Certara, Inc.
CERT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001827090
No open-market purchases or sales by Certara, Inc. insiders were filed in the last 90 days; 241 institutions reported holding it in 13F filings for Q2 2026, worth $883.6M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Certara, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 213
- +14 vs. Q3 2023
- Shares held
- 118.1M
- +10.3M (+9.5%) vs. Q3 2023
- Total value
- $2.08B
- +$510.2M (+32.5%) vs. Q3 2023
- New holders
- 31
- 80 more added
- Sold out
- 17
- 82 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CERT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 241 | $883.6M |
| Q1 2026 | 257 | $774.7M |
| Q4 2025 | 256 | $1.31B |
| Q3 2025 | 242 | $1.73B |
| Q2 2025 | 237 | $1.52B |
| Q1 2025 | 242 | $1.21B |
| Q4 2024 | 223 | $1.27B |
| Q3 2024 | 227 | $1.40B |
| Q2 2024 | 216 | $1.72B |
| Q1 2024 | 220 | $2.26B |
| Q4 2023 | 214 | $2.17B |
| Q3 2023 | 202 | $1.57B |
| Q2 2023 | 211 | $1.98B |
| Q1 2023 | 216 | $2.70B |
| Q4 2022 | 200 | $1.51B |
| Q3 2022 | 192 | $1.63B |
| Q2 2022 | 164 | $2.76B |
| Q1 2022 | 165 | $1.85B |
| Q4 2021 | 162 | $2.37B |
| Q3 2021 | 141 | $2.36B |
| Q2 2021 | 92 | $1.30B |
| Q1 2021 | 97 | $1.19B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 13,956,611 | $245.5M | 0.01% | −331,639−2.3% | Reduced |
| Vanguard Group Inc | 12,544,560 | $220.7M | 0.00% | −18,714−0.1% | Reduced |
| Mubadala Investment Co PJSC | 9,615,384 | $169.1M | 0.57% | +9,615,384 | New |
| Baillie Gifford & Co | 8,921,463 | $156.9M | 0.12% | −269,667−2.9% | Reduced |
| William Blair Investment Management, LLC | 7,042,316 | $123.9M | 0.36% | −108,598−1.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,202,922 | $73.9M | 0.82% | +134,518+3.3% | Added |
| Clearbridge Investments, LLC | 4,140,349 | $72.8M | 0.06% | +10,429+0.3% | Added |
| JPMorgan Chase & Co | 4,008,269 | $70.5M | 0.01% | +107,643+2.8% | Added |
| Wasatch Advisors Inc | 3,992,247 | $70.2M | 0.39% | +737,982+22.7% | Added |
| Geneva Capital Management LLC | 3,824,850 | $67.3M | 1.27% | +860,763+29.0% | Added |
| State Street Corp | 3,488,429 | $61.4M | 0.00% | +181,624+5.5% | Added |
| Riverbridge Partners LLC | 2,816,378 | $49.5M | 0.62% | −89,782−3.1% | Reduced |
| Massachusetts Financial Services Co | 2,585,155 | $45.5M | 0.01% | +475,081+22.5% | Added |
| Dimensional Fund Advisors LP | 2,540,996 | $44.7M | 0.01% | +94,220+3.9% | Added |
| T. Rowe Price Investment Management, Inc. | 2,489,396 | $43.8M | 0.03% | −742,562−23.0% | Reduced |
| Ameriprise Financial Inc | 2,205,626 | $38.8M | 0.01% | +662,687+42.9% | Added |
| Franklin Resources Inc | 1,820,864 | $32.0M | 0.01% | +138,682+8.2% | Added |
| Geode Capital Management, LLC | 1,798,775 | $31.6M | 0.00% | +63,326+3.6% | Added |
| Royal Bank of Canada | 1,409,070 | $24.8M | 0.01% | +391,397+38.5% | Added |
| Northern Trust Corp | 1,268,381 | $22.3M | 0.00% | +54,344+4.5% | Added |
| Granite Investment Partners, LLC | 1,221,243 | $21.5M | 0.84% | +165,825+15.7% | Added |
| Bamco Inc | 1,070,950 | $18.8M | 0.05% | +1,847+0.2% | Added |
| Bank of New York Mellon Corp | 894,364 | $15.7M | 0.00% | −67,970−7.1% | Reduced |
