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, Q4 2025
Institutional positions in Certara, Inc. as of Dec 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
- 256
- +17 vs. Q3 2025
- Shares held
- 147.6M
- +7.57M (+5.4%) vs. Q3 2025
- Total value
- $1.30B
- −$410.4M (−24.0%) vs. Q3 2025
- New holders
- 55
- 73 more added
- Sold out
- 38
- 96 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −37−74.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $9 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $18 | 0.00% | −50−96.2% | Reduced |
| Dunhill Financial, LLC | 3 | $31 | 0.00% | +3 | New |
| Nisa Investment Advisors, LLC | 7 | $62 | 0.00% | −149−95.5% | Reduced |
| Gilpin Wealth Management, LLC | 7 | $62 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 9 | $80 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 13 | $115 | 0.00% | +13 | New |
| Quent Capital, LLC | 15 | $132 | 0.00% | −245−94.2% | Reduced |
| South State Corp. | 15 | $133 | 0.00% | −40−72.7% | Reduced |
| SHP Wealth Management | 20 | $176 | 0.00% | +20 | New |
| Ancora Advisors, LLC | 21 | $185 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $185 | 0.00% | +21 | New |
| Root Financial Partners, LLC | 23 | $203 | 0.00% | −80−77.7% | Reduced |
| Bruce G. Allen Investments, LLC | 24 | $211 | 0.00% | −4−14.3% | Reduced |
| Ankerstar Wealth, LLC | 24 | $211 | 0.00% | +24 | New |
| Caitong International Asset Management Co., Ltd | 25 | $220 | 0.00% | +16+177.8% | Added |
| SBI Securities Co., Ltd. | 31 | $273 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 31 | $273 | 0.00% | +31 | New |
| Simplex Trading, LLC | 35 | $308 | 0.00% | −9,137−99.6% | Reduced |
| True Wealth Design, LLC | 58 | $511 | 0.00% | −3−4.9% | Reduced |
| Spire Wealth Management | 65 | $573 | 0.00% | +65 | New |
| Elyxium Wealth, LLC | 68 | $599 | 0.00% | +68 | New |
| Jones Financial Companies LLLP | 73 | $643 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 77 | $678 | 0.00% | +10+14.9% | Added |
| Farmers & Merchants Investments Inc | 80 | $705 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 81 | $714 | 0.00% | −837−91.2% | Reduced |
| Atlantic Trust, LLC | 91 | $802 | 0.00% | −19−17.3% | Reduced |
| EverSource Wealth Advisors, LLC | 107 | $943 | 0.00% | −331−75.6% | Reduced |
| Golden State Wealth Management, LLC | 109 | $960 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $996 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 140 | $1.25K | 0.00% | +140 | New |
| Quarry LP | 142 | $1.25K | 0.00% | +142 | New |
| Larson Financial Group LLC | 150 | $1.32K | 0.00% | +150 | New |
| MAI Capital Management | 195 | $1.72K | 0.00% | −61−23.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 195 | $1.72K | 0.00% | +195 | New |
| Pinnacle Wealth Planning Services, Inc. | 214 | $1.89K | 0.00% | +214 | New |
| Fifth Third Bancorp | 220 | $1.94K | 0.00% | −394−64.2% | Reduced |
| Allworth Financial LP | 242 | $2.13K | 0.00% | −148−37.9% | Reduced |
| Parallel Advisors, LLC | 245 | $2.16K | 0.00% | −319−56.6% | Reduced |
| Parkside Financial Bank & Trust | 269 | $2.37K | 0.00% | +221+460.4% | Added |
| Umb Bank N A | 449 | $3.96K | 0.00% | +61+15.7% | Added |
| Torren Management, LLC | 497 | $4.38K | 0.00% | +497 | New |
| Harbour Investments, Inc. | 500 | $4.41K | 0.00% | +500 | New |
| SRS Capital Advisors, Inc. | 551 | $4.86K | 0.00% | +551 | New |
| Versant Capital Management, Inc | 636 | $5.60K | 0.00% | −2,245−77.9% | Reduced |
| SageView Advisory Group, LLC | 863 | $7.60K | 0.00% | +863 | New |
| Smartleaf Asset Management LLC | 899 | $7.96K | 0.00% | +899 | New |
