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 2023
Institutional positions in Certara, Inc. as of Dec 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
- 213
- +14 vs. Q3 2023
- Shares held
- 118.1M
- +10.3M (+9.5%) vs. Q3 2023
- Total value
- $2.08B
- +$510.2M (+32.5%) vs. Q3 2023
- New holders
- 31
- 80 more added
- Sold out
- 17
- 82 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 24 | $0 | 0.00% | −15−38.5% | Reduced |
| AdvisorNet Financial, Inc | 5 | $88 | 0.00% | −3−37.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $88 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $124 | 0.00% | +2+40.0% | Added |
| Allworth Financial LP | 9 | $159 | 0.00% | −21−70.0% | Reduced |
| Abound Wealth Management | 15 | $264 | 0.00% | +5+50.0% | Added |
| Allspring Global Investments Holdings, LLC | 20 | $351 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $423 | 0.00% | +21+700.0% | Added |
| Global Retirement Partners, LLC | 32 | $512 | 0.00% | +32 | New |
| Sachetta, LLC | 30 | $528 | 0.00% | +30 | New |
| Quadrant Capital Group LLC | 38 | $669 | 0.00% | −139−78.5% | Reduced |
| Ranger Investment Management, L.P. | 49 | $862 | 0.00% | −609,470−100.0% | Reduced |
| Cornerstone Planning Group LLC | 49 | $862 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $1.00K | 0.00% | +57 | New |
| TD Private Client Wealth LLC | 71 | $1.25K | 0.00% | +71 | New |
| Farmers & Merchants Investments Inc | 80 | $1.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $1.48K | 0.00% | +3+3.7% | Added |
| SYSTM Wealth Solutions LLC | 96 | $1.69K | 0.00% | +96 | New |
| Spire Wealth Management | 106 | $1.71K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $1.76K | 0.00% | +92+1,150.0% | Added |
| Bellevue Asset Management, LLC | 101 | $1.78K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 103 | $1.81K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 110 | $1.94K | 0.00% | +110 | New |
| Huntington National Bank | 144 | $2.53K | 0.00% | −3−2.0% | Reduced |
| Bessemer Group Inc | 175 | $3.00K | 0.00% | +175 | New |
| Signaturefd, LLC | 185 | $3.25K | 0.00% | −533−74.2% | Reduced |
| Lindbrook Capital, LLC | 192 | $3.38K | 0.00% | +78+68.4% | Added |
| National Bank of Canada | 200 | $3.47K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 208 | $3.66K | 0.00% | +154+285.2% | Added |
| Versant Capital Management, Inc | 253 | $4.45K | 0.00% | +12+5.0% | Added |
| Washington Trust Advisors, Inc. | 266 | $4.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 282 | $4.96K | 0.00% | +18+6.8% | Added |
| Venturi Wealth Management, LLC | 309 | $5.44K | 0.00% | +10+3.3% | Added |
| Proequities, Inc. | 313 | $5.50K | 0.00% | −88−21.9% | Reduced |
| EntryPoint Capital, LLC | 316 | $5.56K | 0.01% | +316 | New |
| Sunbelt Securities, Inc. | 325 | $5.72K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 490 | $7.00K | 0.00% | +490 | New |
| GAMMA Investing LLC | 435 | $7.03K | 0.00% | +435 | New |
| CWM, LLC | 648 | $11.0K | 0.00% | +596+1,146.2% | Added |
| Planning Capital Management Corp | 650 | $11.4K | 0.01% | +650 | New |
| Johnson Financial Group, Inc. | 790 | $13.9K | 0.00% | +790 | New |
| Park Place Capital Corp | 1,227 | $21.6K | 0.01% | −493−28.7% | Reduced |
| Pineridge Advisors LLC | 1,605 | $28.2K | 0.01% | +1,605 | New |
| First Horizon Advisors, Inc. | 1,803 | $31.7K | 0.00% | +160+9.7% | Added |
| Fifth Third Bancorp | 2,201 | $38.7K | 0.00% | −21−0.9% | Reduced |
| KBC Group NV | 2,917 | $51.0K | 0.00% | −501−14.7% | Reduced |
| MetLife Investment Management | 4,102 | $72.2K | 0.00% | −64−1.5% | Reduced |
| nVerses Capital, LLC | – | $77.4K | 0.21% | – | New |
| Parkside Financial Bank & Trust | 4,652 | $81.8K | 0.01% | +340+7.9% | Added |
| Advisors Asset Management, Inc. | 4,869 | $85.6K | 0.00% | +159+3.4% | Added |
