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Creative Planning CERT Position History
Certara, Inc. • Technology
Quarters held
8
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $91K |
| Q3 2025 | $40K |
| Q4 2025 | $94K |
| Q1 2026 | $450K |
| Q2 2026 | $8K |
| Q2 2026 | $1.3M |
| Q3 2026 | $12K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 264.3K | — | — |
| Q3 2026 | $12K | 1.3K | — | — |
| Q2 2026 | $1.3M | 196.1K | — | — |
| Q2 2026 | $8K | 1.2K | — | — |
| Q1 2026 | $450K | 78.9K | — | — |
| Q4 2025 | $94K | 10.6K | — | — |
| Q3 2025 | $40K | 3.3K | — | — |
| Q3 2025 | $91K | 7.4K | — | — |
Other funds holding CERT
$212.6M
$151.7M
$50.8M
$39.5M
$32.6M
$31.6M