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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 31,416 | $504.9K | 0.01% | +19,262+158.5% | Added |
| Commerce Bank | 30,587 | $491.5K | 0.00% | +2,484+8.8% | Added |
| Advisor Group Holdings, Inc. | 30,215 | $485.5K | 0.00% | +4,189+16.1% | Added |
| Trexquant Investment LP | 29,725 | $477.7K | 0.01% | −2,043−6.4% | Reduced |
| Arizona State Retirement System | 29,327 | $471.3K | 0.00% | +1,093+3.9% | Added |
| LPL Financial LLC | 29,188 | $468.8K | 0.00% | +29,188 | New |
| Zions Bancorporation, N.A. | 26,608 | $427.6K | 0.03% | +26,608 | New |
| New York Life Investment Management LLC | 26,407 | $424.4K | 0.00% | +2,976+12.7% | Added |
| Amalgamated Bank | 24,473 | $393.0K | 0.00% | +125+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 24,006 | $385.8K | 0.00% | −14,092−37.0% | Reduced |
| US Bancorp | 23,187 | $372.6K | 0.00% | +878+3.9% | Added |
| Voya Financial Advisors, Inc. | 19,672 | $317.9K | 0.04% | −6,582−25.1% | Reduced |
| HSBC Holdings PLC | 19,326 | $310.6K | 0.00% | +7,441+62.6% | Added |
| Bayesian Capital Management, LP | 18,100 | $290.9K | 0.04% | +18,100 | New |
| Captrust Financial Advisors | 18,097 | $290.8K | 0.00% | +18,097 | New |
| HighTower Advisors, LLC | 17,828 | $282.0K | 0.00% | +1,651+10.2% | Added |
| Cubist Systematic Strategies, LLC | 16,970 | $272.7K | 0.00% | −251,961−93.7% | Reduced |
| Barclays PLC | 16,762 | $269.4K | 0.00% | −24,432−59.3% | Reduced |
| Landscape Capital Management, L.L.C. | 16,671 | $267.9K | 0.04% | +5,015+43.0% | Added |
| Vestmark Advisory Solutions, Inc. | 16,234 | $260.9K | 0.01% | −1,986−10.9% | Reduced |
| Public Employees Retirement Association of Colorado | 15,831 | $254.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,087 | $242.0K | 0.00% | −828−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,034 | $241.6K | 0.00% | +2,712+22.0% | Added |
| Handelsbanken Fonder AB | 14,800 | $238.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,549 | $234.0K | 0.00% | +106+0.7% | Added |
| Squarepoint Ops LLC | 14,029 | $225.4K | 0.00% | +14,029 | New |
| Kula Investments, LLC | 13,865 | $222.8K | 0.08% | +13,865 | New |
| Alpha Paradigm Partners, LLC | 13,472 | $216.0K | 0.09% | −127,047−90.4% | Reduced |
| Principal Financial Group Inc | 13,420 | $215.7K | 0.00% | −18,712−58.2% | Reduced |
| Capula Management Ltd | 13,404 | $215.4K | 0.02% | +13,404 | New |
| 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 |
| Yarbrough Capital, LLC | 12,954 | $208.2K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12,535 | $201.0K | 0.10% | 00.0% | Unchanged |
| Man Group plc | 12,207 | $196.2K | 0.00% | −54,208−81.6% | Reduced |
| Truist Financial Corp | 12,083 | $194.2K | 0.00% | −4,028−25.0% | Reduced |
| Pictet Asset Management SA | 11,896 | $191.0K | 0.00% | +11,896 | New |
| Xponance, Inc. | 11,597 | $186.4K | 0.00% | +11,597 | New |
| Victory Capital Management Inc | 11,433 | $183.7K | 0.00% | −50.0% | Reduced |
| Teacher Retirement System of Texas | 11,342 | $182.0K | 0.00% | −3,697−24.6% | Reduced |
| Commonwealth Equity Services, LLC | 11,137 | $178.0K | 0.00% | −815−6.8% | Reduced |
| Heritage Wealth Management, LLC | 11,052 | $177.6K | 0.03% | +5,555+101.1% | Added |
| Point72 Middle East FZE | 10,037 | $161.3K | 0.01% | +10,037 | New |
