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, Q1 2025
Institutional positions in Certara, Inc. as of Mar 31, 2025. 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
- 242
- +22 vs. Q4 2024
- Shares held
- 122.1M
- +6.12M (+5.3%) vs. Q4 2024
- Total value
- $1.21B
- −$26.6M (−2.2%) vs. Q4 2024
- New holders
- 53
- 93 more added
- Sold out
- 31
- 65 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 10 | $0 | 0.00% | +2+25.0% | Added |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $0 | 0.00% | +15 | New |
| Avion Wealth | 44 | $0 | 0.00% | +44 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $20 | 0.00% | −131−98.5% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $20 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $59 | 0.00% | +4+200.0% | Added |
| Rothschild Investment LLC | 10 | $99 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 23 | $228 | 0.00% | +18+360.0% | Added |
| CoreCap Advisors, LLC | 26 | $257 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $277 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $287 | 0.00% | −39−100.0% | Reduced |
| Larson Financial Group LLC | 29 | $287 | 0.00% | +23+383.3% | Added |
| Massmutual Trust Co FSB | 39 | $386 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $424 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 45 | $446 | 0.00% | +29+181.3% | Added |
| True Wealth Design, LLC | 52 | $515 | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 80 | $792 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 86 | $851 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $990 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 104 | $1.03K | 0.00% | +104 | New |
| Bare Financial Services, Inc | 107 | $1.06K | 0.00% | +107 | New |
| Golden State Wealth Management, LLC | 109 | $1.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 80 | $1.15K | 0.00% | −40−33.3% | Reduced |
| Grove Bank & Trust | 124 | $1.23K | 0.00% | +120+3,000.0% | Added |
| Quent Capital, LLC | 147 | $1.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 148 | $1.47K | 0.00% | −1,128−88.4% | Reduced |
| South State Corp. | 160 | $1.58K | 0.00% | +160 | New |
| TD Private Client Wealth LLC | 214 | $2.12K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 290 | $2.87K | 0.00% | +110+61.1% | Added |
| SBI Securities Co., Ltd. | 303 | $3.00K | 0.00% | −20−6.2% | Reduced |
| SRS Capital Advisors, Inc. | 437 | $4.33K | 0.00% | −121−21.7% | Reduced |
| EverSource Wealth Advisors, LLC | 537 | $5.32K | 0.00% | +378+237.7% | Added |
| Umb Bank N A | 576 | $5.70K | 0.00% | +194+50.8% | Added |
| Lindbrook Capital, LLC | 643 | $6.37K | 0.00% | +482+299.4% | Added |
| Skopos Labs, Inc. | 679 | $6.72K | 0.00% | +677+33,850.0% | Added |
| Parallel Advisors, LLC | 693 | $6.86K | 0.00% | −1,359−66.2% | Reduced |
| CWM, LLC | 719 | $7.00K | 0.00% | −84−10.5% | Reduced |
| Ronald Blue Trust, Inc. | 955 | $9.46K | 0.00% | +52+5.8% | Added |
| Tower Research Capital LLC (TRC) | 987 | $9.77K | 0.00% | −26,185−96.4% | Reduced |
| Park Place Capital Corp | 1,104 | $10.9K | 0.00% | +228+26.0% | Added |
| Bessemer Group Inc | 1,349 | $13.0K | 0.00% | +1,349 | New |
| MetLife Investment Management | 2,162 | $21.4K | 0.00% | +50+2.4% | Added |
| GeoWealth Management, LLC | 2,191 | $21.7K | 0.00% | +2,191 | New |
| Group One Trading, L.P. | 2,221 | $22.0K | 0.00% | +2,221 | New |
| Advisor Group Holdings, Inc. | 2,316 | $22.9K | 0.00% | −874−27.4% | Reduced |
| Wells Fargo & Company | 2,495 | $24.7K | 0.00% | −713−22.2% | Reduced |
| WealthCollab, LLC | 2,500 | $24.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,550 | $25.2K | 0.00% | +349+15.9% | Added |
