Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Certara Inc (CERT)

250 + Investors. Track Smart Money conviction in CERT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — CERT

Based on 250 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CERT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
250 hedge funds hold CERT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

159 buying124 selling
Last quarter: 159 funds bought or added vs 124 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~58 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 44 → 59 → 58. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 24% medium ■ 28% new
121 out of 250 hedge funds have held CERT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -8%, value -42%

Value
-41%
Shares
-8%
Last quarter: funds added -8% more shares while total portfolio value only changed -42%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

55 → 42 → 44 → 59 → 58 new funds/Q
New funds entering each quarter: 42 → 44 → 59 → 58. A growing number of institutions are discovering CERT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 13% 1-2yr ■ 29% new
Of 254 current holders: 148 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
46 of 250 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CERT

In 2026 Q1, 159 hedge funds were net buyers of CERT (58 opened a new position, 101 added to an existing one), while 124 reduced or exited (63 trimmed, 61 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 33% of total institutional value in CERT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 250.

Hedge Fund Ownership: CERT

How many hedge funds hold CERT — quarterly history vs. share price
Quarterly hedge fund ownership of CERT vs. share price

Market Analysis: CERT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CERT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Certara Inc (CERT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CERT has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
CERT
-8.8%
XLV
+4.9%

CERT outperformed XLV by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CERT
+16.1%
XLV
+6.0%

Since the filing became public, CERT outperformed XLV by +10.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: CERT
250 + Investors

Track Smart Money conviction in CERT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 250 253 -1.19%
13F Shares 135M 147M -8.18%
Total Value $752M $1.29B -41.86%
New Positions 58 59 -1
Increased Positions 101 72 +29
Closed Positions 61 37 +24
Reduced Positions 61 91 -30
Total Calls 3 2 50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: CERT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

250 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CERT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CERT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kopion Asset Management, LLC 5.71% 1,288,452 $7.3M
2 Tejara Capital Ltd 1.49% 792,121 $4.5M
3 Nano Cap New Millennium Growth Fund L P 0.89% 167,500 $955K
4 Topline Capital Management, LLC 0.71% 749,497 $4.3M
5 ArrowMark Colorado Holdings LLC 0.70% 4,592,707 $26.2M
6 Deerfield Management Company, L.P. 0.53% 7,808,605 $44.5M
7 Bastion Asset Management Inc. 0.35% 191,105 $1.1M
8 Geneva Capital Management LLC 0.33% 2,743,484 $15.6M
9 Dixon Mitchell Investment Counsel Inc. 0.30% 1,537,876 $8.8M
10 Jefferies Financial Group Inc. 0.27% 6,858,209 $39.1M
11 Wasatch Advisors LP 0.20% 5,272,166 $30.1M
12 Scientech Research LLC 0.19% 40,859 $233K
13 Granite Investment Partners, LLC 0.13% 373,705 $2.1M
14 Pier 88 Investment Partners LLC 0.13% 91,000 $519K
15 Mendel Money Management 0.13% 52,845 $301K
16 nVerses Capital, LLC 0.12% 22,747 $130K
17 Axq Capital, LP 0.12% 160,493 $915K
18 EntryPoint Capital, LLC 0.12% 69,491 $396K
19 Bridgefront Capital, LLC 0.09% 66,759 $381K
20 Twinbeech Capital LP 0.09% 148,531 $847K
21 Fort Washington Investment Advisors Inc /Oh/ 0.08% 2,675,543 $15.3M
22 Brown Brothers Harriman & Co 0.08% 2,507,163 $14.3M
23 Teacher Retirement System of Texas 0.07% 2,960,963 $16.9M
24 Royce & Associates LP 0.07% 1,215,051 $6.9M
25 Caitong International Asset Management Co., Ltd 0.07% 62,625 $357K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Certara Inc (CERT)

What does the Smart Money Trend signal show for CERT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CERT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CERT?

Slight buying edge — 56% buying: Last quarter: 159 funds bought or added vs 124 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CERT holders?

Strong quality — 33% AUM from major funds: 46 of 250 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CERT?

48% of holders stayed for 2+ years: 121 out of 250 hedge funds have held CERT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Certara Inc (CERT) following the 2026 Q1 hedge fund 13F filings?

As of today, CERT has moved +16.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +10.1%. Since the quarter end (March 31, 2026), CERT has gained -8.8% vs +4.9% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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