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Stifel Financial’s
Certara
CERT
Stock Holding History
Stifel Financial’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
$102K
Sell
17,980
-10,864
-38%
-$82.9K
﹤0.01%
3530
2025
Q4
$254K
Buy
28,844
+468
+2%
+$4.82K
﹤0.01%
3250
2025
Q3
$347K
Sell
28,376
-796
-3%
-$8.71K
﹤0.01%
3028
2025
Q2
$341K
Sell
29,172
-1,587
-5%
-$18.8K
﹤0.01%
2975
2025
Q1
$305K
Buy
30,759
+1,915
+7%
+$23.3K
﹤0.01%
2963
2024
Q4
$307K
Sell
28,844
-950
-3%
-$10.3K
﹤0.01%
2944
2024
Q3
$349K
Sell
29,794
-559
-2%
-$7.38K
﹤0.01%
2880
2024
Q2
$420K
Buy
30,353
+1,650
+6%
+$27.1K
﹤0.01%
2734
2024
Q1
$513K
Buy
+28,703
New
+$495K
﹤0.01%
2592
2023
Q3
–
Sell
-15,700
Closed
-$286K
–
3298
2023
Q2
$286K
Sell
15,700
-124,285
-89%
-$2.62M
﹤0.01%
2849
2023
Q1
$3.38M
Buy
139,985
+8,082
+6%
+$160K
﹤0.01%
1256
2022
Q4
$2.12M
Sell
131,903
-13,692
-9%
-$199K
﹤0.01%
1485
2022
Q3
$1.93M
Sell
145,595
-4,398
-3%
-$81.3K
﹤0.01%
1499
2022
Q2
$3.22M
Buy
149,993
+1,673
+1%
+$33K
0.01%
1202
2022
Q1
$3.19M
Sell
148,320
-465
-0.3%
-$11.2K
﹤0.01%
1308
2021
Q4
$4.23M
Buy
148,785
+139,280
+1,465%
+$4.69M
0.01%
1159
2021
Q3
$315K
Buy
9,505
+580
+6%
+$17.5K
﹤0.01%
2872
2021
Q2
$253K
Buy
8,925
+916
+11%
+$25.4K
﹤0.01%
3008
2021
Q1
$219K
Buy
+8,009
New
+$266K
﹤0.01%
2972
Other funds holding CERT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
DM
Deerfield Management
New York
$8.48B AUM
99.04%
1-Year Est. Return
JFG
Jefferies Financial Group
New York
$8.2B 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
WA
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
$141B AUM
30.34%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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