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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 42,857 | $766.3K | 0.01% | +3,413+8.7% | Added |
| Landscape Capital Management, L.L.C. | 41,809 | $747.5K | 0.07% | +31,701+313.6% | Added |
| Mariner, LLC | 41,221 | $737.0K | 0.00% | +18,576+82.0% | Added |
| Eisler Capital (US) LLC | 40,644 | $726.7K | 0.25% | +40,644 | New |
| Barclays PLC | 40,594 | $725.8K | 0.00% | +7,537+22.8% | Added |
| Voya Investment Management LLC | 38,640 | $690.9K | 0.00% | −7,192−15.7% | Reduced |
| Amalgamated Bank | 36,934 | $660.0K | 0.01% | −12,289−25.0% | Reduced |
| Goldman Sachs Group Inc | 36,543 | $653.4K | 0.00% | −21,177−36.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,157 | $629.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 34,581 | $618.3K | 0.02% | +34,581 | New |
| Victory Capital Management Inc | 33,289 | $595.2K | 0.00% | −8,185−19.7% | Reduced |
| HighTower Advisors, LLC | 31,302 | $571.0K | 0.00% | +4,739+17.8% | Added |
| Gsa Capital Partners LLP | 31,960 | $571.0K | 0.05% | +31,960 | New |
| Commerce Bank | 31,347 | $560.5K | 0.00% | −151−0.5% | Reduced |
| Millennium Management LLC | 31,165 | $557.2K | 0.00% | +21,048+208.0% | Added |
| Arizona State Retirement System | 30,750 | $549.8K | 0.00% | −516−1.7% | Reduced |
| Two Sigma Advisers, LP | 29,400 | $525.7K | 0.00% | −16,500−35.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,400 | $525.7K | 0.05% | +12,445+73.4% | Added |
| Stifel Financial Corp | 28,703 | $513.2K | 0.00% | +28,703 | New |
| Oregon Public Employees Retirement Fund | 28,631 | $511.9K | 0.01% | −2,700−8.6% | Reduced |
| Trust Point Inc. | 25,250 | $451.5K | 0.04% | +7,038+38.6% | Added |
| Natixis Advisors, L.P. | 25,146 | $450.0K | 0.00% | +1,227+5.1% | Added |
| Susquehanna International Group, LLP | 25,117 | $449.1K | 0.00% | −2,292−8.4% | Reduced |
| Balyasny Asset Management LLC | 24,168 | $432.1K | 0.00% | +5,426+29.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,128 | $413.5K | 0.00% | +18+0.1% | Added |
| Manufacturers Life Insurance Company, The | 21,896 | $391.5K | 0.00% | +6,704+44.1% | Added |
| E. Ohman J:or Asset Management AB | 21,424 | $383.1K | 0.01% | −295,458−93.2% | Reduced |
| UBS Group AG | 21,042 | $376.2K | 0.00% | +15,853+305.5% | Added |
| Blair William & Co | 20,616 | $368.6K | 0.00% | −105,524−83.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,854 | $355.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,980 | $339.4K | 0.00% | −1,012−5.1% | Reduced |
| Mutual of America Capital Management LLC | 18,450 | $329.9K | 0.00% | −295−1.6% | Reduced |
| Bank of Montreal | 17,563 | $318.9K | 0.00% | +237+1.4% | Added |
| Premier Fund Managers Ltd | 17,621 | $310.0K | 0.01% | +1,068+6.5% | Added |
| Amundi | 18,777 | $304.4K | 0.00% | +4,569+32.2% | Added |
| XTX Topco Ltd | 16,828 | $300.9K | 0.04% | +16,828 | New |
| Atria Wealth Solutions, Inc. | 16,792 | $300.2K | 0.00% | +16,792 | New |
| US Bancorp | 16,495 | $294.9K | 0.00% | −4,042−19.7% | Reduced |
| Commonwealth Equity Services, LLC | 15,587 | $279.0K | 0.00% | −4,622−22.9% | Reduced |
| Public Employees Retirement Association of Colorado | 15,420 | $276.0K | 0.00% | −411−2.6% | Reduced |
| KLR Investment Advisors, LLC | 16,587 | $268.0K | 0.19% | −1,235−6.9% | Reduced |
| David Loasby | 14,318 | $265.0K | 0.03% | +14,318 | New |
| Handelsbanken Fonder AB | 14,800 | $265.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 14,406 | $257.6K | 0.00% | +448+3.2% | Added |
| Man Group plc | 14,114 | $252.4K | 0.00% | −23,744−62.7% | Reduced |
| Capstone Investment Advisors, LLC | 13,711 | $245.2K | 0.00% | +13,711 | New |
| ExodusPoint Capital Management, LP | 13,534 | $242.0K | 0.00% | +13,534 | New |
