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, Q4 2024
Institutional positions in Certara, Inc. as of Dec 31, 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
- 223
- +1 vs. Q3 2024
- Shares held
- 116.4M
- +719.1K (+0.6%) vs. Q3 2024
- Total value
- $1.24B
- −$114.4M (−8.4%) vs. Q3 2024
- New holders
- 43
- 84 more added
- Sold out
- 42
- 73 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 8 | $0 | 0.00% | +3+60.0% | Added |
| Covestor Ltd | 10 | $0 | 0.00% | +1+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 1 | $11 | 0.00% | −2−66.7% | Reduced |
| Global Financial Private Client, LLC | 2 | $21 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $22 | 0.00% | −19−90.5% | Reduced |
| Skopos Labs, Inc. | 2 | $22 | 0.00% | +2 | New |
| Grove Bank & Trust | 4 | $43 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $54 | 0.00% | +3+150.0% | Added |
| Larson Financial Group LLC | 6 | $64 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $85 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 12 | $128 | 0.00% | −81−87.1% | Reduced |
| Abound Wealth Management | 15 | $160 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16 | $170 | 0.00% | −66−80.5% | Reduced |
| CoreCap Advisors, LLC | 26 | $277 | 0.00% | +26 | New |
| Bruce G. Allen Investments, LLC | 28 | $298 | 0.00% | +28 | New |
| Signaturefd, LLC | 29 | $309 | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 39 | $415 | 0.00% | +39 | New |
| Farther Finance Advisors, LLC | 43 | $458 | 0.00% | −44−50.6% | Reduced |
| Creative Planning | 58 | $618 | 0.00% | +58 | New |
| Farmers & Merchants Investments Inc | 80 | $852 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 86 | $916 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 39 | $1.03K | 0.00% | +39 | New |
| Cherry Tree Wealth Management, LLC | 100 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $1.06K | 0.00% | +100 | New |
| Golden State Wealth Management, LLC | 109 | $1.16K | 0.00% | +109 | New |
| Pineridge Advisors LLC | 129 | $1.37K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 133 | $1.42K | 0.00% | +2+1.5% | Added |
| Allworth Financial LP | 120 | $1.56K | 0.00% | +85+242.9% | Added |
| Quent Capital, LLC | 147 | $1.57K | 0.00% | −91−38.2% | Reduced |
| EverSource Wealth Advisors, LLC | 159 | $1.69K | 0.00% | −129−44.8% | Reduced |
| Lindbrook Capital, LLC | 161 | $1.72K | 0.00% | +144+847.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 172 | $1.83K | 0.00% | +33+23.7% | Added |
| MAI Capital Management | 180 | $1.92K | 0.00% | +180 | New |
| TD Private Client Wealth LLC | 214 | $2.28K | 0.00% | −72−25.2% | Reduced |
| Proequities, Inc. | 210 | $2.73K | 0.00% | −64−23.4% | Reduced |
| SBI Securities Co., Ltd. | 323 | $3.44K | 0.00% | +323 | New |
| Umb Bank N A | 382 | $4.07K | 0.00% | +87+29.5% | Added |
| Assetmark, Inc | 500 | $5.33K | 0.00% | +500 | New |
| SRS Capital Advisors, Inc. | 558 | $5.94K | 0.00% | +347+164.5% | Added |
| Mather Group, LLC. | 778 | $8.29K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 803 | $9.00K | 0.00% | +406+102.3% | Added |
| Versant Capital Management, Inc | 853 | $9.08K | 0.00% | +803+1,606.0% | Added |
| Park Place Capital Corp | 876 | $9.33K | 0.00% | −323−26.9% | Reduced |
| Ronald Blue Trust, Inc. | 903 | $9.62K | 0.00% | −3,022−77.0% | Reduced |
| Huntington National Bank | 1,276 | $13.6K | 0.00% | +1,128+762.2% | Added |
| Global Retirement Partners, LLC | 1,698 | $18.1K | 0.00% | −35−2.0% | Reduced |
| State of Wyoming | 2,041 | $21.7K | 0.00% | −20,392−90.9% | Reduced |
| Parallel Advisors, LLC | 2,052 | $21.9K | 0.00% | +1,905+1,295.9% | Added |
| MetLife Investment Management | 2,112 | $22.5K | 0.00% | +6+0.3% | Added |
| First Horizon Advisors, Inc. | 2,201 | $23.4K | 0.00% | +298+15.7% | Added |
