Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CERTARA INC (CERT)

240 + 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
↑ +22
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — CERT

Based on 253 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CERT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
253 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 — +17% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

133 buying129 selling
Last quarter: 133 funds bought or added vs 129 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.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new CERT position: 55 → 42 → 44 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 24% medium ■ 27% new
124 out of 253 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 +5%, value -21%

Value
-21%
Shares
+4%
Last quarter: funds added +5% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~59 new funds/quarter

43 → 55 → 42 → 44 → 59 new funds/Q
New funds entering each quarter: 55 → 42 → 44 → 59. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 11% 1-2yr ■ 31% new
Of 255 current holders: 146 (57%) 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 — 36% AUM from major funds

36% from top-100 AUM funds
49 of 253 holders rank in the top 100 by AUM, accounting for 36% 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 2025 Q4, 133 hedge funds were net buyers of CERT (59 opened a new position, 74 added to an existing one), while 129 reduced or exited (92 trimmed, 37 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 36% of total institutional value in CERT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 253.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: CERT
2026 Q1 Stats Unlock in 2 days 240 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 240 220 9.09%
13F Shares 141M 134M 5.26%
Total Value $1.24B $1.63B -24.07%
New Positions 57 42 +15
Increased Positions 75 82 -7
Closed Positions 36 43 -7
Reduced Positions 86 81 +5
Total Calls 2 3 -33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CERT

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Institutional Holders (2026 Q1)

240 + 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 institutional holders of CERT — 2025 Q4 · 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 HARBOR CAPITAL ADVISORS, INC. 0.10% 226,968 $1K
20 Bridgefront Capital, LLC 0.09% 66,759 $381K
21 TWINBEECH CAPITAL LP 0.09% 148,531 $847K
22 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.08% 2,675,543 $15.3M
23 BROWN BROTHERS HARRIMAN & CO 0.08% 2,507,163 $14.3M
24 TEACHER RETIREMENT SYSTEM OF TEXAS 0.07% 2,960,963 $16.9M
25 ROYCE & ASSOCIATES LP 0.07% 1,215,051 $6.9M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CERT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CERT?

Slight buying edge — 51% buying: Last quarter: 133 funds bought or added vs 129 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 — 36% AUM from major funds: 49 of 253 holders rank in the top 100 by AUM, accounting for 36% 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?

49% of holders stayed for 2+ years: 124 out of 253 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.

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.