| Cresset Asset Management, LLC | 13,046 | $233.3K | 0.00% | +13,046 | New |
| Nisa Investment Advisors, LLC | 12,900 | $230.7K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12,535 | $224.1K | 0.09% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,320 | $220.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,896 | $212.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,597 | $207.4K | 0.00% | +11,597 | New |
| FDx Advisors, Inc. | 11,495 | $206.0K | 0.03% | +13+0.1% | Added |
| Icon Wealth Advisors, LLC | 11,495 | $205.5K | 0.02% | −1,333−10.4% | Reduced |
| Gamco Investors, Inc. Et Al | 11,000 | $196.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,581 | $189.0K | 0.00% | +10,581 | New |
| The PNC Financial Services Group, Inc. | 9,425 | $168.5K | 0.00% | +2,958+45.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 9,247 | $165.3K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,899 | $159.1K | 0.00% | +45+0.5% | Added |
| State of Wyoming | 8,745 | $156.4K | 0.03% | +3,398+63.5% | Added |
| Advisor Group Holdings, Inc. | 6,487 | $116.0K | 0.00% | −3,676−36.2% | Reduced |
| American International Group, Inc. | 6,315 | $112.9K | 0.00% | −71−1.1% | Reduced |
| Parkside Financial Bank & Trust | 5,317 | $95.1K | 0.02% | +665+14.3% | Added |
| MetLife Investment Management | 4,113 | $73.5K | 0.00% | +11+0.3% | Added |
| Advisors Asset Management, Inc. | 3,120 | $55.8K | 0.00% | −1,749−35.9% | Reduced |
| Pacer Advisors, Inc. | 3,096 | $55.4K | 0.00% | −9,658−75.7% | Reduced |
| KBC Group NV | 2,917 | $52.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,287 | $40.9K | 0.00% | +86+3.9% | Added |
| First Horizon Advisors, Inc. | 1,936 | $34.6K | 0.00% | +133+7.4% | Added |
| Global Retirement Partners, LLC | 1,730 | $30.9K | 0.00% | +1,698+5,306.3% | Added |
| Park Place Capital Corp | 1,675 | $29.9K | 0.01% | +448+36.5% | Added |
| Whittier Trust Co | 1,288 | $23.0K | 0.00% | +1,288 | New |
| Aquatic Capital Management LLC | 1,000 | $17.9K | 0.00% | +1,000 | New |
| Mather Group, LLC. | 778 | $13.7K | 0.00% | +778 | New |
| Planning Capital Management Corp | 650 | $11.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 603 | $10.8K | 0.00% | +168+38.6% | Added |
| CWM, LLC | 586 | $10.0K | 0.00% | −62−9.6% | Reduced |
| EverSource Wealth Advisors, LLC | 510 | $8.73K | 0.00% | +453+794.7% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $7.15K | 0.00% | +400 | New |
| Signaturefd, LLC | 365 | $6.53K | 0.00% | +180+97.3% | Added |
| Sunbelt Securities, Inc. | 325 | $5.81K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 309 | $5.53K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 306 | $5.47K | 0.00% | −7−2.2% | Reduced |
| Washington Trust Advisors, Inc. | 266 | $4.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 253 | $4.52K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 230 | $4.11K | 0.00% | +192+505.3% | Added |
| TD Private Client Wealth LLC | 216 | $3.86K | 0.00% | +145+204.2% | Added |
| Parallel Advisors, LLC | 208 | $3.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 192 | $3.43K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 185 | $3.31K | 0.00% | −97−34.4% | Reduced |
| Bessemer Group Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 143 | $2.56K | 0.00% | −1−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $2.48K | 0.00% | +139 | New |
| CIBC Private Wealth Group, LLC | 135 | $2.43K | 0.00% | +135 | New |
| Activest Wealth Management | 131 | $2.34K | 0.00% | +131 | New |
| Pineridge Advisors LLC | 129 | $2.31K | 0.00% | −1,476−92.0% | Reduced |
| Farther Finance Advisors, LLC | 110 | $1.98K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $1.90K | 0.00% | 00.0% | Unchanged |