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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 50,838 | $739.0K | 0.01% | −955−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 49,782 | $723.8K | 0.01% | −33,006−39.9% | Reduced |
| Two Sigma Advisers, LP | 49,300 | $716.8K | 0.00% | −10,700−17.8% | Reduced |
| LPL Financial LLC | 49,074 | $708.2K | 0.00% | +6,529+15.3% | Added |
| Public Employees Retirement System of Ohio | 48,640 | $707.0K | 0.00% | −5,389−10.0% | Reduced |
| Maryland State Retirement & Pension System | 48,236 | $701.4K | 0.02% | −1,669−3.3% | Reduced |
| Trexquant Investment LP | 46,216 | $672.0K | 0.02% | +28,032+154.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,161 | $671.2K | 0.07% | −90,196−66.1% | Reduced |
| Motley Fool Asset Management LLC | 45,890 | $667.2K | 0.05% | +890+2.0% | Added |
| Ensign Peak Advisors, Inc | 38,920 | $565.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 38,345 | $557.5K | 0.00% | +25,927+208.8% | Added |
| Victory Capital Management Inc | 38,275 | $556.5K | 0.00% | −5,491−12.5% | Reduced |
| Voloridge Investment Management, LLC | 38,028 | $552.9K | 0.00% | −218,533−85.2% | Reduced |
| Zions Bancorporation, N.A. | 36,717 | $533.9K | 0.05% | +3,054+9.1% | Added |
| Teachers Retirement System of the State of Kentucky | 35,157 | $511.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 34,131 | $496.3K | 0.00% | +507+1.5% | Added |
| TownSquare Capital, LLC | 32,109 | $466.9K | 0.01% | +4,027+14.3% | Added |
| Oregon Public Employees Retirement Fund | 31,831 | $462.8K | 0.01% | −1,100−3.3% | Reduced |
| Commerce Bank | 30,960 | $450.2K | 0.00% | −1,149−3.6% | Reduced |
| Susquehanna International Group, LLP | 29,638 | $430.9K | 0.00% | +29,638 | New |
| Duality Advisers, LP | 28,826 | $419.1K | 0.05% | −33,109−53.5% | Reduced |
| Vontobel Holding Ltd. | 27,921 | $406.0K | 0.00% | +3,111+12.5% | Added |
| HighTower Advisors, LLC | 27,500 | $390.0K | 0.00% | +5,467+24.8% | Added |
| UBS Group AG | 25,190 | $366.3K | 0.00% | +21,200+531.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,117 | $350.7K | 0.00% | +3,482+16.9% | Added |
| Campbell & CO Investment Adviser LLC | 22,991 | $334.3K | 0.04% | +4,653+25.4% | Added |
| Virginia Retirement Systems Et Al | 22,200 | $322.8K | 0.00% | +22,200 | New |
| SG Americas Securities, LLC | 20,047 | $291.0K | 0.00% | +13,213+193.3% | Added |
| Commonwealth Equity Services, LLC | 19,055 | $277.0K | 0.00% | +4,528+31.2% | Added |
| Mutual of America Capital Management LLC | 18,762 | $272.8K | 0.00% | −1,842−8.9% | Reduced |
| Pinebridge Investments, L.P. | 18,245 | $265.3K | 0.00% | −5,879−24.4% | Reduced |
| Captrust Financial Advisors | 17,745 | $258.0K | 0.00% | +625+3.7% | Added |
| US Bancorp | 17,465 | $253.9K | 0.00% | −3,089−15.0% | Reduced |
| Banque Cantonale Vaudoise | 15,989 | $232.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,831 | $230.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,405 | $224.0K | 0.00% | +15,405 | New |
| ExodusPoint Capital Management, LP | 15,257 | $222.0K | 0.00% | −28,247−64.9% | Reduced |
| Natixis Advisors, L.P. | 15,136 | $220.0K | 0.00% | +1,791+13.4% | Added |
| Advisor Group Holdings, Inc. | 14,944 | $217.2K | 0.00% | +3,669+32.5% | Added |
| Handelsbanken Fonder AB | 14,800 | $215.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,558 | $211.7K | 0.00% | −334−2.2% | Reduced |
| Amundi | 14,106 | $193.8K | 0.00% | +675+5.0% | Added |
| Yarbrough Capital, LLC | 12,954 | $188.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,900 | $187.6K | 0.00% | −2,000−13.4% | Reduced |
