CERT Insider Trading

Insider Ownership Percentage: 2.39%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $1,091,413.91

Certara Insider Trading History Chart

This chart shows the insider buying and selling history at Certara by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Certara Share Price & Price History

Current Price: $10.78
Price Change: Price Decrease of -0.08 (-0.74%)
As of 09/24/2024 11:54 AM ET

This chart shows the closing price history over time for CERT up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Certara Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/9/2024Leif E. PedersenInsiderSell51,224$11.29$578,318.9699,704View SEC Filing Icon  
4/2/2024Patrick F. SmithInsiderSell14,427$16.85$243,094.9550,091View SEC Filing Icon  
4/1/2024Richard M. TraynorSVPSell3,000$18.00$54,000.00173,524View SEC Filing Icon  
2/12/2024Richard M. TraynorSVPSell6,000$18.00$108,000.00165,368View SEC Filing Icon  
12/26/2023Richard M. TraynorSVPSell6,000$18.00$108,000.00171,368View SEC Filing Icon  
9/11/2023Leif E. PedersenInsiderSell51,224$14.60$747,870.40128,883View SEC Filing Icon  
8/21/2023Eran BroshyDirectorBuy193$16.10$3,107.309,553View SEC Filing Icon  
6/5/2023Patrick F. SmithInsiderSell19,104$21.55$411,691.2059,975View SEC Filing Icon  
5/11/2023Richard M. TraynorSVPSell5,000$20.82$104,100.00177,368View SEC Filing Icon  
4/14/2023Richard M. TraynorSVPSell5,000$23.66$118,300.00182,368View SEC Filing Icon  
12/8/2022Avatar Parent L.P. EqtMajor ShareholderSell29,954,521$15.00$449,317,815.00View SEC Filing Icon  
11/22/2022Leif E. PedersenInsiderSell51,223$15.55$796,517.65175,500View SEC Filing Icon  
11/14/2022Matthew M. WalshDirectorSell12,059$14.74$177,749.66167,901View SEC Filing Icon  
8/19/2022Stephen M. McLeanDirectorBuy20,000$16.32$326,400.0042,000View SEC Filing Icon  
8/17/2022Michael Andrew SchemickCFOBuy25,000$16.64$416,000.00517,870View SEC Filing Icon  
8/16/2022Avatar Parent L.P. EqtMajor ShareholderSell6,004,418$17.38$104,356,784.8429,954,521View SEC Filing Icon  
8/16/2022Mason P. SlaineDirectorSell182,475$17.38$3,171,415.50910,322View SEC Filing Icon  
8/16/2022Patrick F. SmithInsiderSell10,000$17.71$177,100.0078,490View SEC Filing Icon  
6/8/2022Patrick F. SmithInsiderSell10,000$19.16$191,600.0088,490View SEC Filing Icon  
5/31/2022Avatar Parent L.P. EqtMajor ShareholderSell1,500,000$19.00$28,500,000.0035,958,939View SEC Filing Icon  
4/4/2022Patrick F. SmithInsiderSell3,352$22.29$74,716.0898,490View SEC Filing Icon  
3/16/2022Mason P. SlaineDirectorSell125,000$20.17$2,521,250.00View SEC Filing Icon  
3/16/2022Richard M. TraynorSVPSell3,000$20.00$60,000.00View SEC Filing Icon  
2/17/2022William F. FeeheryCEOSell90,000$24.32$2,188,800.00View SEC Filing Icon  
2/1/2022Mason P. SlaineDirectorSell50,000$26.61$1,330,500.00View SEC Filing Icon  
1/26/2022Richard M. TraynorSVPSell3,000$26.01$78,030.00View SEC Filing Icon  
1/26/2022William F. FeeheryCEOSell75,000$25.37$1,902,750.00View SEC Filing Icon  
1/20/2022Justin EdgeInsiderSell5,000$27.50$137,500.00View SEC Filing Icon  
1/18/2022Richard M. TraynorSVPSell5,000$27.44$137,200.00View SEC Filing Icon  
1/3/2022Mason P. SlaineDirectorSell50,000$28.63$1,431,500.00View SEC Filing Icon  
12/27/2021Richard M. TraynorSVPSell3,000$29.30$87,900.00View SEC Filing Icon  
12/22/2021James E. Cashman, IIIDirectorSell19,889$29.00$576,781.00View SEC Filing Icon  
12/22/2021William F. FeeheryCEOSell75,000$28.58$2,143,500.00View SEC Filing Icon  
12/20/2021Jieun W. ChoeInsiderSell7,500$28.00$210,000.00View SEC Filing Icon  
12/17/2021Jieun W. ChoeInsiderSell5,000$26.13$130,650.00View SEC Filing Icon  
12/13/2021Mason P. SlaineDirectorSell50,000$28.05$1,402,500.00View SEC Filing Icon  
12/7/2021William F. FeeheryCEOSell70,000$27.77$1,943,900.00View SEC Filing Icon  
12/3/2021William F. FeeheryCEOSell70,000$26.02$1,821,400.00View SEC Filing Icon  
11/24/2021William F. FeeheryCEOSell145,000$28.43$4,122,350.00View SEC Filing Icon  
11/22/2021Avatar Parent L.P. EqtMajor ShareholderSell8,117,655$29.74$241,419,059.70View SEC Filing Icon  
11/22/2021Mason P. SlaineDirectorSell376,149$29.74$11,186,671.26View SEC Filing Icon  
11/19/2021Jieun W. ChoeInsiderSell20,000$30.30$606,000.00View SEC Filing Icon  
11/19/2021William F. FeeheryCEOSell70,000$30.31$2,121,700.00View SEC Filing Icon  
11/15/2021Michael Andrew SchemickCFOSell66,666$37.84$2,522,641.44View SEC Filing Icon  
11/15/2021Richard M. TraynorSVPSell73,000$37.98$2,772,540.00View SEC Filing Icon  
11/11/2021Robert AspburyInsiderSell21,554$39.56$852,676.24View SEC Filing Icon  
10/27/2021William F. FeeheryCEOSell75,000$39.24$2,943,000.00View SEC Filing Icon  
10/26/2021Richard M. TraynorSVPSell3,000$39.95$119,850.00View SEC Filing Icon  
10/21/2021Justin EdgeInsiderSell6,116$38.60$236,077.60View SEC Filing Icon  
10/19/2021Jieun W. ChoeInsiderSell20,000$38.08$761,600.00View SEC Filing Icon  
10/18/2021Michael Andrew SchemickCFOSell66,667$36.48$2,432,012.16View SEC Filing Icon  
10/15/2021Richard M. TraynorSVPSell5,000$37.38$186,900.00View SEC Filing Icon  
10/1/2021Robert AspburyInsiderSell19,354$33.51$648,552.54View SEC Filing Icon  
9/27/2021Justin EdgeInsiderSell3,000$36.00$108,000.00View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Certara (NASDAQ:CERT)

