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, Q2 2024
Institutional positions in Certara, Inc. as of Jun 30, 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
- 216
- −1 vs. Q1 2024
- Shares held
- 119.8M
- +56.0K (0.0%) vs. Q1 2024
- Total value
- $1.66B
- −$482.5M (−22.5%) vs. Q1 2024
- New holders
- 27
- 69 more added
- Sold out
- 28
- 87 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | −8−33.3% | Reduced |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $83 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $84 | 0.00% | +1+20.0% | Added |
| GWM Advisors LLC | 8 | $111 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 10 | $139 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $208 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $319 | 0.00% | −61−72.6% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $319 | 0.00% | −1−4.2% | Reduced |
| MV Capital Management, Inc. | 23 | $319 | 0.00% | +23 | New |
| Allworth Financial LP | 24 | $386 | 0.00% | +15+166.7% | Added |
| Sachetta, LLC | 30 | $474 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 45 | $623 | 0.00% | +25+125.0% | Added |
| Umb Bank N A | 48 | $665 | 0.00% | +5+11.6% | Added |
| Farmers & Merchants Investments Inc | 80 | $1.11K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 85 | $1.18K | 0.00% | +85 | New |
| Spire Wealth Management | 86 | $1.19K | 0.00% | −20−18.9% | Reduced |
| Beacon Capital Management, LLC | 86 | $1.19K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $1.25K | 0.00% | +90 | New |
| Cherry Tree Wealth Management, LLC | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $1.39K | 0.00% | −8−7.3% | Reduced |
| Bellevue Asset Management, LLC | 101 | $1.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 104 | $1.44K | 0.00% | +104 | New |
| Pineridge Advisors LLC | 129 | $1.79K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $1.81K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 149 | $2.06K | 0.00% | +6+4.2% | Added |
| Lindbrook Capital, LLC | 179 | $2.48K | 0.00% | −13−6.8% | Reduced |
| National Bank of Canada | 200 | $2.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 211 | $2.92K | 0.00% | +211 | New |
| Quadrant Capital Group LLC | 230 | $3.19K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $3.55K | 0.00% | +48+23.1% | Added |
| Washington Trust Advisors, Inc. | 266 | $3.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 242 | $3.78K | 0.00% | −268−52.5% | Reduced |
| Financial Network Wealth Advisors LLC | 272 | $3.94K | 0.00% | +272 | New |
| TD Private Client Wealth LLC | 286 | $3.96K | 0.00% | +70+32.4% | Added |
| Smartleaf Asset Management LLC | 295 | $4.03K | 0.00% | +295 | New |
| Macquarie Group Ltd | 303 | $4.20K | 0.00% | +303 | New |
| Proequities, Inc. | 306 | $4.24K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 425 | $5.89K | 0.00% | +240+129.7% | Added |
| CWM, LLC | 452 | $6.00K | 0.00% | −134−22.9% | Reduced |
| Signaturefd, LLC | 441 | $6.11K | 0.00% | +76+20.8% | Added |
| Venturi Wealth Management, LLC | 472 | $6.54K | 0.00% | +163+52.8% | Added |
| Tower Research Capital LLC (TRC) | 610 | $8.45K | 0.00% | −8,289−93.1% | Reduced |
| GAMMA Investing LLC | 633 | $8.77K | 0.00% | +30+5.0% | Added |
| Planning Capital Management Corp | 650 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 778 | $13.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,227 | $17.0K | 0.01% | −448−26.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,319 | $18.3K | 0.00% | +1,319 | New |
| Advisors Asset Management, Inc. | 1,644 | $22.8K | 0.00% | −1,476−47.3% | Reduced |
