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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.

Institutional holdersQ3 2025: 242 institutions
Q1 2021: 97 institutionsQ2 2021: 93 institutionsQ3 2021: 141 institutionsQ4 2021: 162 institutionsQ1 2022: 165 institutionsQ2 2022: 164 institutionsQ3 2022: 192 institutionsQ4 2022: 200 institutionsQ1 2023: 216 institutionsQ2 2023: 211 institutionsQ3 2023: 202 institutionsQ4 2023: 213 institutionsQ1 2024: 220 institutionsQ2 2024: 216 institutionsQ3 2024: 227 institutionsQ4 2024: 223 institutionsQ1 2025: 242 institutionsQ2 2025: 237 institutionsQ3 2025: 242 institutionsQ4 2025: 256 institutionsQ1 2026: 257 institutionsQ2 2026: 241 institutions
Value heldQ3 2025: $1.72B
Q1 2021: $1.19BQ2 2021: $1.30BQ3 2021: $2.36BQ4 2021: $2.37BQ1 2022: $1.85BQ2 2022: $2.66BQ3 2022: $1.62BQ4 2022: $1.51BQ1 2023: $2.62BQ2 2023: $1.98BQ3 2023: $1.57BQ4 2023: $2.08BQ1 2024: $2.15BQ2 2024: $1.66BQ3 2024: $1.36BQ4 2024: $1.24BQ1 2025: $1.21BQ2 2025: $1.50BQ3 2025: $1.72BQ4 2025: $1.30BQ1 2026: $770.4MQ2 2026: $880.2M
Institutions holding CERT and their total value by quarter
QuarterHoldersValue
Q2 2026241$880.2M
Q1 2026257$770.4M
Q4 2025256$1.30B
Q3 2025242$1.72B
Q2 2025237$1.50B
Q1 2025242$1.21B
Q4 2024223$1.24B
Q3 2024227$1.36B
Q2 2024216$1.66B
Q1 2024220$2.15B
Q4 2023213$2.08B
Q3 2023202$1.57B
Q2 2023211$1.98B
Q1 2023216$2.62B
Q4 2022200$1.51B
Q3 2022192$1.62B
Q2 2022164$2.66B
Q1 2022165$1.85B
Q4 2021162$2.37B
Q3 2021141$2.36B
Q2 202193$1.30B
Q1 202197$1.19B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q2 2025.

Institutions holding CERT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
MAI Capital Management256$3.13K0.00%−41−13.8%Reduced
Groupe la Francaise300$3.11K0.00%+300New
CWM, LLC279$3.00K0.00%−135−32.6%Reduced
Rockefeller Capital Management L.P.205$2.50K0.00%+205New
Quadrant Capital Group LLC198$2.42K0.00%+198New
Hantz Financial Services, Inc.162$2.00K0.00%+126+350.0%Added
T. Rowe Price Investment Management, Inc.143$2.00K0.00%+143New
Nisa Investment Advisors, LLC156$1.91K0.00%+156New
TD Private Client Wealth LLC113$1.38K0.00%00.0%Unchanged
Atlantic Trust, LLC110$1.34K0.00%−51−31.7%Reduced
Golden State Wealth Management, LLC109$1.33K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co105$1.28K0.00%+105New
Root Financial Partners, LLC103$1.26K0.00%+103New
Signaturefd, LLC102$1.25K0.00%−52−33.8%Reduced
Cherry Tree Wealth Management, LLC100$1.22K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.100$1.00K0.00%00.0%Unchanged
Covestor Ltd50$1.00K0.00%+40+400.0%Added
Farmers & Merchants Investments Inc80$9780.00%00.0%Unchanged
Stone House Investment Management, LLC72$8800.00%+72New
Jones Financial Companies LLLP73$8610.00%−583−88.9%Reduced
Farther Finance Advisors, LLC67$8190.00%+24+55.8%Added
True Wealth Design, LLC61$7460.00%+9+17.3%Added
South State Corp.55$6730.00%−20−26.7%Reduced
MV Capital Management, Inc.52$6360.00%+31+147.6%Added
Parkside Financial Bank & Trust48$5870.00%−251−83.9%Reduced
Financial Consulate, Inc46$5630.00%+46New
Bare Financial Services, Inc34$4150.00%−177−83.9%Reduced
SBI Securities Co., Ltd.31$3790.00%−290−90.3%Reduced
Bruce G. Allen Investments, LLC28$3420.00%00.0%Unchanged
Ancora Advisors, LLC21$2570.00%−19−47.5%Reduced
Advisory Services Network, LLC12$1470.00%+12New
Caitong International Asset Management Co., Ltd9$1100.00%−288−97.0%Reduced
Fortitude Family Office, LLC9$1100.00%00.0%Unchanged
SJS Investment Consulting Inc.3$370.00%−9−75.0%Reduced
HFM Investment Advisors, LLC1$120.00%−1−50.0%Reduced
Bay Harbor Wealth Management, LLC1$120.00%+1New
DiNuzzo Private Wealth, Inc.1$110.00%00.0%Unchanged
Activest Wealth Management1$110.00%00.0%Unchanged
Hemington Wealth Management9$00.00%−4−30.8%Reduced
Cloud Capital Management, LLC3$00.00%+3New
Colony Group, LLC893––+893New
Summit Wealth Group LLC27,868––+27,868New
Weiss Asset Management LP0$00.00%−266,600−100.0%Sold out
Bastion Asset Management Inc.0$00.00%−218,544−100.0%Sold out
Samjo Management, LLC0$00.00%−160,000−100.0%Sold out
Versor Investments LP0$00.00%−89,346−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−82,317−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−69,889−100.0%Sold out
Riverbridge Partners LLC0$00.00%−43,741−100.0%Sold out
Royce & Associates LP0$00.00%−43,531−100.0%Sold out
Bank of Montreal0$00.00%−17,623−100.0%Sold out
XTX Topco Ltd0$00.00%−15,634−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−15,374−100.0%Sold out
Axq Capital, LP0$00.00%−14,832−100.0%Sold out
Guggenheim Capital LLC0$00.00%−12,624−100.0%Sold out
CI Private Wealth, LLC0$00.00%−12,299−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−12,243−100.0%Sold out
Ethic Inc.0$00.00%−12,482−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−12,000−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−11,986−100.0%Sold out
HighTower Advisors, LLC0$00.00%−11,655−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−10,653−100.0%Sold out
Gibbs Wealth Management0$00.00%−10,632−100.0%Sold out
Portside Wealth Group, LLC0$00.00%−10,551−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−7,100−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−5,387−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−5,081−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−2,172−100.0%Sold out
Atlantic Edge Private Wealth Management, LLC0$00.00%−800−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−371−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−282−100.0%Sold out
Curio Wealth, LLC0$00.00%−140−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−86−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−34−100.0%Sold out
TFC Financial Management0$00.00%−34−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−31−100.0%Sold out
Larson Financial Group LLC0$00.00%−28−100.0%Sold out
Avantax Advisory Services, Inc.––––Not filed
Norges Bank––––Not filed
First Horizon Advisors, Inc.––––Not filed