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CERT CERTARA INC

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Stock (common), issuer CIK 1827090

235 managers (238 13F filers) reported a position in CERT shares at 2025-06-30, 128,482,996 shares in all. 43 filers opened a position and 47 filers sold out during the quarter.

Managers
235
13F filers
238
New
43
Added
74
Reduced
92
Sold out
47
Shares held by filers
128,482,996

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Parkside Financial Bank & Trust299$3.5K<0.01%-5,25813F-HRTimeline
MAI Capital Management297$3.48K<0.01%+713F-HRTimeline
Caitong International Asset Management …297$3.48K<0.01%-2,83413F-HRTimeline
Smartleaf Asset Management LLC282$3.21K<0.01%new13F-HRTimeline
Bare Financial Services, Inc211$2.47K<0.01%+10413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…210$2.46K<0.01%+16513F-HRTimelineGroup
Clearstead Trust, LLC161$1.88K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC154$1.8K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC140$1.64K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC113$1.32K<0.01%-10113F-HRTimeline
Golden State Wealth Management, LLC109$1.27K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC100$1.17K<0.01%013F-HRTimeline
Beacon Capital Management, LLC86$1.01K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$1K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…80$936<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp75$878<0.01%-8513F-HRTimelineGroup
Allworth Financial LP55$644<0.01%-2513F-HRTimeline
True Wealth Design, LLC52$609<0.01%013F-HRTimeline
Farther Finance Advisors, LLC43$503<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC40$468<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB34$398<0.01%-513F-HRTimeline
TFC Financial Management, Inc.34$398<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC31$363<0.01%+2913F-HRTimeline
Larson Financial Group LLC28$328<0.01%-113F-HRTimeline
Bruce G. Allen Investments, LLC28$328<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.21$246<0.01%-213F-HRTimeline
SJS Investment Consulting Inc.12$141<0.01%new13F-HRTimeline
Fortitude Family Office, LLC9$105<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$23<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.1$12<0.01%013F-HRTimeline
Activest Wealth Management1$11<0.01%-113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.36$00%+2113F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management13$00%+313F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd10$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.