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Certara Inc (CERT)

CUSIP: 15687V109 | NYSE | Healthcare · Health Information Services | Small Cap | 696 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Jefferies Financial Group Inc.7,091,051
0.5% of portfolio›$65.2M
Dimensional Fund Advisors LP6,479,818
0.0% of portfolio›$59.6M
Wasatch Advisors LP5,523,922
0.4% of portfolio›$50.8M
Geode Capital Management, LLC3,187,085
0.0% of portfolio›$29.3M
Kopion Asset Management, LLC1,532,364
9.0% of portfolio›$14.1M
Russell Investments Group, Ltd.886,729
0.0% of portfolio›$8.2M
Bank of New York Mellon Corp703,681
0.0% of portfolio›$6.5M
Nicholas Company, Inc.567,460
0.1% of portfolio›$5.2M
Principal Financial Group Inc539,630
0.0% of portfolio›$5.0M
Granite Investment Partners, LLC479,410
0.2% of portfolio›$4.4M
Harbor Capital Advisors, Inc.304,284
0.5% of portfolio›$2.8M
Creative Planning265,583
0.0% of portfolio›$2.4M
B. Metzler seel. Sohn & Co. AG141,828
0.0% of portfolio›$1.3M
Deutsche Bank Ag\114,630
0.0% of portfolio›$1.1M
North Star Investment Management Corp.87,000
0.0% of portfolio›$800.4K
Thrivent Financial for Lutherans71,794
0.0% of portfolio›$661.0K
New York State Teachers Retirement System69,397
0.0% of portfolio›$638.0K
Inspire Investing, LLC68,725
0.0% of portfolio›$632.3K
Illinois Municipal Retirement Fund64,697
0.0% of portfolio›$595.2K
Fulcrum Asset Management LLP63,508
0.0% of portfolio›$588.1K
Wealth Enhancement Advisory Services, LLC57,747
0.0% of portfolio›$498.9K
Barclays PLC52,152
0.0% of portfolio›$479.8K
Louisiana State Employees Retirement System48,100
0.0% of portfolio›$442.5K
Citigroup Inc48,033
0.0% of portfolio›$441.9K
Arizona State Retirement System30,662
0.0% of portfolio›$282.1K
Amalgamated Bank29,352
0.0% of portfolio›$270.0K
Yousif Capital Management, LLC29,252
0.0% of portfolio›$269.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS26,596
0.0% of portfolio›$244.7K
Oregon Public Employees Retirement Fund25,331
0.0% of portfolio›$233.0K
State of Alaska, Department of Revenue25,262
0.0% of portfolio›$174.1K
Maryland State Retirement & Pension System25,177
0.0% of portfolio›$231.6K
Fifth Third Bancorp24,431
0.0% of portfolio›$224.8K
Childress Capital Advisors, LLC24,221
0.0% of portfolio›$222.8K
PNC Financial Services Group, Inc.22,858
0.0% of portfolio›$210.3K
Chicago Partners Investment Group LLC20,016
0.0% of portfolio›$206.8K
Caitong International Asset Management Co., Ltd19,434
0.0% of portfolio›$178.8K
Pictet Asset Management Holding SA19,356
0.0% of portfolio›$178.1K
Amundi17,253
0.0% of portfolio›$158.7K
ProShare Advisors LLC16,108
0.0% of portfolio›$148.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management13,980
0.0% of portfolio›$128.6K
HUB Investment Partners, LLC13,669
0.0% of portfolio›$125.8K
Perigon Wealth Management, LLC13,068
0.0% of portfolio›$120.2K
Mutual of America Capital Management LLC12,880
0.0% of portfolio›$118.5K
Quaker Wealth Management, LLC12,535
0.0% of portfolio›$115.3K
Merit Financial Group, LLC12,407
0.0% of portfolio›$114.1K
Crestwood Advisors Group, LLC11,155
0.0% of portfolio›$102.6K
Savant Capital, LLC11,050