| Norges Bank | 810,796 | $14.3M | 0.00% | −59,632−6.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 769,300 | $13.5M | 0.24% | +370,820+93.1% | Added |
| Rathbone Brothers plc | 757,390 | $13.3M | 0.09% | +400+0.1% | Added |
| Morgan Stanley | 750,966 | $13.2M | 0.00% | +137,550+22.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 748,569 | $13.2M | 0.03% | +21,329+2.9% | Added |
| 2Xideas AG | 743,511 | $13.1M | 1.40% | +743,511 | New |
| SEI Investments Co | 636,501 | $11.2M | 0.02% | +60,038+10.4% | Added |
| Charles Schwab Investment Management Inc | 635,991 | $11.2M | 0.00% | +28,961+4.8% | Added |
| Glenmede Trust Co NA | 616,902 | $10.9M | 0.06% | −17,978−2.8% | Reduced |
| Principal Financial Group Inc | 554,558 | $9.75M | 0.01% | −19,646−3.4% | Reduced |
| Daventry Group, LP | 517,167 | $9.10M | 3.91% | +239,767+86.4% | Added |
| TimesSquare Capital Management, LLC | 509,185 | $8.96M | 0.13% | −9,890−1.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 480,720 | $8.46M | 0.02% | −29,490−5.8% | Reduced |
| Bank of America Corp | 472,421 | $8.31M | 0.00% | −236,903−33.4% | Reduced |
| Pembroke Management, LTD | 456,394 | $8.03M | 1.00% | −9,351−2.0% | Reduced |
| Invesco Ltd. | 417,154 | $7.34M | 0.00% | −53,399−11.3% | Reduced |
| Silvercrest Asset Management Group LLC | 405,664 | $7.14M | 0.05% | −254−0.1% | Reduced |
| Scout Investments, Inc. | 368,790 | $6.49M | 0.16% | +58,746+18.9% | Added |
| First Trust Advisors LP | 337,141 | $5.93M | 0.01% | +337,141 | New |
| E. Ohman J:or Asset Management AB | 316,882 | $5.57M | 0.20% | +6,282+2.0% | Added |
| Nuveen Asset Management, LLC | 314,281 | $5.53M | 0.00% | −1,593−0.5% | Reduced |
| Envestnet Asset Management Inc | 310,718 | $5.47M | 0.00% | −24,722−7.4% | Reduced |
| Legal & General Group Plc | 304,128 | $5.35M | 0.00% | −3,397−1.1% | Reduced |
| Rhumbline Advisers | 294,618 | $5.18M | 0.01% | −4,392−1.5% | Reduced |
| FMR LLC | 294,171 | $5.17M | 0.00% | −582,378−66.4% | Reduced |
| Credit Suisse AG | 268,258 | $4.72M | 0.00% | +50,050+22.9% | Added |
| AXA S.A. | 260,000 | $4.57M | 0.01% | −49,800−16.1% | Reduced |
| Polar Asset Management Partners Inc. | 255,786 | $4.50M | 0.12% | +255,786 | New |
| Granahan Investment Management Inc | 243,554 | $4.28M | 0.14% | +243,554 | New |
| New York State Common Retirement Fund | 239,853 | $4.22M | 0.01% | +15,277+6.8% | Added |
| Public Sector Pension Investment Board | 222,240 | $3.91M | 0.03% | +89,928+68.0% | Added |
| Swiss National Bank | 220,400 | $3.88M | 0.00% | −43,200−16.4% | Reduced |
| Bridgewater Associates, LP | 218,624 | $3.85M | 0.02% | −24,952−10.2% | Reduced |
| Guggenheim Capital LLC | 215,911 | $3.80M | 0.03% | +5,833+2.8% | Added |
| State of Alaska, Department of Revenue | 200,916 | $3.53M | 0.04% | −765−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 168,633 | $2.97M | 0.01% | +16,848+11.1% | Added |
| Thrivent Financial for Lutherans | 161,791 | $2.85M | 0.01% | +63,862+65.2% | Added |
| Advantage Alpha Capital Partners LP | 161,601 | $2.84M | 0.54% | +5,098+3.3% | Added |
| UBS Asset Management Americas Inc | 159,821 | $2.81M | 0.00% | −703−0.4% | Reduced |
