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Certara
CERT

Overview Fund Activity

234 hedge funds and large institutions have $1.5B invested in Certara in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 90 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-6
Holders Change %
-2.5%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
74
Reduced
90
Closed
48
Calls
$708K
Puts
$430K
Net Calls
+$278K
Net Calls Change
-$67K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$158M
2
DM
2
Deerfield Management
New York
$45.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$17.7M
4
Ameriprise
4
Ameriprise
Minnesota
$63.9M
5
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$66.4M

Top Sellers

1
RP
1
Riverbridge Partners
Minnesota
$512K
2
ECM
2
ExodusPoint Capital Management
New York
$818K
3
DG
3
Daventry Group
New York
$0
4
BBHC
4
Brown Brothers Harriman & Co
New York
$32.7M
5
GAM
5
Gotham Asset Management
New York
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
176
State of Wyoming
Wyoming
$65.7K -$76K -6,499 -54%
NAAA
177
New Age Alpha Advisors
New York
$63K +$63K +5,387 New
KBC Group
178
KBC Group
Belgium
$61K – – –
MYIA
179
Mount Yale Investment Advisors
Colorado
$59.4K +$59.4K +5,081 New
Wells Fargo
180
Wells Fargo
California
$57.4K +$28.2K +2,408 +97%
GRP
181
Global Retirement Partners
California
$45.5K +$45.5K +3,887 New
FHA
182
First Horizon Advisors
Tennessee
$34.3K +$4.51K +385 +15%
US Bancorp
183
US Bancorp
Minnesota
$34.2K -$80.5K -6,878 -70%
SO
184
STRS Ohio
Ohio
$33.9K +$33.9K +2,897 New
W
185
WealthCollab
Washington
$29.3K – – –
Osaic Holdings
186
Osaic Holdings
Arizona
$28.5K +$2.69K +242 +10%
AF
187
Advisornet Financial
Minnesota
$25.4K +$25.4K +2,172 New
MIM
188
MetLife Investment Management
New Jersey
$23.6K -$1.67K -143 -7%
VCM
189
Versant Capital Management
Arizona
$20.2K -$11.6K -991 -36%
SPIA
190
Steward Partners Investment Advisory
New York
$9.79K +$9.79K +837 New
AEPWM
191
Atlantic Edge Private Wealth Management
Florida
$9.36K +$9.36K +800 New
IA
192
IFP Advisors
Florida
$8.55K -$287 – –
Jones Financial Companies
193
Jones Financial Companies
Missouri
$7.47K +$7.47K +656 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$6.69K -$28.1K -2,403 -81%
PA
195
Parallel Advisors
California
$6.46K -$1.65K -141 -20%
Bessemer Group
196
Bessemer Group
New Jersey
$5K -$9.38K -880 -65%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.68K -305 -42%
AAP
198
Arax Advisory Partners
Colorado
$4.34K -$772 -66 -15%
UB
199
UMB Bank
Missouri
$4.31K -$2.43K -208 -36%
EWA
200
EverSource Wealth Advisors
Alabama
$4.21K -$2.07K -177 -33%
6 7
8
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