Certara Inc (CERT) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

CERT ranks #2553 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CERT is a top-conviction position for Haveli Investment Management LLC — at 26.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CERT belongs to California State Teachers Retirement System, but the position matters far more to Haveli Investment Management LLC, who has 26.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Jefferies Financial Group Inc. has added to its CERT position for two straight quarters, increasing it by $19.7M to reach $46.4M today.

Wasatch Advisors LP has trimmed its CERT position for two straight quarters, cutting it by $123.6M while still holding $28.2M.

CERT is up 2.2% today, and institutions have been net buyers of $139.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CERT reported a net loss of $68.4M over the trailing twelve months.

• Not yet profitable — net loss of $68.4M over the trailing twelve months
• Revenue grew 3.8% year over year
• Net income declined year over year, from $8.0M to -$68.4M
• Generated $96.3M in positive operating cash flow
• Current ratio of 2.05x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.46x equity — within a conventional range