73.96% of Certara stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at CERT by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Certara Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2024Clearbridge Investments LLC4,087,397$56.61M0.0%-2.1%2.541%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC11,267$0.16M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/15/2024Select Equity Group L.P.159,008$2.20M0.0%+19.6%0.099%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company 22,871$0.32M0.0%+4.5%0.014%Search for SEC Filing on Google Icon
8/15/2024Daventry Group LP1,308,572$18.12M8.1%+153.0%0.814%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC22,468$0.31M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/14/2024Public Sector Pension Investment Board237,075$3.28M0.0%+8.0%0.147%Search for SEC Filing on Google Icon
8/13/2024Kayne Anderson Rudnick Investment Management LLC810,206$11.22M0.0%+8.4%0.504%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans89,459$1.24M0.0%-44.2%0.056%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.997,871$13.82M0.0%+39.5%0.620%Search for SEC Filing on Google Icon
8/13/2024Granite Investment Partners LLC1,079,969$14.96M0.6%-11.0%0.671%Search for SEC Filing on Google Icon
8/12/2024Intech Investment Management LLC10,964$0.15M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/12/2024MQS Management LLC11,710$0.16M0.1%N/A0.007%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd10,164$0.14M0.0%-39.6%0.006%Search for SEC Filing on Google Icon
8/12/2024Blair William & Co. IL17,655$0.25M0.0%-14.4%0.011%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank35,804$0.50M0.0%-3.1%0.022%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP3,079,023$42.64M0.0%+9.7%1.914%Search for SEC Filing on Google Icon
8/9/2024Massachusetts Financial Services Co. MA2,773,892$38.42M0.0%+9.8%1.725%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.573,660$7.95M0.0%+8.2%0.357%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.197,724$2.74M0.0%+45.7%0.123%Search for SEC Filing on Google Icon
8/8/2024William Blair Investment Management LLC5,216,888$72.25M0.2%-8.8%3.244%Search for SEC Filing on Google Icon
8/8/2024Zions Bancorporation N.A.64,816$0.90M0.1%-3.3%0.040%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D114,037$1.58M0.0%-32.4%0.071%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp81,798$1.13M0.0%-12.7%0.051%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC25,513$0.35M0.0%N/A0.016%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.22,347$0.31M0.0%-32.9%0.014%Search for SEC Filing on Google Icon
8/3/2024TD Asset Management Inc101,728$1.41M0.0%+10.9%0.063%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers259,690$3.60M0.0%-8.1%0.161%Search for SEC Filing on Google Icon
8/1/2024Pembroke Management LTD406,324$5.63M0.8%-8.0%0.253%Search for SEC Filing on Google Icon
8/1/2024Natixis Advisors LLC20,856$0.29M0.0%-17.1%0.013%Search for SEC Filing on Google Icon
7/30/2024Maryland State Retirement & Pension System46,379$0.64M0.0%-2.1%0.029%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.529,950$7.34M0.0%-4.4%0.329%Search for SEC Filing on Google Icon
7/29/2024Innealta Capital LLC2,568$36K0.0%N/A0.002%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank27,012$0.37M0.0%+36.1%0.017%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp814,599$11.28M0.0%-1.2%0.506%Search for SEC Filing on Google Icon
7/26/2024EFG Asset Management North America Corp.118,419$1.64M0.3%-7.7%0.074%Search for SEC Filing on Google Icon
7/25/2024Baillie Gifford & Co.8,357,301$115.75M0.1%-2.1%5.196%Search for SEC Filing on Google Icon
7/24/2024Louisiana State Employees Retirement System54,200$0.75M0.0%+2.3%0.034%Search for SEC Filing on Google Icon
7/18/2024Blue Trust Inc.1,849$26K0.0%N/A0.001%Search for SEC Filing on Google Icon
