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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 45,900 | $807.4K | 0.00% | −3,400−6.9% | Reduced |
| Voya Investment Management LLC | 45,832 | $806.2K | 0.00% | −8,745−16.0% | Reduced |
| Ensign Peak Advisors, Inc | 45,670 | $803.3K | 0.00% | +6,750+17.3% | Added |
| Zions Bancorporation, N.A. | 43,511 | $765.4K | 0.05% | +6,794+18.5% | Added |
| Marshall Wace, LLP | 43,238 | $760.6K | 0.00% | −418,889−90.6% | Reduced |
| Victory Capital Management Inc | 41,474 | $729.5K | 0.00% | +3,199+8.4% | Added |
| Wells Fargo & Company | 39,626 | $697.0K | 0.00% | +35,528+867.0% | Added |
| TownSquare Capital, LLC | 39,444 | $693.8K | 0.01% | +7,335+22.8% | Added |
| Man Group plc | 37,858 | $665.9K | 0.00% | +37,858 | New |
| Teachers Retirement System of the State of Kentucky | 35,157 | $619.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 33,057 | $581.5K | 0.00% | −21,110−39.0% | Reduced |
| Commerce Bank | 31,498 | $554.0K | 0.00% | +538+1.7% | Added |
| Oregon Public Employees Retirement Fund | 31,331 | $551.1K | 0.01% | −500−1.6% | Reduced |
| Arizona State Retirement System | 31,266 | $550.0K | 0.00% | −2,865−8.4% | Reduced |
| Susquehanna International Group, LLP | 27,409 | $482.1K | 0.00% | −2,229−7.5% | Reduced |
| HighTower Advisors, LLC | 26,563 | $471.0K | 0.00% | −937−3.4% | Reduced |
| Jump Financial, LLC | 24,830 | $436.8K | 0.01% | +24,830 | New |
| Natixis Advisors, L.P. | 23,919 | $420.0K | 0.00% | +8,783+58.0% | Added |
| Vontobel Holding Ltd. | 23,264 | $409.2K | 0.00% | −4,657−16.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,110 | $406.5K | 0.00% | −48,458−67.7% | Reduced |
| Mariner, LLC | 22,645 | $398.3K | 0.00% | +8,087+55.6% | Added |
| US Bancorp | 20,537 | $361.2K | 0.00% | +3,072+17.6% | Added |
| Commonwealth Equity Services, LLC | 20,209 | $355.0K | 0.00% | +1,154+6.1% | Added |
| Captrust Financial Advisors | 19,992 | $351.7K | 0.00% | +2,247+12.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,854 | $349.2K | 0.00% | −4,263−17.7% | Reduced |
| Mutual of America Capital Management LLC | 18,745 | $329.7K | 0.00% | −17−0.1% | Reduced |
| Balyasny Asset Management LLC | 18,742 | $329.7K | 0.00% | +18,742 | New |
| Trust Point Inc. | 18,212 | $320.4K | 0.03% | +18,212 | New |
| KLR Investment Advisors, LLC | 17,822 | $313.5K | 0.23% | +17,822 | New |
| Bank of Montreal | 17,326 | $311.5K | 0.00% | +7,107+69.5% | Added |
| Campbell & CO Investment Adviser LLC | 16,955 | $298.2K | 0.03% | −6,036−26.3% | Reduced |
| Premier Fund Managers Ltd | 16,553 | $296.0K | 0.01% | +7,727+87.5% | Added |
| Public Employees Retirement Association of Colorado | 15,831 | $278.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,192 | $267.2K | 0.00% | −213−1.4% | Reduced |
| Handelsbanken Fonder AB | 14,800 | $260.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 13,958 | $245.5K | 0.00% | +2,372+20.5% | Added |
| Amundi | 14,208 | $237.4K | 0.00% | +102+0.7% | Added |
| Yarbrough Capital, LLC | 12,954 | $227.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,900 | $226.9K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 12,828 | $225.6K | 0.02% | +12,828 | New |
| Pacer Advisors, Inc. | 12,754 | $224.3K | 0.00% | +12,047+1,704.0% | Added |
| Quaker Wealth Management, LLC | 12,535 | $220.5K | 0.10% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,320 | $217.0K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,030 | $211.6K | 0.01% | +462+4.0% | Added |
| Pictet Asset Management Holding SA | 11,896 | $209.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,778 | $207.2K | 0.00% | −62,700−84.2% | Reduced |
| FDx Advisors, Inc. | 11,482 | $202.0K | 0.02% | +11,482 | New |