| Quantbot Technologies LP | 10,015 | $160.9K | 0.01% | −33,766−77.1% | Reduced |
| SG Americas Securities, LLC | 8,484 | $136.0K | 0.00% | −5,043−37.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 8,015 | $128.8K | 0.11% | +8,015 | New |
| Tower Research Capital LLC (TRC) | 7,648 | $123.0K | 0.01% | +6,399+512.3% | Added |
| MetLife Investment Management | 5,388 | $86.6K | 0.00% | −116−2.1% | Reduced |
| Wells Fargo & Company | 5,325 | $85.6K | 0.00% | +586+12.4% | Added |
| The PNC Financial Services Group, Inc. | 5,291 | $85.0K | 0.00% | +513+10.7% | Added |
| Parkside Financial Bank & Trust | 3,636 | $58.4K | 0.02% | +17+0.5% | Added |
| Benjamin Edwards Inc | 3,029 | $49.0K | 0.01% | +430+16.5% | Added |
| Fifth Third Bancorp | 2,059 | $33.1K | 0.00% | −111−5.1% | Reduced |
| First Horizon Advisors, Inc. | 1,843 | $29.6K | 0.00% | +303+19.7% | Added |
| Park Place Capital Corp | 1,720 | $28.0K | 0.01% | +1,720 | New |
| American International Group, Inc. | 1,573 | $25.3K | 0.00% | −35−2.2% | Reduced |
| Advisors Asset Management, Inc. | 1,406 | $22.6K | 0.00% | +1,406 | New |
| Signaturefd, LLC | 1,076 | $17.3K | 0.00% | +547+103.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,040 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 896 | $16.3K | 0.01% | +896 | New |
| State of Wyoming | 930 | $14.9K | 0.00% | −650−41.1% | Reduced |
| Covestor Ltd | 863 | $14.0K | 0.01% | +849+6,064.3% | Added |
| One Wealth Advisors, LLC | 763 | $12.3K | 0.00% | +763 | New |
| Proequities, Inc. | 688 | $11.1K | 0.00% | −130−15.9% | Reduced |
| Leonteq Securities AG | 536 | $8.61K | 0.00% | −130−19.5% | Reduced |
| Huntington National Bank | 432 | $6.94K | 0.00% | −19−4.2% | Reduced |
| Colonial Trust Co | 373 | $6.03K | 0.00% | +373 | New |
| Belpointe Asset Management LLC | 375 | $6.03K | 0.00% | +375 | New |
| IFP Advisors, Inc | 131 | $5.00K | 0.00% | −36−21.6% | Reduced |
| Quadrant Capital Group LLC | 248 | $3.98K | 0.00% | +241+3,442.9% | Added |
| Quent Capital, LLC | 208 | $3.34K | 0.00% | +69+49.6% | Added |
| Washington Trust Advisors, Inc. | 204 | $3.28K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 200 | $3.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| TCI Wealth Advisors, Inc. | 163 | $2.62K | 0.00% | +112+219.6% | Added |
| Farther Finance Advisors, LLC | 144 | $2.31K | 0.00% | +144 | New |
| Activest Wealth Management | 131 | $2.10K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 128 | $2.06K | 0.00% | −7,096−98.2% | Reduced |
| ClariVest Asset Management LLC | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 123 | $1.98K | 0.00% | +27+28.1% | Added |
| Lindbrook Capital, LLC | 114 | $1.83K | 0.00% | +96+533.3% | Added |
| TD Private Client Wealth LLC | 113 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 79 | $1.27K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bell Investment Advisors, Inc | 34 | $546 | 0.00% | +34 | New |
| Ellevest, Inc. | 26 | $418 | 0.00% | +23+766.7% | Added |
| Allworth Financial LP | 11 | $177 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 4 | $64 | 0.00% | +4 | New |
| Schubert & Co | 4 | $64 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 2 | $32 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $32 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 1 | $16 | 0.00% | +1 | New |
| 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 |