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Edgestream Partners’s Certara CERT Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-365,708
Closed -$3.89M – 865
2024
Q4 		$3.89M Buy
365,708
+213,549
+140% +$2.32M 0.17% 231
2024
Q3 		$1.78M Buy
+152,159
New +$2.01M 0.08% 436

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgestream Partners's CERT Position: Q1 2025 in Review

Edgestream Partners sold out of Certara (CERT) in Q1 2025, closing a stake of 365,708 shares — an estimated $3.89M sold.

Edgestream Partners first reported a position in CERT in Q3 2024 and held it in 2 quarters. The position peaked at $3.89M in Q4 2024. 239 funds tracked by Wall St. Rank hold CERT as of Q1 2025.

  • Edgestream Partners reported no remaining Certara position as of Q1 2025 after selling out during the quarter.
  • Edgestream Partners sold 365,708 Certara shares in Q1 2025, an estimated $3.89M.
  • Edgestream Partners first reported a position in Certara in Q3 2024 and held it in 2 quarters.
  • Edgestream Partners's Certara position peaked at $3.89M in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Certara as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.