As of the latest SEC filings, Certara, Inc. (CERT) is held by 228 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $40,839,206.10 in market value, representing 0.04% of its portfolio.
Funds holding Certara, Inc. (CERT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CERT
- CIK:
- 0001827090
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $40,839,206.10 | 7,164,773 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $21,711,328.50 | 3,809,005 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $15,751,978.50 | 2,763,505 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $12,409,191.94 | 2,024,338 | Apr 30, 2026 | Jun 24, 2026 |
|
FXH
First Trust Health Care AlphaDEX Fund
|
ETF | First Trust | 1.40% | $12,209,991.46 | 1,991,842 | Apr 30, 2026 | Jun 23, 2026 |
|
SAGWX
Touchstone Strategic Trust-Touchstone Small Company Fund
|
MF | Independent / Boutique | 0.77% | $11,501,306.10 | 2,017,773 | Mar 31, 2026 | May 29, 2026 |
|
CHICX
Credit Suisse Floating Rate High Income Fund
|
MF | Independent / Boutique | 0.59% | $9,001,237.72 | 8,984,392 | Apr 30, 2026 | Jun 26, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.04% | $8,643,018.02 | 1,409,954 | Apr 30, 2026 | Jun 26, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 0.29% | $8,519,790.00 | 1,494,700 | Mar 31, 2026 | May 5, 2026 |
|
WMCVX
Wasatch Small Cap Value Fund
|
MF | Independent / Boutique | 0.59% | $7,798,603.20 | 1,368,176 | Mar 31, 2026 | May 5, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,610,548.80 | 1,335,184 | Mar 31, 2026 | May 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.33% | $7,364,582.00 | 1,201,400 | Apr 30, 2026 | Jun 25, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.05% | $7,248,406.24 | 1,182,448 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $6,392,063.63 | 1,042,751 | Apr 30, 2026 | Jun 29, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.04% | $6,199,696.20 | 1,087,666 | Mar 31, 2026 | May 28, 2026 |
|
-
SMALL COMPANY GROWTH PORTFOLIO
|
ETF | Vanguard | 0.42% | $5,712,876.30 | 1,002,259 | Mar 31, 2026 | May 28, 2026 |
|
NWKCX
Nationwide Geneva Small Cap Growth Fund
|
MF | Independent / Boutique | 0.46% | $5,024,975.55 | 819,735 | Apr 30, 2026 | Jun 23, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $4,996,015.80 | 876,494 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $4,789,669.37 | 781,349 | Apr 30, 2026 | Jun 29, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.05% | $4,503,518.70 | 790,091 | Mar 31, 2026 | May 28, 2026 |
|
MRAGX
Meridian Growth Fund
|
MF | Independent / Boutique | 0.92% | $4,475,469.00 | 785,170 | Mar 31, 2026 | Jun 1, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.01% | $4,334,838.60 | 760,498 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,185,527.22 | 682,794 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,141,651.32 | 584,979 | Feb 28, 2026 | Apr 24, 2026 |
|
NCLEX
Nicholas Limited Edition, Inc.
|
MF | Independent / Boutique | 1.05% | $3,447,493.61 | 562,397 | Apr 30, 2026 | May 26, 2026 |
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