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 $883.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Certara, Inc. as of Jun 30, 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
- 241
- −13 vs. Q1 2026
- Shares held
- 134.5M
- −488.3K (−0.4%) vs. Q1 2026
- Total value
- $880.2M
- +$110.3M (+14.3%) vs. Q1 2026
- New holders
- 57
- 92 more added
- Sold out
- 70
- 69 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $883.6M |
| Q1 2026 | 257 | $774.7M |
| Q4 2025 | 256 | $1.31B |
| Q3 2025 | 242 | $1.73B |
| Q2 2025 | 237 | $1.52B |
| Q1 2025 | 242 | $1.21B |
| Q4 2024 | 223 | $1.27B |
| Q3 2024 | 227 | $1.40B |
| Q2 2024 | 216 | $1.72B |
| Q1 2024 | 220 | $2.26B |
| Q4 2023 | 214 | $2.17B |
| Q3 2023 | 202 | $1.57B |
| Q2 2023 | 211 | $1.98B |
| Q1 2023 | 216 | $2.70B |
| Q4 2022 | 200 | $1.51B |
| Q3 2022 | 192 | $1.63B |
| Q2 2022 | 164 | $2.76B |
| Q1 2022 | 165 | $1.85B |
| Q4 2021 | 162 | $2.37B |
| Q3 2021 | 141 | $2.36B |
| Q2 2021 | 92 | $1.30B |
| Q1 2021 | 97 | $1.19B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 64 | $0 | 0.00% | +48+300.0% | Added |
| Evolution Advisers, Inc. | 26 | $0 | 0.00% | +26 | New |
| Hughes Financial Services, LLC | 1 | $7 | 0.00% | −2−66.7% | Reduced |
| MV Capital Management, Inc. | 5 | $33 | 0.00% | −57−91.9% | Reduced |
| Davis Capital Management | 9 | $59 | 0.00% | +9 | New |
| SHP Wealth Management | 13 | $85 | 0.00% | −52−80.0% | Reduced |
| Atlantic Trust, LLC | 16 | $105 | 0.00% | −263−94.3% | Reduced |
| Activest Wealth Management | 27 | $177 | 0.00% | −114−80.9% | Reduced |
| Sachetta, LLC | 28 | $184 | 0.00% | +28 | New |
| SBI Securities Co., Ltd. | 31 | $203 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 36 | $235 | 0.00% | +16+80.0% | Added |
| Gilpin Wealth Management, LLC | 38 | $249 | 0.00% | +13+52.0% | Added |
| Parkside Financial Bank & Trust | 60 | $393 | 0.00% | +32+114.3% | Added |
| Plante Moran Financial Advisors, LLC | 64 | $419 | 0.00% | +64 | New |
| Jones Financial Companies LLLP | 73 | $426 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 66 | $432 | 0.00% | +66 | New |
| Quarry LP | 66 | $432 | 0.00% | +66 | New |
| Farmers & Merchants Investments Inc | 80 | $524 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 94 | $616 | 0.00% | +94 | New |
| Cornerstone Financial Management LLC | 96 | $629 | 0.00% | +96 | New |
| Toth Financial Advisory Corp | 101 | $662 | 0.00% | +101 | New |
| Golden State Wealth Management, LLC | 109 | $714 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 115 | $754 | 0.00% | −522−81.9% | Reduced |
| Forum Finance Group S.A. | 100 | $1.00K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 168 | $1.10K | 0.00% | +41+32.3% | Added |
| Steward Partners Investment Advisory, LLC | 171 | $1.12K | 0.00% | +90+111.1% | Added |
| UMA Financial Services, Inc. | 201 | $1.32K | 0.00% | −94−31.9% | Reduced |
| Clearstead Advisors, LLC | 212 | $1.39K | 0.00% | +212 | New |
| Wealth Enhancement Trust Services, Inc. | 228 | $1.49K | 0.00% | +228 | New |
| Aster Capital Management (DIFC) Ltd | 326 | $2.13K | 0.00% | +326 | New |
| Umb Bank N A | 473 | $3.10K | 0.00% | −213−31.0% | Reduced |
| Harbour Investments, Inc. | 500 | $3.27K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 660 | $4.32K | 0.00% | +660 | New |
| Los Angeles Capital Management LLC | 668 | $4.38K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 865 | $5.66K | 0.00% | +51+6.3% | Added |
| First Horizon Corp | 1,011 | $6.62K | 0.00% | −458−31.2% | Reduced |
| Global Retirement Partners, LLC | 1,123 | $7.36K | 0.00% | +1,123 | New |
| Quent Capital, LLC | 1,562 | $10.2K | 0.00% | +1,562 | New |
| Salomon & Ludwin, LLC | 1,525 | $10.3K | 0.00% | +1,525 | New |
| Rothschild Investment LLC | 1,643 | $10.8K | 0.00% | +1,452+760.2% | Added |
| Signaturefd, LLC | 2,235 | $14.6K | 0.00% | +2,028+979.7% | Added |
| Nykredit A/S | 2,298 | $15.1K | 0.00% | +2,298 | New |
| Farther Finance Advisors, LLC | 2,341 | $15.3K | 0.00% | +1,789+324.1% | Added |
| Sterling Capital Management LLC | 2,342 | $15.3K | 0.00% | −1,670−41.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,345 | $15.4K | 0.00% | +1,932+467.8% | Added |
