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 2025
Institutional positions in Certara, Inc. as of Sep 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
- 242
- +8 vs. Q2 2025
- Shares held
- 141.2M
- +12.8M (+10.0%) vs. Q2 2025
- Total value
- $1.72B
- +$222.8M (+14.8%) vs. Q2 2025
- New holders
- 43
- 88 more added
- Sold out
- 35
- 87 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | −4−30.8% | Reduced |
| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $11 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $12 | 0.00% | −1−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $12 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $37 | 0.00% | −9−75.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 9 | $110 | 0.00% | −288−97.0% | Reduced |
| Fortitude Family Office, LLC | 9 | $110 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12 | $147 | 0.00% | +12 | New |
| Ancora Advisors, LLC | 21 | $257 | 0.00% | −19−47.5% | Reduced |
| Bruce G. Allen Investments, LLC | 28 | $342 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 31 | $379 | 0.00% | −290−90.3% | Reduced |
| Bare Financial Services, Inc | 34 | $415 | 0.00% | −177−83.9% | Reduced |
| Financial Consulate, Inc | 46 | $563 | 0.00% | +46 | New |
| Parkside Financial Bank & Trust | 48 | $587 | 0.00% | −251−83.9% | Reduced |
| MV Capital Management, Inc. | 52 | $636 | 0.00% | +31+147.6% | Added |
| South State Corp. | 55 | $673 | 0.00% | −20−26.7% | Reduced |
| True Wealth Design, LLC | 61 | $746 | 0.00% | +9+17.3% | Added |
| Farther Finance Advisors, LLC | 67 | $819 | 0.00% | +24+55.8% | Added |
| Jones Financial Companies LLLP | 73 | $861 | 0.00% | −583−88.9% | Reduced |
| Stone House Investment Management, LLC | 72 | $880 | 0.00% | +72 | New |
| Farmers & Merchants Investments Inc | 80 | $978 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $1.00K | 0.00% | +40+400.0% | Added |
| Cherry Tree Wealth Management, LLC | 100 | $1.22K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 102 | $1.25K | 0.00% | −52−33.8% | Reduced |
| Root Financial Partners, LLC | 103 | $1.26K | 0.00% | +103 | New |
| Northwestern Mutual Wealth Management Co | 105 | $1.28K | 0.00% | +105 | New |
| Golden State Wealth Management, LLC | 109 | $1.33K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $1.34K | 0.00% | −51−31.7% | Reduced |
| TD Private Client Wealth LLC | 113 | $1.38K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 156 | $1.91K | 0.00% | +156 | New |
| Hantz Financial Services, Inc. | 162 | $2.00K | 0.00% | +126+350.0% | Added |
| T. Rowe Price Investment Management, Inc. | 143 | $2.00K | 0.00% | +143 | New |
| Quadrant Capital Group LLC | 198 | $2.42K | 0.00% | +198 | New |
| Rockefeller Capital Management L.P. | 205 | $2.50K | 0.00% | +205 | New |
| CWM, LLC | 279 | $3.00K | 0.00% | −135−32.6% | Reduced |
| Groupe la Francaise | 300 | $3.11K | 0.00% | +300 | New |
| MAI Capital Management | 256 | $3.13K | 0.00% | −41−13.8% | Reduced |
| Quent Capital, LLC | 260 | $3.18K | 0.00% | +260 | New |
| Umb Bank N A | 388 | $4.74K | 0.00% | +20+5.4% | Added |
| Allworth Financial LP | 390 | $4.77K | 0.00% | +335+609.1% | Added |
| EverSource Wealth Advisors, LLC | 438 | $5.35K | 0.00% | +78+21.7% | Added |
| Wealthspire Advisors, LLC | 540 | $6.60K | 0.00% | +540 | New |
| Parallel Advisors, LLC | 564 | $6.89K | 0.00% | +12+2.2% | Added |
| Bessemer Group Inc | 545 | $7.00K | 0.00% | +76+16.2% | Added |
| Fifth Third Bancorp | 614 | $7.50K | 0.00% | +42+7.3% | Added |
| Group One Trading, L.P. | 619 | $7.56K | 0.00% | −6,276−91.0% | Reduced |
| Tower Research Capital LLC (TRC) | 818 | $10.0K | 0.00% | −5,099−86.2% | Reduced |
| Salomon & Ludwin, LLC | 776 | $10.1K | 0.00% | +776 | New |
