Jefferies Financial Group Inc. CERT CERTARA INC

Ownership history in Jefferies Financial Group Inc.  ·  23 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported CERTARA INC (CERT) in 23 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows CERT at 0.27% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CERT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group 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
2026 Q1

CERT was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How Jefferies Financial Group 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,858,209 +3,826,835 +126.2% 0.27% $39.1M 2026-05-08 $6.31
2025 Q4 ADDED 3,031,374 +2,935,390 +3058.2% 0.14% $26.7M 2026-02-09 $7.17
2025 Q1 REDUCED 35.9% +18.2% 95,984 -53,850 -35.9% 0.01% $950K 2025-05-08 $11.87
2024 Q3 REDUCED 95.1% -10.0% 149,834 -2,881,540 -95.1% 0.01% $1.8M 2024-11-14 $10.53
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Jefferies Financial Group 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 Jefferies Financial Group Inc. reported owning CERT?

Jefferies Financial Group Inc. reported CERT across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CERT position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for CERT was 0.27% in 2026 Q1.

What is the latest reported CERT position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 6,858,209 shares, equal to 0.27% of portfolio, with an estimated market value of $39.1M.

What does the chart on this CERT ownership page compare?

The chart compares Jefferies Financial Group 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 Jefferies Financial Group Inc. time their CERT position?

Based on 13F filing dates vs. subsequent CERT price moves, Jefferies Financial Group Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CERT relative to SPY over the holding period was -4.0%.

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