0.0% of portfolio›$101.7K
Baker Avenue Asset Management, LP11,020
0.0% of portfolio›$101.4K
Xponance LLC10,988
0.0% of portfolio›$101.1K
DekaBank Deutsche Girozentrale10,500
0.0% of portfolio›$97.0K
Gamma Investing LLC9,778
0.0% of portfolio›$90.0K
Versant Capital Management, Inc9,028
0.0% of portfolio›$83.1K
Parallel Advisors, LLC6,464
0.0% of portfolio›$59.5K
US Bancorp \de\5,020
0.0% of portfolio›$46.2K
Larson Financial Group LLC4,409
0.0% of portfolio›$40.6K
SJS Investment Consulting Inc.3,656
0.0% of portfolio›$33.6K
Allworth Financial LP3,184
0.0% of portfolio›$20.9K
EverSource Wealth Advisors, LLC3,070
0.0% of portfolio›$28.2K
Pinnacle Wealth Planning Services, Inc.2,943
0.0% of portfolio›$27.1K
Farther Finance Advisors, LLC2,705
0.0% of portfolio›$24.9K
Nisa Investment Advisors, LLC2,429
0.0% of portfolio›$22.3K
Nykredit A/S2,298
0.0% of portfolio›$21.1K
Sterling Capital Management LLC2,292
0.0% of portfolio›$21.1K
Signaturefd, LLC2,235
0.0% of portfolio›$20.6K
Summit Securities Group LLC1,739
0.0% of portfolio›$16.0K
Exchange Traded Concepts, LLC1,642
0.0% of portfolio›$15.1K
Root Financial Partners, LLC1,633
0.0% of portfolio›$15.0K
Salomon & Ludwin, LLC1,525
0.0% of portfolio›$14.0K
Covestor Ltd1,105
0.0% of portfolio›$10
Elyxium Wealth, LLC832
0.0% of portfolio›$7.7K
Ascentis Wealth Management, LLC521
0.0% of portfolio›$4.8K
Provenance Wealth Advisors, LLC460
0.0% of portfolio›$4.2K
UMB Bank, n.a.442
0.0% of portfolio›$4.1K
Bayforest Capital Ltd296
0.0% of portfolio›$2.7K
Physician Wealth Advisors, Inc.201
0.0% of portfolio›$1.9K
Silver Grove Financial Group, Inc.187
0.0% of portfolio›$1.7K
MassMutual Private Wealth & Trust, FSB168
0.0% of portfolio›$1.5K
Toth Financial Advisory Corp140
0.0% of portfolio›$1.3K
Clearstead Trust, LLC138
0.0% of portfolio›$1.3K
Farmers & Merchants Investments Inc126
0.0% of portfolio›$1.2K
True Wealth Design, LLC115
0.0% of portfolio›$1.1K
Golden State Wealth Management, LLC109
0.0% of portfolio›$1.0K
Clearstead Advisors, LLC98
0.0% of portfolio›$902
Burk Holdings LLC97
0.0% of portfolio›$892
UMB Private Wealth Management, LLC66
0.0% of portfolio›$607
Parkside Financial Bank & Trust60
0.0% of portfolio›$552
Gilpin Wealth Management, LLC35
0.0% of portfolio›$322
Assetmark, Inc24
0.0% of portfolio›$221
Valley National Advisers Inc16
0.0% of portfolio›$148
Activest Wealth Management11
0.0% of portfolio›$101
Ascentis Independent Advisors10
0.0% of portfolio›$92
Davis Capital Management9
0.0% of portfolio›$83
Financial Consulate, Inc7
0.0% of portfolio›$65
MV Capital Management, Inc.5
0.0% of portfolio›$46
Hughes Financial Services, LLC1
0.0% of portfolio›$11
SBI Securities Co., Ltd.1
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Jefferies Financial Group Inc.
7,091,051$65.2M0.5%CoreVery HighNew York, NY2026-11-05
Dimensional Fund Advisors LP
6,479,818$59.6M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
5,523,922$50.8M0.4%GARPMediumSalt Lake City, UT2026-10-13
Geode Capital Management, LLC
3,187,085$29.3M0.0%IndexVery LowBoston, MA2026-11-06
Kopion Asset Management, LLC
1,532,364$14.1M9.0%Deep ValueMediumMckinney, TX2026-10-09
Russell Investments Group, Ltd.
