KAM
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Kopion Asset Management’s Certara CERT Stock Holding History

Kopion 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
Q3 		$14.1M Sell
1,532,364
-326,175
-18% -$2.57M 9.01% 2
2026
Q2 		$12.2M Buy
1,858,539
+570,087
+44% +$3.21M 7.69% 5
2026
Q1 		$7.34M Buy
1,288,452
+305,742
+31% +$2.33M 5.71% 9
2025
Q4 		$8.66M Buy
982,710
+327,064
+50% +$3.37M 6.19% 8
2025
Q3 		$8.01M Buy
655,646
+66,756
+11% +$730K 5.19% 10
2025
Q2 		$6.89M Sell
588,890
-11,269
-2% -$133K 4.65% 11
2025
Q1 		$5.94M Buy
600,159
+44,516
+8% +$541K 4.62% 12
2024
Q4 		$5.92M Buy
555,643
+175,005
+46% +$1.9M 4.15% 14
2024
Q3 		$4.46M Buy
+380,638
New +$5.02M 3.21% 15

Other funds holding CERT

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Kopion Asset Management's CERT Position: Q3 2026 in Review

Kopion Asset Management reduced its Certara (CERT) stake by 18% in Q3 2026, selling an estimated $2.57M and leaving 1,532,364 shares worth $14.1M. The position accounts for 9.01% of the portfolio, ranked #2.

Kopion Asset Management first reported a position in CERT in Q3 2024 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • Kopion Asset Management held 1,532,364 shares of Certara worth $14.1M as of Q3 2026.
  • Kopion Asset Management sold 326,175 Certara shares in Q3 2026, an estimated $2.57M.
  • Certara made up 9.01% of Kopion Asset Management's portfolio in Q3 2026, its #2 holding.
  • Kopion Asset Management first reported a position in Certara in Q3 2024 and has held it in 9 quarters since.
  • 8 funds tracked by Wall St. Rank held Certara as of Q3 2026.

Based on Kopion Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.