Stock Transactions — CERTARA INC

Total Bought
6,730,422
102 transactions
Total Sold
5,003,275
90 transactions
Net
+1,727,147
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
LONDON CO OF VIRGINIA01,626,716+1,626,7160.000.15+0.15buy
WASATCH ADVISORS LP3,992,2474,924,845+932,5980.390.46+0.07buy
T. Rowe Price Investment Management, Inc.2,489,3963,202,298+712,9020.030.04+0.01buy
GENEVA CAPITAL MANAGEMENT LLC3,824,8504,404,199+579,3491.271.38+0.11buy
JPMORGAN CHASE & CO4,008,2694,359,145+350,8760.010.01-0.00buy
BANK OF AMERICA CORP /DE/472,421741,965+269,5440.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP2,540,9962,805,928+264,9320.010.01+0.00buy
Intrinsic Edge Capital Management LLC0220,000+220,0000.000.33+0.33buy
ENVESTNET ASSET MANAGEMENT INC310,718530,257+219,5390.000.00+0.00buy
MORGAN STANLEY750,966943,267+192,3010.000.00+0.00buy
SILVERCREST ASSET MANAGEMENT GROUP LLC405,664516,300+110,6360.050.06+0.01buy
ALLIANCEBERNSTEIN L.P.52,218150,584+98,3660.000.00+0.00buy
Polar Asset Management Partners Inc.255,786343,834+88,0480.120.16+0.04buy
SEI INVESTMENTS CO636,501715,514+79,0130.020.02+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,798,7751,869,034+70,2590.000.00-0.00buy
STATE STREET CORP3,488,4293,557,641+69,2120.000.00-0.00buy
HARBOR CAPITAL ADVISORS, INC.060,388+60,3880.000.14+0.14buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC635,991687,220+51,2290.000.00-0.00buy
Gotham Asset Management, LLC149,595199,329+49,7340.050.05+0.01buy
Motley Fool Asset Management LLC49,89598,566+48,6710.070.11+0.05buy
JANE STREET GROUP, LLC99,793134,660+34,8670.000.00+0.00buy
FIRST HAWAIIAN BANK034,581+34,5810.000.02+0.02buy
Clearbridge Investments, LLC4,140,3494,173,195+32,8460.060.06-0.00buy
GSA CAPITAL PARTNERS LLP031,960+31,9600.000.05+0.05buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.10,10841,809+31,7010.020.07+0.05buy
STIFEL FINANCIAL CORP028,703+28,7030.000.00+0.00buy
LPL Financial LLC64,25592,439+28,1840.000.00+0.00buy
WELLS FARGO & COMPANY/MN39,62665,280+25,6540.000.00+0.00buy
EFG Asset Management (North America) Corp.103,326128,307+24,9810.340.40+0.05buy
TD ASSET MANAGEMENT INC68,49291,692+23,2000.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC10,11731,165+21,0480.000.00+0.00buy
UBS Group AG021,042+21,0420.000.00+0.00buy
Mariner, LLC22,64541,221+18,5760.000.00+0.00buy
XTX Topco Ltd016,828+16,8280.000.04+0.04buy
Atria Wealth Solutions, Inc.016,792+16,7920.000.00+0.00buy
NORTHERN TRUST CORP1,268,3811,284,344+15,9630.000.00-0.00buy
BAMCO INC /NY/1,070,9501,085,950+15,0000.050.05+0.00buy
NICOLET ADVISORY SERVICES, LLC014,318+14,3180.000.03+0.03buy
CAPSTONE INVESTMENT ADVISORS, LLC013,711+13,7110.000.00+0.00buy
ExodusPoint Capital Management, LP013,534+13,5340.000.00+0.00buy
Cresset Asset Management, LLC013,046+13,0460.000.00+0.00buy
Campbell & CO Investment Adviser LLC16,95529,400+12,4450.030.05+0.02buy
Cerity Partners LLC011,597+11,5970.000.00+0.00buy
TimesSquare Capital Management, LLC509,185520,390+11,2050.130.14+0.00buy
VANGUARD GROUP INC12,544,56012,555,380+10,8200.000.00-0.00buy
