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 2023
Institutional positions in Certara, Inc. as of Mar 31, 2023. 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
- 216
- +20 vs. Q4 2022
- Shares held
- 108.9M
- +14.8M (+15.7%) vs. Q4 2022
- Total value
- $2.62B
- +$1.11B (+73.5%) vs. Q4 2022
- New holders
- 41
- 85 more added
- Sold out
- 21
- 63 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | −848−98.3% | Reduced |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +4+400.0% | Added |
| AdvisorNet Financial, Inc | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $48 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $49 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $121 | 0.00% | +1+25.0% | Added |
| Schubert & Co | 5 | $121 | 0.00% | +1+25.0% | Added |
| Northwestern Mutual Wealth Management Co | 5 | $121 | 0.00% | +5 | New |
| Allworth Financial LP | 11 | $266 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13 | $313 | 0.00% | +13 | New |
| Allspring Global Investments Holdings, LLC | 20 | $482 | 0.00% | −108−84.4% | Reduced |
| Ellevest, Inc. | 31 | $747 | 0.00% | +5+19.2% | Added |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $1.33K | 0.00% | +21+61.8% | Added |
| IFP Advisors, Inc | 36 | $1.37K | 0.00% | −95−72.5% | Reduced |
| Manchester Capital Management LLC | 74 | $1.78K | 0.00% | +74 | New |
| ClariVest Asset Management LLC | 99 | $2.00K | 0.00% | −4−3.9% | Reduced |
| Bellevue Asset Management, LLC | 101 | $2.44K | 0.00% | +22+27.8% | Added |
| Spire Wealth Management | 106 | $2.56K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $2.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $2.75K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 123 | $2.97K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $3.12K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 164 | $3.96K | 0.00% | +1+0.6% | Added |
| National Bank of Canada | 200 | $4.82K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 198 | $5.00K | 0.00% | −7,450−97.4% | Reduced |
| Bessemer Group Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 208 | $5.01K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 244 | $5.81K | 0.00% | +244 | New |
| Washington Trust Advisors, Inc. | 266 | $6.41K | 0.00% | +62+30.4% | Added |
| Venturi Wealth Management, LLC | 299 | $7.21K | 0.00% | +299 | New |
| Belpointe Asset Management LLC | 319 | $7.69K | 0.00% | −56−14.9% | Reduced |
| Colonial Trust Co | 373 | $8.88K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 408 | $10.0K | 0.00% | +207+103.0% | Added |
| Huntington National Bank | 441 | $10.6K | 0.00% | +9+2.1% | Added |
| Proequities, Inc. | 512 | $12.3K | 0.00% | −176−25.6% | Reduced |
| Leonteq Securities AG | 536 | $12.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 961 | $23.2K | 0.00% | −115−10.7% | Reduced |
| State of Wyoming | 998 | $24.1K | 0.01% | +68+7.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,040 | $25.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,144 | $27.6K | 0.00% | +896+361.3% | Added |
| Harvest Fund Management Co., Ltd | 1,547 | $37.0K | 0.01% | +1,547 | New |
| Park Place Capital Corp | 1,720 | $41.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,828 | $44.1K | 0.00% | −15−0.8% | Reduced |
| Fifth Third Bancorp | 2,059 | $49.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,187 | $52.7K | 0.04% | +2,187 | New |
| Advisors Asset Management, Inc. | 3,108 | $74.9K | 0.00% | +1,702+121.1% | Added |
| Benjamin Edwards Inc | 3,421 | $82.0K | 0.02% | +392+12.9% | Added |
| Parkside Financial Bank & Trust | 3,586 | $86.5K | 0.02% | −50−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,582 | $110.5K | 0.00% | −709−13.4% | Reduced |
