Certara, Inc. hedge fund holdings
CERTNASDAQ$9.36+0.02 (+0.21%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CERT · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-31.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 92 | 107 | $224M | $140M | 222 | Aug 14, 2025 |
| Q3 2025 | 98 | 97 | $222M | $101M | 228 | Nov 14, 2025 |
| Q4 2025 | 92 | 99 | $161M | $111M | 240 | Feb 14, 2026 |
| Q1 2026 | 122 | 93 | $126M | $207M | 240 | May 15, 2026 |
| Q2 2026 | 121 | 101 | $216M | $193M | 224 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
224 filersNew position
45$70.6M+10.8M sh
Increased
76$145M+22.2M sh
Reduced
48-$123M-18.8M sh
Out / sold
53-$69.3M-10.6M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Haveli Investment Management LLC | New Buy | +$48.5M | $48.5M | 26.95% | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | Reduce 78.19% | -$23.5M | $6.56M | 0.27% | Aug 13, 2026 |
| Geneva Capital Management LLC | Sell 100% | -$15.6M | $0 | 0.00% | Aug 6, 2026 |
| Systematic Financial Management LP | New Buy | +$12.4M | $12.4M | 0.25% | Aug 14, 2026 |
| First Trust Advisors LP | Added 164.80% | +$9.88M | $15.9M | 0.01% | Aug 11, 2026 |
| Wasatch Advisors LP | Reduce 18.46% | -$6.38M | $28.2M | 0.18% | Jul 10, 2026 |
| Rathbones Group PLC | Reduce 50.00% | -$4.96M | $4.96M | 0.02% | Jul 23, 2026 |
| T. Rowe Price Investment Management, Inc. | Added 49.40% | +$4.33M | $13.1M | 0.01% | Aug 14, 2026 |
| Topline Capital Management, LLC | Sell 100% | -$4.27M | $0 | 0.00% | Aug 14, 2026 |
| Kopion Asset Management, LLC | Added 44.25% | +$3.73M | $12.2M | 7.69% | Jul 7, 2026 |
| Select Equity Group, L.P. | Sell 100% | -$3.5M | $0 | 0.00% | Aug 14, 2026 |
| Tejara Capital Ltd | Added 63.20% | +$3.28M | $8.47M | 3.48% | Aug 11, 2026 |
| Quantinno Capital Management LP | Added 47.95% | +$3.11M | $9.58M | 0.01% | Aug 13, 2026 |
| Gotham Asset Management, LLC | Reduce 25.97% | -$2.41M | $6.86M | 0.02% | Aug 14, 2026 |
| Deerfield Management Company, L.P. | Reduce 3.79% | -$1.94M | $49.2M | 0.51% | Aug 14, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | Sell 100% | -$1.65M | $0 | 0.00% | Aug 7, 2026 |
| Jefferies Financial Group Inc. | Added 3.40% | +$1.53M | $46.4M | 0.31% | Aug 17, 2026 |
| Natixis | Added 233.46% | +$1.15M | $1.64M | 0.01% | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | New Buy | +$1.11M | $1.11M | 0.06% | Aug 3, 2026 |
| Global Alpha Capital Management Ltd. | Sell 100% | -$982K | $0 | 0.00% | Aug 13, 2026 |
| Axq Capital, LP | Sell 100% | -$915K | $0 | 0.00% | Aug 6, 2026 |
| Inspire Investing, LLC | New Buy | +$698K | $698K | 0.03% | Aug 12, 2026 |
| Nano Cap New Millennium Growth Fund L P | Added 49.25% | +$540K | $1.64M | 1.26% | Aug 14, 2026 |
| Pier 88 Investment Partners LLC | Sell 100% | -$519K | $0 | 0.00% | Aug 4, 2026 |
| Caxton Associates LLP | New Buy | +$482K | $482K | 0.01% | Aug 14, 2026 |
| Jain Global LLC | Sell 100% | -$450K | $0 | 0.00% | Aug 14, 2026 |
| EntryPoint Capital, LLC | Sell 100% | -$396K | $0 | 0.00% | Aug 13, 2026 |
