First Trust Advisors
CERT icon

First Trust Advisors’s Certara CERT Stock Holding History

First Trust 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
Q2 		$15.9M Buy
2,424,222
+1,508,738
+165% +$8.5M 0.01% 1018
2026
Q1 		$5.22M Buy
915,484
+635,988
+228% +$4.85M ﹤0.01% 1412
2025
Q4 		$2.46M Buy
279,496
+263,123
+1,607% +$2.71M ﹤0.01% 1784
2025
Q3 		$200K Sell
16,373
-378,551
-96% -$4.14M ﹤0.01% 2505
2025
Q2 		$4.62M Buy
394,924
+382,187
+3,001% +$4.52M ﹤0.01% 1388
2025
Q1 		$126K Sell
12,737
-393
-3% -$4.77K ﹤0.01% 2496
2024
Q4 		$140K Buy
+13,130
New +$143K ﹤0.01% 2504
2024
Q3 		– Sell
-22,094
Closed -$306K – 2384
2024
Q2 		$306K Sell
22,094
-317,405
-93% -$5.21M ﹤0.01% 2199
2024
Q1 		$6.07M Buy
339,499
+2,358
+0.7% +$40.7K 0.01% 1207
2023
Q4 		$5.93M Buy
+337,141
New +$4.94M 0.01% 1173
2023
Q3 		– Sell
-1,490,814
Closed -$27.1M – 2377
2023
Q2 		$27.1M Buy
1,490,814
+1,030,333
+224% +$21.8M 0.03% 614
2023
Q1 		$11.1M Buy
+460,481
New +$9.1M 0.01% 960
2022
Q4 		– Sell
-679,379
Closed -$9.02M – 2440
2022
Q3 		$9.02M Buy
+679,379
New +$12.6M 0.01% 981
2022
Q2 		– Sell
-22,323
Closed -$479K – 2500
2022
Q1 		$479K Buy
+22,323
New +$536K ﹤0.01% 2266

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

First Trust Advisors's CERT Position: Q2 2026 in Review

First Trust Advisors increased its Certara (CERT) stake by 165% in Q2 2026, buying an estimated $8.5M and bringing the position to 2,424,222 shares worth $15.9M. The position accounts for 0.01% of the portfolio, ranked #1018.

First Trust Advisors first reported a position in CERT in Q1 2022 and has held it in 14 quarters since. The position peaked at $27.1M in Q2 2023. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • First Trust Advisors held 2,424,222 shares of Certara worth $15.9M as of Q2 2026.
  • First Trust Advisors bought 1,508,738 Certara shares in Q2 2026, an estimated $8.5M.
  • Certara made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #1018 holding.
  • First Trust Advisors first reported a position in Certara in Q1 2022 and has held it in 14 quarters since.
  • First Trust Advisors's Certara position peaked at $27.1M in Q2 2023.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.