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, Q2 2025
Institutional positions in Certara, Inc. as of Jun 30, 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
- 237
- −3 vs. Q1 2025
- Shares held
- 128.5M
- +7.87M (+6.5%) vs. Q1 2025
- Total value
- $1.50B
- +$309.0M (+25.9%) vs. Q1 2025
- New holders
- 44
- 74 more added
- Sold out
- 47
- 92 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 36 | $0 | 0.00% | +21+140.0% | Added |
| Hemington Wealth Management | 13 | $0 | 0.00% | +3+30.0% | Added |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $12 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $23 | 0.00% | +1+100.0% | Added |
| Fortitude Family Office, LLC | 9 | $105 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $141 | 0.00% | +12 | New |
| MV Capital Management, Inc. | 21 | $246 | 0.00% | −2−8.7% | Reduced |
| Larson Financial Group LLC | 28 | $328 | 0.00% | −1−3.4% | Reduced |
| Bruce G. Allen Investments, LLC | 28 | $328 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $363 | 0.00% | +29+1,450.0% | Added |
| Massmutual Trust Co FSB | 34 | $398 | 0.00% | −5−12.8% | Reduced |
| TFC Financial Management | 34 | $398 | 0.00% | +34 | New |
| Ancora Advisors, LLC | 40 | $468 | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 43 | $503 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $609 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 55 | $644 | 0.00% | −25−31.3% | Reduced |
| South State Corp. | 75 | $878 | 0.00% | −85−53.1% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $936 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 86 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $1.17K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 109 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $1.32K | 0.00% | −101−47.2% | Reduced |
| Curio Wealth, LLC | 140 | $1.64K | 0.00% | +140 | New |
| Signaturefd, LLC | 154 | $1.80K | 0.00% | +154 | New |
| Atlantic Trust, LLC | 161 | $1.88K | 0.00% | +161 | New |
| Russell Investments Group, Ltd. | 210 | $2.46K | 0.00% | +165+366.7% | Added |
| Bare Financial Services, Inc | 211 | $2.47K | 0.00% | +104+97.2% | Added |
| Smartleaf Asset Management LLC | 282 | $3.21K | 0.00% | +282 | New |
| Caitong International Asset Management Co., Ltd | 297 | $3.48K | 0.00% | −2,834−90.5% | Reduced |
| MAI Capital Management | 297 | $3.48K | 0.00% | +7+2.4% | Added |
| Parkside Financial Bank & Trust | 299 | $3.50K | 0.00% | −5,258−94.6% | Reduced |
| SBI Securities Co., Ltd. | 321 | $3.76K | 0.00% | +18+5.9% | Added |
| EverSource Wealth Advisors, LLC | 360 | $4.21K | 0.00% | −177−33.0% | Reduced |
| Umb Bank N A | 368 | $4.31K | 0.00% | −208−36.1% | Reduced |
| SRS Capital Advisors, Inc. | 371 | $4.34K | 0.00% | −66−15.1% | Reduced |
| Bessemer Group Inc | 469 | $5.00K | 0.00% | −880−65.2% | Reduced |
| CWM, LLC | 414 | $5.00K | 0.00% | −305−42.4% | Reduced |
| Parallel Advisors, LLC | 552 | $6.46K | 0.00% | −141−20.3% | Reduced |
| Fifth Third Bancorp | 572 | $6.69K | 0.00% | −2,403−80.8% | Reduced |
| Jones Financial Companies LLLP | 656 | $7.46K | 0.00% | +656 | New |
| IFP Advisors, Inc | 0 | $8.55K | 0.00% | 0 | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 800 | $9.36K | 0.00% | +800 | New |
| Steward Partners Investment Advisory, LLC | 837 | $9.79K | 0.00% | +837 | New |
| Versant Capital Management, Inc | 1,728 | $20.2K | 0.00% | −991−36.4% | Reduced |
| MetLife Investment Management | 2,019 | $23.6K | 0.00% | −143−6.6% | Reduced |
| AdvisorNet Financial, Inc | 2,172 | $25.4K | 0.00% | +2,172 | New |
| WealthCollab, LLC | 2,500 | $29.3K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 2,897 | $33.9K | 0.00% | +2,897 | New |