| Covestor Ltd | 5,174 | $91.0K | 0.06% | +1,414+37.6% | Added |
| UBS Group AG | 5,189 | $91.3K | 0.00% | −20,001−79.4% | Reduced |
| State of Wyoming | 5,347 | $94.1K | 0.02% | −1,490−21.8% | Reduced |
| American International Group, Inc. | 6,386 | $112.3K | 0.00% | −307−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,467 | $113.8K | 0.00% | −4,205−39.4% | Reduced |
| SG Americas Securities, LLC | 6,839 | $120.0K | 0.00% | −13,208−65.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,854 | $155.7K | 0.00% | +3,950+80.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 9,247 | $162.7K | 0.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,072 | $177.0K | 0.01% | −5,917−37.0% | Reduced |
| Landscape Capital Management, L.L.C. | 10,108 | $177.8K | 0.02% | +10,108 | New |
| Millennium Management LLC | 10,117 | $178.0K | 0.00% | −51,114−83.5% | Reduced |
| Advisor Group Holdings, Inc. | 10,163 | $178.7K | 0.00% | −4,781−32.0% | Reduced |
| State of Wisconsin Investment Board | 10,607 | $186.6K | 0.00% | −106,141−90.9% | Reduced |
| Dark Forest Capital Management LP | 10,735 | $188.8K | 0.03% | +10,735 | New |
| Gamco Investors, Inc. Et Al | 11,000 | $193.5K | 0.00% | +1,000+10.0% | Added |
| FDx Advisors, Inc. | 11,482 | $202.0K | 0.02% | +11,482 | New |
| Two Sigma Investments, LP | 11,778 | $207.2K | 0.00% | −62,700−84.2% | Reduced |
| Pictet Asset Management Holding SA | 11,896 | $209.3K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,030 | $211.6K | 0.01% | +462+4.0% | Added |
| Everence Capital Management Inc | 12,320 | $217.0K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12,535 | $220.5K | 0.10% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 12,754 | $224.3K | 0.00% | +12,047+1,704.0% | Added |
| Icon Wealth Advisors, LLC | 12,828 | $225.6K | 0.02% | +12,828 | New |
| Nisa Investment Advisors, LLC | 12,900 | $226.9K | 0.00% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 12,954 | $227.9K | 0.01% | 00.0% | Unchanged |
| Amundi | 14,208 | $237.4K | 0.00% | +102+0.7% | Added |
| Truist Financial Corp | 13,958 | $245.5K | 0.00% | +2,372+20.5% | Added |
| Handelsbanken Fonder AB | 14,800 | $260.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,192 | $267.2K | 0.00% | −213−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 15,831 | $278.0K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 16,553 | $296.0K | 0.01% | +7,727+87.5% | Added |
| Campbell & CO Investment Adviser LLC | 16,955 | $298.2K | 0.03% | −6,036−26.3% | Reduced |
| Bank of Montreal | 17,326 | $311.5K | 0.00% | +7,107+69.5% | Added |
| KLR Investment Advisors, LLC | 17,822 | $313.5K | 0.23% | +17,822 | New |
| Trust Point Inc. | 18,212 | $320.4K | 0.03% | +18,212 | New |
| Balyasny Asset Management LLC | 18,742 | $329.7K | 0.00% | +18,742 | New |
| Mutual of America Capital Management LLC | 18,745 | $329.7K | 0.00% | −17−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,854 | $349.2K | 0.00% | −4,263−17.7% | Reduced |
| Captrust Financial Advisors | 19,992 | $351.7K | 0.00% | +2,247+12.7% | Added |
| Commonwealth Equity Services, LLC | 20,209 | $355.0K | 0.00% | +1,154+6.1% | Added |
| US Bancorp | 20,537 | $361.2K | 0.00% | +3,072+17.6% | Added |
| Mariner, LLC | 22,645 | $398.3K | 0.00% | +8,087+55.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,110 | $406.5K | 0.00% | −48,458−67.7% | Reduced |
| Vontobel Holding Ltd. | 23,264 | $409.2K | 0.00% | −4,657−16.7% | Reduced |
| Natixis Advisors, L.P. | 23,919 | $420.0K | 0.00% | +8,783+58.0% | Added |
| Jump Financial, LLC | 24,830 | $436.8K | 0.01% | +24,830 | New |
| HighTower Advisors, LLC | 26,563 | $471.0K | 0.00% | −937−3.4% | Reduced |
| Susquehanna International Group, LLP | 27,409 | $482.1K | 0.00% | −2,229−7.5% | Reduced |
| Arizona State Retirement System | 31,266 | $550.0K | 0.00% | −2,865−8.4% | Reduced |