Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding Certara, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of CERT: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2203216−1
Shares120.0M242.2K119.8M+56.0K (0.0%)
Value$2.15B$4.30M$1.66B−$482.5M (−22.5%)

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Certara, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to CERT in Q2 2024
InstitutionSharesValue% of portfolio
Boone Capital Management LLC718,983$9.96M2.60%
Avantax Advisory Services, Inc.56,456$781.9K0.01%
RSM US Wealth Management LLC25,513$348.0K0.01%
Squarepoint Ops LLC22,468$311.2K0.00%
Two Sigma Investments, LP19,431$269.1K0.00%
SG Americas Securities, LLC16,312$226.0K0.00%
Atria Investments LLC16,242$225.0K0.00%
Claret Asset Management Corp13,354$185.0K0.03%
Quantinno Capital Management LP12,229$169.4K0.00%
MQS Management LLC11,710$162.2K0.10%
Algert Global LLC11,267$156.0K0.01%
Intech Investment Management LLC10,964$151.9K0.00%
Vident Advisory, LLC10,517$145.7K0.00%
Corebridge Financial, Inc.5,457$75.6K0.00%
Innealta Capital, LLC2,568$35.6K0.01%
Ronald Blue Trust, Inc.1,849$33.1K0.00%
Steward Partners Investment Advisory, LLC1,319$18.3K0.00%
Macquarie Group Ltd303$4.20K0.00%
Smartleaf Asset Management LLC295$4.03K0.00%
Financial Network Wealth Advisors LLC272$3.94K0.00%
SRS Capital Advisors, Inc.211$2.92K0.00%
Private Wealth Management Group, LLC104$1.44K0.00%
Northwestern Mutual Wealth Management Co90$1.25K0.00%
Triad Wealth Partners, LLC85$1.18K0.00%
MV Capital Management, Inc.23$3190.00%
GWM Advisors LLC8$1110.00%
Larson Financial Group LLC6$830.00%

Sold out (28)

Institutions that held Certara, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of CERT in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Intrinsic Edge Capital Management LLC220,000$3.93M
Advantage Alpha Capital Partners LP164,629$2.94M
Texas Permanent School Fund93,729$1.68M
AQR Capital Management LLC92,713$1.66M
Landscape Capital Management, L.L.C.41,809$747.5K
Gsa Capital Partners LLP31,960$571.0K
Susquehanna International Group, LLP25,117$449.1K
Balyasny Asset Management LLC24,168$432.1K
E. Ohman J:or Asset Management AB21,424$383.1K
Atria Wealth Solutions, Inc.16,792$300.2K
Commonwealth Equity Services, LLC15,587$279.0K
Man Group plc14,114$252.4K
Capstone Investment Advisors, LLC13,711$245.2K
ExodusPoint Capital Management, LP13,534$242.0K
Cerity Partners LLC11,597$207.4K
FDx Advisors, Inc.11,495$206.0K
American International Group, Inc.6,315$112.9K
Whittier Trust Co1,288$23.0K
Aquatic Capital Management LLC1,000$17.9K
Catalyst Funds Management Pty Ltd400$7.15K
Sunbelt Securities, Inc.325$5.81K
Versant Capital Management, Inc253$4.52K
CIBC Private Wealth Group, LLC135$2.43K
First Manhattan Co100$1.79K
SYSTM Wealth Solutions LLC96$1.72K
Quest Partners LLC83$1.48K
Toth Financial Advisory Corp75$1.34K
Avion Wealth27$1.00K

Not filed for Q2 2024 yet (3)

Institutions that held Certara, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CERT in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG213,056$3.81M
KLR Investment Advisors, LLC16,587$268.0K
Quaker Wealth Management, LLC12,535$224.1K