| WealthCollab, LLC | 2,500 | $26.6K | 0.02% | +500+25.0% | Added |
| Fifth Third Bancorp | 2,724 | $29.0K | 0.00% | +493+22.1% | Added |
| Venturi Wealth Management, LLC | 2,808 | $29.9K | 0.00% | +2,509+839.1% | Added |
| Advisor Group Holdings, Inc. | 3,190 | $34.0K | 0.00% | −773−19.5% | Reduced |
| Wells Fargo & Company | 3,208 | $34.2K | 0.00% | +1,047+48.4% | Added |
| Corebridge Financial, Inc. | 4,695 | $50.0K | 0.00% | −499−9.6% | Reduced |
| Parkside Financial Bank & Trust | 5,436 | $57.9K | 0.01% | −546−9.1% | Reduced |
| Antipodes Partners Ltd | 5,442 | $58.0K | 0.00% | +3,656+204.7% | Added |
| Johnson Financial Group, Inc. | 4,403 | $62.7K | 0.00% | +4,403 | New |
| Simplex Trading, LLC | 6,888 | $73.0K | 0.00% | +5,736+497.9% | Added |
| Sterling Capital Management LLC | 7,209 | $76.8K | 0.00% | +2,624+57.2% | Added |
| KBC Group NV | 7,998 | $85.0K | 0.00% | +3,125+64.1% | Added |
| GAMMA Investing LLC | 8,421 | $89.7K | 0.01% | +6,868+442.2% | Added |
| US Bancorp | 9,451 | $100.7K | 0.00% | −2,124−18.3% | Reduced |
| NorthRock Partners, LLC | 10,420 | $111.0K | 0.00% | +10,420 | New |
| State of Wisconsin Investment Board | 11,300 | $120.3K | 0.00% | +11,300 | New |
| Pension & Wealth Management Advisors, Inc. | 11,544 | $122.9K | 0.05% | −30.0% | Reduced |
| Summitry LLC | 11,653 | $124.1K | 0.01% | +11,653 | New |
| Pictet Asset Management Holding SA | 11,896 | $126.7K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 12,000 | $127.8K | 0.02% | +12,000 | New |
| CIBC Asset Management Inc | 12,422 | $132.3K | 0.00% | +12,422 | New |
| Gamco Investors, Inc. Et Al | 12,500 | $133.1K | 0.00% | +12,500 | New |
| O'Shaughnessy Asset Management, LLC | 12,943 | $137.8K | 0.00% | +2,202+20.5% | Added |
| Summit Trail Advisors, LLC | 12,971 | $138.1K | 0.01% | +12,971 | New |
| First Trust Advisors LP | 13,130 | $139.8K | 0.00% | +13,130 | New |
| Claret Asset Management Corp | 13,519 | $144.0K | 0.02% | +95+0.7% | Added |
| William Blair Investment Management, LLC | 13,827 | $147.3K | 0.00% | −1,586,410−99.1% | Reduced |
| Petrus Trust Company, LTA | 14,062 | $149.8K | 0.01% | −70,819−83.4% | Reduced |
| Atria Investments LLC | 14,151 | $150.7K | 0.00% | −5,592−28.3% | Reduced |
| Blair William & Co | 14,299 | $152.3K | 0.00% | −16−0.1% | Reduced |
| Voya Investment Management LLC | 14,607 | $155.6K | 0.00% | −1,016−6.5% | Reduced |
| David Loasby | 14,956 | $158.7K | 0.01% | −9,875−39.8% | Reduced |
| Bridgefront Capital, LLC | 15,103 | $160.8K | 0.05% | +15,103 | New |
| Public Employees Retirement Association of Colorado | 15,420 | $164.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,492 | $165.0K | 0.00% | −4,768−23.5% | Reduced |
| Gsa Capital Partners LLP | 16,414 | $175.0K | 0.01% | +16,414 | New |
| Verition Fund Management LLC | 16,528 | $176.0K | 0.00% | +16,528 | New |
| Mutual of America Capital Management LLC | 16,582 | $176.6K | 0.00% | +128+0.8% | Added |
| Harbor Capital Advisors, Inc. | 17,460 | $186.0K | 0.01% | −2,684−13.3% | Reduced |
| Guggenheim Capital LLC | 17,760 | $189.1K | 0.00% | −186,308−91.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,650 | $198.6K | 0.00% | −450−2.4% | Reduced |
| Trust Point Inc. | 19,840 | $211.3K | 0.01% | −894−4.3% | Reduced |
| Bank of Montreal | 19,943 | $212.4K | 0.00% | +1,670+9.1% | Added |
| The PNC Financial Services Group, Inc. | 20,797 | $221.5K | 0.00% | +13,592+188.6% | Added |
| Victory Capital Management Inc | 21,311 | $227.0K | 0.00% | −275−1.3% | Reduced |
| Handelsbanken Fonder AB | 22,300 | $237.0K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 23,034 | $245.3K | 0.00% | −55,782−70.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,369 | $248.9K | 0.00% | −15−0.1% | Reduced |
| Private Advisor Group, LLC | 23,568 | $251.0K | 0.00% | +23,568 | New |