| CWM, LLC | 1,014 | $9.00K | 0.00% | +735+263.4% | Added |
| Advisor Group Holdings, Inc. | 1,075 | $9.47K | 0.00% | −2,387−68.9% | Reduced |
| SJS Investment Consulting Inc. | 1,165 | $10.3K | 0.00% | +1,162+38,733.3% | Added |
| Rockefeller Capital Management L.P. | 1,287 | $11.3K | 0.00% | +1,082+527.8% | Added |
| Aster Capital Management (DIFC) Ltd | 1,303 | $11.5K | 0.01% | +1,303 | New |
| US Bancorp | 1,310 | $11.5K | 0.00% | +31+2.4% | Added |
| Salomon & Ludwin, LLC | 1,387 | $12.5K | 0.00% | +611+78.7% | Added |
| IFP Advisors, Inc | 1,430 | $12.6K | 0.00% | −50−3.4% | Reduced |
| Quadrant Capital Group LLC | 1,702 | $15.0K | 0.00% | +1,504+759.6% | Added |
| First Horizon Corp | 1,809 | $15.9K | 0.00% | −663−26.8% | Reduced |
| MetLife Investment Management | 1,984 | $17.5K | 0.00% | −37−1.8% | Reduced |
| Hantz Financial Services, Inc. | 2,144 | $19.0K | 0.00% | +1,982+1,223.5% | Added |
| Antipodes Partners Ltd | 2,190 | $19.3K | 0.00% | −10,095−82.2% | Reduced |
| Kestra Advisory Services, LLC | 2,428 | $21.4K | 0.00% | +2,428 | New |
| GAMMA Investing LLC | 2,744 | $24.2K | 0.00% | +34+1.3% | Added |
| STRS Ohio | 2,904 | $25.6K | 0.00% | +5+0.2% | Added |
| Wells Fargo & Company | 2,996 | $26.4K | 0.00% | −1,968−39.6% | Reduced |
| WealthCollab, LLC | 3,500 | $30.8K | 0.01% | +1,000+40.0% | Added |
| Tower Research Capital LLC (TRC) | 3,870 | $34.1K | 0.00% | +3,052+373.1% | Added |
| Aquatic Capital Management LLC | 4,132 | $36.4K | 0.00% | −112,599−96.5% | Reduced |
| Global Retirement Partners, LLC | 4,995 | $44.0K | 0.00% | −641−11.4% | Reduced |
| KBC Group NV | 5,237 | $46.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,556 | $48.9K | 0.00% | −278,616−98.0% | Reduced |
| Canada Pension Plan Investment Board | 6,000 | $52.9K | 0.00% | +6,000 | New |
| State of Wyoming | 6,731 | $59.3K | 0.01% | −3,472−34.0% | Reduced |
| Ensign Peak Advisors, Inc | 6,977 | $61.5K | 0.00% | −29,900−81.1% | Reduced |
| Sterling Capital Management LLC | 7,171 | $63.2K | 0.00% | −324−4.3% | Reduced |
| Atlantic Union Bankshares Corp | 8,416 | $74.1K | 0.00% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 10,129 | $89.2K | 0.01% | +10,129 | New |
| Gamco Investors, Inc. Et Al | 10,200 | $89.9K | 0.00% | +10,200 | New |
| Pacer Advisors, Inc. | 10,222 | $90.1K | 0.00% | +888+9.5% | Added |
| Engineers Gate Manager LP | 10,430 | $91.9K | 0.00% | +10,430 | New |
| Russell Investments Group, Ltd. | 10,637 | $93.7K | 0.00% | −249−2.3% | Reduced |
| Creative Planning | 10,647 | $93.8K | 0.00% | −66−0.6% | Reduced |
| Neuberger Berman Group LLC | 10,821 | $95.3K | 0.00% | +10,821 | New |
| Associated Banc-Corp | 10,933 | $96.3K | 0.00% | −987−8.3% | Reduced |
| CI Private Wealth, LLC | 11,395 | $100.4K | 0.00% | +11,395 | New |
| Capco Asset Management, LLC | 11,469 | $101.0K | 0.02% | +3,367+41.6% | Added |
| Bridgefront Capital, LLC | 11,713 | $103.2K | 0.03% | +11,713 | New |
| Scientech Research LLC | 12,220 | $107.7K | 0.07% | +12,220 | New |
| Quaker Wealth Management, LLC | 12,535 | $110.4K | 0.03% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 12,791 | $112.7K | 0.05% | +12,791 | New |
| Versor Investments LP | 13,100 | $115.4K | 0.02% | +13,100 | New |
| Pictet Asset Management Holding SA | 13,635 | $120.1K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 13,653 | $120.3K | 0.00% | +159+1.2% | Added |
| Vontobel Holding Ltd. | 13,845 | $122.0K | 0.00% | +790+6.1% | Added |
| David Loasby | 13,092 | $122.9K | 0.01% | −17,516−57.2% | Reduced |
| Winton Group Ltd | 14,500 | $127.7K | 0.00% | +14,500 | New |