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O'Shaughnessy Asset Management’s Certara CERT Stock Holding History

O'Shaughnessy 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 		– Sell
-20,309
Closed -$116K – 2656
2026
Q1 		$116K Buy
20,309
+4,545
+29% +$34.7K ﹤0.01% 2101
2025
Q4 		$139K Buy
15,764
+603
+4% +$6.21K ﹤0.01% 2065
2025
Q3 		$185K Buy
15,161
+278
+2% +$3.04K ﹤0.01% 1972
2025
Q2 		$174K Sell
14,883
-1,803
-11% -$21.3K ﹤0.01% 1860
2025
Q1 		$165K Buy
16,686
+3,743
+29% +$45.5K ﹤0.01% 1813
2024
Q4 		$138K Buy
12,943
+2,202
+21% +$23.9K ﹤0.01% 1813
2024
Q3 		$121K Buy
+10,741
New +$142K ﹤0.01% 1776
2021
Q4 		– Sell
-489
Closed -$16K – 1448
2021
Q3 		$16K Buy
+489
New +$14.8K ﹤0.01% 2017

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

O'Shaughnessy Asset Management's CERT Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Certara (CERT) in Q2 2026, closing a stake of 20,309 shares — an estimated $116K sold.

O'Shaughnessy Asset Management first reported a position in CERT in Q3 2021 and held it in 8 quarters. The position peaked at $185K in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 20,309 Certara shares in Q2 2026, an estimated $116K.
  • O'Shaughnessy Asset Management first reported a position in Certara in Q3 2021 and held it in 8 quarters.
  • O'Shaughnessy Asset Management's Certara position peaked at $185K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.