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Certara

239 hedge funds and large institutions have $1.21B invested in Certara in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $596K | Put options by funds: $251K

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 65

8% more funds holding

Funds holding: 222239 (+17)

3.55% more ownership

Funds ownership: 72.27%75.82% (+3.6%)

2% less capital invested

Capital invested by funds: $1.24B → $1.21B (-$30.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
239
Holders Change
+17
Holders Change %
+7.66%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
92
Reduced
65
Closed
33
Calls
$596K
Puts
$251K
Net Calls
+$345K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
251
Bridgefront Capital
Texas
-$161K -15,103 Closed
William Blair & Company
252
William Blair & Company
Illinois
-$152K -14,299 Closed
PTC
253
Petrus Trust Company
Texas
-$150K -14,062 Closed
William Blair Investment Management
254
William Blair Investment Management
Illinois
-$147K -13,827 Closed
STA
255
Summit Trail Advisors
New York
-$138K -12,971 Closed
MSAM
256
Moloney Securities Asset Management
Missouri
-$128K -12,000 Closed
VWM
257
Venturi Wealth Management
Texas
-$29.9K -2,808 Closed
MG
258
Mather Group
Illinois
-$8.29K -778 Closed
AssetMark Inc
259
AssetMark Inc
California
-$5.33K -500 Closed
CFGS
260
Concourse Financial Group Securities
Alabama
-$2.73K -210 Closed
AWM
261
Avior Wealth Management
Nebraska
-$1.83K -172 Closed
PA
262
Pineridge Advisors
Missouri
-$1.37K -129 Closed
S
263
Sachetta
Massachusetts
-$1.06K -100 Closed
Creative Planning
264
Creative Planning
Kansas
-$618 -58 Closed
S
265
SignatureFD
Georgia
-$309 -29 Closed
AWM
266
Abound Wealth Management
Tennessee
-$160 -15 Closed
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
-$128 -12 Closed
NA
268
NewEdge Advisors
Louisiana
-$85 -8 Closed
HWM
269
Hemington Wealth Management
Virginia
+$24 +2 +25%
HFS
270
Hantz Financial Services
Michigan
+$182 +15 New
AW
271
Avion Wealth
Texas
+$534 +44 New

CERT Hedge Fund Activity: Q1 2025 in Review

239 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Certara (CERT) for Q1 2025, worth a combined $1.21B — down 2.5% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CERT positions and 33 closed out — a net gain of 19 holders — while 92 added to existing stakes and 65 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $26.2M. The largest seller was JP Morgan Chase, cutting an estimated $29M.

  • 239 institutional investors held Certara (CERT) as of Q1 2025, up from 222 in Q4 2024.
  • Funds reported $1.21B of Certara stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 52 funds opened new Certara positions in Q1 2025 and 33 closed out, a net change of +19 holders.
  • The largest Certara buyer in Q1 2025 was Capital World Investors, an estimated $26.2M added.
  • The largest Certara seller in Q1 2025 was JP Morgan Chase, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2025.