Chicago Partners Investment Group LLC

Position in CERT — Certara, Inc.

CIK 1563525 CHICAGO, IL

Back to CERT Full portfolio

Position in CERT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$127,921

+$50,396 QoQ

Shares Held

19,530

+43.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#147

of 240 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Common Shares in CERT Over Time

Shares Held

Position Value (USD)

Derivatives in CERT

reported options exposure · as of Jun 30, 2026

CallValue

$1,310

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Health Information Services

Healthcare · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $2,925,545 across 4 Health Information Services names. CERT ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXG	10x Genomics, Inc.	39,561	$1,516,768
2	VEEV	Veeva Systems Inc	5,917	$1,050,089
3	HQY	Healthequity, Inc.	2,555	$230,767
4	CERT	Certara, Inc. This page	19,530	$127,921

All Filings in CERT

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,310	200	—	Call	Sole	2026-07-30
2026-06-30	$127,921	19,530	+43.6%	Shares	Sole	2026-07-30
2026-03-31	$77,525	13,601	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.