| Gotham Asset Management, LLC | 149,595 | $2.63M | 0.05% | +20,117+15.5% | Added |
| Oppenheimer Asset Management Inc. | 137,903 | $2.43M | 0.03% | +4,806+3.6% | Added |
| Advisors Preferred, LLC | 139,395 | $2.42M | 0.40% | +139,395 | New |
| Select Equity Group, L.P. | 137,329 | $2.42M | 0.01% | +26,613+24.0% | Added |
| M&T Bank Corp | 135,007 | $2.38M | 0.01% | −6,361−4.5% | Reduced |
| AQR Capital Management LLC | 131,993 | $2.32M | 0.00% | −64,914−33.0% | Reduced |
| Blair William & Co | 126,140 | $2.22M | 0.01% | −21,688−14.7% | Reduced |
| Janus Henderson Group PLC | 123,821 | $2.18M | 0.00% | +2,992+2.5% | Added |
| Prudential Financial Inc | 121,144 | $2.13M | 0.00% | −1,594−1.3% | Reduced |
| California State Teachers Retirement System | 119,433 | $2.10M | 0.00% | −13,083−9.9% | Reduced |
| State Board of Administration of Florida Retirement System | 108,147 | $1.90M | 0.00% | +190.0% | Added |
| EFG Asset Management (North America) Corp. | 103,326 | $1.82M | 0.34% | −4,606−4.3% | Reduced |
| Jane Street Group, LLC | 99,793 | $1.76M | 0.00% | +99,793 | New |
| Texas Permanent School Fund | 92,516 | $1.63M | 0.01% | +1,600+1.8% | Added |
| Bellevue Group AG | 91,215 | $1.60M | 0.02% | −391−0.4% | Reduced |
| Deutsche Bank AG | 87,196 | $1.53M | 0.00% | −590−0.7% | Reduced |
| Russell Investments Group, Ltd. | 76,562 | $1.36M | 0.00% | −75,263−49.6% | Reduced |
| New York State Teachers Retirement System | 75,973 | $1.34M | 0.00% | −64−0.1% | Reduced |
| TD Asset Management Inc | 68,492 | $1.20M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 66,645 | $1.17M | 0.00% | −11,288−14.5% | Reduced |
| State of Tennessee, Treasury Department | 64,814 | $1.14M | 0.00% | +2,513+4.0% | Added |
| LPL Financial LLC | 64,255 | $1.13M | 0.00% | +15,181+30.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 63,963 | $1.13M | 0.01% | +14,181+28.5% | Added |
| Raymond James & Associates | 58,374 | $1.03M | 0.00% | −17,773−23.3% | Reduced |
| Illinois Municipal Retirement Fund | 58,305 | $1.03M | 0.02% | −6,380−9.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 57,867 | $1.02M | 0.01% | +200.0% | Added |
| Goldman Sachs Group Inc | 57,720 | $1.02M | 0.00% | −3,554−5.8% | Reduced |
| Comerica Bank | 55,469 | $975.7K | 0.00% | +929+1.7% | Added |
| Price T Rowe Associates Inc | 55,260 | $973.0K | 0.00% | −2,514−4.4% | Reduced |
| Citadel Advisors LLC | 54,715 | $962.4K | 0.00% | −27,457−33.4% | Reduced |
| Yousif Capital Management, LLC | 53,646 | $943.6K | 0.01% | −75−0.1% | Reduced |
| Louisiana State Employees Retirement System | 53,600 | $942.8K | 0.02% | −900−1.7% | Reduced |
| Treasurer of the State of North Carolina | 52,964 | $932.0K | 0.00% | +520+1.0% | Added |
| Alliancebernstein L.P. | 52,218 | $918.5K | 0.00% | +40+0.1% | Added |
| Public Employees Retirement System of Ohio | 50,007 | $879.6K | 0.00% | +1,367+2.8% | Added |
| Motley Fool Asset Management LLC | 49,895 | $877.7K | 0.07% | +4,005+8.7% | Added |
| Amalgamated Bank | 49,223 | $866.0K | 0.01% | −1,615−3.2% | Reduced |
| Maryland State Retirement & Pension System | 47,729 | $839.6K | 0.02% | −507−1.1% | Reduced |