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Certara

253 hedge funds and large institutions have $768M invested in Certara in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 102 increasing their positions, 61 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.38M
Puts
$70K
Net Calls
Net Calls Change

Top Buyers

1 +$29.2M
2 +$11.6M
3 +$10.3M
4
Jane Street
Jane Street
New York
+$9.78M
5
RA
Royce & Associates
New York
+$9.27M

Top Sellers

1 -$91.2M
2 -$20.4M
3 -$20.2M
4
Capital World Investors
Capital World Investors
California
-$19M
5
Morgan Stanley
Morgan Stanley
New York
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$2.35K
PWA
227
Physician Wealth Advisors
Utah
$1.68K
CT
228
Clearstead Trust
Maine
$1.59K
JFA
229
JNBA Financial Advisors
Minnesota
$1.27K
S
230
SignatureFD
Georgia
$1.18K
RIL
231
Rothschild Investment LLC
Illinois
$1.09K
AWM
232
Activest Wealth Management
Florida
$803
CW
233
Curio Wealth
Maryland
$798
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$724
TPCW
235
TD Private Client Wealth
New York
$644
GSWM
236
Golden State Wealth Management
California
$621
SPIA
237
Steward Partners Investment Advisory
New York
$462
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$456
Jones Financial Companies
239
Jones Financial Companies
Missouri
$420
SWM
240
SHP Wealth Management
Massachusetts
$370
MCM
241
MV Capital Management
Maryland
$354
AGWCA
242
Annis Gardner Whiting Capital Advisors
Florida
$268
TPWA
243
Twin Peaks Wealth Advisors
California
$268
SIC
244
SJS Investment Consulting
Ohio
$194
SS
245
SBI Securities
Japan
$177
PFBT
246
Parkside Financial Bank & Trust
Missouri
$160
GWM
247
Gilpin Wealth Management
Colorado
$143
CMA
248
Cedar Mountain Advisors
Oregon
$120
TFA
249
Transamerica Financial Advisors
Florida
$114
GSEP
250
Golden State Equity Partners
California
$57