7/12/2024SG Americas Securities LLC16,312$0.23M0.0%N/A0.010%Search for SEC Filing on Google Icon
7/9/2024Harbor Capital Advisors Inc.17,008$0.24M0.0%-71.8%0.011%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank52,898$0.95M0.0%-4.6%0.033%Search for SEC Filing on Google Icon
5/17/2024Motley Fool Asset Management LLC98,566$1.76M0.1%+97.5%0.061%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System112,762$2.02M0.0%-5.6%0.070%Search for SEC Filing on Google Icon
5/16/20242Xideas AG602,684$10.78M1.3%-18.9%0.375%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC127,399$2.28M0.0%+2.9%0.079%Search for SEC Filing on Google Icon
5/16/2024Silvercrest Asset Management Group LLC516,300$9.23M0.1%+27.3%0.321%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio45,698$0.82M0.0%-8.6%0.028%Search for SEC Filing on Google Icon
5/15/2024Bellevue Group AG95,924$1.72M0.0%+5.2%0.060%Search for SEC Filing on Google Icon
5/15/2024Bamco Inc. NY1,085,950$19.42M0.1%+1.4%0.675%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD58,899$1.05M0.0%+6.6%0.037%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.3,120$56K0.0%-35.9%0.002%Search for SEC Filing on Google Icon
5/13/2024Clearbridge Investments LLC4,173,195$74.62M0.1%+0.8%2.595%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.12,555,380$224.49M0.0%+0.1%7.838%Search for SEC Filing on Google Icon
5/10/2024Nicolet Advisory Services LLC14,318$0.27M0.0%N/A0.009%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp410,470$7.34M0.0%-14.6%0.256%Search for SEC Filing on Google Icon
5/9/2024Blair William & Co. IL20,616$0.37M0.0%-83.7%0.013%Search for SEC Filing on Google Icon
5/9/2024Scout Investments Inc.346,750$6.24M0.2%-6.0%0.216%Search for SEC Filing on Google Icon
5/9/2024Pembroke Management LTD441,600$7.90M0.9%-3.2%0.276%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System104,873$1.88M0.0%-3.0%0.065%Search for SEC Filing on Google Icon
5/8/2024William Blair Investment Management LLC5,719,790$102.27M0.3%-18.8%3.571%Search for SEC Filing on Google Icon
5/8/2024Motley Fool Asset Management LLC96,792$1.73M0.1%+94.0%0.060%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.77,753$1.38M0.0%+1.6%0.049%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.715,514$12.79M0.0%+12.4%0.447%Search for SEC Filing on Google Icon
5/7/2024Illinois Municipal Retirement Fund53,953$0.97M0.0%-7.5%0.034%Search for SEC Filing on Google Icon
5/7/2024TimesSquare Capital Management LLC520,390$9.31M0.1%+2.2%0.325%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer Asset Management Inc.135,744$2.43M0.0%-1.6%0.085%Search for SEC Filing on Google Icon
5/6/2024Texas Permanent School Fund Corp93,729$1.68M0.0%+1.3%0.059%Search for SEC Filing on Google Icon
5/4/2024Geneva Capital Management LLC4,404,199$78.75M1.4%+15.1%2.749%Search for SEC Filing on Google Icon
5/3/2024GSA Capital Partners LLP31,960$0.57M0.0%N/A0.020%Search for SEC Filing on Google Icon
5/1/2024Capstone Investment Advisors LLC13,711$0.25M0.0%N/A0.009%Search for SEC Filing on Google Icon
5/1/2024Baillie Gifford & Co.8,537,544$152.65M0.1%-4.3%5.330%Search for SEC Filing on Google Icon
4/26/2024Riverbridge Partners LLC2,818,511$50.40M0.6%+0.1%1.759%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC48,804$0.87M0.0%-9.0%0.030%Search for SEC Filing on Google Icon
4/26/2024YHB Investment Advisors Inc.2,617$47K0.0%N/A0.002%Search for SEC Filing on Google Icon
4/25/2024New York State Teachers Retirement System74,673$1.34M0.0%-1.7%0.047%Search for SEC Filing on Google Icon
4/23/2024Global Retirement Partners LLC1,730$31K0.0%+5,306.3%0.001%Search for SEC Filing on Google Icon
4/23/2024Louisiana State Employees Retirement System53,000$0.95M0.0%-1.1%0.033%Search for SEC Filing on Google Icon
4/23/2024KLR Investment Advisors LLC16,587$0.30M0.2%-6.9%0.010%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue200,272$3.58M0.0%-0.3%0.125%Search for SEC Filing on Google Icon
