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Certara

241 hedge funds and large institutions have $1.73B invested in Certara in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

8.7% more ownership

Funds ownership: 79.19%87.88% (+8.7%)

3% more funds holding

Funds holding: 235241 (+6)

1% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 87

Holders
241
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$18K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QC
201
Quent Capital
New York
$3.18K
MCM
202
MAI Capital Management
Ohio
$3.13K
GLF
203
Groupe la Francaise
France
$3.11K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$3K
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$2.5K
QCG
206
Quadrant Capital Group
Ohio
$2.42K
HFS
207
Hantz Financial Services
Michigan
$2K
T. Rowe Price Investment Management
208
T. Rowe Price Investment Management
Maryland
$2K
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$1.91K
TPCW
210
TD Private Client Wealth
New York
$1.38K
CT
211
Clearstead Trust
Maine
$1.34K
GSWM
212
Golden State Wealth Management
California
$1.33K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$1.28K
RFP
214
Root Financial Partners
California
$1.26K
S
215
SignatureFD
Georgia
$1.25K
CTWM
216
Cherry Tree Wealth Management
Minnesota
$1.22K
HBW
217
Hazlett, Burt & Watson
West Virginia
$1K
C
218
Covestor
United Kingdom
$1K
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$978
SHIM
220
Stone House Investment Management
Pennsylvania
$880
Jones Financial Companies
221
Jones Financial Companies
Missouri
$861
FFA
222
Farther Finance Advisors
California
$819
TWD
223
True Wealth Design
Ohio
$746
SC
224
SouthState Corp
Florida
$673
MCM
225
MV Capital Management
Maryland
$636