Institutional Ownership Certara, Inc. (CERT)
This table provides information about the institutional ownership of Certara, Inc. (CERT). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
837
shares
|
$9,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
800
shares
|
$8,976
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
679
shares
|
$7,618
0.0% of portfolio
|
Q2 2025
Added 1823.27%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
656
shares
|
$7,360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
650
shares
|
$7,293
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
643
shares
|
$7,214
0.0% of portfolio
|
Q1 2025
Added 299.38%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
572
shares
|
$6,417
0.0% of portfolio
|
Q2 2025
Reduced 80.77%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
552
shares
|
$6,193
0.0% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
469
shares
|
$5,262
0.0% of portfolio
|
Q2 2025
Reduced 65.23%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
414
shares
|
$4,645
0.0% of portfolio
|
Q2 2025
Reduced 42.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
371
shares
|
$4,162
0.0% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
368
shares
|
$4,128
0.0% of portfolio
|
Q2 2025
Reduced 36.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
360
shares
|
$4,039
0.0% of portfolio
|
Q2 2025
Reduced 32.96%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
321
shares
|
$3,601
0.0% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
302
shares
|
$3,388
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
299
shares
|
$3,354
0.0% of portfolio
|
Q2 2025
Reduced 94.62%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
297
shares
|
$3,332
0.0% of portfolio
|
Q2 2025
Reduced 90.51%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
290
shares
|
$3,253
0.0% of portfolio
|
Q1 2025
Added 61.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
282
shares
|
$3,164
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
246
shares
|
$2,760
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
211
shares
|
$2,367
0.0% of portfolio
|
Q2 2025
Added 97.2%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
210
shares
|
$2,356
0.0% of portfolio
|
Q2 2025
Added 366.67%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
161
shares
|
$1,806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
154
shares
|
$1,727
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
140
shares
|
$1,570
0.0% of portfolio
|
Q2 2025
New holding
|