New Positions
60 managers initiated
Top five by reported value
Certara Inc NASDAQ NMS - GLOBAL MARKET:CERT
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
60 new73 added123 reduced41 exited
Total Institutional Holders
256
as of 2025-12-31
Top Holder
WASATCH ADVISORS INC
$151.7M
Largest QoQ Increase
Jefferies Financial Group Inc.
+3,031,374 sh
Largest QoQ Decrease
AMERIPRISE FINANCIAL INC
-3,386,757 sh
New Positions(60)
Added To(73)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,926,863 | +18,838 | $122.7M | -$47.3M | 0.1% |
| DIMENSIONAL FUND ADVISORS LP | 8,387,484 | +35,203 | $73.9M | -$28.2M | 0.4% |
| CITADEL ADVISORS LLC | 3,215,412 | +2,037,001 | $28.3M | +$13.9M | 172.8% |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 7,808,605 | +1,069,068 | $68.8M | -$13.6M | 15.9% |
| STATE STREET CORP | 3,918,784 | +83,698 | $34.5M | -$12.3M | 2.2% |
| Topline Capital Management, LLC | 1,990,927 | +1,444,456 | $17.5M | +$10.9M | 264.3% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2,272,823 | +1,299,109 | $20.0M | +$8.1M | 133.4% |
| MORGAN STANLEY | 5,055,818 | +1,882,136 | $44.5M | +$5.8M | 59.3% |
| Nuveen, LLC | 800,628 | +581,662 | $7.1M | +$4.4M | 265.6% |
| Dixon Mitchell Investment Counsel Inc. | 1,546,299 | +679,919 | $13.6M | +$3.0M | 78.5% |
| SEI INVESTMENTS CO | 1,100,847 | +112,458 | $9.7M | -$2.4M | 11.4% |
| LAZARD ASSET MANAGEMENT LLC | 437,767 | +313,353 | $3.9M | +$2.3M | 251.9% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 670,772 | +839 | $5.9M | -$2.3M | 0.1% |
| FIRST TRUST ADVISORS LP | 279,496 | +263,123 | $2.5M | +$2.3M | 1607.0% |
| MARSHALL WACE, LLP | 798,182 | +64,153 | $7.0M | -$1.9M | 8.7% |
| Pier Capital, LLC | 840,449 | +85,849 | $7.4M | -$1.8M | 11.4% |
| 1492 Capital Management LLC | 388,540 | +256,139 | $3.4M | +$1.8M | 193.4% |
| UBS Group AG | 2,489,603 | +837,648 | $21.9M | +$1.7M | 50.7% |
| Public Sector Pension Investment Board | 484,710 | +14,800 | $4.3M | -$1.5M | 3.1% |
| Roubaix Capital, LLC | 563,064 | +43,288 | $5.0M | -$1.4M | 8.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 843,796 | +141,372 | $7.4M | -$1.1M | 20.1% |
| Granahan Investment Management, LLC | 460,797 | +34,798 | $4.1M | -$1.1M | 8.2% |
| GOLDMAN SACHS GROUP INC | 346,102 | +16,210 | $3.0M | -$982.1K | 4.9% |
| RAYMOND JAMES FINANCIAL INC | 936,154 | +204,053 | $8.2M | -$698.8K | 27.9% |
| Kopion Asset Management, LLC | 982,710 | +327,064 | $8.7M | +$645.7K | 49.9% |
| Select Equity Group, L.P. | 1,491,161 | +371,065 | $13.1M | -$550.4K | 33.1% |
| D. E. Shaw & Co., Inc. | 146,401 | +78,669 | $1.3M | +$462.1K | 116.1% |
| TORONTO DOMINION BANK | 83,939 | +54,677 | $738.7K | +$381.7K | 186.8% |
| LPL Financial LLC | 103,242 | +207 | $909.6K | -$349.5K | 0.2% |
| BARCLAYS PLC | 56,660 | +26,556 | $662.9K | +$295.1K | 88.2% |
| B. Metzler seel. Sohn & Co. AG | 249,565 | +49,168 | $2.2M | -$250.2K | 24.5% |
| Illinois Municipal Retirement Fund | 64,394 | +3,662 | $567.3K | -$174.8K | 6.0% |
| Bellevue Group AG | 99,442 | +39,995 | $876.1K | +$149.6K | 67.3% |
| Squarepoint Ops LLC | 78,546 | +33,730 | $692.0K | +$144.3K | 75.3% |
| JPMORGAN CHASE & CO | 112,044 | +20,927 | $987.1K | -$127.1K | 23.0% |
| CIBC Private Wealth Group, LLC | 309,866 | +77,143 | $2.7M | -$114.0K | 33.1% |
| Gotham Asset Management, LLC | 640,713 | +169,591 | $5.6M | -$112.4K | 36.0% |
| STIFEL FINANCIAL CORP | 28,844 | +468 | $254.1K | -$92.6K | 1.6% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 27,331 | +200 | $240.8K | -$90.8K | 0.7% |
| Brooklyn Investment Group | 26,190 | +13,131 | $231.8K | +$83.2K | 100.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,975 | +2,870 | $78.5K | +$77.2K | 2733.3% |
| Central Pacific Bank - Trust Division | 15,792 | +8,752 | $139.1K | +$53.1K | 124.3% |
| DEUTSCHE BANK AG\ | 17,191 | +481 | $151.5K | -$52.7K | 2.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15,764 | +603 | $138.9K | -$46.4K | 4.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 13,653 | +159 | $120.3K | -$44.6K | 1.2% |
| Vontobel Holding Ltd. | 13,845 | +790 | $122.0K | -$37.6K | 6.0% |
| SUMMITRY LLC | 23,240 | +3,426 | $204.7K | -$37.4K | 17.3% |
| CI Private Wealth, LLC | 12,606 | +307 | $111.1K | -$32.8K | 2.5% |
| ALLIANCEBERNSTEIN L.P. | 79,850 | +19,650 | $703.5K | -$32.2K | 32.6% |
| Tejara Capital Ltd | 381,552 | +108,500 | $3.4M | +$24.8K | 39.7% |
| Tower Research Capital LLC (TRC) | 3,870 | +3,052 | $34.1K | +$24.1K | 373.1% |
| Pacer Advisors, Inc. | 10,222 | +888 | $90.1K | -$24.0K | 9.5% |
| Caitong International Asset Management Co., Ltd | 2,646 | +2,637 | $23.3K | +$23.2K | 29300.0% |
| Summit Trail Advisors, LLC | 64,794 | +19,403 | $570.8K | +$16.2K | 42.7% |
| Galvin, Gaustad & Stein, LLC | 24,651 | +8,138 | $217.2K | +$15.4K | 49.3% |
| QUADRANT CAPITAL GROUP LLC | 1,702 | +1,504 | $15.0K | +$12.6K | 759.6% |
| SJS Investment Consulting Inc. | 1,165 | +1,162 | $10.3K | +$10.2K | 38733.3% |
| STRS OHIO | 2,904 | +5 | $25.6K | -$9.8K | 0.2% |
| GAMMA Investing LLC | 2,744 | +34 | $24.2K | -$8.9K | 1.3% |
| Rockefeller Capital Management L.P. | 1,287 | +1,082 | $11.3K | +$8.8K | 527.8% |
| T. Rowe Price Investment Management, Inc. | 829,683 | +829,540 | $7.3K | +$7.3K | 580097.9% |
| US BANCORP \DE\ | 1,310 | +31 | $11.5K | -$4.1K | 2.4% |
| Salomon & Ludwin, LLC | 1,387 | +611 | $12.5K | +$2.4K | 78.7% |
| Parkside Financial Bank & Trust | 269 | +221 | $2.4K | +$1.8K | 460.4% |
| UMB Bank, n.a. | 449 | +61 | $4.0K | -$785 | 15.7% |
| WealthCollab, LLC | 3,500 | +1,000 | $30.8K | +$285 | 40.0% |
| SG Americas Securities, LLC | 49,886 | +35,359 | $439 | +$261 | 243.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 105,076 | +15,722 | $926 | -$166 | 17.6% |
| Farther Finance Advisors, LLC | 77 | +10 | $678 | -$141 | 14.9% |
| AMALGAMATED BANK | 37,175 | +9 | $328 | -$126 | 0.0% |
| HARBOR CAPITAL ADVISORS, INC. | 39,971 | +17,326 | $352 | +$75 | 76.5% |
| HANTZ FINANCIAL SERVICES, INC. | 2,144 | +1,982 | $19 | +$17 | 1223.5% |
| CWM, LLC | 1,014 | +735 | $9 | +$6 | 263.4% |
Reduced(123)
Sold Out(41)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| WASATCH ADVISORS INC | 17,223,081 | $151.7M | -175,256 | -1.0% |
| BlackRock, Inc. | 13,926,863 | $122.7M | +18,838 | 0.1% |
| VANGUARD GROUP INC | 11,916,099 | $105.0M | -491,281 | -4.0% |
| DIMENSIONAL FUND ADVISORS LP | 8,387,484 | $73.9M | +35,203 | 0.4% |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 7,808,605 | $68.8M | +1,069,068 | 15.9% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 5,602,777 | $49.4M | -60,722 | -1.1% |
| ArrowMark Colorado Holdings LLC | 5,485,699 | $48.3M | -1,892,844 | -25.6% |
| GENEVA CAPITAL MANAGEMENT LLC | 5,411,712 | $47.7M | -749,042 | -12.2% |
| MORGAN STANLEY | 5,055,818 | $44.5M | +1,882,136 | 59.3% |
| STATE STREET CORP | 3,918,784 | $34.5M | +83,698 | 2.2% |
| BROWN BROTHERS HARRIMAN & CO | 3,764,034 | $33.2M | 0 | 0.0% |
| CITADEL ADVISORS LLC | 3,215,412 | $28.3M | +2,037,001 | 172.8% |
| Jefferies Financial Group Inc. | 3,031,374 | $26.7M | +3,031,374 | — |
| MACKENZIE FINANCIAL CORP | 2,670,540 | $23.6M | 0 | 0.0% |
| MILLENNIUM MANAGEMENT LLC | 2,653,047 | $23.4M | -418,525 | -13.6% |
| UBS Group AG | 2,489,603 | $21.9M | +837,648 | 50.7% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2,272,823 | $20.0M | +1,299,109 | 133.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,166,624 | $19.1M | -106,407 | -4.7% |
| Capital World Investors | 2,160,079 | $19.0M | 0 | 0.0% |
| Topline Capital Management, LLC | 1,990,927 | $17.5M | +1,444,456 | 264.3% |
New & Closed Positions this quarter
Closed Positions
41 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for CERT against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.