B. Metzler seel. Sohn & Co. AG63,96374,686+10,7230.010.01+0.00buy
Cambridge Investment Research Advisors, Inc.010,581+10,5810.000.00+0.00buy
BARCLAYS PLC33,05740,594+7,5370.000.00+0.00buy
Trust Point Inc.18,21225,250+7,0380.030.04+0.01buy
CITIGROUP INC66,64573,656+7,0110.000.00-0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE15,19221,896+6,7040.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.18,74224,168+5,4260.000.00+0.00buy
HighTower Advisors, LLC26,56331,302+4,7390.000.00+0.00buy
Bellevue Group AG91,21595,924+4,7090.020.03+0.00buy
Amundi14,20818,777+4,5690.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/55,26058,899+3,6390.000.00-0.00buy
JANUS HENDERSON GROUP PLC123,821127,399+3,5780.000.00-0.00buy
TOWNSQUARE CAPITAL LLC39,44442,857+3,4130.010.01-0.00buy
State of Wyoming5,3478,745+3,3980.020.03+0.01buy
Advantage Alpha Capital Partners LP161,601164,629+3,0280.540.55+0.02buy
PNC FINANCIAL SERVICES GROUP, INC.6,4329,341+2,9090.000.00+0.00buy
YHB Investment Advisors, Inc.02,617+2,6170.000.00+0.00buy
FIRST TRUST ADVISORS LP337,141339,499+2,3580.010.01-0.00buy
RIVERBRIDGE PARTNERS LLC2,816,3782,818,511+2,1330.620.61-0.00buy
Global Retirement Partners, LLC321,730+1,6980.000.00+0.00buy
GUGGENHEIM CAPITAL LLC215,911217,599+1,6880.030.03-0.00buy
DEUTSCHE BANK AG\87,19688,681+1,4850.000.00-0.00buy
WHITTIER TRUST CO01,288+1,2880.000.00+0.00buy
NATIXIS ADVISORS, LLC23,91925,146+1,2270.000.00-0.00buy
TEXAS PERMANENT SCHOOL FUND CORP92,51693,729+1,2130.010.01-0.00buy
Russell Investments Group, Ltd.76,56277,753+1,1910.000.00-0.00buy
Premier Fund Managers Ltd16,55317,621+1,0680.010.01-0.00buy
Aquatic Capital Management LLC01,000+1,0000.000.00+0.00buy
MATHER GROUP, LLC.0778+7780.000.00+0.00buy
Parkside Financial Bank & Trust4,6525,317+6650.010.02+0.00buy
EverSource Wealth Advisors, LLC57510+4530.000.00+0.00buy
Park Place Capital Corp1,2271,675+4480.010.01+0.00buy
TRUIST FINANCIAL CORP13,95814,406+4480.000.00-0.00buy
Treasurer of the State of North Carolina52,96453,324+3600.000.00-0.00buy
BANK OF MONTREAL /CAN/17,32617,563+2370.000.00-0.00buy
Rathbones Group PLC757,390757,590+2000.090.08-0.01buy
QUADRANT CAPITAL GROUP LLC38230+1920.000.00+0.00buy
SIGNATUREFD, LLC185365+1800.000.00+0.00buy
FMR LLC294,171294,347+1760.000.00-0.00buy
GAMMA Investing LLC435603+1680.000.00+0.00buy
TD PRIVATE CLIENT WEALTH LLC71216+1450.000.00+0.00buy
Avior Wealth Management, LLC0139+1390.000.00+0.00buy
CIBC Private Wealth Group LLC0135+1350.000.00+0.00buy
First Horizon Advisors, Inc.1,8031,936+1330.000.00+0.00buy
Activest Wealth Management0131+1310.000.00+0.00buy
Beacon Capital Management, LLC086+860.000.00+0.00buy
FIFTH THIRD BANCORP2,2012,287+860.000.00-0.00buy
AlphaQuest LLC083+830.000.00+0.00buy
TOTH FINANCIAL ADVISORY CORP075+750.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC554,558554,619+610.010.01-0.00buy
Tower Research Capital LLC (TRC)8,8548,899+450.000.00+0.00buy
UMB Bank, n.a.043+430.000.00+0.00buy
Avion Wealth027+270.000.00+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS23,11023,128+180.000.00-0.00buy
FDx Advisors, Inc.11,48211,495+130.020.03+0.02buy
Page 1 of 3