Covestor
CERT icon

Covestor’s Certara CERT Stock Holding History

Covestor’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
Q3 		$10K Buy
1,105
+1,041
+1,627% +$8.22K 0.01% 1438
2026
Q2 		$0 Buy
64
+48
+300% +$271 ﹤0.01% 2511
2026
Q1 		$0 Buy
16
+3
+23% +$23 ﹤0.01% 2305
2025
Q4 		$0 Sell
13
-37
-74% -$381 ﹤0.01% 2305
2025
Q3 		$1K Buy
50
+40
+400% +$438 ﹤0.01% 2029
2025
Q2 		$0 Hold
10
– – ﹤0.01% 2251
2025
Q1 		$0 Hold
10
– – ﹤0.01% 2266
2024
Q4 		$0 Buy
10
+1
+11% +$11 ﹤0.01% 2274
2024
Q3 		$0 Hold
9
– – ﹤0.01% 2261
2024
Q2 		$0 Hold
9
– – ﹤0.01% 2272
2024
Q1 		$0 Sell
9
-5,165
-100% -$89.1K ﹤0.01% 2276
2023
Q4 		$91K Buy
5,174
+1,414
+38% +$20.7K 0.06% 555
2023
Q3 		$55K Buy
3,760
+3,735
+14,940% +$62.8K 0.04% 725
2023
Q2 		$0 Buy
25
+10
+67% +$211 ﹤0.01% 2170
2023
Q1 		$0 Sell
15
-848
-98% -$16.8K ﹤0.01% 2067
2022
Q4 		$14K Buy
863
+849
+6,064% +$12.3K 0.01% 1157
2022
Q3 		$0 Sell
14
-3
-18% -$55 ﹤0.01% 2041
2022
Q2 		$0 Sell
17
-6
-26% -$118 ﹤0.01% 1953
2022
Q1 		$1K Sell
23
-170
-88% -$4.08K ﹤0.01% 1753
2021
Q4 		$6K Buy
+193
New +$6.49K 0.01% 1209

Other funds holding CERT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Haveli Investment Management
Haveli Investment Management Austin, Texas $427M AUM 33.3% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Covestor's CERT Position: Q3 2026 in Review

Covestor increased its Certara (CERT) stake by 1,627% in Q3 2026, buying an estimated $8.22K and bringing the position to 1,105 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1438.

Covestor first reported a position in CERT in Q4 2021 and has held it in 20 quarters since. The position peaked at $91K in Q4 2023. 191 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • Covestor held 1,105 shares of Certara worth $10K as of Q3 2026.
  • Covestor bought 1,041 Certara shares in Q3 2026, an estimated $8.22K.
  • Certara made up 0.01% of Covestor's portfolio in Q3 2026, its #1438 holding.
  • Covestor first reported a position in Certara in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Certara position peaked at $91K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Certara as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.