Pathstone Holdings
CERT icon

Pathstone Holdings’s Certara CERT Stock Holding History

Pathstone Holdings’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
-10,193
Closed -$58.1K – 2349
2026
Q1 		$58.1K Sell
10,193
-5,513
-35% -$42.1K ﹤0.01% 2179
2025
Q4 		$138K Sell
15,706
-5,111
-25% -$52.6K ﹤0.01% 2147
2025
Q3 		$254K Buy
20,817
+7,396
+55% +$80.9K ﹤0.01% 2092
2025
Q2 		$157K Buy
+13,421
New +$159K ﹤0.01% 2082

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

Pathstone Holdings's CERT Position: Q2 2026 in Review

Pathstone Holdings sold out of Certara (CERT) in Q2 2026, closing a stake of 10,193 shares — an estimated $58.1K sold.

Pathstone Holdings first reported a position in CERT in Q2 2025 and held it in 4 quarters. The position peaked at $254K in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Pathstone Holdings reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
  • Pathstone Holdings sold 10,193 Certara shares in Q2 2026, an estimated $58.1K.
  • Pathstone Holdings first reported a position in Certara in Q2 2025 and held it in 4 quarters.
  • Pathstone Holdings's Certara position peaked at $254K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.