added |
| Barclays PLC | 16,762 | $269.4K | 0.00% | −24,432−59.3% | Reduced |
| Cubist Systematic Strategies, LLC | 16,970 | $272.7K | 0.00% | −251,961−93.7% | Reduced |
| HighTower Advisors, LLC | 17,828 | $282.0K | 0.00% | +1,651+10.2% | Added |
| Captrust Financial Advisors | 18,097 | $290.8K | 0.00% | +18,097 | New |
| Bayesian Capital Management, LP | 18,100 | $290.9K | 0.04% | +18,100 | New |
| HSBC Holdings PLC | 19,326 | $310.6K | 0.00% | +7,441+62.6% | Added |
| Voya Financial Advisors, Inc. | 19,672 | $317.9K | 0.04% | −6,582−25.1% | Reduced |
| US Bancorp | 23,187 | $372.6K | 0.00% | +878+3.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 24,006 | $385.8K | 0.00% | −14,092−37.0% | Reduced |
| Amalgamated Bank | 24,473 | $393.0K | 0.00% | +125+0.5% | Added |
| New York Life Investment Management LLC | 26,407 | $424.4K | 0.00% | +2,976+12.7% | Added |
| Zions Bancorporation, N.A. | 26,608 | $427.6K | 0.03% | +26,608 | New |
| LPL Financial LLC | 29,188 | $468.8K | 0.00% | +29,188 | New |
| Arizona State Retirement System | 29,327 | $471.3K | 0.00% | +1,093+3.9% | Added |
| Trexquant Investment LP | 29,725 | $477.7K | 0.01% | −2,043−6.4% | Reduced |
| Advisor Group Holdings, Inc. | 30,215 | $485.5K | 0.00% | +4,189+16.1% | Added |
| Commerce Bank | 30,587 | $491.5K | 0.00% | +2,484+8.8% | Added |
| Vontobel Holding Ltd. | 31,416 | $504.9K | 0.01% | +19,262+158.5% | Added |