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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 6,977 | $39.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,237 | $30.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,012 | $28.6K | 0.00% | +3,998+394.3% | Added |
| WealthCollab, LLC | 5,000 | $28.5K | 0.01% | +1,500+42.9% | Added |
| Wells Fargo & Company | 4,987 | $28.4K | 0.00% | +1,991+66.5% | Added |
| Rockefeller Capital Management L.P. | 4,036 | $23.0K | 0.00% | +2,749+213.6% | Added |
| Sterling Capital Management LLC | 4,012 | $22.9K | 0.00% | −3,159−44.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,282 | $18.7K | 0.00% | +2,731+495.6% | Added |
| STRS Ohio | 2,860 | $16.3K | 0.00% | −44−1.5% | Reduced |
| Hantz Financial Services, Inc. | 2,254 | $13.0K | 0.00% | +110+5.1% | Added |
| MetLife Investment Management | 1,960 | $11.2K | 0.00% | −24−1.2% | Reduced |
| Parallel Advisors, LLC | 1,959 | $11.2K | 0.00% | +1,714+699.6% | Added |
| CX Institutional | 1,962 | $11.0K | 0.00% | +1,962 | New |
| Northwestern Mutual Wealth Management Co | 1,520 | $8.66K | 0.00% | +1,520 | New |
| US Bancorp | 1,507 | $8.59K | 0.00% | +197+15.0% | Added |
| First Horizon Corp | 1,469 | $8.37K | 0.00% | −340−18.8% | Reduced |
| IFP Advisors, Inc | 1,436 | $8.19K | 0.00% | +6+0.4% | Added |
| Larson Financial Group LLC | 1,346 | $7.67K | 0.00% | +1,196+797.3% | Added |
| Advisory Services Network, LLC | 1,000 | $5.70K | 0.00% | +1,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 963 | $5.49K | 0.00% | +749+350.0% | Added |
| Advisor Group Holdings, Inc. | 814 | $4.64K | 0.00% | −261−24.3% | Reduced |
| Nisa Investment Advisors, LLC | 747 | $4.26K | 0.00% | +740+10,571.4% | Added |
| Umb Bank N A | 686 | $3.91K | 0.00% | +237+52.8% | Added |
| Los Angeles Capital Management LLC | 668 | $3.81K | 0.00% | −26,970−97.6% | Reduced |
| Allworth Financial LP | 640 | $3.65K | 0.00% | +398+164.5% | Added |
| True Wealth Design, LLC | 637 | $3.63K | 0.00% | +579+998.3% | Added |
| MAI Capital Management | 558 | $3.18K | 0.00% | +363+186.2% | Added |
| Farther Finance Advisors, LLC | 552 | $3.04K | 0.00% | +475+616.9% | Added |
| Harbour Investments, Inc. | 500 | $2.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 413 | $2.35K | 0.00% | +306+286.0% | Added |
| UMA Financial Services, Inc. | 295 | $1.68K | 0.00% | +295 | New |
| Atlantic Trust, LLC | 279 | $1.59K | 0.00% | +188+206.6% | Added |
| JNBA Financial Advisors | 223 | $1.27K | 0.00% | +223 | New |
| Signaturefd, LLC | 207 | $1.18K | 0.00% | +207 | New |
| Rothschild Investment LLC | 191 | $1.09K | 0.00% | +160+516.1% | Added |
| Activest Wealth Management | 141 | $803 | 0.00% | +141 | New |
| Curio Wealth, LLC | 140 | $798 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $724 | 0.00% | +127 | New |
| TD Private Client Wealth LLC | 113 | $644 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 109 | $621 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 81 | $462 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $456 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 73 | $420 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 65 | $370 | 0.00% | +45+225.0% | Added |
| MV Capital Management, Inc. | 62 | $354 | 0.00% | +60+3,000.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $268 | 0.00% | +47 | New |
| Twin Peaks Wealth Advisors, LLC | 47 | $268 | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 34 | $194 | 0.00% | −1,131−97.1% | Reduced |
| SBI Securities Co., Ltd. | 31 | $177 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $160 | 0.00% | −241−89.6% | Reduced |
| Gilpin Wealth Management, LLC | 25 | $143 | 0.00% | +18+257.1% | Added |
| Cedar Mountain Advisors, LLC | 21 | $120 | 0.00% | +21 | New |
| Transamerica Financial Advisors, Inc. | 20 | $114 | 0.00% | −1−4.8% | Reduced |
| Golden State Equity Partners | 10 | $57 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 3 | $19 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $17 | 0.00% | +3 | New |
| Covestor Ltd | 16 | $0 | 0.00% | +3+23.1% | Added |
| Capital World Investors | 0 | $0 | 0.00% | −2,160,079−100.0% | Sold out |
| London Co of Virginia | 0 | $0 | 0.00% | −1,249,237−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,157,286−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −1,002,095−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −876,762−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −853,541−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −840,449−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −670,772−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −563,064−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −460,797−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −388,540−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −348,750−100.0% | Sold out |
| Sector Gamma AS | 0 | $0 | 0.00% | −230,565−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −83,552−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −73,658−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −30,024−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −29,026−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −27,566−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −23,601−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −17,163−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −16,260−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −13,845−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −10,933−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −10,129−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −8,416−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,132−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |