Atria Investments, Inc CERT — CERTARA INC

Ownership history in Atria Investments, Inc  ·  6 quarters on record

AI Ownership Summary

Atria Investments, Inc reported CERTARA INC (CERT) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows CERT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CERT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in CERTARA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CERT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CERT stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held CERT — position size vs. price
% of Fund (quarterly)    CERT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5.1% -27.6% ✅ 10,915 -581 -5.1% 0.00% $133K 2025-11-06 $11.27
2025 Q2 REDUCED 34.8% +4.1% ❌ 11,496 -6,123 -34.8% 0.00% $135K 2025-08-04 $9.94
2025 Q1 ADDED — — — 17,619 +3,468 +24.5% 0.00% $174K 2025-05-06 $11.37
2024 Q4 REDUCED 28.3% -7.0% ✅ 14,151 -5,592 -28.3% 0.00% $151K 2025-02-06 $13.61
2024 Q3 ADDED — — — 19,743 +3,501 +21.6% 0.00% $231K 2024-11-01 $10.25
2024 Q2 INITIATED — — — 16,242 — — 0.00% $225K 2024-08-13 $12.45

🏢 Other funds also holding CERT

As of 2026 Q1 — sorted by position size

Kopion Asset Management, LLC 3Y 5.71% Tejara Capital Ltd 3Y 1.49% NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.89% Topline Capital Management, LLC 0.71% ArrowMark Colorado Holdings LLC 3Y 7Y 0.7% DEERFIELD MANAGEMENT COMPANY, L.P. 3Y 7Y 0.53% Bastion Asset Management Inc. 0.35% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 0.33% Dixon Mitchell Investment Counsel Inc. 0.3% Jefferies Financial Group Inc. 3Y 7Y 0.27%

FAQ About Atria Investments, Inc and CERT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning CERT?

Atria Investments, Inc reported CERT across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported CERT position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for CERT was 0.00% in 2024 Q2.

What is the latest reported CERT position on this page?

The most recent filing on this page is 2025 Q3, when Atria Investments, Inc reported 10,915 shares, equal to 0.00% of portfolio, with an estimated market value of $133K.

What does the chart on this CERT ownership page compare?

The chart compares Atria Investments, Inc's quarterly CERT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their CERT position?

Based on 13F filing dates vs. subsequent CERT price moves, Atria Investments, Inc correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CERT relative to SPY over the holding period was -23.3%.

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