CX Institutional’s Certara CERT Stock Holding History

CX Institutional’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	-1,962	Closed	-$11K	–	1580
2026 Q1	$11K	Buy	+1,962	New	+$15K	﹤0.01%	1271

Other funds holding CERT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CX Institutional's CERT Position: Q2 2026 in Review

CX Institutional sold out of Certara (CERT) in Q2 2026, closing a stake of 1,962 shares — an estimated $11K sold.

CX Institutional first reported a position in CERT in Q1 2026 and held it in 1 quarter. The position peaked at $11K in Q1 2026. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

CX Institutional reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
CX Institutional sold 1,962 Certara shares in Q2 2026, an estimated $11K.
CX Institutional first reported a position in Certara in Q1 2026 and held it in 1 quarter.
CX Institutional's Certara position peaked at $11K in Q1 2026.
241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.