Curated Wealth Partners LLC

Position in CERT — Certara, Inc.

CIK 1781284 EL SEGUNDO, CA

Position in CERT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$65,500

-$23,736 QoQ

Shares Held

10,000

-1.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#20

of 40 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Curated Wealth Partners LLC holds $31,679,077 across 6 Health Information Services names. CERT ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc.	319,075	$28,818,853
2	VEEV	Veeva Systems Inc	7,215	$1,280,445
3	CTEV	Claritev Corp	30,000	$1,023,300
4	CARL	Carlsmed, Inc.	45,000	$467,100
5	CERT	Certara, Inc. This page	10,000	$65,500
6	SPOK	Spok Holdings, Inc	2,332	$23,879

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,500	10,000	-1.3%	Shares	Other	2026-07-13
2025-12-31	$89,236	10,129	—	Shares	Other	2026-01-12
No filing history on record for this holder in this stock.