| US Bancorp | 2,927 | $34.2K | 0.00% | −6,878−70.1% | Reduced |
| First Horizon Advisors, Inc. | 2,935 | $34.3K | 0.00% | +385+15.1% | Added |
| Advisor Group Holdings, Inc. | 3,491 | $40.8K | 0.00% | +1,175+50.7% | Added |
| Global Retirement Partners, LLC | 3,887 | $45.5K | 0.00% | +3,887 | New |
| Wells Fargo & Company | 4,903 | $57.4K | 0.00% | +2,408+96.5% | Added |
| Mount Yale Investment Advisors, LLC | 5,081 | $59.4K | 0.00% | +5,081 | New |
| KBC Group NV | 5,237 | $61.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,387 | $63.0K | 0.00% | +5,387 | New |
| State of Wyoming | 5,615 | $65.7K | 0.01% | −6,499−53.6% | Reduced |
| GAMMA Investing LLC | 5,715 | $66.9K | 0.00% | −1,530−21.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,917 | $69.2K | 0.00% | +4,930+499.5% | Added |
| Antipodes Partners Ltd | 6,665 | $78.0K | 0.00% | +1,223+22.5% | Added |
| Group One Trading, L.P. | 6,895 | $80.7K | 0.00% | +4,674+210.4% | Added |
| Canada Pension Plan Investment Board | 7,100 | $83.1K | 0.00% | +7,100 | New |
| Sterling Capital Management LLC | 8,162 | $95.5K | 0.00% | +1,435+21.3% | Added |
| Capco Asset Management, LLC | 8,862 | $103.7K | 0.02% | +8,862 | New |
| Portside Wealth Group, LLC | 10,551 | $123.4K | 0.02% | +60+0.6% | Added |
| Gibbs Wealth Management | 10,632 | $124.4K | 0.02% | +10,632 | New |
| Janney Montgomery Scott LLC | 10,653 | $125.0K | 0.00% | −1,500−12.3% | Reduced |
| Associated Banc-Corp | 10,869 | $127.2K | 0.00% | +700+6.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 11,276 | $131.9K | 0.04% | −585−4.9% | Reduced |
| Atria Investments LLC | 11,496 | $134.5K | 0.00% | −6,123−34.8% | Reduced |
| HighTower Advisors, LLC | 11,655 | $136.4K | 0.00% | −7,372−38.7% | Reduced |
| Petrus Trust Company, LTA | 11,986 | $140.2K | 0.01% | +11,986 | New |
| Gamco Investors, Inc. Et Al | 12,000 | $140.4K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 12,078 | $141.3K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 12,482 | $142.0K | 0.00% | +322+2.6% | Added |
| Capstone Investment Advisors, LLC | 12,243 | $143.2K | 0.00% | +12,243 | New |
| CI Private Wealth, LLC | 12,299 | $143.9K | 0.00% | +1,232+11.1% | Added |
| Quaker Wealth Management, LLC | 12,535 | $146.7K | 0.05% | +12,535 | New |
| Guggenheim Capital LLC | 12,624 | $147.7K | 0.00% | −4,847−27.7% | Reduced |
| Skopos Labs, Inc. | 13,059 | $152.8K | 0.02% | +12,380+1,823.3% | Added |
| Pathstone Holdings, LLC | 13,421 | $157.0K | 0.00% | +13,421 | New |
| State of Wisconsin Investment Board | 13,520 | $158.2K | 0.00% | −4,732−25.9% | Reduced |
| Voya Investment Management LLC | 13,544 | $158.5K | 0.00% | −1,412−9.4% | Reduced |
| Mutual of America Capital Management LLC | 14,172 | $165.8K | 0.00% | −1,770−11.1% | Reduced |
| Axq Capital, LP | 14,832 | $173.5K | 0.06% | +14,832 | New |
| O'Shaughnessy Asset Management, LLC | 14,883 | $174.1K | 0.00% | −1,803−10.8% | Reduced |
| Sanctuary Advisors, LLC | 15,374 | $179.9K | 0.00% | +15,374 | New |
| Public Employees Retirement Association of Colorado | 15,420 | $180.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,634 | $182.9K | 0.01% | +15,634 | New |
| Deutsche Bank AG | 15,737 | $184.1K | 0.00% | −10,332−39.6% | Reduced |
| Summitry LLC | 17,065 | $199.7K | 0.01% | +3,883+29.5% | Added |
| Bank of Montreal | 17,623 | $206.2K | 0.00% | −6,481−26.9% | Reduced |
| Pacer Advisors, Inc. | 19,630 | $229.7K | 0.00% | +5,065+34.8% | Added |
| ISAM Funds (UK) Ltd | 20,250 | $236.9K | 0.05% | +20,250 | New |
| Claret Asset Management Corp | 20,437 | $239.0K | 0.03% | – | – |
| Handelsbanken Fonder AB | 21,000 | $246.0K | 0.00% | −1,300−5.8% | Reduced |
| Two Sigma Advisers, LP | 21,800 | $255.1K | 0.00% | −9,500−30.4% | Reduced |