Haveli Investment Management LLC reported CERTARA INC (CERT) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 26.95% in 2026 Q2. The latest visible filing shows CERT at 26.95% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Haveli Investment Management LLC'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.
CERT was reported at 26.95% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q2 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Haveli Investment Management LLC reported CERT across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.
The largest reported portfolio weight for CERT was 26.95% in 2026 Q2.
The most recent filing on this page is 2026 Q2, when Haveli Investment Management LLC reported 7,400,000 shares, equal to 26.95% of portfolio, with an estimated market value of $48.5M.
The chart compares Haveli Investment Management LLC'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.