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Atria Investments’s Certara CERT Stock Holding History

Atria Investments’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,915
Closed -$133K – 2038
2025
Q3 		$133K Sell
10,915
-581
-5% -$6.36K ﹤0.01% 1981
2025
Q2 		$135K Sell
11,496
-6,123
-35% -$72.4K ﹤0.01% 1952
2025
Q1 		$174K Buy
17,619
+3,468
+25% +$42.1K ﹤0.01% 1839
2024
Q4 		$151K Sell
14,151
-5,592
-28% -$60.7K ﹤0.01% 1809
2024
Q3 		$231K Buy
19,743
+3,501
+22% +$46.2K ﹤0.01% 1752
2024
Q2 		$225K Buy
+16,242
New +$267K ﹤0.01% 1751

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atria Investments's CERT Position: Q4 2025 in Review

Atria Investments sold out of Certara (CERT) in Q4 2025, closing a stake of 10,915 shares — an estimated $133K sold.

Atria Investments first reported a position in CERT in Q2 2024 and held it in 6 quarters. The position peaked at $231K in Q3 2024. 256 funds tracked by Wall St. Rank hold CERT as of Q4 2025.

  • Atria Investments reported no remaining Certara position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 10,915 Certara shares in Q4 2025, an estimated $133K.
  • Atria Investments first reported a position in Certara in Q2 2024 and held it in 6 quarters.
  • Atria Investments's Certara position peaked at $231K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Certara as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.