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Certara

237 hedge funds and large institutions have $1.72B invested in Certara in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 37 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 capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

8.61% more ownership

Funds ownership: 79.24%87.85% (+8.6%)

0% more funds holding

Funds holding: 236237 (+1)

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

Holders
237
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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$3K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$2.5K
QCG
203
Quadrant Capital Group
Ohio
$2.42K
HFS
204
Hantz Financial Services
Michigan
$2K
T. Rowe Price Investment Management
205
T. Rowe Price Investment Management
Maryland
$2K
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$1.91K
TPCW
207
TD Private Client Wealth
New York
$1.38K
CT
208
Clearstead Trust
Maine
$1.34K
GSWM
209
Golden State Wealth Management
California
$1.33K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$1.28K
RFP
211
Root Financial Partners
California
$1.26K
S
212
SignatureFD
Georgia
$1.25K
CTWM
213
Cherry Tree Wealth Management
Minnesota
$1.22K
HBW
214
Hazlett, Burt & Watson
West Virginia
$1K
C
215
Covestor
United Kingdom
$1K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$978
SHIM
217
Stone House Investment Management
Pennsylvania
$880
Jones Financial Companies
218
Jones Financial Companies
Missouri
$861
FFA
219
Farther Finance Advisors
California
$819
TWD
220
True Wealth Design
Ohio
$746
SC
221
SouthState Corp
Florida
$673
PFBT
222
Parkside Financial Bank & Trust
Missouri
$587
FC
223
Financial Consulate
Maryland
$563
BFS
224
Bare Financial Services
Pennsylvania
$415
SS
225
SBI Securities
Japan
$379