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 2026
Institutional positions in Certara, Inc. as of Mar 31, 2026. 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
- 257
- +7 vs. Q4 2025
- Shares held
- 135.0M
- −308.1K (−0.2%) vs. Q4 2025
- Total value
- $770.4M
- −$422.3M (−35.4%) vs. Q4 2025
- New holders
- 62
- 103 more added
- Sold out
- 55
- 62 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | +3+23.1% | Added |
| Hughes Financial Services, LLC | 3 | $17 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $19 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 10 | $57 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 20 | $114 | 0.00% | −1−4.8% | Reduced |
| Cedar Mountain Advisors, LLC | 21 | $120 | 0.00% | +21 | New |
| Gilpin Wealth Management, LLC | 25 | $143 | 0.00% | +18+257.1% | Added |
| Parkside Financial Bank & Trust | 28 | $160 | 0.00% | −241−89.6% | Reduced |
| SBI Securities Co., Ltd. | 31 | $177 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $194 | 0.00% | −1,131−97.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $268 | 0.00% | +47 | New |
| Twin Peaks Wealth Advisors, LLC | 47 | $268 | 0.00% | +47 | New |
| MV Capital Management, Inc. | 62 | $354 | 0.00% | +60+3,000.0% | Added |
| SHP Wealth Management | 65 | $370 | 0.00% | +45+225.0% | Added |
| Jones Financial Companies LLLP | 73 | $420 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $456 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 81 | $462 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 109 | $621 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $644 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $724 | 0.00% | +127 | New |
| Curio Wealth, LLC | 140 | $798 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 141 | $803 | 0.00% | +141 | New |
| Rothschild Investment LLC | 191 | $1.09K | 0.00% | +160+516.1% | Added |
| Signaturefd, LLC | 207 | $1.18K | 0.00% | +207 | New |
| JNBA Financial Advisors | 223 | $1.27K | 0.00% | +223 | New |
| Atlantic Trust, LLC | 279 | $1.59K | 0.00% | +188+206.6% | Added |
| UMA Financial Services, Inc. | 295 | $1.68K | 0.00% | +295 | New |
| EverSource Wealth Advisors, LLC | 413 | $2.35K | 0.00% | +306+286.0% | Added |
| Harbour Investments, Inc. | 500 | $2.85K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 552 | $3.04K | 0.00% | +475+616.9% | Added |
| MAI Capital Management | 558 | $3.18K | 0.00% | +363+186.2% | Added |
| True Wealth Design, LLC | 637 | $3.63K | 0.00% | +579+998.3% | Added |
| Allworth Financial LP | 640 | $3.65K | 0.00% | +398+164.5% | Added |
| Los Angeles Capital Management LLC | 668 | $3.81K | 0.00% | −26,970−97.6% | Reduced |
| Umb Bank N A | 686 | $3.91K | 0.00% | +237+52.8% | Added |
| Nisa Investment Advisors, LLC | 747 | $4.26K | 0.00% | +740+10,571.4% | Added |
| Advisor Group Holdings, Inc. | 814 | $4.64K | 0.00% | −261−24.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 963 | $5.49K | 0.00% | +749+350.0% | Added |
| Advisory Services Network, LLC | 1,000 | $5.70K | 0.00% | +1,000 | New |
| Larson Financial Group LLC | 1,346 | $7.67K | 0.00% | +1,196+797.3% | Added |
| IFP Advisors, Inc | 1,436 | $8.19K | 0.00% | +6+0.4% | Added |
| First Horizon Corp | 1,469 | $8.37K | 0.00% | −340−18.8% | Reduced |
| US Bancorp | 1,507 | $8.59K | 0.00% | +197+15.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,520 | $8.66K | 0.00% | +1,520 | New |
| CX Institutional | 1,962 | $11.0K | 0.00% | +1,962 | New |
| Parallel Advisors, LLC | 1,959 | $11.2K | 0.00% | +1,714+699.6% | Added |
| MetLife Investment Management | 1,960 | $11.2K | 0.00% | −24−1.2% | Reduced |
| Hantz Financial Services, Inc. | 2,254 | $13.0K | 0.00% | +110+5.1% | Added |
| STRS Ohio | 2,860 | $16.3K | 0.00% | −44−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 3,282 | $18.7K | 0.00% | +2,731+495.6% | Added |
