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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 %
SS
201
SBI Securities
Japan
$3.76K +$211 +18 +6%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$3.5K -$61.5K -5,258 -95%
CIAM
203
Caitong International Asset Management
Hong Kong
$3.48K -$33.2K -2,834 -91%
MCM
204
MAI Capital Management
Ohio
$3.48K +$82 +7 +2%
SAM
205
Smartleaf Asset Management
Massachusetts
$3.21K +$3.21K +282 New
BFS
206
Bare Financial Services
Pennsylvania
$2.47K +$1.22K +104 +97%
Russell Investments Group
207
Russell Investments Group
United Kingdom
$2.46K +$1.93K +165 +367%
CT
208
Clearstead Trust
Maine
$1.88K +$1.88K +161 New
S
209
SignatureFD
Georgia
$1.8K +$1.8K +154 New
CW
210
Curio Wealth
Maryland
$1.64K +$1.64K +140 New
TPCW
211
TD Private Client Wealth
New York
$1.32K -$1.18K -101 -47%
GSWM
212
Golden State Wealth Management
California
$1.28K – – –
CTWM
213
Cherry Tree Wealth Management
Minnesota
$1.17K – – –
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.01K – – –
HBW
215
Hazlett, Burt & Watson
West Virginia
$1K – – –
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$936 – – –
SC
217
SouthState Corp
Florida
$878 -$995 -85 -53%
AF
218
Allworth Financial
California
$644 -$293 -25 -31%
TWD
219
True Wealth Design
Ohio
$609 – – –
FFA
220
Farther Finance Advisors
California
$503 – – –
AA
221
Ancora Advisors
Ohio
$468 +$468 +40 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$398 -$59 -5 -13%
TFM
223
TFC Financial Management
Massachusetts
$398 +$398 +34 New
JWA
224
JFS Wealth Advisors
Pennsylvania
$363 +$340 +29 +1,450%
LFG
225
Larson Financial Group
Missouri
$328 -$12 -1 -3%
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9
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