886,729$8.2M0.0%CoreLowSeattle, WA2026-11-06
Bank of New York Mellon Corp
703,681$6.5M0.0%CoreLowNew York, NY2026-11-05
Nicholas Company, Inc.
567,460$5.2M0.1%CoreLowMilwaukee, WI2026-11-05
Principal Financial Group Inc
539,630$5.0M0.0%CoreLowDes Moines, IA2026-11-02
Granite Investment Partners, LLC
479,410$4.4M0.2%CoreMediumEl Segundo, CA2026-11-04
Harbor Capital Advisors, Inc.
304,284$2.8M0.5%ValueHighChicago, IL2026-10-22
Creative Planning
265,583$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
B. Metzler seel. Sohn & Co. AG
141,828$1.3M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Deutsche Bank Ag\
114,630$1.1M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
North Star Investment Management Corp.
87,000$800.4K0.0%CoreLowChicago, IL2026-10-27
Thrivent Financial for Lutherans
71,794$661.0K0.0%GARPMediumMinneapolis, MN2026-11-05
New York State Teachers Retirement System
69,397$638.0K0.0%CoreVery LowAlbany, NY2026-10-22
Inspire Investing, LLC
68,725$632.3K0.0%GARPHighMeridian, ID2026-10-22
Illinois Municipal Retirement Fund
64,697$595.2K0.0%CoreMediumOak Brook, IL2026-11-05
Fulcrum Asset Management LLP
63,508$588.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Wealth Enhancement Advisory Services, LLC
57,747$498.9K0.0%CoreLowPlymouth, MN2026-10-13
Barclays PLC
52,152$479.8K0.0%CoreMediumLondon, United Kingdom2026-11-06
Louisiana State Employees Retirement System
48,100$442.5K0.0%IndexLowBaton Rouge, LA2026-10-20
Citigroup Inc
48,033$441.9K0.0%CoreMediumNew York, NY2026-11-04
Arizona State Retirement System
30,662$282.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
29,352$270.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
29,252$269.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
26,596$244.7K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
25,331$233.0K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
25,262$174.1K0.0%CoreVery LowJuneau, AK2026-10-15
Maryland State Retirement & Pension System
25,177$231.6K0.0%IndexVery LowBaltimore, MD2026-11-05
Fifth Third Bancorp
24,431$224.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Childress Capital Advisors, LLC
24,221$222.8K0.0%GARPMediumHouston, TX2026-10-28
PNC Financial Services Group, Inc.
22,858$210.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Chicago Partners Investment Group LLC
20,016$206.8K0.0%GARPLowChicago, IL2026-10-27
Caitong International Asset Management Co., Ltd
19,434$178.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pictet Asset Management Holding SA
19,356$178.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Amundi
17,253$158.7K0.0%CoreMediumParis, India2026-11-06
ProShare Advisors LLC
16,108$148.2K0.0%GrowthLowBethesda, MD2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
13,980$128.6K0.0%GrowthVery LowSeattle, WA2026-10-27
HUB Investment Partners, LLC
13,669$125.8K0.0%GrowthLowAustin, TX2026-11-03
Perigon Wealth Management, LLC
13,068$120.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Mutual of America Capital Management LLC
12,880$118.5K0.0%IndexLowNew York, NY2026-10-23
Quaker Wealth Management, LLC
12,535$115.3K0.0%ETFMediumMoorestown, NJ2026-10-22
Merit Financial Group, LLC
12,407$114.1K0.0%ETFLowAlpharetta, GA2026-11-06
Crestwood Advisors Group, LLC
11,155$102.6K0.0%GrowthLowBoston, MA2026-10-27
Savant Capital, LLC
11,050$101.7K0.0%IndexVery LowRockford, IL2026-11-06
Baker Avenue Asset Management, LP
11,020$101.4K0.0%GrowthLowSan Francisco, CA2026-11-06
Xponance LLC
10,988$101.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
DekaBank Deutsche Girozentrale
10,500$97.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Gamma Investing LLC
9,778$90.0K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
9,028$83.1K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
6,464$59.5K0.0%IndexLowSan Francisco, CA2026-11-03
US Bancorp \de\
5,020$46.2K0.0%IndexLowMinneapolis, MN2026-11-05
Larson Financial Group LLC
4,409$40.6K0.0%GrowthLowSt Louis, MO2026-11-05
SJS Investment Consulting Inc.
