Latest Institutional Transactions on Certara, Inc. (CERT)
This table provides information on the latest institutional transactions involving Certara, Inc. (CERT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
974KNew |
$9.28M - $11.9M
|
974K
$8.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.1K- 46.04% |
$106K - $136K
|
13.1K
$109K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6.03K- 21.01% |
$57.4K - $73.6K
|
22.6K
$189K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-135- 32.61% |
$1.29K - $1.65K
|
279
$2.32K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10.3K- 52.45% |
$98.1K - $126K
|
9.33K
$77.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.24K- 10.15% |
$40.4K - $51.8K
|
37.5K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Kopion Asset Management, LLC
|
BUY
|
- |
66.8K+ 11.34% |
$636K - $816K
|
656K
$5.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 55.81% |
$229 - $293
|
67
$558
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$9.53 - $12.2
|
1
$8.33
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.49K- 25.75% |
$33.2K - $42.6K
|
10.1K
$83.8K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.04KNew |
$67.1K - $86K
|
7.04K
$58.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.01K- 52.58% |
$28.6K - $36.7K
|
2.71K
$22.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
412K+ 30.01% |
$3.73M - $5.97M
|
1.79M
$14.9M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-63- 0.51% |
$570 - $912
|
12.3K
$102K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
26.5K+ 44.48% |
$240K - $383K
|
86K
$717K
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
82.3KNew |
$745K - $1.19M
|
82.3K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
267KNew |
$2.41M - $3.86M
|
267K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
12KNew |
$108K - $173K
|
12K
$99.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
282New |
$2.55K - $4.08K
|
282
$2.35K
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
7.1KNew |
$64.3K - $103K
|
7.1K
$59.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
210K+ 41.92% |
$1.9M - $3.03M
|
710K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
12.4K+ 1823.27% |
$112K - $179K
|
13.1K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
83.6KNew |
$756K - $1.21M
|
83.6K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
16.6KNew |
$150K - $240K
|
16.6K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$111K - $177K
|
12.2K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.85K- 27.74% |
$43.9K - $70.1K
|
12.6K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
10.6KNew |
$96.2K - $154K
|
10.6K
$88.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.8M- 96.26% |
$16.3M - $26M
|
69.9K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.6KNew |
$141K - $226K
|
15.6K
$130K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 15.1% |
$597 - $955
|
371
$3.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.8KNew |
$134K - $215K
|
14.8K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.08KNew |
$46K - $73.5K
|
5.08K
$42.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
60+ 0.57% |
$543 - $868
|
10.6K
$87.9K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5.39KNew |
$48.8K - $77.9K
|
5.39K
$44.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-405K- 90.29% |
$3.66M - $5.86M
|
43.5K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 38.74% |
$66.7K - $107K
|
11.7K
$97.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 3.45% |
$9.05 - $14.5
|
28
$233
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 8.7% |
$18.1 - $28.9
|
21
$175
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.97K- 7.67% |
$36K - $57.5K
|
47.8K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
219KNew |
$1.98M - $3.16M
|
219K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
385+ 15.1% |
$3.48K - $5.57K
|
2.94K
$24.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.48K- 26.89% |
$58.7K - $93.8K
|
17.6K
$147K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
45.5K+ 103.99% |
$412K - $659K
|
89.3K
$744K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$113K - $181K
|
12.5K
$104K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
140New |
$1.27K - $2.03K
|
140
$1.17K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
800New |
$7.24K - $11.6K
|
800
$6.66K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
322+ 2.65% |
$2.91K - $4.66K
|
12.5K
$104K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
34New |
$308 - $492
|
34
$283
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1- 50.0% |
$9.05 - $14.5
|
1
$8.33
|
|