Institutional Ownership Certara, Inc. (CERT)
This table provides information about the institutional ownership of Certara, Inc. (CERT). We have compiled data on the 258 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
103
shares
|
$857
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
102
shares
|
$849
0.0% of portfolio
|
Q3 2025
Reduced 33.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
100
shares
|
$833
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
80
shares
|
$666
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
73
shares
|
$608
0.0% of portfolio
|
Q3 2025
Reduced 88.87%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
72
shares
|
$599
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
67
shares
|
$558
0.0% of portfolio
|
Q3 2025
Added 55.81%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
61
shares
|
$508
0.0% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
55
shares
|
$458
0.0% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
50
shares
|
$416
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
48
shares
|
$399
0.0% of portfolio
|
Q3 2025
Reduced 83.95%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
46
shares
|
$383
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
34
shares
|
$283
0.0% of portfolio
|
Q3 2025
Reduced 83.89%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
31
shares
|
$258
0.0% of portfolio
|
Q3 2025
Reduced 90.34%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
28
shares
|
$233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$208
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
21
shares
|
$174
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
21
shares
|
$174
0.0% of portfolio
|
Q3 2025
Reduced 47.5%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12
shares
|
$99
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
9
shares
|
$74
0.0% of portfolio
|
Q3 2025
Reduced 96.97%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
9
shares
|
$74
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
9
shares
|
$74
0.0% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
3
shares
|
$24
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$24
0.0% of portfolio
|
Q3 2025
New holding
|
|