| Bridgefront Capital, LLC | Sell 100% | -$381K | $0 | 0.00% | Aug 14, 2026 |
| Allstate Corp | New Buy | +$373K | $373K | 0.00% | Aug 13, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | New Buy | +$356K | $356K | 0.08% | Aug 13, 2026 |
| Treasurer of the State of North Carolina | Sell 100% | -$292K | $0 | 0.00% | Aug 14, 2026 |
| Mendel Money Management | Reduce 73.03% | -$253K | $93.3K | 0.03% | Jul 30, 2026 |
| Aigen Investment Management, LP | Sell 100% | -$251K | $0 | 0.00% | Aug 14, 2026 |
| Summit Trail Advisors, LLC | Added 25.63% | +$204K | $1M | 0.01% | Aug 11, 2026 |
| Polymer Capital Management (US) LLC | Sell 100% | -$202K | $0 | 0.00% | Aug 14, 2026 |
| Graham Capital Management, L.P. | New Buy | +$199K | $199K | 0.00% | Aug 14, 2026 |
| Evolve Private Wealth, LLC | New Buy | +$190K | $190K | 0.01% | Aug 12, 2026 |
| Bastion Asset Management Inc. | Reduce 16.19% | -$189K | $981K | 0.33% | Aug 10, 2026 |
| Galvin, Gaustad & Stein, LLC | Sell 100% | -$167K | $0 | 0.00% | Jul 29, 2026 |
| Persistent Asset Partners Ltd | Sell 100% | -$163K | $0 | 0.00% | Aug 7, 2026 |
| Canada Pension Plan Investment Board | Added 243.56% | +$161K | $227K | 0.00% | Aug 14, 2026 |
| State of Alaska, Department of Revenue | Reduce 30.62% | -$134K | $304K | 0.00% | Jul 20, 2026 |
| Summitry LLC | Sell 100% | -$133K | $0 | 0.00% | Jul 21, 2026 |
| Connors Investor Services Inc | New Buy | +$131K | $131K | 0.01% | Aug 14, 2026 |
| Harvest Management LLC | New Buy | +$131K | $131K | 0.05% | Aug 14, 2026 |
| nVerses Capital, LLC | Sell 100% | -$130K | $0 | 0.00% | Aug 4, 2026 |
| Independent Financial Group, LLC | Sell 100% | -$125K | $0 | 0.00% | Jul 15, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$124K | $124K | 0.02% | Aug 4, 2026 |
| Handelsbanken Fonder AB | Sell 100% | -$120K | $0 | 0.00% | Jul 10, 2026 |
| Claret Asset Management Corp | Sell 100% | -$115K | $0 | 0.00% | Jul 27, 2026 |
| Freestone Grove Partners LP | Sell 100% | -$98.7K | $0 | 0.00% | Aug 14, 2026 |
| SummitTX Capital, L.P. | Reduce 37.44% | -$94.2K | $157K | 0.00% | Aug 14, 2026 |
| Fulcrum Asset Management LLP | New Buy | +$91.4K | $91.4K | 0.01% | Aug 18, 2026 |
| Kera Capital Partners, Inc. | Added 94.25% | +$86.3K | $178K | 0.02% | Aug 14, 2026 |
| Perigon Wealth Management, LLC | New Buy | +$80K | $80K | 0.00% | Aug 7, 2026 |
| Baker Avenue Asset Management, LP | New Buy | +$77.4K | $77.4K | 0.00% | Jul 28, 2026 |
| Xponance LLC | New Buy | +$73.7K | $73.7K | 0.00% | Aug 10, 2026 |
| United Capital Financial Advisors, LLC | Sell 100% | -$73K | $0 | 0.00% | Aug 17, 2026 |
| Crestwood Advisors Group, LLC | Sell 100% | -$69.9K | $0 | 0.00% | Aug 3, 2026 |
| Sepio Capital, LP | Sell 100% | -$69.6K | $0 | 0.00% | Jul 28, 2026 |
| Frec Markets, Inc. | New Buy | +$69.5K | $69.5K | 0.01% | Aug 13, 2026 |
| Optas, LLC | New Buy | +$68.9K | $68.9K | 0.01% | Jul 21, 2026 |
| Third View Private Wealth, LLC | Sell 100% | -$67.6K | $0 | 0.00% | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | New Buy | +$66K | $66K | 0.00% | Jul 15, 2026 |