| Steward Partners Investment Advisory, LLC | 918 | $11.2K | 0.00% | +81+9.7% | Added |
| US Bancorp | 1,279 | $15.6K | 0.00% | −1,648−56.3% | Reduced |
| IFP Advisors, Inc | 1,480 | $18.1K | 0.00% | +1,480 | Added |
| MetLife Investment Management | 2,021 | $24.7K | 0.00% | +2+0.1% | Added |
| First Horizon Corp | 2,472 | $30.2K | 0.00% | +2,472 | New |
| WealthCollab, LLC | 2,500 | $30.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,710 | $33.1K | 0.00% | −3,005−52.6% | Reduced |
| Versant Capital Management, Inc | 2,881 | $35.2K | 0.00% | +1,153+66.7% | Added |
| STRS Ohio | 2,899 | $35.4K | 0.00% | +2+0.1% | Added |
| Advisor Group Holdings, Inc. | 3,462 | $40.4K | 0.00% | −29−0.8% | Reduced |
| Wells Fargo & Company | 4,964 | $60.7K | 0.00% | +61+1.2% | Added |
| KBC Group NV | 5,237 | $64.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,636 | $68.9K | 0.00% | +1,749+45.0% | Added |
| Central Pacific Bank - Trust Division | 7,040 | $86.0K | 0.01% | +7,040 | New |
| Sterling Capital Management LLC | 7,495 | $91.6K | 0.00% | −667−8.2% | Reduced |
| Capco Asset Management, LLC | 8,102 | $99.0K | 0.02% | −760−8.6% | Reduced |
| Atlantic Union Bankshares Corp | 8,416 | $102.8K | 0.00% | +8,416 | New |
| Simplex Trading, LLC | 9,172 | $112.0K | 0.00% | +9,172 | New |
| Pacer Advisors, Inc. | 9,334 | $114.1K | 0.00% | −10,296−52.5% | Reduced |
| Voya Investment Management LLC | 10,057 | $122.9K | 0.00% | −3,487−25.7% | Reduced |
| State of Wyoming | 10,203 | $124.7K | 0.01% | +4,588+81.7% | Added |
| Holocene Advisors, LP | 10,426 | $127.4K | 0.00% | −82,212−88.7% | Reduced |
| Creative Planning | 10,713 | $130.9K | 0.00% | +10,713 | New |
| Russell Investments Group, Ltd. | 10,886 | $133.0K | 0.00% | +10,676+5,083.8% | Added |
| Atria Investments LLC | 10,915 | $133.4K | 0.00% | −581−5.1% | Reduced |
| Moloney Securities Asset Management, LLC | 11,180 | $136.6K | 0.02% | +11,180 | New |
| Pension & Wealth Management Advisors, Inc. | 11,441 | $139.8K | 0.04% | +165+1.5% | Added |
| Associated Banc-Corp | 11,920 | $145.7K | 0.00% | +1,051+9.7% | Added |
| Skopos Labs, Inc. | 13,059 | $148.6K | 0.02% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 12,285 | $150.1K | 0.00% | +5,620+84.3% | Added |
| Quaker Wealth Management, LLC | 12,535 | $153.2K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 12,545 | $153.3K | 0.00% | +467+3.9% | Added |
| State of Wisconsin Investment Board | 12,594 | $153.9K | 0.00% | −926−6.8% | Reduced |
| Vontobel Holding Ltd. | 13,055 | $159.5K | 0.00% | −11,138−46.0% | Reduced |
| Mutual of America Capital Management LLC | 13,494 | $164.9K | 0.00% | −678−4.8% | Reduced |
| Pictet Asset Management Holding SA | 13,635 | $166.6K | 0.00% | −8,190−37.5% | Reduced |
| Bailard, Inc. | 14,400 | $176.0K | 0.00% | +14,400 | New |
| SG Americas Securities, LLC | 14,527 | $178.0K | 0.00% | −15,042−50.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,161 | $185.3K | 0.00% | +278+1.9% | Added |
| Public Employees Retirement Association of Colorado | 15,420 | $188.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,600 | $190.6K | 0.00% | −6,200−28.4% | Reduced |
| First Trust Advisors LP | 16,373 | $200.1K | 0.00% | −378,551−95.9% | Reduced |
| Private Advisor Group, LLC | 16,414 | $200.6K | 0.00% | −8,198−33.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 16,513 | $201.8K | 0.02% | +16,513 | New |
| Deutsche Bank AG | 16,710 | $204.2K | 0.00% | +973+6.2% | Added |
| Capital Fund Management S.A. | 17,032 | $208.1K | 0.00% | +17,032 | New |
| Graham Capital Management, L.P. | 17,163 | $209.7K | 0.01% | −20,528−54.5% | Reduced |
| Victory Capital Management Inc | 17,297 | $211.4K | 0.00% | −201,148−92.1% | Reduced |
| Leonteq Securities AG | 18,000 | $220.0K | 0.01% | +18,000 | New |