| Sterling Capital Management LLC | 4,012 | $22.9K | 0.00% | −3,159−44.1% | Reduced |
| Rockefeller Capital Management L.P. | 4,036 | $23.0K | 0.00% | +2,749+213.6% | Added |
| Wells Fargo & Company | 4,987 | $28.4K | 0.00% | +1,991+66.5% | Added |
| WealthCollab, LLC | 5,000 | $28.5K | 0.01% | +1,500+42.9% | Added |
| CWM, LLC | 5,012 | $28.6K | 0.00% | +3,998+394.3% | Added |
| KBC Group NV | 5,237 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 6,977 | $39.8K | 0.00% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 7,075 | $40.3K | 0.01% | −4,394−38.3% | Reduced |
| Tower Research Capital LLC (TRC) | 7,434 | $42.4K | 0.00% | +3,564+92.1% | Added |
| State of Wyoming | 7,468 | $42.6K | 0.01% | +737+10.9% | Added |
| Canada Pension Plan Investment Board | 10,100 | $57.6K | 0.00% | +4,100+68.3% | Added |
| Pathstone Holdings, LLC | 10,193 | $58.1K | 0.00% | −5,513−35.1% | Reduced |
| Altar Rock LLC | 10,198 | $58.1K | 0.07% | +10,198 | New |
| DnB Asset Management AS | 10,596 | $60.4K | 0.00% | +10,596 | New |
| LMR Partners LLP | 10,854 | $61.9K | 0.00% | +10,854 | New |
| State of Wisconsin Investment Board | 11,316 | $64.5K | 0.00% | +11,316 | New |
| Third View Private Wealth, LLC | 11,853 | $67.6K | 0.01% | +11,853 | New |
| Russell Investments Group, Ltd. | 12,001 | $68.4K | 0.00% | +1,364+12.8% | Added |
| Sepio Capital, LP | 12,208 | $69.6K | 0.00% | +12,208 | New |
| Crestwood Advisors Group LLC | 12,257 | $69.9K | 0.00% | +12,257 | New |
| Quaker Wealth Management, LLC | 12,535 | $71.5K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,803 | $73.0K | 0.00% | +12,803 | New |
| Pacer Advisors, Inc. | 13,093 | $75.0K | 0.00% | +2,871+28.1% | Added |
| M&T Bank Corp | 13,204 | $75.0K | 0.00% | −58,827−81.7% | Reduced |
| Mutual of America Capital Management LLC | 13,670 | $77.9K | 0.00% | +17+0.1% | Added |
| Mercer Global Advisors Inc | 13,880 | $79.1K | 0.00% | +13,880 | New |
| Kera Capital Partners, Inc. | 13,983 | $79.7K | 0.01% | +13,983 | New |
| Private Advisor Group, LLC | 14,366 | $81.9K | 0.00% | −688−4.6% | Reduced |
| American Century Companies Inc | 14,934 | $85.1K | 0.00% | +14,934 | New |
| Chicago Partners Investment Group LLC | 13,601 | $86.8K | 0.00% | +13,601 | New |
| Public Employees Retirement Association of Colorado | 15,420 | $88.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,983 | $91.1K | 0.00% | +15,983 | New |
| GAMMA Investing LLC | 16,422 | $93.6K | 0.00% | +13,678+498.5% | Added |
| Victory Capital Management Inc | 16,617 | $94.7K | 0.00% | −84−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,005 | $96.9K | 0.00% | −11,751−40.9% | Reduced |
| Deutsche Bank AG | 17,191 | $98.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 17,312 | $98.7K | 0.00% | +17,312 | New |
| Central Pacific Bank - Trust Division | 17,902 | $102.0K | 0.01% | +2,110+13.4% | Added |
| Stifel Financial Corp | 17,980 | $102.5K | 0.00% | −10,864−37.7% | Reduced |
| Versant Capital Management, Inc | 18,719 | $106.7K | 0.01% | +18,083+2,843.2% | Added |
| Skopos Labs, Inc. | 18,996 | $108.3K | 0.00% | −7,194−27.5% | Reduced |
| Venturi Wealth Management, LLC | 19,021 | $108.4K | 0.00% | +19,021 | New |
| LPL Financial LLC | 19,292 | $110.0K | 0.00% | −83,950−81.3% | Reduced |
| Pictet Asset Management Holding SA | 19,356 | $110.3K | 0.00% | +5,721+42.0% | Added |
| Claret Asset Management Corp | 20,103 | $115.0K | 0.01% | +40.0% | Added |
| O'Shaughnessy Asset Management, LLC | 20,309 | $115.8K | 0.00% | +4,545+28.8% | Added |
| Handelsbanken Fonder AB | 21,000 | $120.0K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 21,799 | $124.3K | 0.02% | +21,799 | New |
| Syon Capital LLC | 21,842 | $124.5K | 0.01% | +21,842 | New |
| Independent Financial Group, LLC | 21,846 | $124.5K | 0.00% | +21,846 | New |