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 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return