| Versant Capital Management, Inc | Reduce 52.11% | -$63.9K | $58.7K | 0.01% | Jul 2, 2026 |
| DNB Asset Management AS | Sell 100% | -$60.4K | $0 | 0.00% | Aug 11, 2026 |
| Childress Capital Advisors, LLC | Reduce 40.20% | -$57.4K | $85.4K | 0.01% | Jul 27, 2026 |
| Pacer Advisors, Inc. | Added 64.62% | +$55.3K | $141K | 0.00% | Aug 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | Reduce 7.97% | -$55.2K | $637K | 0.01% | Aug 11, 2026 |
| Dixon Mitchell Investment Counsel Inc. | Added 0.53% | +$52.9K | $10.1M | 0.33% | Aug 13, 2026 |
| Capco Asset Management, LLC | Sell 100% | -$40.3K | $0 | 0.00% | Aug 5, 2026 |
| Illinois Municipal Retirement Fund | Added 9.15% | +$38.6K | $460K | 0.01% | Aug 12, 2026 |
| Maryland State Retirement & Pension System | Reduce 24.50% | -$36.8K | $113K | 0.00% | Jul 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Reduce 4.14% | -$26.7K | $618K | 0.00% | Aug 13, 2026 |
| Thrivent Financial for Lutherans | Reduce 3.91% | -$20.4K | $502K | 0.00% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | Added 12.03% | +$12.6K | $117K | 0.00% | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 194.91% | +$12.3K | $18.6K | 0.00% | Aug 7, 2026 |
| CX Institutional | Sell 100% | -$11K | $0 | 0.00% | Jul 2, 2026 |
| Salomon & Ludwin, LLC | New Buy | +$10.3K | $10.3K | 0.00% | Aug 7, 2026 |
| Quent Capital, LLC | New Buy | +$10.2K | $10.2K | 0.00% | Aug 7, 2026 |
| Central Pacific Bank - Trust Division | Added 8.70% | +$10.2K | $127K | 0.01% | Jul 7, 2026 |
| Pension & Wealth Management Advisors, Inc. | Reduce 4.37% | -$7.76K | $170K | 0.05% | Aug 7, 2026 |
| Harbor Capital Advisors, Inc. | Reduce 0.46% | -$6.79K | $1.48M | 0.10% | Aug 7, 2026 |
| Syon Capital LLC | Added 3.81% | +$5.45K | $149K | 0.01% | Aug 14, 2026 |
| Oregon Public Employees Retirement Fund | Reduce 2.93% | -$5.24K | $174K | 0.00% | Jul 29, 2026 |
| Ensign Peak Advisors, Inc | Added 6.45% | +$2.95K | $48.6K | 0.00% | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | New Buy | +$2.14K | $2.14K | 0.00% | Aug 14, 2026 |
| Nicholas Company, Inc. | Added 0.05% | +$1.97K | $3.72M | 0.07% | Aug 5, 2026 |
| Clearstead Trust, LLC | Reduce 94.27% | -$1.73K | $105 | 0.00% | Aug 6, 2026 |
| UMB Bank, n.a. | Reduce 31.05% | -$1.4K | $3.1K | 0.00% | Aug 13, 2026 |
| JNBA Financial Advisors | Sell 100% | -$1.27K | $0 | 0.00% | Jul 23, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 0.04% | +$1.24K | $3.23M | 0.00% | Aug 13, 2026 |
| Forum Finance Group S.A. | New Buy | +$1K | $1K | 0.00% | Aug 14, 2026 |
| Yousif Capital Management, LLC | Added 0.39% | +$825 | $212K | 0.00% | Jul 16, 2026 |
| Curio Wealth, LLC | Sell 100% | -$798 | $0 | 0.00% | Aug 7, 2026 |
| Toth Financial Advisory Corp | New Buy | +$662 | $662 | 0.00% | Jul 14, 2026 |
| TD Private Client Wealth LLC | Sell 100% | -$644 | $0 | 0.00% | Aug 4, 2026 |
| Cornerstone Financial Management LLC | New Buy | +$629 | $629 | 0.00% | Aug 28, 2026 |
| Keating Financial Advisory Services, Inc. | New Buy | +$616 | $616 | 0.00% | Aug 11, 2026 |
| Quarry LP | New Buy | +$432 | $432 | 0.00% | Aug 14, 2026 |