4/18/2024Wasatch Advisors LP4,924,845$88.06M0.5%+23.4%3.074%Search for SEC Filing on Google Icon
4/5/2024First Hawaiian Bank34,581$0.62M0.0%N/A0.022%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.6,467$0.11M0.0%-39.4%0.004%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.12,544,560$220.66M0.0%-0.1%7.848%Search for SEC Filing on Google Icon
3/5/2024Mubadala Investment Co PJSC9,615,384$169.14M0.6%N/A6.015%Search for SEC Filing on Google Icon
3/1/2024Pineridge Advisors LLC1,605$28K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/15/2024Comerica Bank55,469$0.98M0.0%+1.7%0.035%Search for SEC Filing on Google Icon
2/14/2024Wasatch Advisors LP3,992,247$70.22M0.4%+22.7%2.498%Search for SEC Filing on Google Icon
2/14/2024Scout Investments Inc.368,790$6.49M0.2%+18.9%0.231%Search for SEC Filing on Google Icon
2/13/2024Premier Fund Managers Ltd16,553$0.30M0.0%+87.5%0.010%Search for SEC Filing on Google Icon
2/12/2024Evoke Wealth LLC97,973$1.72M0.0%N/A0.061%Search for SEC Filing on Google Icon
2/12/2024Edmond DE Rothschild Holding S.A.769,300$13.53M0.2%+93.1%0.481%Search for SEC Filing on Google Icon
2/9/2024Franklin Resources Inc.1,820,864$32.03M0.0%+8.2%1.139%Search for SEC Filing on Google Icon
2/9/2024Clearbridge Investments LLC4,140,349$72.83M0.1%+0.3%2.590%Search for SEC Filing on Google Icon
2/9/2024Norges Bank810,796$14.26M0.0%N/A0.507%Search for SEC Filing on Google Icon
2/8/2024EFG Asset Management North America Corp.103,326$1.82M0.3%-4.3%0.065%Search for SEC Filing on Google Icon
2/8/2024KLR Investment Advisors LLC17,822$0.31M0.2%N/A0.011%Search for SEC Filing on Google Icon
2/8/2024Massachusetts Financial Services Co. MA2,585,155$45.47M0.0%+22.5%1.617%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.554,558$9.76M0.0%-3.4%0.347%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP2,540,996$44.70M0.0%+3.9%1.590%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Certara logo
Certara, Inc., together with its subsidiaries, provides software products and technology-enabled services to customers for biosimulation in drug discovery, preclinical and clinical research, regulatory submissions, and market access in the United States and internationally. It offers solutions for model-informed drug development, as well as biosimulation solution used to predict both pharmacokinetics and pharmacodynamics. The company provides Simcyp Simulator, a mechanistic biosimulation platform mechanistic biosimulation investigational new drug and translational stages; Simcyp Biopharmaceutics, used to identify and refine drug formulations; and Simcyp Secondary Intelligence which integrates toxicology with quantitative analysis of networks of molecular and functional biological changes to identify drug toxicity and adverse drug reactions. In addition, it offers Phoenix WinNonlin, a platform for non-compartmental analysis, pharmacokinetic/pharmacodynamic, and toxicokinetic; phoenix hosted, that provides a secured and validated certara amazon web services workspace; Phoenix NLME, a population modeling and simulation software for nonlinear mixed effects models; and pirana modeling workbench. Further, the company provides pinnacle 21, a cloud-based platform for clinical data automation, standardization, and validation; Pinnacle 21 Data Exchange, used to define data standards and specifications; and Metadata Repository, to enable study design using controlled and standardized data. It serves life sciences companies, biopharmaceutical companies, research organizations, academic institutions, and global regulators, as well as animal health, crop science, bio science, medical devices, and public sector industries. Certara Inc. was founded in 2008 and is headquartered in Princeton, New Jersey.
Read More on Certara