| Versant Capital Management, Inc | 2,719 | $26.9K | 0.00% | +1,866+218.8% | Added |
| Simplex Trading, LLC | 2,911 | $28.0K | 0.00% | −3,977−57.7% | Reduced |
| Fifth Third Bancorp | 2,975 | $29.5K | 0.00% | +251+9.2% | Added |
| Caitong International Asset Management Co., Ltd | 3,131 | $31.0K | 0.02% | +3,131 | New |
| Coldstream Capital Management Inc | 3,487 | $34.5K | 0.00% | +3,487 | New |
| Quest Partners LLC | 3,918 | $38.8K | 0.00% | +3,918 | New |
| Corebridge Financial, Inc. | 4,343 | $43.0K | 0.00% | −352−7.5% | Reduced |
| Johnson Financial Group, Inc. | 4,403 | $43.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,237 | $52.0K | 0.00% | −2,761−34.5% | Reduced |
| Antipodes Partners Ltd | 5,442 | $53.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,557 | $55.0K | 0.01% | +121+2.2% | Added |
| Sterling Capital Management LLC | 6,727 | $66.6K | 0.00% | −482−6.7% | Reduced |
| GAMMA Investing LLC | 7,245 | $71.7K | 0.01% | −1,176−14.0% | Reduced |
| US Bancorp | 9,805 | $97.1K | 0.00% | +354+3.7% | Added |
| Quarry LP | 9,928 | $98.3K | 0.03% | +9,928 | New |
| Associated Banc-Corp | 10,169 | $100.7K | 0.00% | +10,169 | New |
| NorthRock Partners, LLC | 10,202 | $101.0K | 0.00% | −218−2.1% | Reduced |
| Bridgewater Associates, LP | 10,270 | $101.7K | 0.00% | −12,764−55.4% | Reduced |
| Portside Wealth Group, LLC | 10,491 | $103.9K | 0.02% | +10,491 | New |
| Dark Forest Capital Management LP | 10,597 | $104.9K | 0.00% | −66,179−86.2% | Reduced |
| CI Private Wealth, LLC | 11,067 | $109.6K | 0.00% | +11,067 | New |
| Susquehanna Portfolio Strategies, LLC | 11,330 | $112.2K | 0.05% | +11,330 | New |
| Pension & Wealth Management Advisors, Inc. | 11,861 | $117.4K | 0.04% | +317+2.7% | Added |
| Gamco Investors, Inc. Et Al | 12,000 | $118.8K | 0.00% | −500−4.0% | Reduced |
| CIBC Asset Management Inc | 12,078 | $119.6K | 0.00% | −344−2.8% | Reduced |
| State of Wyoming | 12,114 | $119.9K | 0.02% | +10,073+493.5% | Added |
| Janney Montgomery Scott LLC | 12,153 | $120.0K | 0.00% | +12,153 | New |
| Ethic Inc. | 12,160 | $120.0K | 0.00% | +12,160 | New |
| First Trust Advisors LP | 12,737 | $126.1K | 0.00% | −393−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 13,078 | $129.5K | 0.00% | +13,078 | New |
| Summitry LLC | 13,182 | $130.5K | 0.01% | +1,529+13.1% | Added |
| Claret Asset Management Corp | – | $134.0K | 0.02% | – | – |
| Aigen Investment Management, LP | 13,679 | $135.4K | 0.02% | +13,679 | New |
| Kera Capital Partners, Inc. | 14,022 | $138.8K | 0.04% | +14,022 | New |
| Pacer Advisors, Inc. | 14,565 | $144.2K | 0.00% | +14,565 | New |
| Oxford Asset Management LLP | 14,951 | $148.0K | 0.07% | +14,951 | New |
| Voya Investment Management LLC | 14,956 | $148.1K | 0.00% | +349+2.4% | Added |
| Public Employees Retirement Association of Colorado | 15,420 | $153.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 15,507 | $153.5K | 0.00% | +15,507 | New |
| Mutual of America Capital Management LLC | 15,942 | $157.8K | 0.00% | −640−3.9% | Reduced |
| Trust Point Inc. | 16,400 | $162.4K | 0.01% | −3,440−17.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,686 | $165.2K | 0.00% | +3,743+28.9% | Added |
| Maxi Investments CY Ltd | 17,000 | $168.0K | 0.03% | +17,000 | New |
| Guggenheim Capital LLC | 17,471 | $173.0K | 0.00% | −289−1.6% | Reduced |
| Atria Investments LLC | 17,619 | $174.4K | 0.00% | +3,468+24.5% | Added |
| State of Wisconsin Investment Board | 18,252 | $180.7K | 0.00% | +6,952+61.5% | Added |
| HighTower Advisors, LLC | 19,027 | $188.4K | 0.00% | −127,512−87.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 19,069 | $188.8K | 0.05% | +19,069 | New |