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, Q1 2024
Institutional positions in Certara, Inc. as of Mar 31, 2024. 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
- 220
- +7 vs. Q4 2023
- Shares held
- 120.0M
- +1.87M (+1.6%) vs. Q4 2023
- Total value
- $2.15B
- +$68.2M (+3.3%) vs. Q4 2023
- New holders
- 27
- 80 more added
- Sold out
- 20
- 73 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −5,165−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $90 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $161 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $179 | 0.00% | +3+42.9% | Added |
| Abound Wealth Management | 15 | $269 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 20 | $357 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $430 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $528 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 43 | $769 | 0.00% | +43 | New |
| Avion Wealth | 27 | $1.00K | 0.00% | +27 | New |
| Toth Financial Advisory Corp | 75 | $1.34K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 80 | $1.43K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 83 | $1.48K | 0.00% | +83 | New |
| Massmutual Trust Co FSB | 84 | $1.50K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 86 | $1.54K | 0.00% | +86 | New |
| SYSTM Wealth Solutions LLC | 96 | $1.72K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 101 | $1.81K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $1.90K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 110 | $1.98K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 129 | $2.31K | 0.00% | −1,476−92.0% | Reduced |
| Activest Wealth Management | 131 | $2.34K | 0.00% | +131 | New |
| CIBC Private Wealth Group, LLC | 135 | $2.43K | 0.00% | +135 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $2.48K | 0.00% | +139 | New |
| Huntington National Bank | 143 | $2.56K | 0.00% | −1−0.7% | Reduced |
| Bessemer Group Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 185 | $3.31K | 0.00% | −97−34.4% | Reduced |
| National Bank of Canada | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 192 | $3.43K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 208 | $3.72K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 216 | $3.86K | 0.00% | +145+204.2% | Added |
| Quadrant Capital Group LLC | 230 | $4.11K | 0.00% | +192+505.3% | Added |
| Versant Capital Management, Inc | 253 | $4.52K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 266 | $4.76K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 306 | $5.47K | 0.00% | −7−2.2% | Reduced |
| Venturi Wealth Management, LLC | 309 | $5.53K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 325 | $5.81K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 365 | $6.53K | 0.00% | +180+97.3% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $7.15K | 0.00% | +400 | New |
| EverSource Wealth Advisors, LLC | 510 | $8.73K | 0.00% | +453+794.7% | Added |
| CWM, LLC | 586 | $10.0K | 0.00% | −62−9.6% | Reduced |
| GAMMA Investing LLC | 603 | $10.8K | 0.00% | +168+38.6% | Added |
| Planning Capital Management Corp | 650 | $11.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 778 | $13.7K | 0.00% | +778 | New |
| Aquatic Capital Management LLC | 1,000 | $17.9K | 0.00% | +1,000 | New |
| Whittier Trust Co | 1,288 | $23.0K | 0.00% | +1,288 | New |
| Park Place Capital Corp | 1,675 | $29.9K | 0.01% | +448+36.5% | Added |
| Global Retirement Partners, LLC | 1,730 | $30.9K | 0.00% | +1,698+5,306.3% | Added |
| First Horizon Advisors, Inc. | 1,936 | $34.6K | 0.00% | +133+7.4% | Added |
| Fifth Third Bancorp | 2,287 | $40.9K | 0.00% | +86+3.9% | Added |
| KBC Group NV | 2,917 | $52.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,096 | $55.4K | 0.00% | −9,658−75.7% | Reduced |
| Advisors Asset Management, Inc. | 3,120 | $55.8K | 0.00% | −1,749−35.9% | Reduced |
| MetLife Investment Management | 4,113 | $73.5K | 0.00% | +11+0.3% | Added |
| Parkside Financial Bank & Trust | 5,317 | $95.1K | 0.02% | +665+14.3% | Added |
| American International Group, Inc. | 6,315 | $112.9K | 0.00% | −71−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,487 | $116.0K | 0.00% | −3,676−36.2% | Reduced |
| State of Wyoming | 8,745 | $156.4K | 0.03% | +3,398+63.5% | Added |
| Tower Research Capital LLC (TRC) | 8,899 | $159.1K | 0.00% | +45+0.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 9,247 | $165.3K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,425 | $168.5K | 0.00% | +2,958+45.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,581 | $189.0K | 0.00% | +10,581 | New |
| Gamco Investors, Inc. Et Al | 11,000 | $196.7K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,495 | $205.5K | 0.02% | −1,333−10.4% | Reduced |
| FDx Advisors, Inc. | 11,495 | $206.0K | 0.03% | +13+0.1% | Added |
| Cerity Partners LLC | 11,597 | $207.4K | 0.00% | +11,597 | New |
| Pictet Asset Management Holding SA | 11,896 | $212.7K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,320 | $220.0K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12,535 | $224.1K | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,900 | $230.7K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,046 | $233.3K | 0.00% | +13,046 | New |
| ExodusPoint Capital Management, LP | 13,534 | $242.0K | 0.00% | +13,534 | New |
| Capstone Investment Advisors, LLC | 13,711 | $245.2K | 0.00% | +13,711 | New |
| Man Group plc | 14,114 | $252.4K | 0.00% | −23,744−62.7% | Reduced |
| Truist Financial Corp | 14,406 | $257.6K | 0.00% | +448+3.2% | Added |
| Handelsbanken Fonder AB | 14,800 | $265.0K | 0.00% | 00.0% | Unchanged |
| David Loasby | 14,318 | $265.0K | 0.03% | +14,318 | New |
| KLR Investment Advisors, LLC | 16,587 | $268.0K | 0.19% | −1,235−6.9% | Reduced |
| Public Employees Retirement Association of Colorado | 15,420 | $276.0K | 0.00% | −411−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 15,587 | $279.0K | 0.00% | −4,622−22.9% | Reduced |
| US Bancorp | 16,495 | $294.9K | 0.00% | −4,042−19.7% | Reduced |
| Atria Wealth Solutions, Inc. | 16,792 | $300.2K | 0.00% | +16,792 | New |
| XTX Topco Ltd | 16,828 | $300.9K | 0.04% | +16,828 | New |
| Amundi | 18,777 | $304.4K | 0.00% | +4,569+32.2% | Added |
| Premier Fund Managers Ltd | 17,621 | $310.0K | 0.01% | +1,068+6.5% | Added |
| Bank of Montreal | 17,563 | $318.9K | 0.00% | +237+1.4% | Added |
| Mutual of America Capital Management LLC | 18,450 | $329.9K | 0.00% | −295−1.6% | Reduced |
| Captrust Financial Advisors | 18,980 | $339.4K | 0.00% | −1,012−5.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,854 | $355.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 20,616 | $368.6K | 0.00% | −105,524−83.7% | Reduced |
| UBS Group AG | 21,042 | $376.2K | 0.00% | +15,853+305.5% | Added |
| E. Ohman J:or Asset Management AB | 21,424 | $383.1K | 0.01% | −295,458−93.2% | Reduced |
| Manufacturers Life Insurance Company, The | 21,896 | $391.5K | 0.00% | +6,704+44.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,128 | $413.5K | 0.00% | +18+0.1% | Added |
| Balyasny Asset Management LLC | 24,168 | $432.1K | 0.00% | +5,426+29.0% | Added |
| Susquehanna International Group, LLP | 25,117 | $449.1K | 0.00% | −2,292−8.4% | Reduced |
| Natixis Advisors, L.P. | 25,146 | $450.0K | 0.00% | +1,227+5.1% | Added |
| Trust Point Inc. | 25,250 | $451.5K | 0.04% | +7,038+38.6% | Added |