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, Q3 2024
Institutional positions in Certara, Inc. as of Sep 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
- 227
- +12 vs. Q2 2024
- Shares held
- 116.1M
- +9.71M (+9.1%) vs. Q2 2024
- Total value
- $1.36B
- −$114.5M (−7.8%) vs. Q2 2024
- New holders
- 47
- 64 more added
- Sold out
- 35
- 88 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 5 | $0 | 0.00% | +5 | New |
| Claris Advisors, LLC | 2 | $23 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $24 | 0.00% | −21−91.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $36 | 0.00% | −3−50.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $47 | 0.00% | −6−60.0% | Reduced |
| Larson Financial Group LLC | 6 | $70 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $94 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 8 | $94 | 0.00% | +8 | New |
| Rothschild Investment LLC | 10 | $117 | 0.00% | +10 | New |
| Abound Wealth Management | 15 | $176 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $199 | 0.00% | −162−90.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 20 | $234 | 0.00% | −52,320−100.0% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $246 | 0.00% | −2−8.7% | Reduced |
| Allworth Financial LP | 35 | $410 | 0.00% | +11+45.8% | Added |
| Quadrant Capital Group LLC | 38 | $445 | 0.00% | −192−83.5% | Reduced |
| Versant Capital Management, Inc | 50 | $586 | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 80 | $937 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 82 | $960 | 0.00% | −77,671−99.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 86 | $1.01K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 87 | $1.02K | 0.00% | −15−14.7% | Reduced |
| National Bank of Canada | 93 | $1.09K | 0.00% | −107−53.5% | Reduced |
| Private Wealth Management Group, LLC | 99 | $1.16K | 0.00% | −5−4.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 100 | $1.17K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 129 | $1.51K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $1.53K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 136 | $1.59K | 0.00% | −136−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $1.63K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 147 | $1.72K | 0.00% | −109−42.6% | Reduced |
| Huntington National Bank | 148 | $1.73K | 0.00% | −1−0.7% | Reduced |
| DT Investment Partners, LLC | 166 | $1.94K | 0.00% | +166 | New |
| Smartleaf Asset Management LLC | 183 | $2.15K | 0.00% | −112−38.0% | Reduced |
| SRS Capital Advisors, Inc. | 211 | $2.47K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 238 | $2.79K | 0.00% | −187−44.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 246 | $2.88K | 0.00% | +156+173.3% | Added |
| Proequities, Inc. | 274 | $3.21K | 0.00% | −32−10.5% | Reduced |
| TD Private Client Wealth LLC | 286 | $3.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 288 | $3.37K | 0.00% | +46+19.0% | Added |
| Umb Bank N A | 295 | $3.45K | 0.00% | +247+514.6% | Added |
| Venturi Wealth Management, LLC | 299 | $3.50K | 0.00% | −173−36.7% | Reduced |
| Group One Trading, L.P. | 300 | $3.51K | 0.00% | +300 | New |
| CWM, LLC | 397 | $5.00K | 0.00% | −55−12.2% | Reduced |
| Planning Capital Management Corp | 650 | $7.61K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 778 | $9.11K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,152 | $13.0K | 0.00% | +1,152 | New |
| Park Place Capital Corp | 1,199 | $14.0K | 0.00% | −28−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,319 | $15.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,475 | $17.3K | 0.00% | −169−10.3% | Reduced |
| GAMMA Investing LLC | 1,553 | $18.2K | 0.00% | +920+145.3% | Added |
| Global Retirement Partners, LLC | 1,733 | $20.3K | 0.00% | +3+0.2% | Added |
