Envestnet Asset Management
CERT icon

Envestnet Asset Management’s Certara CERT Stock Holding History

Envestnet 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 		$86.2K Sell
13,166
-212,872
-94% -$1.2M ﹤0.01% 4769
2026
Q1 		$1.29M Buy
226,038
+80,200
+55% +$612K ﹤0.01% 3306
2025
Q4 		$1.28M Sell
145,838
-220,857
-60% -$2.28M ﹤0.01% 3130
2025
Q3 		$4.48M Sell
366,695
-41,932
-10% -$459K ﹤0.01% 2331
2025
Q2 		$4.78M Sell
408,627
-102,608
-20% -$1.21M ﹤0.01% 2222
2025
Q1 		$5.06M Buy
511,235
+97,179
+23% +$1.18M ﹤0.01% 2116
2024
Q4 		$4.41M Sell
414,056
-43,117
-9% -$468K ﹤0.01% 2188
2024
Q3 		$5.35M Sell
457,173
-116,487
-20% -$1.54M ﹤0.01% 2069
2024
Q2 		$7.95M Buy
573,660
+43,403
+8% +$713K ﹤0.01% 1702
2024
Q1 		$9.48M Buy
530,257
+219,539
+71% +$3.79M ﹤0.01% 1554
2023
Q4 		$5.47M Sell
310,718
-24,722
-7% -$362K ﹤0.01% 1830
2023
Q3 		$4.88M Buy
335,440
+104,616
+45% +$1.76M ﹤0.01% 1815
2023
Q2 		$4.2M Sell
230,824
-179,863
-44% -$3.8M ﹤0.01% 1808
2023
Q1 		$9.9M Buy
410,687
+17,341
+4% +$343K ﹤0.01% 1249
2022
Q4 		$6.32M Sell
393,346
-22,880
-5% -$332K ﹤0.01% 1468
2022
Q3 		$5.53M Buy
416,226
+8,013
+2% +$148K ﹤0.01% 1464
2022
Q2 		$8.76M Sell
408,213
-3,145
-0.8% -$62.1K ﹤0.01% 1207
2022
Q1 		$8.84M Buy
411,358
+39,767
+11% +$955K ﹤0.01% 1281
2021
Q4 		$10.6M Buy
371,591
+263,745
+245% +$8.87M 0.01% 1156
2021
Q3 		$3.57M Buy
+107,846
New +$3.25M ﹤0.01% 1730

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

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

Envestnet Asset Management reduced its Certara (CERT) stake by 94% in Q2 2026, selling an estimated $1.2M and leaving 13,166 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4769.

Envestnet Asset Management first reported a position in CERT in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.6M in Q4 2021. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Envestnet Asset Management held 13,166 shares of Certara worth $86.2K as of Q2 2026.
  • Envestnet Asset Management sold 212,872 Certara shares in Q2 2026, an estimated $1.2M.
  • Certara made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4769 holding.
  • Envestnet Asset Management first reported a position in Certara in Q3 2021 and has held it in 20 quarters since.
  • Envestnet Asset Management's Certara position peaked at $10.6M in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.