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Claret Asset Management’s Certara CERT Stock Holding History

Claret Asset Management’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 		– Sell
-20,103
Closed -$115K – 499
2026
Q1 		$115K Buy
20,103
+4
+0% +$31 0.01% 351
2025
Q4 		$177K Sell
20,099
-47
-0.2% -$484 0.02% 376
2025
Q3 		$246K Sell
20,146
-291
-1% -$3.18K 0.03% 265
2025
Q2 		$239K Buy
+20,437
New +$242K 0.03% 189
2025
Q1 		– Sell
-13,519
Closed -$164K – 298
2024
Q4 		$144K Buy
13,519
+95
+0.7% +$1.03K 0.02% 301
2024
Q3 		$157K Buy
13,424
+70
+0.5% +$924 0.03% 329
2024
Q2 		$185K Buy
+13,354
New +$219K 0.03% 241

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

Claret Asset Management's CERT Position: Q2 2026 in Review

Claret Asset Management sold out of Certara (CERT) in Q2 2026, closing a stake of 20,103 shares — an estimated $115K sold.

Claret Asset Management first reported a position in CERT in Q2 2024 and held it in 7 quarters. The position peaked at $246K in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Claret Asset Management reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • Claret Asset Management sold 20,103 Certara shares in Q2 2026, an estimated $115K.
  • Claret Asset Management first reported a position in Certara in Q2 2024 and held it in 7 quarters.
  • Claret Asset Management's Certara position peaked at $246K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.