Today's Range

Now: $10.78
Low: $10.75
High: $10.92

50 Day Range

MA: $13.16
Low: $10.70
High: $16.58

52 Week Range

Now: $10.78
Low: $10.35
High: $19.87

Volume

72,027 shs

Average Volume

716,222 shs

Market Capitalization

$1.73 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.49

Who are the company insiders with the largest holdings of Certara?

Certara's top insider investors include:
  1. Richard M Traynor (SVP)
  2. Leif E Pedersen (Insider)
  3. Matthew M Walsh (Director)
  4. Patrick F Smith (Insider)
  5. Eran Broshy (Director)
  6. Avatar Parent LP Eqt (Major Shareholder)
Learn More about top insider investors at Certara.

Who are the major institutional investors of Certara?

Certara's top institutional shareholders include:
  1. Baillie Gifford & Co. — 5.20%
  2. William Blair Investment Management LLC — 3.24%
  3. Clearbridge Investments LLC — 2.54%
  4. Dimensional Fund Advisors LP — 1.91%
  5. Massachusetts Financial Services Co. MA — 1.72%
  6. Daventry Group LP — 0.81%
Learn More about top institutional investors of Certara stock.

Which major investors are selling Certara stock?

During the last quarter, CERT stock was sold by these institutional investors:
  1. William Blair Investment Management LLC
  2. Baillie Gifford & Co.
  3. Granite Investment Partners LLC
  4. Clearbridge Investments LLC
  5. Thrivent Financial for Lutherans
  6. State of New Jersey Common Pension Fund D
  7. Harbor Capital Advisors Inc.
  8. Pembroke Management LTD
In the previous year, company insiders that have sold Certara company stock include:
  1. Richard M Traynor (SVP)
  2. Leif E Pedersen (Insider)
  3. Matthew M Walsh (Director)
Learn More investors selling Certara stock.

Which major investors are buying Certara stock?

Within the last quarter, CERT stock was bought by institutional investors including:
  1. Daventry Group LP
  2. Sei Investments Co.
  3. Dimensional Fund Advisors LP
  4. Massachusetts Financial Services Co. MA
  5. Kayne Anderson Rudnick Investment Management LLC
  6. Oppenheimer Asset Management Inc.
  7. Envestnet Asset Management Inc.
  8. Select Equity Group L.P.