| Global Retirement Partners, LLC | 1,730 | $24.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,858 | $25.7K | 0.00% | −63,422−97.2% | Reduced |
| First Horizon Advisors, Inc. | 1,903 | $26.4K | 0.00% | −33−1.7% | Reduced |
| MetLife Investment Management | 2,154 | $29.8K | 0.00% | −1,959−47.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,849 | $33.1K | 0.00% | +1,849 | New |
| Fifth Third Bancorp | 2,441 | $33.8K | 0.00% | +154+6.7% | Added |
| Innealta Capital, LLC | 2,568 | $35.6K | 0.01% | +2,568 | New |
| KBC Group NV | 3,289 | $46.0K | 0.00% | +372+12.8% | Added |
| Advisor Group Holdings, Inc. | 4,445 | $61.6K | 0.00% | −2,042−31.5% | Reduced |
| Corebridge Financial, Inc. | 5,457 | $75.6K | 0.00% | +5,457 | New |
| Parkside Financial Bank & Trust | 5,759 | $79.8K | 0.01% | +442+8.3% | Added |
| Pacer Advisors, Inc. | 7,301 | $101.1K | 0.00% | +4,205+135.8% | Added |
| State of Wyoming | 8,803 | $121.9K | 0.02% | +58+0.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 9,247 | $128.1K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,164 | $140.8K | 0.01% | −6,664−39.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,238 | $142.0K | 0.00% | −343−3.2% | Reduced |
| Vident Advisory, LLC | 10,517 | $145.7K | 0.00% | +10,517 | New |
| Icon Wealth Advisors, LLC | 9,405 | $146.8K | 0.01% | −2,090−18.2% | Reduced |
| Intech Investment Management LLC | 10,964 | $151.9K | 0.00% | +10,964 | New |
| Algert Global LLC | 11,267 | $156.0K | 0.01% | +11,267 | New |
| Gamco Investors, Inc. Et Al | 11,500 | $159.3K | 0.00% | +500+4.5% | Added |
| MQS Management LLC | 11,710 | $162.2K | 0.10% | +11,710 | New |
| Pictet Asset Management Holding SA | 11,896 | $164.8K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,229 | $169.4K | 0.00% | +12,229 | New |
| Cresset Asset Management, LLC | 13,318 | $184.5K | 0.00% | +272+2.1% | Added |
| Claret Asset Management Corp | 13,354 | $185.0K | 0.03% | +13,354 | New |
| Nisa Investment Advisors, LLC | 13,385 | $185.4K | 0.00% | +485+3.8% | Added |
| Truist Financial Corp | 14,416 | $199.7K | 0.00% | +10+0.1% | Added |
| The PNC Financial Services Group, Inc. | 14,920 | $206.6K | 0.00% | +5,495+58.3% | Added |
| Handelsbanken Fonder AB | 15,200 | $211.0K | 0.00% | +400+2.7% | Added |
| Everence Capital Management Inc | 12,320 | $211.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,420 | $214.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 16,162 | $223.8K | 0.00% | −333−2.0% | Reduced |
| Atria Investments LLC | 16,242 | $225.0K | 0.00% | +16,242 | New |
| SG Americas Securities, LLC | 16,312 | $226.0K | 0.00% | +16,312 | New |
| Amundi | 16,440 | $227.5K | 0.00% | −2,337−12.4% | Reduced |
| Harbor Capital Advisors, Inc. | 17,008 | $236.0K | 0.02% | −43,380−71.8% | Reduced |
| Premier Fund Managers Ltd | 17,621 | $241.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 17,655 | $244.5K | 0.00% | −2,961−14.4% | Reduced |
| Mutual of America Capital Management LLC | 17,713 | $245.3K | 0.00% | −737−4.0% | Reduced |
| Bank of Montreal | 18,361 | $254.3K | 0.00% | +798+4.5% | Added |
| Two Sigma Advisers, LP | 18,900 | $261.8K | 0.00% | −10,500−35.7% | Reduced |
| Two Sigma Investments, LP | 19,431 | $269.1K | 0.00% | +19,431 | New |
| Natixis Advisors, L.P. | 20,856 | $289.0K | 0.00% | −4,290−17.1% | Reduced |
| Captrust Financial Advisors | 21,766 | $301.5K | 0.00% | +2,786+14.7% | Added |
| First Trust Advisors LP | 22,094 | $306.0K | 0.00% | −317,405−93.5% | Reduced |
| Victory Capital Management Inc | 22,347 | $309.5K | 0.00% | −10,942−32.9% | Reduced |
| Squarepoint Ops LLC | 22,468 | $311.2K | 0.00% | +22,468 | New |
| Manufacturers Life Insurance Company, The | 22,871 | $316.8K | 0.00% | +975+4.5% | Added |