Stifel Financial
CERT icon

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
Q2 		$111K Sell
16,991
-989
-6% -$5.57K ﹤0.01% 3604
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
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

Stifel Financial's CERT Position: Q2 2026 in Review

Stifel Financial reduced its Certara (CERT) stake by 5.5% in Q2 2026, selling an estimated $5.57K and leaving 16,991 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

Stifel Financial first reported a position in CERT in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.23M in Q4 2021. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Stifel Financial held 16,991 shares of Certara worth $111K as of Q2 2026.
  • Stifel Financial sold 989 Certara shares in Q2 2026, an estimated $5.57K.
  • Certara made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3604 holding.
  • Stifel Financial first reported a position in Certara in Q1 2021 and has held it in 20 quarters since.
  • Stifel Financial's Certara position peaked at $4.23M in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.