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, Q3 2023
Institutional positions in Certara, Inc. as of Sep 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
- 202
- −6 vs. Q2 2023
- Shares held
- 107.9M
- +430.2K (+0.4%) vs. Q2 2023
- Total value
- $1.57B
- −$392.9M (−20.0%) vs. Q2 2023
- New holders
- 23
- 67 more added
- Sold out
- 29
- 87 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 25 | $0 | 0.00% | +25 | New |
| Sofos Investments, Inc. | 2 | $26 | 0.00% | −16−88.9% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $44 | 0.00% | −4−57.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 5 | $73 | 0.00% | −175−97.2% | Reduced |
| SJS Investment Consulting Inc. | 5 | $73 | 0.00% | +2+66.7% | Added |
| AdvisorNet Financial, Inc | 8 | $116 | 0.00% | +5+166.7% | Added |
| First Manhattan Co | 8 | $116 | 0.00% | +8 | New |
| Abound Wealth Management | 10 | $146 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 20 | $290 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $437 | 0.00% | +19+172.7% | Added |
| Cornerstone Planning Group LLC | 49 | $712 | 0.00% | −64−56.6% | Reduced |
| Parallel Advisors, LLC | 54 | $785 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 52 | $1.00K | 0.00% | −62−54.4% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $1.16K | 0.00% | +10+14.3% | Added |
| Massmutual Trust Co FSB | 81 | $1.18K | 0.00% | +81 | New |
| Cherry Tree Wealth Management, LLC | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 101 | $1.47K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 103 | $1.50K | 0.00% | +64+164.1% | Added |
| Spire Wealth Management | 106 | $1.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $1.66K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $1.91K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 147 | $2.14K | 0.00% | −11−7.0% | Reduced |
| Quadrant Capital Group LLC | 177 | $2.57K | 0.00% | −404−69.5% | Reduced |
| National Bank of Canada | 200 | $2.85K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 241 | $3.50K | 0.00% | +241 | New |
| Quent Capital, LLC | 264 | $3.84K | 0.00% | +56+26.9% | Added |
| Washington Trust Advisors, Inc. | 266 | $3.87K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 299 | $4.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 325 | $4.73K | 0.00% | −110−25.3% | Reduced |
| Proequities, Inc. | 401 | $5.83K | 0.00% | −71−15.0% | Reduced |
| Loomis Sayles & Co L P | 444 | $6.00K | 0.00% | +444 | New |
| Pacer Advisors, Inc. | 707 | $10.3K | 0.00% | −21,778−96.9% | Reduced |
| Signaturefd, LLC | 718 | $10.4K | 0.00% | −237−24.8% | Reduced |
| Operose Advisors LLC | 1,003 | $14.6K | 0.01% | +1,003 | New |
| First Horizon Advisors, Inc. | 1,643 | $23.9K | 0.00% | −131−7.4% | Reduced |
| Park Place Capital Corp | 1,720 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,222 | $32.3K | 0.00% | +31+1.4% | Added |
| KBC Group NV | 3,418 | $50.0K | 0.00% | −4,985−59.3% | Reduced |
| Covestor Ltd | 3,760 | $55.0K | 0.04% | +3,735+14,940.0% | Added |
| Wells Fargo & Company | 4,098 | $59.6K | 0.00% | −9,855−70.6% | Reduced |
| MetLife Investment Management | 4,166 | $60.6K | 0.00% | +3+0.1% | Added |
| Parkside Financial Bank & Trust | 4,312 | $62.7K | 0.01% | +509+13.4% | Added |
| Advisors Asset Management, Inc. | 4,710 | $68.5K | 0.00% | +1,414+42.9% | Added |
| Tower Research Capital LLC (TRC) | 4,904 | $71.3K | 0.00% | +3,548+261.7% | Added |
| American International Group, Inc. | 6,693 | $97.3K | 0.00% | −653−8.9% | Reduced |
| State of Wyoming | 6,837 | $99.4K | 0.02% | +4,810+237.3% | Added |
| Icon Wealth Partners, LLC | 8,472 | $123.2K | 0.01% | −6,447−43.2% | Reduced |
| Premier Fund Managers Ltd | 8,826 | $126.0K | 0.01% | −29,061−76.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 9,247 | $134.5K | 0.10% | −142−1.5% | Reduced |
