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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 43,646 | $511.1K | 0.00% | +43,646 | New |
| Ensign Peak Advisors, Inc | 43,477 | $509.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 43,266 | $506.6K | 0.00% | −5,147−10.6% | Reduced |
| Marshall Wace, LLP | 43,000 | $503.5K | 0.00% | +43,000 | New |
| Yousif Capital Management, LLC | 42,994 | $503.5K | 0.01% | −924−2.1% | Reduced |
| Balyasny Asset Management LLC | 40,767 | $477.4K | 0.00% | +40,767 | New |
| State of Tennessee, Treasury Department | 39,551 | $463.1K | 0.00% | −15,538−28.2% | Reduced |
| RSM US Wealth Management LLC | 40,464 | $459.3K | 0.01% | +14,951+58.6% | Added |
| Sherbrooke Park Advisers LLC | 39,097 | $457.8K | 0.11% | +39,097 | New |
| Susquehanna International Group, LLP | 36,411 | $426.4K | 0.00% | +36,411 | New |
| Paloma Partners Management Co | 35,291 | $413.3K | 0.02% | +35,291 | New |
| Amalgamated Bank | 35,286 | $413.0K | 0.00% | −518−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,157 | $412.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 35,045 | $410.4K | 0.01% | +35,045 | New |
| Campbell & CO Investment Adviser LLC | 34,961 | $409.4K | 0.03% | +9,087+35.1% | Added |
| First Hawaiian Bank | 34,581 | $404.9K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,419 | $379.6K | 0.00% | +1,092+3.5% | Added |
| Quest Partners LLC | 31,337 | $367.0K | 0.03% | +31,337 | New |
| Stifel Financial Corp | 29,794 | $348.9K | 0.00% | −559−1.8% | Reduced |
| Commerce Bank | 29,719 | $348.0K | 0.00% | −1,628−5.2% | Reduced |
| Aquatic Capital Management LLC | 28,300 | $331.4K | 0.01% | +28,300 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,012 | $316.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 25,731 | $301.3K | 0.01% | −400−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,384 | $273.8K | 0.00% | +163+0.7% | Added |
| David Loasby | 24,831 | $272.9K | 0.03% | +1,531+6.6% | Added |
| Manufacturers Life Insurance Company, The | 22,897 | $268.1K | 0.00% | +26+0.1% | Added |
| State of Wyoming | 22,433 | $262.7K | 0.04% | +13,630+154.8% | Added |
| Handelsbanken Fonder AB | 22,300 | $261.0K | 0.00% | +7,100+46.7% | Added |
| Bayesian Capital Management, LP | 22,159 | $259.5K | 0.03% | +22,159 | New |
| Victory Capital Management Inc | 21,586 | $252.8K | 0.00% | −761−3.4% | Reduced |
| Trust Point Inc. | 20,734 | $242.8K | 0.02% | −5,415−20.7% | Reduced |
| SG Americas Securities, LLC | 20,260 | $237.0K | 0.00% | +3,948+24.2% | Added |
| Harbor Capital Advisors, Inc. | 20,144 | $236.0K | 0.01% | +3,136+18.4% | Added |
| Atria Investments LLC | 19,743 | $231.2K | 0.00% | +3,501+21.6% | Added |
| HighTower Advisors, LLC | 19,612 | $226.0K | 0.00% | −8,704−30.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,100 | $223.7K | 0.00% | +19,100 | New |
| Mariner, LLC | 18,832 | $220.5K | 0.00% | −21,568−53.4% | Reduced |
| Amundi | 19,260 | $216.5K | 0.00% | +2,820+17.2% | Added |
| Bank of Montreal | 18,273 | $214.7K | 0.00% | −88−0.5% | Reduced |
| Brevan Howard Capital Management LP | 17,104 | $200.3K | 0.01% | +17,104 | New |
| Mutual of America Capital Management LLC | 16,454 | $192.7K | 0.00% | −1,259−7.1% | Reduced |
| Voya Investment Management LLC | 15,623 | $182.9K | 0.00% | −12,483−44.4% | Reduced |
| Public Employees Retirement Association of Colorado | 15,420 | $181.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,370 | $180.0K | 0.00% | −6,396−29.4% | Reduced |
| Axq Capital, LP | 15,227 | $178.3K | 0.05% | +15,227 | New |
| Everence Capital Management Inc | 14,910 | $175.0K | 0.01% | +2,590+21.0% | Added |
| Graham Capital Management, L.P. | 14,694 | $172.1K | 0.01% | +14,694 | New |
| Baldwin Brothers Inc | 14,641 | $171.4K | 0.01% | +14,641 | New |