3,656$33.6K0.0%ETFVery LowSylvania, OH2026-10-26
Allworth Financial LP
3,184$20.9K0.0%IndexLowFolsom, CA2026-11-06
EverSource Wealth Advisors, LLC
3,070$28.2K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
2,943$27.1K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
2,705$24.9K0.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
2,429$22.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Nykredit A/S
2,298$21.1K0.0%CoreN/ANordhavn, Greece2026-11-06
Sterling Capital Management LLC
2,292$21.1K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
2,235$20.6K0.0%IndexLowAtlanta, GA2026-10-23
Summit Securities Group LLC
1,739$16.0K0.0%CoreVery HighNew York, NY2026-11-05
Exchange Traded Concepts, LLC
1,642$15.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Root Financial Partners, LLC
1,633$15.0K0.0%ETFMediumEncinitas, CA2026-10-21
Salomon & Ludwin, LLC
1,525$14.0K0.0%ETFVery LowRichmond, VA2026-10-29
Covestor Ltd
1,105$100.0%ValueHighLondon, United Kingdom2026-10-30
Elyxium Wealth, LLC
832$7.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Ascentis Wealth Management, LLC
521$4.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
460$4.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
UMB Bank, n.a.
442$4.1K0.0%CoreLowKansas City, MO2026-11-06
Bayforest Capital Ltd
296$2.7K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Physician Wealth Advisors, Inc.
201$1.9K0.0%ETFMediumMidvale, UT2026-10-20
Silver Grove Financial Group, Inc.
187$1.7K0.0%CoreMediumOrchard Park, NY2026-11-05
MassMutual Private Wealth & Trust, FSB
168$1.5K0.0%CoreLowSpringfield, MA2026-10-05
Toth Financial Advisory Corp
140$1.3K0.0%CoreLowLeesburg, VA2026-10-08
Clearstead Trust, LLC
138$1.3K0.0%GrowthLowPortland, ME2026-11-06
Farmers & Merchants Investments Inc
126$1.2K0.0%CoreVery LowLincoln, NE2026-10-22
True Wealth Design, LLC
115$1.1K0.0%ETFMediumAkron, OH2026-10-13
Golden State Wealth Management, LLC
109$1.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Clearstead Advisors, LLC
98$9020.0%ETFLowCleveland, OH2026-11-06
Burk Holdings LLC
97$8920.0%ETFVery LowTulsa, OK2026-11-05
UMB Private Wealth Management, LLC
66$6070.0%GrowthN/AKansas City, MO2026-10-19
Parkside Financial Bank & Trust
60$5520.0%CoreVery LowSaint Louis, MO2026-10-27
Gilpin Wealth Management, LLC
35$3220.0%GrowthLowDenver, CO2026-10-09
Assetmark, Inc
24$2210.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
16$1480.0%ETFLowBethlehem, PA2026-10-23
Activest Wealth Management
11$1010.0%ETFLowAventura, FL2026-10-15
Ascentis Independent Advisors
10$920.0%ETFLowDallas, TX2026-11-03
Davis Capital Management
9$830.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
7$650.0%ETFLowHunt Valley, MD2026-10-23
MV Capital Management, Inc.
5$460.0%ETFLowBethesda, MD2026-10-29
Hughes Financial Services, LLC
1$110.0%ETFLowHerndon, VA2026-10-30
SBI Securities Co., Ltd.
1$90.0%Agg GrowthLowTokyo, Mexico2026-10-22