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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 34,581 | $478.9K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 31,347 | $434.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 31,327 | $433.9K | 0.00% | +577+1.9% | Added |
| UBS Group AG | 30,832 | $427.0K | 0.00% | +9,790+46.5% | Added |
| Stifel Financial Corp | 30,353 | $420.4K | 0.00% | +1,650+5.7% | Added |
| Voya Investment Management LLC | 28,106 | $389.3K | 0.00% | −10,534−27.3% | Reduced |
| HighTower Advisors, LLC | 28,316 | $387.0K | 0.00% | −2,986−9.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,012 | $374.1K | 0.00% | +7,158+36.1% | Added |
| Trust Point Inc. | 26,149 | $362.2K | 0.03% | +899+3.6% | Added |
| Oregon Public Employees Retirement Fund | 26,131 | $361.9K | 0.01% | −2,500−8.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,874 | $358.4K | 0.03% | −3,526−12.0% | Reduced |
| RSM US Wealth Management LLC | 25,513 | $348.0K | 0.01% | +25,513 | New |
| Citadel Advisors LLC | 24,824 | $343.8K | 0.00% | −28,044−53.0% | Reduced |
| Barclays PLC | 23,645 | $327.5K | 0.00% | −16,949−41.8% | Reduced |
| David Loasby | 23,300 | $323.4K | 0.03% | +8,982+62.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,221 | $321.6K | 0.00% | +93+0.4% | Added |
| Manufacturers Life Insurance Company, The | 22,871 | $316.8K | 0.00% | +975+4.5% | Added |
| Squarepoint Ops LLC | 22,468 | $311.2K | 0.00% | +22,468 | New |
| Victory Capital Management Inc | 22,347 | $309.5K | 0.00% | −10,942−32.9% | Reduced |
| First Trust Advisors LP | 22,094 | $306.0K | 0.00% | −317,405−93.5% | Reduced |
| Captrust Financial Advisors | 21,766 | $301.5K | 0.00% | +2,786+14.7% | Added |
| Natixis Advisors, L.P. | 20,856 | $289.0K | 0.00% | −4,290−17.1% | Reduced |
| Two Sigma Investments, LP | 19,431 | $269.1K | 0.00% | +19,431 | New |
| Two Sigma Advisers, LP | 18,900 | $261.8K | 0.00% | −10,500−35.7% | Reduced |
| Bank of Montreal | 18,361 | $254.3K | 0.00% | +798+4.5% | Added |
| Mutual of America Capital Management LLC | 17,713 | $245.3K | 0.00% | −737−4.0% | Reduced |
| Blair William & Co | 17,655 | $244.5K | 0.00% | −2,961−14.4% | Reduced |
| Premier Fund Managers Ltd | 17,621 | $241.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 17,008 | $236.0K | 0.02% | −43,380−71.8% | Reduced |
| Amundi | 16,440 | $227.5K | 0.00% | −2,337−12.4% | Reduced |
| SG Americas Securities, LLC | 16,312 | $226.0K | 0.00% | +16,312 | New |
| Atria Investments LLC | 16,242 | $225.0K | 0.00% | +16,242 | New |
| US Bancorp | 16,162 | $223.8K | 0.00% | −333−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 15,420 | $214.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 14,920 | $206.6K | 0.00% | +5,495+58.3% | Added |
| Truist Financial Corp | 14,416 | $199.7K | 0.00% | +10+0.1% | Added |
| Nisa Investment Advisors, LLC | 13,385 | $185.4K | 0.00% | +485+3.8% | Added |
| Claret Asset Management Corp | 13,354 | $185.0K | 0.03% | +13,354 | New |
| Cresset Asset Management, LLC | 13,318 | $184.5K | 0.00% | +272+2.1% | Added |
| Quantinno Capital Management LP | 12,229 | $169.4K | 0.00% | +12,229 | New |
| Pictet Asset Management Holding SA | 11,896 | $164.8K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 11,710 | $162.2K | 0.10% | +11,710 | New |
| Gamco Investors, Inc. Et Al | 11,500 | $159.3K | 0.00% | +500+4.5% | Added |
| Algert Global LLC | 11,267 | $156.0K | 0.01% | +11,267 | New |
| Intech Investment Management LLC | 10,964 | $151.9K | 0.00% | +10,964 | New |