| Gamco Investors, Inc. Et Al | 11,000 | $193.5K | 0.00% | +1,000+10.0% | Added |
| Dark Forest Capital Management LP | 10,735 | $188.8K | 0.03% | +10,735 | New |
| State of Wisconsin Investment Board | 10,607 | $186.6K | 0.00% | −106,141−90.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,163 | $178.7K | 0.00% | −4,781−32.0% | Reduced |
| Millennium Management LLC | 10,117 | $178.0K | 0.00% | −51,114−83.5% | Reduced |
| Landscape Capital Management, L.L.C. | 10,108 | $177.8K | 0.02% | +10,108 | New |
| Banque Cantonale Vaudoise | 10,072 | $177.0K | 0.01% | −5,917−37.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 9,247 | $162.7K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,854 | $155.7K | 0.00% | +3,950+80.5% | Added |
| SG Americas Securities, LLC | 6,839 | $120.0K | 0.00% | −13,208−65.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,467 | $113.8K | 0.00% | −4,205−39.4% | Reduced |
| American International Group, Inc. | 6,386 | $112.3K | 0.00% | −307−4.6% | Reduced |
| State of Wyoming | 5,347 | $94.1K | 0.02% | −1,490−21.8% | Reduced |
| UBS Group AG | 5,189 | $91.3K | 0.00% | −20,001−79.4% | Reduced |
| Covestor Ltd | 5,174 | $91.0K | 0.06% | +1,414+37.6% | Added |
| Advisors Asset Management, Inc. | 4,869 | $85.6K | 0.00% | +159+3.4% | Added |
| Parkside Financial Bank & Trust | 4,652 | $81.8K | 0.01% | +340+7.9% | Added |
| nVerses Capital, LLC | – | $77.4K | 0.21% | – | New |
| MetLife Investment Management | 4,102 | $72.2K | 0.00% | −64−1.5% | Reduced |
| KBC Group NV | 2,917 | $51.0K | 0.00% | −501−14.7% | Reduced |
| Fifth Third Bancorp | 2,201 | $38.7K | 0.00% | −21−0.9% | Reduced |
| First Horizon Advisors, Inc. | 1,803 | $31.7K | 0.00% | +160+9.7% | Added |
| Pineridge Advisors LLC | 1,605 | $28.2K | 0.01% | +1,605 | New |
| Park Place Capital Corp | 1,227 | $21.6K | 0.01% | −493−28.7% | Reduced |
| Johnson Financial Group, Inc. | 790 | $13.9K | 0.00% | +790 | New |
| Planning Capital Management Corp | 650 | $11.4K | 0.01% | +650 | New |
| CWM, LLC | 648 | $11.0K | 0.00% | +596+1,146.2% | Added |
| GAMMA Investing LLC | 435 | $7.03K | 0.00% | +435 | New |
| Ronald Blue Trust, Inc. | 490 | $7.00K | 0.00% | +490 | New |
| Sunbelt Securities, Inc. | 325 | $5.72K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 316 | $5.56K | 0.01% | +316 | New |
| Proequities, Inc. | 313 | $5.50K | 0.00% | −88−21.9% | Reduced |
| Venturi Wealth Management, LLC | 309 | $5.44K | 0.00% | +10+3.3% | Added |
| Quent Capital, LLC | 282 | $4.96K | 0.00% | +18+6.8% | Added |
| Washington Trust Advisors, Inc. | 266 | $4.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 253 | $4.45K | 0.00% | +12+5.0% | Added |
| Parallel Advisors, LLC | 208 | $3.66K | 0.00% | +154+285.2% | Added |
| National Bank of Canada | 200 | $3.47K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 192 | $3.38K | 0.00% | +78+68.4% | Added |
| Signaturefd, LLC | 185 | $3.25K | 0.00% | −533−74.2% | Reduced |
| Bessemer Group Inc | 175 | $3.00K | 0.00% | +175 | New |
| Huntington National Bank | 144 | $2.53K | 0.00% | −3−2.0% | Reduced |
| Farther Finance Advisors, LLC | 110 | $1.94K | 0.00% | +110 | New |
| IFP Advisors, Inc | 103 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 101 | $1.78K | 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 |
| Spire Wealth Management | 106 | $1.71K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 96 | $1.69K | 0.00% | +96 | New |
| Massmutual Trust Co FSB | 84 | $1.48K | 0.00% | +3+3.7% | Added |
| Farmers & Merchants Investments Inc | 80 | $1.41K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 71 | $1.25K | 0.00% | +71 | New |
| EverSource Wealth Advisors, LLC | 57 | $1.00K | 0.00% | +57 | New |