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 2023
Institutional positions in Certara, Inc. as of Jun 30, 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
- 211
- −5 vs. Q1 2023
- Shares held
- 108.6M
- −314.8K (−0.3%) vs. Q1 2023
- Total value
- $1.98B
- −$643.1M (−24.5%) vs. Q1 2023
- New holders
- 35
- 81 more added
- Sold out
- 40
- 74 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 25 | $0 | 0.00% | +10+66.7% | Added |
| SJS Investment Consulting Inc. | 3 | $55 | 0.00% | +1+50.0% | Added |
| AdvisorNet Financial, Inc | 3 | $55 | 0.00% | +1+50.0% | Added |
| Disciplined Investments, LLC | 3 | $55 | 0.00% | +1+50.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $128 | 0.00% | +2+40.0% | Added |
| GWM Advisors LLC | 8 | $146 | 0.00% | −30,762−100.0% | Reduced |
| Abound Wealth Management | 10 | $183 | 0.00% | +10 | New |
| Allworth Financial LP | 11 | $201 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $255 | 0.00% | +14 | New |
| Allspring Global Investments Holdings, LLC | 20 | $364 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 18 | $613 | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 34 | $620 | 0.00% | −21−38.2% | Reduced |
| Parallel Advisors, LLC | 54 | $983 | 0.00% | −69−56.1% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $1.27K | 0.00% | +70 | New |
| IFP Advisors, Inc | 39 | $1.49K | 0.00% | +3+8.3% | Added |
| Cherry Tree Wealth Management, LLC | 100 | $1.82K | 0.00% | +100 | New |
| Bellevue Asset Management, LLC | 101 | $1.84K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $1.93K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 114 | $2.00K | 0.00% | +85+293.1% | Added |
| Cornerstone Planning Group LLC | 113 | $2.06K | 0.00% | +113 | New |
| Lindbrook Capital, LLC | 114 | $2.08K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 158 | $2.88K | 0.00% | −283−64.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 148 | $3.00K | 0.00% | +148 | New |
| Northwestern Mutual Wealth Management Co | 180 | $3.28K | 0.00% | +175+3,500.0% | Added |
| National Bank of Canada | 200 | $3.64K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 208 | $3.79K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $4.73K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 266 | $4.84K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 299 | $5.45K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 435 | $7.92K | 0.00% | +191+78.3% | Added |
| Proequities, Inc. | 472 | $8.60K | 0.00% | −40−7.8% | Reduced |
| Quadrant Capital Group LLC | 581 | $10.6K | 0.00% | −563−49.2% | Reduced |
| Bessemer Group Inc | 822 | $15.0K | 0.00% | +622+311.0% | Added |
| Signaturefd, LLC | 955 | $17.4K | 0.00% | −6−0.6% | Reduced |
| Lazard Asset Management LLC | 1,177 | $21.0K | 0.00% | −134,135−99.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,356 | $24.7K | 0.00% | +1,158+584.8% | Added |
| Park Place Capital Corp | 1,720 | $31.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,774 | $32.3K | 0.00% | −54−3.0% | Reduced |
| State of Wyoming | 2,027 | $36.9K | 0.01% | +1,029+103.1% | Added |
| Fifth Third Bancorp | 2,191 | $39.9K | 0.00% | +132+6.4% | Added |
| Advisors Asset Management, Inc. | 3,296 | $60.0K | 0.00% | +188+6.0% | Added |
| Parkside Financial Bank & Trust | 3,803 | $69.3K | 0.02% | +217+6.1% | Added |
| UBS Group AG | 3,990 | $72.7K | 0.00% | −74,167−94.9% | Reduced |
| MetLife Investment Management | 4,163 | $75.8K | 0.00% | −1,238−22.9% | Reduced |
| SG Americas Securities, LLC | 6,834 | $124.0K | 0.00% | −7,495−52.3% | Reduced |
| American International Group, Inc. | 7,346 | $133.8K | 0.00% | −854−10.4% | Reduced |
| KBC Group NV | 8,403 | $153.0K | 0.00% | −337−3.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 9,389 | $171.0K | 0.13% | +3,385+56.4% | Added |
| Bank of Montreal | 10,490 | $194.1K | 0.00% | −108−1.0% | Reduced |
