FFA
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Farther Finance Advisors’s Certara CERT Stock Holding History

Farther Finance Advisors’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 		$24.9K Buy
2,705
+364
+16% +$2.87K ﹤0.01% 3967
2026
Q2 		$15.3K Buy
2,341
+1,789
+324% +$10.1K ﹤0.01% 4154
2026
Q1 		$3.04K Buy
552
+475
+617% +$3.63K ﹤0.01% 4732
2025
Q4 		$678 Buy
77
+10
+15% +$103 ﹤0.01% 4997
2025
Q3 		$819 Buy
67
+24
+56% +$263 ﹤0.01% 4425
2025
Q2 		$503 Hold
43
– – ﹤0.01% 4040
2025
Q1 		$424 Hold
43
– – ﹤0.01% 3802
2024
Q4 		$458 Sell
43
-44
-51% -$478 ﹤0.01% 3457
2024
Q3 		$1.02K Sell
87
-15
-15% -$198 ﹤0.01% 3239
2024
Q2 		$1.39K Sell
102
-8
-7% -$131 ﹤0.01% 2942
2024
Q1 		$1.98K Hold
110
– – ﹤0.01% 2493
2023
Q4 		$1.94K Buy
+110
New +$1.61K ﹤0.01% 2441
2023
Q1 		– Sell
-144
Closed -$2.31K – 2364
2022
Q4 		$2.31K Buy
+144
New +$2.09K ﹤0.01% 1403

Other funds holding CERT

KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's CERT Position: Q3 2026 in Review

Farther Finance Advisors increased its Certara (CERT) stake by 16% in Q3 2026, buying an estimated $2.87K and bringing the position to 2,705 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3967.

Farther Finance Advisors first reported a position in CERT in Q4 2022 and has held it in 13 quarters since. 8 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • Farther Finance Advisors held 2,705 shares of Certara worth $24.9K as of Q3 2026.
  • Farther Finance Advisors bought 364 Certara shares in Q3 2026, an estimated $2.87K.
  • Certara made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3967 holding.
  • Farther Finance Advisors first reported a position in Certara in Q4 2022 and has held it in 13 quarters since.
  • 8 funds tracked by Wall St. Rank held Certara as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.