Certara, Inc. (CERT) — Institutional Holders, Q2 2026 (page 3)
242 institutional investment managers reported a CERT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $879.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 242. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CERT 13F holders ranked 201–242 of 242
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SIGNATUREFD#201 · 2,235 sh | 2,235 | $14.6K | — | +979.7% |
| 202 | ROTHSCHILD INVESTMENT#202 · 1,643 sh | 1,643 | $10.8K | <0.01% | +760.2% |
| 203 | Salomon & Ludwin#203 · 1,525 sh | 1,525 | $10.3K | <0.01% | New |
| 204 | Quent Capital#204 · 1,562 sh | 1,562 | $10.2K | <0.01% | New |
| 205 | Global Retirement Partners#205 · 1,123 sh | 1,123 | $7.4K | <0.01% | — |
| 206 | FIRST HORIZON NATIONAL#206 · 1,011 sh | 1,011 | $6.6K | — | -31.2% |
| 207 | OSAIC#207 · 865 sh | 865 | $5.7K | 0.00% | +6.3% |
| 208 | LOS ANGELES CAPITAL MANAGEMENT#208 · 668 sh | 668 | $4.4K | 0.00% | 0.0% |
| 209 | Optiver Holding B.V.#209 · 660 sh | 660 | $4.3K | 0.00% | New |
| 210 | HARBOUR INVESTMENTS#210 · 500 sh | 500 | $3.3K | 0.00% | 0.0% |
| 211 | UMB Bank, n.a.#211 · 473 sh | 473 | $3.1K | 0.00% | -31.0% |
| 212 | Aster Capital Management (DIFC) Ltd#212 · 326 sh | 326 | $2.1K | <0.01% | New |
| 213 | Wealth Enhancement Services#213 · 228 sh | 228 | $1.5K | — | New |
| 214 | Clearstead Advisors#214 · 212 sh | 212 | $1.4K | 0.00% | New |
| 215 | Physician Wealth Advisors#215 · 201 sh | 201 | $1.3K | — | -31.9% |
| 216 | Steward Partners Investment Advisory#216 · 171 sh | 171 | $1.1K | 0.00% | +111.1% |
| 217 | MassMutual Private Wealth & , FSB#217 · 168 sh | 168 | $1.1K | — | +32.3% |
| 218 | Forum Finance Group S.A.#218 · 100 sh | 100 | $1.0K | <0.01% | New |
| 219 | Parkside Financial Bank#219 · 120 sh | 120 | $786.00 | 0.00% | +328.6% |
| 220 | True Wealth Design#220 · 115 sh | 115 | $754.00 | — | -81.9% |
| 221 | Golden State Wealth Management#221 · 109 sh | 109 | $714.00 | <0.01% | 0.0% |
| 222 | TOTH FINANCIAL ADVISORY#222 · 101 sh | 101 | $662.00 | — | New |
| 223 | Cornerstone Financial Management#223 · 96 sh | 96 | $629.00 | <0.01% | New |
| 224 | Keating Financial Advisory Services#224 · 94 sh | 94 | $616.00 | <0.01% | New |
| 225 | FARMERS & MERCHANTS INVESTMENTS#225 · 80 sh | 80 | $524.00 | — | 0.0% |
| 226 | Quarry#226 · 66 sh | 66 | $432.00 | 0.00% | New |
| 227 | Wilmington Savings Fund Society, FSB#227 · 66 sh | 66 | $432.00 | — | New |
| 228 | JONES FINANCIAL COMPANIES LLLP#228 · 73 sh | 73 | $426.00 | 0.00% | 0.0% |
| 229 | Plante Moran Financial Advisors#229 · 64 sh | 64 | $419.00 | 0.00% | New |
| 230 | GILPIN WEALTH MANAGEMENT#230 · 38 sh | 38 | $249.00 | — | +52.0% |
| 231 | Transamerica Financial Advisors#231 · 36 sh | 36 | $235.00 | 0.00% | +80.0% |
| 232 | SBI Securities , Ltd.#232 · 31 sh | 31 | $203.00 | — | 0.0% |
| 233 | Sachetta#233 · 28 sh | 28 | $184.00 | <0.01% | New |
| 234 | Activest Wealth Management#234 · 27 sh | 27 | $177.00 | — | -80.9% |
| 235 | Clearstead#235 · 16 sh | 16 | $105.00 | 0.00% | -94.3% |
| 236 | SHP Wealth Management#236 · 13 sh | 13 | $85.00 | 0.00% | -80.0% |
| 237 | Davis Capital Management#237 · 9 sh | 9 | $59.00 | — | New |
| 238 | MV CAPITAL MANAGEMENT#238 · 5 sh | 5 | $33.00 | 0.00% | -91.9% |
| 239 | Hughes Financial Services#239 · 1 sh | 1 | $7.00 | 0.00% | -66.7% |
| 240 | Evolution Advisers#240 · 26 sh | 26 | $0.00 | 0.00% | New |
| 241 | Covestor Ltd#241 · 64 sh | 64 | $0.00 | 0.00% | +300.0% |
| 242 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#242 · 125,866 sh | 125,866 | — | — | +10.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.