| Rockefeller Capital Management L.P. | 2,365 | $15.5K | 0.00% | −1,671−41.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,411 | $15.8K | 0.00% | +1,664+222.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,840 | $18.6K | 0.00% | +1,877+194.9% | Added |
| Allworth Financial LP | 3,184 | $20.9K | 0.00% | +2,544+397.5% | Added |
| Larson Financial Group LLC | 3,188 | $20.9K | 0.00% | +1,842+136.8% | Added |
| SJS Investment Consulting Inc. | 3,267 | $21.4K | 0.00% | +3,233+9,508.8% | Added |
| SRS Capital Advisors, Inc. | 4,270 | $28.0K | 0.00% | +988+30.1% | Added |
| US Bancorp | 4,442 | $29.1K | 0.00% | +2,935+194.8% | Added |
| WealthCollab, LLC | 5,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,237 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,827 | $38.2K | 0.00% | +3,868+197.4% | Added |
| Tower Research Capital LLC (TRC) | 7,165 | $46.9K | 0.00% | −269−3.6% | Reduced |
| Ensign Peak Advisors, Inc | 7,427 | $48.6K | 0.00% | +450+6.4% | Added |
| GAMMA Investing LLC | 8,068 | $52.8K | 0.00% | −8,354−50.9% | Reduced |
| Versant Capital Management, Inc | 8,965 | $58.7K | 0.01% | −9,754−52.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,081 | $66.0K | 0.00% | +10,081 | New |
| NorthRock Partners, LLC | 10,456 | $68.5K | 0.00% | +10,456 | New |
| Optas, LLC | 10,514 | $68.9K | 0.01% | +10,514 | New |
| Ameritas Investment Partners, Inc. | 10,546 | $69.1K | 0.00% | +10,546 | New |
| Frec Markets, Inc. | 10,614 | $69.5K | 0.01% | +10,614 | New |
| State of Wyoming | 11,037 | $72.3K | 0.01% | +3,569+47.8% | Added |
| Hantz Financial Services, Inc. | 11,164 | $73.0K | 0.00% | +8,910+395.3% | Added |
| Xponance, Inc. | 11,259 | $73.7K | 0.00% | +11,259 | New |
| Merit Financial Group, LLC | 11,419 | $74.8K | 0.00% | +11,419 | New |
| Baker Avenue Asset Management, LP | 11,816 | $77.4K | 0.00% | +11,816 | New |
| Bank of Montreal | 11,875 | $77.8K | 0.00% | +11,875 | New |
| Perigon Wealth Management, LLC | 12,220 | $80.0K | 0.00% | +12,220 | New |
| Quaker Wealth Management, LLC | 12,535 | $82.1K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,562 | $82.3K | 0.00% | +12,562 | New |
| M&T Bank Corp | 12,623 | $82.4K | 0.00% | −581−4.4% | Reduced |
| Childress Capital Advisors, LLC | 13,035 | $85.4K | 0.01% | −8,764−40.2% | Reduced |
| Envestnet Asset Management Inc | 13,166 | $86.2K | 0.00% | −212,872−94.2% | Reduced |
| Mutual of America Capital Management LLC | 13,364 | $87.5K | 0.00% | −306−2.2% | Reduced |
| Fulcrum Asset Management LLP | 14,370 | $91.4K | 0.01% | +14,370 | New |
| Mendel Money Management | 14,250 | $93.3K | 0.03% | −38,595−73.0% | Reduced |
| Public Employees Retirement Association of Colorado | 15,420 | $101.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 15,429 | $101.1K | 0.00% | +15,429 | New |
| State of Wisconsin Investment Board | 15,645 | $102.5K | 0.00% | +4,329+38.3% | Added |
| ProShare Advisors LLC | 16,578 | $108.6K | 0.00% | +16,578 | New |
| Acadian Asset Management LLC | 16,671 | $109.0K | 0.00% | +16,671 | New |
| Stifel Financial Corp | 16,991 | $111.3K | 0.00% | −989−5.5% | Reduced |
| Maryland State Retirement & Pension System | 17,319 | $113.4K | 0.00% | −5,621−24.5% | Reduced |
| Sequoia Financial Advisors, LLC | 17,906 | $117.3K | 0.00% | +1,923+12.0% | Added |
| Captrust Financial Advisors | 18,184 | $119.1K | 0.00% | +18,184 | New |
| Franklin Resources Inc | 18,333 | $120.1K | 0.00% | −60,452−76.7% | Reduced |
| Fox Run Management, L.L.C. | 18,973 | $124.3K | 0.02% | +18,973 | New |
| Pictet Asset Management Holding SA | 19,356 | $126.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 19,460 | $127.5K | 0.01% | +1,558+8.7% | Added |
| Connors Investor Services Inc | 20,000 | $131.0K | 0.01% | +20,000 | New |
| Harvest Management LLC | 20,000 | $131.0K | 0.06% | +20,000 | New |
| Chicago Partners Investment Group LLC | 19,530 | $138.9K | 0.00% | +5,929+43.6% | Added |
| Pacer Advisors, Inc. | 21,554 | $141.0K | 0.00% | +8,461+64.6% | Added |
| Voya Investment Management LLC | 21,564 | $141.2K | 0.00% | +21,564 | New |
| Intech Investment Management LLC | 22,589 | $148.0K | 0.00% | +22,589 | New |
| Syon Capital LLC | 22,674 | $148.5K | 0.01% | +832+3.8% | Added |