| Quaker Wealth Management, LLC | 12,535 | $182.3K | 0.09% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,320 | $179.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,896 | $173.0K | 0.00% | +11,896 | New |
| Truist Financial Corp | 11,586 | $168.5K | 0.00% | −253−2.1% | Reduced |
| NorthRock Partners, LLC | 11,568 | $168.2K | 0.02% | +11,568 | New |
| The PNC Financial Services Group, Inc. | 10,672 | $155.2K | 0.00% | −2,180−17.0% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $145.4K | 0.00% | +10,000 | New |
| Bank of Montreal | 10,219 | $144.3K | 0.00% | −271−2.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 9,247 | $134.5K | 0.10% | −142−1.5% | Reduced |
| Premier Fund Managers Ltd | 8,826 | $126.0K | 0.01% | −29,061−76.7% | Reduced |
| Icon Wealth Partners, LLC | 8,472 | $123.2K | 0.01% | −6,447−43.2% | Reduced |
| State of Wyoming | 6,837 | $99.4K | 0.02% | +4,810+237.3% | Added |
| American International Group, Inc. | 6,693 | $97.3K | 0.00% | −653−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,904 | $71.3K | 0.00% | +3,548+261.7% | Added |
| Advisors Asset Management, Inc. | 4,710 | $68.5K | 0.00% | +1,414+42.9% | Added |
| Parkside Financial Bank & Trust | 4,312 | $62.7K | 0.01% | +509+13.4% | Added |
| MetLife Investment Management | 4,166 | $60.6K | 0.00% | +3+0.1% | Added |
| Wells Fargo & Company | 4,098 | $59.6K | 0.00% | −9,855−70.6% | Reduced |
| Covestor Ltd | 3,760 | $55.0K | 0.04% | +3,735+14,940.0% | Added |
| KBC Group NV | 3,418 | $50.0K | 0.00% | −4,985−59.3% | Reduced |
| Fifth Third Bancorp | 2,222 | $32.3K | 0.00% | +31+1.4% | Added |
| Park Place Capital Corp | 1,720 | $25.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,643 | $23.9K | 0.00% | −131−7.4% | Reduced |
| Operose Advisors LLC | 1,003 | $14.6K | 0.01% | +1,003 | New |
| Signaturefd, LLC | 718 | $10.4K | 0.00% | −237−24.8% | Reduced |
| Pacer Advisors, Inc. | 707 | $10.3K | 0.00% | −21,778−96.9% | Reduced |
| Loomis Sayles & Co L P | 444 | $6.00K | 0.00% | +444 | New |
| Proequities, Inc. | 401 | $5.83K | 0.00% | −71−15.0% | Reduced |
| Sunbelt Securities, Inc. | 325 | $4.73K | 0.00% | −110−25.3% | Reduced |
| Venturi Wealth Management, LLC | 299 | $4.35K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 266 | $3.87K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 264 | $3.84K | 0.00% | +56+26.9% | Added |
| Versant Capital Management, Inc | 241 | $3.50K | 0.00% | +241 | New |
| National Bank of Canada | 200 | $2.85K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 177 | $2.57K | 0.00% | −404−69.5% | Reduced |
| Huntington National Bank | 147 | $2.14K | 0.00% | −11−7.0% | Reduced |
| Activest Wealth Management | 131 | $1.91K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $1.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $1.54K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 103 | $1.50K | 0.00% | +64+164.1% | Added |
| Bellevue Asset Management, LLC | 101 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $1.18K | 0.00% | +81 | New |
| Farmers & Merchants Investments Inc | 80 | $1.16K | 0.00% | +10+14.3% | Added |
| CWM, LLC | 52 | $1.00K | 0.00% | −62−54.4% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 54 | $785 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 49 | $712 | 0.00% | −64−56.6% | Reduced |
| Allworth Financial LP | 30 | $437 | 0.00% | +19+172.7% | Added |
| Allspring Global Investments Holdings, LLC | 20 | $290 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $146 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $116 | 0.00% | +5+166.7% | Added |
| First Manhattan Co | 8 | $116 | 0.00% | +8 | New |
| 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 |
| JFS Wealth Advisors, LLC | 3 | $44 | 0.00% | −4−57.1% | Reduced |