Root Financial Partners’s Certara CERT Stock Holding History

Root Financial Partners’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 Q1	–	Sell	-23	Closed	-$203	–	3483
2025 Q4	$203	Sell	23 -80	-78%	-$824	﹤0.01%	2295
2025 Q3	$1.26K	Buy	+103	New	+$1.13K	﹤0.01%	2023

Other funds holding CERT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's CERT Position: Q1 2026 in Review

Root Financial Partners sold out of Certara (CERT) in Q1 2026, closing a stake of 23 shares — an estimated $203 sold.

Root Financial Partners first reported a position in CERT in Q3 2025 and held it in 2 quarters. The position peaked at $1.26K in Q3 2025. 254 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

Root Financial Partners reported no remaining Certara position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 23 Certara shares in Q1 2026, an estimated $203.
Root Financial Partners first reported a position in Certara in Q3 2025 and held it in 2 quarters.
Root Financial Partners's Certara position peaked at $1.26K in Q3 2025.
254 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.