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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 955 | $9.46K | 0.00% | +52+5.8% | Added |
| CWM, LLC | 719 | $7.00K | 0.00% | −84−10.5% | Reduced |
| Parallel Advisors, LLC | 693 | $6.86K | 0.00% | −1,359−66.2% | Reduced |
| Skopos Labs, Inc. | 679 | $6.72K | 0.00% | +677+33,850.0% | Added |
| Lindbrook Capital, LLC | 643 | $6.37K | 0.00% | +482+299.4% | Added |
| Umb Bank N A | 576 | $5.70K | 0.00% | +194+50.8% | Added |
| EverSource Wealth Advisors, LLC | 537 | $5.32K | 0.00% | +378+237.7% | Added |
| SRS Capital Advisors, Inc. | 437 | $4.33K | 0.00% | −121−21.7% | Reduced |
| SBI Securities Co., Ltd. | 303 | $3.00K | 0.00% | −20−6.2% | Reduced |
| MAI Capital Management | 290 | $2.87K | 0.00% | +110+61.1% | Added |
| TD Private Client Wealth LLC | 214 | $2.12K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 160 | $1.58K | 0.00% | +160 | New |
| Huntington National Bank | 148 | $1.47K | 0.00% | −1,128−88.4% | Reduced |
| Quent Capital, LLC | 147 | $1.46K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 124 | $1.23K | 0.00% | +120+3,000.0% | Added |
| Allworth Financial LP | 80 | $1.15K | 0.00% | −40−33.3% | Reduced |
| Golden State Wealth Management, LLC | 109 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 107 | $1.06K | 0.00% | +107 | New |
| Boston Private Wealth LLC | 104 | $1.03K | 0.00% | +104 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $990 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 86 | $851 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $792 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $515 | 0.00% | +52 | New |
| Russell Investments Group, Ltd. | 45 | $446 | 0.00% | +29+181.3% | Added |
| Farther Finance Advisors, LLC | 43 | $424 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $386 | 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 |
| Bruce G. Allen Investments, LLC | 28 | $277 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $257 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $228 | 0.00% | +18+360.0% | Added |
| Rothschild Investment LLC | 10 | $99 | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 6 | $59 | 0.00% | +4+200.0% | Added |
| Activest Wealth Management | 2 | $20 | 0.00% | −131−98.5% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $20 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Norwood Investment Partners, LP | 0 | $0 | 0.00% | −774,102−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −365,708−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −340,649−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −275,633−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −77,665−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −62,129−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −58,227−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −34,581−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −31,342−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −27,520−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,650−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,414−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,103−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −14,299−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −14,062−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −13,827−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −12,971−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |