CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Certara CERT Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q2 		$119K Buy
+18,184
New +$102K ﹤0.01% 3015
2024
Q4 		– Sell
-15,370
Closed -$180K – 2310
2024
Q3 		$180K Sell
15,370
-6,396
-29% -$84.4K ﹤0.01% 2148
2024
Q2 		$301K Buy
21,766
+2,786
+15% +$45.8K ﹤0.01% 1812
2024
Q1 		$339K Sell
18,980
-1,012
-5% -$17.5K ﹤0.01% 1707
2023
Q4 		$352K Buy
19,992
+2,247
+13% +$32.9K ﹤0.01% 2004
2023
Q3 		$258K Buy
17,745
+625
+4% +$10.5K ﹤0.01% 2100
2023
Q2 		$312K Sell
17,120
-3,502
-17% -$74K ﹤0.01% 1942
2023
Q1 		$497K Buy
20,622
+2,525
+14% +$49.9K ﹤0.01% 1414
2022
Q4 		$291K Buy
+18,097
New +$262K ﹤0.01% 1684
2022
Q3 		– Sell
-9,230
Closed -$198K – 2395
2022
Q2 		$198K Buy
9,230
+4,602
+99% +$90.8K ﹤0.01% 1701
2022
Q1 		$99K Buy
4,628
+2,665
+136% +$64K ﹤0.01% 2277
2021
Q4 		$56K Buy
1,963
+1,059
+117% +$35.6K ﹤0.01% 2577
2021
Q3 		$30K Buy
904
+296
+49% +$8.93K ﹤0.01% 2897
2021
Q2 		$17K Buy
608
+57
+10% +$1.58K ﹤0.01% 3206
2021
Q1 		$15K Buy
551
+351
+176% +$11.7K ﹤0.01% 3182
2020
Q4 		$7K Buy
+200
New +$7.33K ﹤0.01% 2693

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
HIM
Haveli Investment Management Austin, Texas $180M AUM
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's CERT Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Certara (CERT) in Q2 2026: 18,184 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #3015 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in CERT as recently as Q3 2024.

CAPTRUST Financial Advisors first reported a position in CERT in Q4 2020 and has held it in 16 quarters since. The position peaked at $497K in Q1 2023. 242 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • CAPTRUST Financial Advisors held 18,184 shares of Certara worth $119K as of Q2 2026.
  • Certara was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Certara made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3015 holding.
  • CAPTRUST Financial Advisors first reported a position in Certara in Q4 2020 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Certara position peaked at $497K in Q1 2023.
  • 242 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.