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Haveli Investment Management’s Certara CERT Stock Holding History

Haveli Investment 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 		$48.5M Buy
+7,400,000
New +$41.7M 26.95% 2

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Haveli Investment Management's CERT Position: Q2 2026 in Review

Haveli Investment Management opened a new position in Certara (CERT) in Q2 2026: 7,400,000 shares worth $48.5M. The stake represents 26.95% of the portfolio and ranks #2 among its holdings.

226 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Haveli Investment Management held 7,400,000 shares of Certara worth $48.5M as of Q2 2026.
  • Certara was a new Haveli Investment Management position in Q2 2026.
  • Certara made up 26.95% of Haveli Investment Management's portfolio in Q2 2026, its #2 holding.
  • 226 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Haveli Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.