| KLR Investment Advisors, LLC | 11,100 | $202.1K | 0.17% | +11,100 | New |
| Advisor Group Holdings, Inc. | 11,275 | $205.4K | 0.00% | −14,002−55.4% | Reduced |
| Aquatic Capital Management LLC | 11,500 | $209.0K | 0.01% | −23,700−67.3% | Reduced |
| Virtu Financial LLC | 11,813 | $215.0K | 0.02% | +11,813 | New |
| Truist Financial Corp | 11,839 | $215.6K | 0.00% | −4,571−27.9% | Reduced |
| Pictet Asset Management SA | 11,896 | $216.6K | 0.00% | 00.0% | Unchanged |
| PFS Investments Inc. | 11,896 | $217.0K | 0.00% | +1,205+11.3% | Added |
| Squarepoint Ops LLC | 12,418 | $226.1K | 0.00% | +12,418 | New |
| Quaker Wealth Management, LLC | 12,535 | $228.3K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,852 | $234.0K | 0.00% | +8,270+180.5% | Added |
| Yarbrough Capital, LLC | 12,954 | $235.9K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 13,345 | $243.0K | 0.00% | −10,957−45.1% | Reduced |
| Amundi | 13,431 | $246.9K | 0.00% | +13,431 | New |
| Bayesian Capital Management, LP | 13,800 | $251.3K | 0.03% | +100+0.7% | Added |
| Wells Fargo & Company | 13,953 | $254.1K | 0.00% | +2,666+23.6% | Added |
| Everence Capital Management Inc | 12,320 | $256.0K | 0.02% | 00.0% | Unchanged |
| American Trust | 14,090 | $256.6K | 0.02% | −300−2.1% | Reduced |
| Jane Street Group, LLC | 14,357 | $261.4K | 0.00% | +14,357 | New |
| Commonwealth Equity Services, LLC | 14,527 | $265.0K | 0.00% | +3,118+27.3% | Added |
| Handelsbanken Fonder AB | 14,800 | $270.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,892 | $271.2K | 0.00% | +3,530+31.1% | Added |
| Nisa Investment Advisors, LLC | 14,900 | $271.3K | 0.00% | +14,900 | New |
| Icon Wealth Partners, LLC | 14,919 | $271.7K | 0.03% | −2,041−12.0% | Reduced |
| FDx Advisors, Inc. | 14,919 | $272.0K | 0.01% | +14,919 | New |
| Magnetar Financial LLC | 15,535 | $282.9K | 0.01% | +15,535 | New |
| Stifel Financial Corp | 15,700 | $285.9K | 0.00% | −124,285−88.8% | Reduced |
| Public Employees Retirement Association of Colorado | 15,831 | $288.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 15,989 | $291.0K | 0.01% | −2,938−15.5% | Reduced |
| Cantor Fitzgerald, L. P. | 16,040 | $292.1K | 0.01% | −300−1.8% | Reduced |
| Captrust Financial Advisors | 17,120 | $311.8K | 0.00% | −3,502−17.0% | Reduced |
| Prelude Capital Management, LLC | 17,890 | $325.8K | 0.03% | +17,890 | New |
| Trexquant Investment LP | 18,184 | $331.1K | 0.01% | −8,133−30.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,338 | $333.9K | 0.06% | +18,338 | New |
| Cubist Systematic Strategies, LLC | 18,486 | $336.6K | 0.00% | +5,525+42.6% | Added |
| US Bancorp | 20,554 | $374.3K | 0.00% | −3,273−13.7% | Reduced |
| Mutual of America Capital Management LLC | 20,604 | $375.2K | 0.00% | −1,097−5.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,635 | $375.8K | 0.00% | +5,601+37.3% | Added |
| Dark Forest Capital Management LP | 21,818 | $397.3K | 0.04% | +21,818 | New |
| HighTower Advisors, LLC | 22,033 | $406.0K | 0.00% | +3,496+18.9% | Added |
| Pacer Advisors, Inc. | 22,485 | $409.5K | 0.00% | +22,485 | New |
| Balyasny Asset Management LLC | 22,890 | $416.8K | 0.00% | +22,890 | New |
| Pinebridge Investments, L.P. | 24,124 | $439.3K | 0.00% | +24,124 | New |
| Vontobel Holding Ltd. | 24,810 | $451.8K | 0.00% | +12,656+104.1% | Added |
| Teacher Retirement System of Texas | 25,818 | $470.0K | 0.00% | +14,275+123.7% | Added |
| TownSquare Capital, LLC | 28,082 | $511.4K | 0.01% | +28,082 | New |
| Commerce Bank | 32,109 | $584.7K | 0.00% | +849+2.7% | Added |
| Oregon Public Employees Retirement Fund | 32,931 | $599.7K | 0.01% | +231+0.7% | Added |
| Arizona State Retirement System | 33,624 | $612.3K | 0.00% | +3,532+11.7% | Added |
| Zions Bancorporation, N.A. | 33,663 | $613.0K | 0.05% | +1,656+5.2% | Added |
| Teachers Retirement System of the State of Kentucky | 35,157 | $641.0K | 0.01% | +13,625+63.3% | Added |