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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 2,235 | $14.6K | 0.00% | +2,028+979.7% | Added |
| Rothschild Investment LLC | 1,643 | $10.8K | 0.00% | +1,452+760.2% | Added |
| Salomon & Ludwin, LLC | 1,525 | $10.3K | 0.00% | +1,525 | New |
| Quent Capital, LLC | 1,562 | $10.2K | 0.00% | +1,562 | New |
| Global Retirement Partners, LLC | 1,123 | $7.36K | 0.00% | +1,123 | New |
| First Horizon Corp | 1,011 | $6.62K | 0.00% | −458−31.2% | Reduced |
| Advisor Group Holdings, Inc. | 865 | $5.66K | 0.00% | +51+6.3% | Added |
| Los Angeles Capital Management LLC | 668 | $4.38K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 660 | $4.32K | 0.00% | +660 | New |
| Harbour Investments, Inc. | 500 | $3.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 473 | $3.10K | 0.00% | −213−31.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 326 | $2.13K | 0.00% | +326 | New |
| Wealth Enhancement Trust Services, Inc. | 228 | $1.49K | 0.00% | +228 | New |
| Clearstead Advisors, LLC | 212 | $1.39K | 0.00% | +212 | New |
| UMA Financial Services, Inc. | 201 | $1.32K | 0.00% | −94−31.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 171 | $1.12K | 0.00% | +90+111.1% | Added |
| Massmutual Trust Co FSB | 168 | $1.10K | 0.00% | +41+32.3% | Added |
| Forum Finance Group S.A. | 100 | $1.00K | 0.00% | +100 | New |
| True Wealth Design, LLC | 115 | $754 | 0.00% | −522−81.9% | Reduced |
| Golden State Wealth Management, LLC | 109 | $714 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 101 | $662 | 0.00% | +101 | New |
| Cornerstone Financial Management LLC | 96 | $629 | 0.00% | +96 | New |
| Keating Financial Advisory Services, Inc. | 94 | $616 | 0.00% | +94 | New |
| Farmers & Merchants Investments Inc | 80 | $524 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 66 | $432 | 0.00% | +66 | New |
| Quarry LP | 66 | $432 | 0.00% | +66 | New |
| Jones Financial Companies LLLP | 73 | $426 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 64 | $419 | 0.00% | +64 | New |
| Parkside Financial Bank & Trust | 60 | $393 | 0.00% | +32+114.3% | Added |
| Gilpin Wealth Management, LLC | 38 | $249 | 0.00% | +13+52.0% | Added |
| Transamerica Financial Advisors, Inc. | 36 | $235 | 0.00% | +16+80.0% | Added |
| SBI Securities Co., Ltd. | 31 | $203 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $184 | 0.00% | +28 | New |
| Activest Wealth Management | 27 | $177 | 0.00% | −114−80.9% | Reduced |
| Atlantic Trust, LLC | 16 | $105 | 0.00% | −263−94.3% | Reduced |
| SHP Wealth Management | 13 | $85 | 0.00% | −52−80.0% | Reduced |
| Davis Capital Management | 9 | $59 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 5 | $33 | 0.00% | −57−91.9% | Reduced |
| Hughes Financial Services, LLC | 1 | $7 | 0.00% | −2−66.7% | Reduced |
| Covestor Ltd | 64 | $0 | 0.00% | +48+300.0% | Added |
| Evolution Advisers, Inc. | 26 | $0 | 0.00% | +26 | New |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,960,963−100.0% | Sold out |
| Geneva Capital Management LLC | 0 | $0 | 0.00% | −2,743,484−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,720,040−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,507,163−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,281,858−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −868,627−100.0% | Sold out |
| Topline Capital Management, LLC | 0 | $0 | 0.00% | −749,497−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −613,935−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −442,548−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −347,433−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −289,295−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −215,251−100.0% | Sold out |
| Global Alpha Capital Management Ltd. | 0 | $0 | 0.00% | −172,205−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −160,493−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −148,531−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −113,983−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −109,286−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −106,342−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −95,360−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −78,914−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −71,027−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −69,491−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −66,759−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −60,884−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −60,849−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −56,887−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −51,189−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −44,014−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −42,931−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −40,859−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −35,477−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −35,278−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −34,802−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −29,267−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −28,623−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −27,813−100.0% | Sold out |
| Summitry LLC | 0 | $0 | 0.00% | −23,258−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −22,747−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −21,846−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −20,309−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −20,103−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −19,292−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −19,021−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −17,312−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −14,366−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −12,803−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −12,208−100.0% | Sold out |
| Third View Private Wealth, LLC | 0 | $0 | 0.00% | −11,853−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −10,596−100.0% | Sold out |
| Altar Rock LLC | 0 | $0 | 0.00% | −10,198−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −10,193−100.0% | Sold out |
| Capco Asset Management, LLC | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |