13F

Stock

Certara, Inc.

CERT · held by 9 managers

Reported value

$49.8M

Holders

9

+1 new · −1 exited

Holders’ est. mark

$15.7K

Price effect on 1 books still in the name

Largest holder

$38.8M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY3.17M$38.8M—Held
BANK OF AMERICA CORP /DE/701.5K$8.57M—Held
SUMMIT WEALTH GROUP LLC / CO27.9K$1.87M—Held
BARCLAYS PLC30.1K$367.9K$15.7KCut−$295.1K
Leonteq Securities AG18K$220K—New
IFP Advisors, Inc1.48K$18.1K—Held
Allworth Financial LP390$4.77K—Held
MV CAPITAL MANAGEMENT, INC.52$636—Held
KBC Group NV5.24K$64—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.