| MetLife Investment Management | 5,401 | $130.2K | 0.00% | +13+0.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,004 | $144.8K | 0.11% | −2,011−25.1% | Reduced |
| American International Group, Inc. | 8,200 | $197.7K | 0.00% | +6,627+421.3% | Added |
| Baron Wealth Management LLC | 8,567 | $206.6K | 0.15% | +8,567 | New |
| KBC Group NV | 8,740 | $211.0K | 0.00% | +8,740 | New |
| PFS Investments Inc. | 10,691 | $246.0K | 0.00% | +10,691 | New |
| Pearl River Capital, LLC | 10,386 | $250.4K | 0.04% | +10,386 | New |
| Bank of Montreal | 10,598 | $257.4K | 0.00% | +10,598 | New |
| Wells Fargo & Company | 11,287 | $272.1K | 0.00% | +5,962+112.0% | Added |
| Mariner, LLC | 11,362 | $274.0K | 0.00% | +11,362 | New |
| Commonwealth Equity Services, LLC | 11,409 | $275.0K | 0.00% | +272+2.4% | Added |
| Teacher Retirement System of Texas | 11,543 | $278.0K | 0.00% | +201+1.8% | Added |
| Xponance, Inc. | 11,569 | $278.9K | 0.00% | −28−0.2% | Reduced |
| Pictet Asset Management SA | 11,896 | $286.8K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,154 | $293.0K | 0.00% | −19,262−61.3% | Reduced |
| Everence Capital Management Inc | 12,320 | $297.0K | 0.02% | +12,320 | New |
| Quaker Wealth Management, LLC | 12,535 | $302.2K | 0.14% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 12,954 | $312.3K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 12,961 | $312.5K | 0.00% | −4,009−23.6% | Reduced |
| Bayesian Capital Management, LP | 13,700 | $330.3K | 0.04% | −4,400−24.3% | Reduced |
| MML Investors Services, LLC | 14,307 | $345.0K | 0.00% | −242−1.7% | Reduced |
| SG Americas Securities, LLC | 14,329 | $345.0K | 0.00% | +5,845+68.9% | Added |
| American Trust | 14,390 | $346.9K | 0.02% | +14,390 | New |
| Handelsbanken Fonder AB | 14,800 | $357.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,034 | $362.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,831 | $382.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,976 | $385.0K | 0.01% | +889+5.9% | Added |
| Cantor Fitzgerald, L. P. | 16,340 | $394.0K | 0.01% | +16,340 | New |
| Truist Financial Corp | 16,410 | $395.6K | 0.00% | +4,327+35.8% | Added |
| Victory Capital Management Inc | 16,531 | $398.6K | 0.00% | +5,098+44.6% | Added |
| Voya Financial Advisors, Inc. | 16,912 | $402.5K | 0.05% | −2,760−14.0% | Reduced |
| Icon Wealth Partners, LLC | 16,960 | $408.9K | 0.04% | +16,960 | New |
| FORA Capital, LLC | 17,100 | $412.3K | 0.04% | +17,100 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,203 | $414.8K | 0.00% | −6,803−28.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 17,791 | $428.9K | 0.02% | +1,557+9.6% | Added |
| Banque Cantonale Vaudoise | 18,927 | $456.0K | 0.02% | +18,927 | New |
| Susquehanna International Group, LLP | 18,929 | $456.4K | 0.00% | +18,929 | New |
| HighTower Advisors, LLC | 18,537 | $459.0K | 0.00% | +709+4.0% | Added |
| Two Sigma Advisers, LP | 19,300 | $465.3K | 0.00% | −20,600−51.6% | Reduced |
| Captrust Financial Advisors | 20,622 | $497.2K | 0.00% | +2,525+14.0% | Added |
| Schonfeld Strategic Advisors LLC | 21,264 | $512.7K | 0.00% | +21,264 | New |
| Teachers Retirement System of the State of Kentucky | 21,532 | $519.0K | 0.01% | +21,532 | New |
| Mutual of America Capital Management LLC | 21,701 | $523.2K | 0.01% | +21,701 | New |
| US Bancorp | 23,827 | $574.5K | 0.00% | +640+2.8% | Added |
| Natixis Advisors, L.P. | 24,302 | $586.0K | 0.00% | +24,302 | New |
| Advisor Group Holdings, Inc. | 25,277 | $609.1K | 0.00% | −4,938−16.3% | Reduced |
| Jump Financial, LLC | 25,925 | $625.1K | 0.03% | −21,898−45.8% | Reduced |
| Trexquant Investment LP | 26,317 | $634.5K | 0.02% | −3,408−11.5% | Reduced |
| Arizona State Retirement System | 30,092 | $725.5K | 0.01% | +765+2.6% | Added |