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Summit Trail Advisors’s Certara CERT Stock Holding History

Summit Trail 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
2026
Q1 		$694K Buy
121,737
+56,943
+88% +$435K 0.01% 1063
2025
Q4 		$571K Buy
64,794
+19,403
+43% +$200K 0.01% 1035
2025
Q3 		$555K Buy
+45,391
New +$497K 0.01% 1050
2025
Q1 		– Sell
-12,971
Closed -$138K – 430
2024
Q4 		$138K Buy
+12,971
New +$141K 0.01% 370

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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 $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
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Trail Advisors's CERT Position: Q1 2026 in Review

Summit Trail Advisors increased its Certara (CERT) stake by 88% in Q1 2026, buying an estimated $435K and bringing the position to 121,737 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #1063.

Summit Trail Advisors first reported a position in CERT in Q4 2024 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

  • Summit Trail Advisors held 121,737 shares of Certara worth $694K as of Q1 2026.
  • Summit Trail Advisors bought 56,943 Certara shares in Q1 2026, an estimated $435K.
  • Certara made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1063 holding.
  • Summit Trail Advisors first reported a position in Certara in Q4 2024 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.