| Blair William & Co | 14,315 | $167.6K | 0.00% | −3,340−18.9% | Reduced |
| Versor Investments LP | 13,800 | $161.6K | 0.03% | +13,800 | New |
| Oxford Asset Management LLP | 13,783 | $161.4K | 0.13% | +13,783 | New |
| Claret Asset Management Corp | 13,424 | $157.0K | 0.03% | +70+0.5% | Added |
| Corton Capital Inc. | 13,013 | $152.4K | 0.07% | +13,013 | New |
| Quaker Wealth Management, LLC | 12,535 | $146.8K | 0.05% | +12,535 | New |
| Pictet Asset Management Holding SA | 11,896 | $139.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 11,575 | $135.5K | 0.00% | −4,587−28.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 11,547 | $135.2K | 0.07% | +2,300+24.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,538 | $123.0K | 0.00% | +300+2.9% | Added |
| XTX Topco Ltd | 10,372 | $121.5K | 0.01% | +208+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 10,741 | $120.7K | 0.00% | +10,741 | New |
| The PNC Financial Services Group, Inc. | 7,205 | $84.4K | 0.00% | −7,715−51.7% | Reduced |
| Parkside Financial Bank & Trust | 5,982 | $70.1K | 0.01% | +223+3.9% | Added |
| Pacer Advisors, Inc. | 5,758 | $67.4K | 0.00% | −1,543−21.1% | Reduced |
| Corebridge Financial, Inc. | 5,194 | $60.8K | 0.00% | −263−4.8% | Reduced |
| KBC Group NV | 4,873 | $57.0K | 0.00% | +1,584+48.2% | Added |
| Tower Research Capital LLC (TRC) | 4,742 | $55.5K | 0.00% | +4,132+677.4% | Added |
| Ronald Blue Trust, Inc. | 3,925 | $54.4K | 0.00% | +2,076+112.3% | Added |
| Sterling Capital Management LLC | 4,585 | $53.7K | 0.00% | +4,585 | New |
| Advisor Group Holdings, Inc. | 3,963 | $46.4K | 0.00% | −482−10.8% | Reduced |
| Fifth Third Bancorp | 2,231 | $26.1K | 0.00% | −210−8.6% | Reduced |
| Wells Fargo & Company | 2,161 | $25.3K | 0.00% | +303+16.3% | Added |
| MetLife Investment Management | 2,106 | $24.7K | 0.00% | −48−2.2% | Reduced |
| Deutsche Bank AG | 2,059 | $24.1K | 0.00% | −79,014−97.5% | Reduced |
| WealthCollab, LLC | 2,000 | $23.4K | 0.02% | +2,000 | New |
| First Horizon Advisors, Inc. | 1,903 | $22.3K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 1,786 | $20.9K | 0.00% | +1,786 | New |
| Global Retirement Partners, LLC | 1,733 | $20.3K | 0.00% | +3+0.2% | Added |
| GAMMA Investing LLC | 1,553 | $18.2K | 0.00% | +920+145.3% | Added |
| Advisors Asset Management, Inc. | 1,475 | $17.3K | 0.00% | −169−10.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,319 | $15.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,199 | $14.0K | 0.00% | −28−2.3% | Reduced |
| Simplex Trading, LLC | 1,152 | $13.0K | 0.00% | +1,152 | New |
| Mather Group, LLC. | 778 | $9.11K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 650 | $7.61K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 397 | $5.00K | 0.00% | −55−12.2% | Reduced |
| Group One Trading, L.P. | 300 | $3.51K | 0.00% | +300 | New |
| Venturi Wealth Management, LLC | 299 | $3.50K | 0.00% | −173−36.7% | Reduced |
| Umb Bank N A | 295 | $3.45K | 0.00% | +247+514.6% | Added |
| EverSource Wealth Advisors, LLC | 288 | $3.37K | 0.00% | +46+19.0% | Added |
| TD Private Client Wealth LLC | 286 | $3.35K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 274 | $3.21K | 0.00% | −32−10.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 246 | $2.88K | 0.00% | +156+173.3% | Added |
| Quent Capital, LLC | 238 | $2.79K | 0.00% | −187−44.0% | Reduced |
| SRS Capital Advisors, Inc. | 211 | $2.47K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 183 | $2.15K | 0.00% | −112−38.0% | Reduced |
| DT Investment Partners, LLC | 166 | $1.94K | 0.00% | +166 | New |
| Huntington National Bank | 148 | $1.73K | 0.00% | −1−0.7% | Reduced |
| Parallel Advisors, LLC | 147 | $1.72K | 0.00% | −109−42.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $1.63K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 136 | $1.59K | 0.00% | −136−50.0% | Reduced |