| Antipodes Partners Ltd | 1,786 | $20.9K | 0.00% | +1,786 | New |
| First Horizon Advisors, Inc. | 1,903 | $22.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,000 | $23.4K | 0.02% | +2,000 | New |
| Deutsche Bank AG | 2,059 | $24.1K | 0.00% | −79,014−97.5% | Reduced |
| MetLife Investment Management | 2,106 | $24.7K | 0.00% | −48−2.2% | Reduced |
| Wells Fargo & Company | 2,161 | $25.3K | 0.00% | +303+16.3% | Added |
| Fifth Third Bancorp | 2,231 | $26.1K | 0.00% | −210−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,963 | $46.4K | 0.00% | −482−10.8% | Reduced |
| Sterling Capital Management LLC | 4,585 | $53.7K | 0.00% | +4,585 | New |
| Ronald Blue Trust, Inc. | 3,925 | $54.4K | 0.00% | +2,076+112.3% | Added |
| Tower Research Capital LLC (TRC) | 4,742 | $55.5K | 0.00% | +4,132+677.4% | Added |
| KBC Group NV | 4,873 | $57.0K | 0.00% | +1,584+48.2% | Added |
| Corebridge Financial, Inc. | 5,194 | $60.8K | 0.00% | −263−4.8% | Reduced |
| Pacer Advisors, Inc. | 5,758 | $67.4K | 0.00% | −1,543−21.1% | Reduced |
| Parkside Financial Bank & Trust | 5,982 | $70.1K | 0.01% | +223+3.9% | Added |
| The PNC Financial Services Group, Inc. | 7,205 | $84.4K | 0.00% | −7,715−51.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,741 | $120.7K | 0.00% | +10,741 | New |
| XTX Topco Ltd | 10,372 | $121.5K | 0.01% | +208+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,538 | $123.0K | 0.00% | +300+2.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 11,547 | $135.2K | 0.07% | +2,300+24.9% | Added |
| US Bancorp | 11,575 | $135.5K | 0.00% | −4,587−28.4% | Reduced |
| Pictet Asset Management Holding SA | 11,896 | $139.3K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12,535 | $146.8K | 0.05% | +12,535 | New |
| Corton Capital Inc. | 13,013 | $152.4K | 0.07% | +13,013 | New |
| Claret Asset Management Corp | 13,424 | $157.0K | 0.03% | +70+0.5% | Added |
| Oxford Asset Management LLP | 13,783 | $161.4K | 0.13% | +13,783 | New |
| Versor Investments LP | 13,800 | $161.6K | 0.03% | +13,800 | New |
| Blair William & Co | 14,315 | $167.6K | 0.00% | −3,340−18.9% | Reduced |
| Baldwin Brothers Inc | 14,641 | $171.4K | 0.01% | +14,641 | New |
| Graham Capital Management, L.P. | 14,694 | $172.1K | 0.01% | +14,694 | New |
| Everence Capital Management Inc | 14,910 | $175.0K | 0.01% | +2,590+21.0% | Added |
| Axq Capital, LP | 15,227 | $178.3K | 0.05% | +15,227 | New |
| Captrust Financial Advisors | 15,370 | $180.0K | 0.00% | −6,396−29.4% | Reduced |
| Public Employees Retirement Association of Colorado | 15,420 | $181.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 15,623 | $182.9K | 0.00% | −12,483−44.4% | Reduced |
| Mutual of America Capital Management LLC | 16,454 | $192.7K | 0.00% | −1,259−7.1% | Reduced |
| Brevan Howard Capital Management LP | 17,104 | $200.3K | 0.01% | +17,104 | New |
| Bank of Montreal | 18,273 | $214.7K | 0.00% | −88−0.5% | Reduced |
| Amundi | 19,260 | $216.5K | 0.00% | +2,820+17.2% | Added |
| Mariner, LLC | 18,832 | $220.5K | 0.00% | −21,568−53.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,100 | $223.7K | 0.00% | +19,100 | New |
| HighTower Advisors, LLC | 19,612 | $226.0K | 0.00% | −8,704−30.7% | Reduced |
| Atria Investments LLC | 19,743 | $231.2K | 0.00% | +3,501+21.6% | Added |
| Harbor Capital Advisors, Inc. | 20,144 | $236.0K | 0.01% | +3,136+18.4% | Added |
| SG Americas Securities, LLC | 20,260 | $237.0K | 0.00% | +3,948+24.2% | Added |
| Trust Point Inc. | 20,734 | $242.8K | 0.02% | −5,415−20.7% | Reduced |
| Victory Capital Management Inc | 21,586 | $252.8K | 0.00% | −761−3.4% | Reduced |
| Bayesian Capital Management, LP | 22,159 | $259.5K | 0.03% | +22,159 | New |
| Handelsbanken Fonder AB | 22,300 | $261.0K | 0.00% | +7,100+46.7% | Added |