Summit Creek Advisors’s Certara CERT Stock Holding History

Summit Creek Advisors’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
2023 Q3	–	Sell	-373,886	Closed	-$6.81M	–	67
2023 Q2	$6.81M	Sell	373,886 -229,026	-38%	-$4.84M	0.85%	50
2023 Q1	$14.5M	Buy	602,912 +6,501	+1%	+$128K	1.89%	24
2022 Q4	$9.58M	Buy	596,411 +1,758	+0.3%	+$25.5K	1.3%	37
2022 Q3	$7.9M	Sell	594,653 -17,923	-3%	-$331K	1.09%	41
2022 Q2	$13.1M	Buy	612,576 +370,337	+153%	+$7.31M	1.68%	33
2022 Q1	$5.2M	Buy	242,239 +910	+0.4%	+$21.9K	0.59%	51
2021 Q4	$6.86M	Buy	241,329 +6,754	+3%	+$227K	0.69%	48
2021 Q3	$7.76M	Buy	234,575 +16,160	+7%	+$488K	0.82%	48
2021 Q2	$6.19M	Buy	218,415 +12,977	+6%	+$360K	0.74%	50
2021 Q1	$5.61M	Buy	205,438 +139,488	+212%	+$4.64M	0.67%	50
2020 Q4	$2.22M	Buy	+65,950	New	+$2.42M	0.29%	54

Other funds holding CERT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Summit Creek Advisors's CERT Position: Q3 2023 in Review

Summit Creek Advisors sold out of Certara (CERT) in Q3 2023, closing a stake of 373,886 shares — an estimated $6.81M sold.

Summit Creek Advisors first reported a position in CERT in Q4 2020 and held it in 11 quarters. The position peaked at $14.5M in Q1 2023. 202 funds tracked by Wall St. Rank hold CERT as of Q3 2023.

Summit Creek Advisors reported no remaining Certara position as of Q3 2023 after selling out during the quarter.
Summit Creek Advisors sold 373,886 Certara shares in Q3 2023, an estimated $6.81M.
Summit Creek Advisors first reported a position in Certara in Q4 2020 and held it in 11 quarters.
Summit Creek Advisors's Certara position peaked at $14.5M in Q1 2023.
202 funds tracked by Wall St. Rank held Certara as of Q3 2023.

Based on Summit Creek Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.