| Icon Wealth Advisors, LLC | 9,405 | $146.8K | 0.01% | −2,090−18.2% | Reduced |
| Vident Advisory, LLC | 10,517 | $145.7K | 0.00% | +10,517 | New |
| Cambridge Investment Research Advisors, Inc. | 10,238 | $142.0K | 0.00% | −343−3.2% | Reduced |
| XTX Topco Ltd | 10,164 | $140.8K | 0.01% | −6,664−39.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 9,247 | $128.1K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 8,803 | $121.9K | 0.02% | +58+0.7% | Added |
| Pacer Advisors, Inc. | 7,301 | $101.1K | 0.00% | +4,205+135.8% | Added |
| Parkside Financial Bank & Trust | 5,759 | $79.8K | 0.01% | +442+8.3% | Added |
| Corebridge Financial, Inc. | 5,457 | $75.6K | 0.00% | +5,457 | New |
| Advisor Group Holdings, Inc. | 4,445 | $61.6K | 0.00% | −2,042−31.5% | Reduced |
| KBC Group NV | 3,289 | $46.0K | 0.00% | +372+12.8% | Added |
| Innealta Capital, LLC | 2,568 | $35.6K | 0.01% | +2,568 | New |
| Fifth Third Bancorp | 2,441 | $33.8K | 0.00% | +154+6.7% | Added |
| Ronald Blue Trust, Inc. | 1,849 | $33.1K | 0.00% | +1,849 | New |
| MetLife Investment Management | 2,154 | $29.8K | 0.00% | −1,959−47.6% | Reduced |
| First Horizon Advisors, Inc. | 1,903 | $26.4K | 0.00% | −33−1.7% | Reduced |
| Wells Fargo & Company | 1,858 | $25.7K | 0.00% | −63,422−97.2% | Reduced |
| Global Retirement Partners, LLC | 1,730 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,644 | $22.8K | 0.00% | −1,476−47.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,319 | $18.3K | 0.00% | +1,319 | New |
| Park Place Capital Corp | 1,227 | $17.0K | 0.01% | −448−26.7% | Reduced |
| Mather Group, LLC. | 778 | $13.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 650 | $9.00K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 633 | $8.77K | 0.00% | +30+5.0% | Added |
| Tower Research Capital LLC (TRC) | 610 | $8.45K | 0.00% | −8,289−93.1% | Reduced |
| Venturi Wealth Management, LLC | 472 | $6.54K | 0.00% | +163+52.8% | Added |
| Signaturefd, LLC | 441 | $6.11K | 0.00% | +76+20.8% | Added |
| CWM, LLC | 452 | $6.00K | 0.00% | −134−22.9% | Reduced |
| Quent Capital, LLC | 425 | $5.89K | 0.00% | +240+129.7% | Added |
| Proequities, Inc. | 306 | $4.24K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 303 | $4.20K | 0.00% | +303 | New |
| Smartleaf Asset Management LLC | 295 | $4.03K | 0.00% | +295 | New |
| TD Private Client Wealth LLC | 286 | $3.96K | 0.00% | +70+32.4% | Added |
| Financial Network Wealth Advisors LLC | 272 | $3.94K | 0.00% | +272 | New |
| EverSource Wealth Advisors, LLC | 242 | $3.78K | 0.00% | −268−52.5% | Reduced |
| Washington Trust Advisors, Inc. | 266 | $3.69K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $3.55K | 0.00% | +48+23.1% | Added |
| Quadrant Capital Group LLC | 230 | $3.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 211 | $2.92K | 0.00% | +211 | New |
| National Bank of Canada | 200 | $2.71K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 179 | $2.48K | 0.00% | −13−6.8% | Reduced |
| Huntington National Bank | 149 | $2.06K | 0.00% | +6+4.2% | Added |
| Bessemer Group Inc | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $1.93K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $1.81K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 129 | $1.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 104 | $1.44K | 0.00% | +104 | New |
| Bellevue Asset Management, LLC | 101 | $1.40K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $1.39K | 0.00% | −8−7.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $1.25K | 0.00% | +90 | 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 |