| Bank of Montreal | 10,219 | $144.3K | 0.00% | −271−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $145.4K | 0.00% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 10,672 | $155.2K | 0.00% | −2,180−17.0% | Reduced |
| NorthRock Partners, LLC | 11,568 | $168.2K | 0.02% | +11,568 | New |
| Truist Financial Corp | 11,586 | $168.5K | 0.00% | −253−2.1% | Reduced |
| Pictet Asset Management Holding SA | 11,896 | $173.0K | 0.00% | +11,896 | New |
| Everence Capital Management Inc | 12,320 | $179.0K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12,535 | $182.3K | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,900 | $187.6K | 0.00% | −2,000−13.4% | Reduced |
| Yarbrough Capital, LLC | 12,954 | $188.4K | 0.01% | 00.0% | Unchanged |
| Amundi | 14,106 | $193.8K | 0.00% | +675+5.0% | Added |
| Mariner, LLC | 14,558 | $211.7K | 0.00% | −334−2.2% | Reduced |
| Handelsbanken Fonder AB | 14,800 | $215.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,944 | $217.2K | 0.00% | +3,669+32.5% | Added |
| Natixis Advisors, L.P. | 15,136 | $220.0K | 0.00% | +1,791+13.4% | Added |
| ExodusPoint Capital Management, LP | 15,257 | $222.0K | 0.00% | −28,247−64.9% | Reduced |
| Manufacturers Life Insurance Company, The | 15,405 | $224.0K | 0.00% | +15,405 | New |
| Public Employees Retirement Association of Colorado | 15,831 | $230.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 15,989 | $232.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 17,465 | $253.9K | 0.00% | −3,089−15.0% | Reduced |
| Captrust Financial Advisors | 17,745 | $258.0K | 0.00% | +625+3.7% | Added |
| Pinebridge Investments, L.P. | 18,245 | $265.3K | 0.00% | −5,879−24.4% | Reduced |
| Mutual of America Capital Management LLC | 18,762 | $272.8K | 0.00% | −1,842−8.9% | Reduced |
| Commonwealth Equity Services, LLC | 19,055 | $277.0K | 0.00% | +4,528+31.2% | Added |
| SG Americas Securities, LLC | 20,047 | $291.0K | 0.00% | +13,213+193.3% | Added |
| Virginia Retirement Systems Et Al | 22,200 | $322.8K | 0.00% | +22,200 | New |
| Campbell & CO Investment Adviser LLC | 22,991 | $334.3K | 0.04% | +4,653+25.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,117 | $350.7K | 0.00% | +3,482+16.9% | Added |
| UBS Group AG | 25,190 | $366.3K | 0.00% | +21,200+531.3% | Added |
| HighTower Advisors, LLC | 27,500 | $390.0K | 0.00% | +5,467+24.8% | Added |
| Vontobel Holding Ltd. | 27,921 | $406.0K | 0.00% | +3,111+12.5% | Added |
| Duality Advisers, LP | 28,826 | $419.1K | 0.05% | −33,109−53.5% | Reduced |
| Susquehanna International Group, LLP | 29,638 | $430.9K | 0.00% | +29,638 | New |
| Commerce Bank | 30,960 | $450.2K | 0.00% | −1,149−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 31,831 | $462.8K | 0.01% | −1,100−3.3% | Reduced |
| TownSquare Capital, LLC | 32,109 | $466.9K | 0.01% | +4,027+14.3% | Added |
| Arizona State Retirement System | 34,131 | $496.3K | 0.00% | +507+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 35,157 | $511.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 36,717 | $533.9K | 0.05% | +3,054+9.1% | Added |
| Voloridge Investment Management, LLC | 38,028 | $552.9K | 0.00% | −218,533−85.2% | Reduced |
| Victory Capital Management Inc | 38,275 | $556.5K | 0.00% | −5,491−12.5% | Reduced |
| Squarepoint Ops LLC | 38,345 | $557.5K | 0.00% | +25,927+208.8% | Added |
| Ensign Peak Advisors, Inc | 38,920 | $565.9K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 45,890 | $667.2K | 0.05% | +890+2.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,161 | $671.2K | 0.07% | −90,196−66.1% | Reduced |
| Trexquant Investment LP | 46,216 | $672.0K | 0.02% | +28,032+154.2% | Added |
| Maryland State Retirement & Pension System | 48,236 | $701.4K | 0.02% | −1,669−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 48,640 | $707.0K | 0.00% | −5,389−10.0% | Reduced |
| LPL Financial LLC | 49,074 | $708.2K | 0.00% | +6,529+15.3% | Added |
| Two Sigma Advisers, LP | 49,300 | $716.8K | 0.00% | −10,700−17.8% | Reduced |