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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
643
shares
|
$5,356
0.0% of portfolio
|
Q1 2025
Added 299.38%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
619
shares
|
$5,156
0.0% of portfolio
|
Q3 2025
Reduced 91.02%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
614
shares
|
$5,114
0.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
564
shares
|
$4,698
0.0% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
545
shares
|
$4,539
0.0% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
540
shares
|
$4,498
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
438
shares
|
$3,648
0.0% of portfolio
|
Q3 2025
Added 21.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
390
shares
|
$3,248
0.0% of portfolio
|
Q3 2025
Added 609.09%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
388
shares
|
$3,232
0.0% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
302
shares
|
$2,515
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
300
shares
|
$2,499
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
279
shares
|
$2,324
0.0% of portfolio
|
Q3 2025
Reduced 32.61%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
260
shares
|
$2,165
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
256
shares
|
$2,132
0.0% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
246
shares
|
$2,049
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
205
shares
|
$1,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
198
shares
|
$1,649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
162
shares
|
$1,349
0.0% of portfolio
|
Q3 2025
Added 350.0%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
156
shares
|
$1,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
143
shares
|
$1,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
113
shares
|
$941
0.0% of portfolio
|
Q2 2025
Reduced 47.2%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
110
shares
|
$916
0.0% of portfolio
|
Q3 2025
Reduced 31.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
109
shares
|
$907
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
105
shares
|
$874
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
103
shares
|
$857
0.0% of portfolio
|
Q3 2025
New holding
|
|