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 $880.2M 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 | $880.2M |
| Q1 2026 | 257 | $770.4M |
| Q4 2025 | 256 | $1.30B |
| Q3 2025 | 242 | $1.72B |
| Q2 2025 | 237 | $1.50B |
| Q1 2025 | 242 | $1.21B |
| Q4 2024 | 223 | $1.24B |
| Q3 2024 | 227 | $1.36B |
| Q2 2024 | 216 | $1.66B |
| Q1 2024 | 220 | $2.15B |
| Q4 2023 | 213 | $2.08B |
| Q3 2023 | 202 | $1.57B |
| Q2 2023 | 211 | $1.98B |
| Q1 2023 | 216 | $2.62B |
| Q4 2022 | 200 | $1.51B |
| Q3 2022 | 192 | $1.62B |
| Q2 2022 | 164 | $2.66B |
| Q1 2022 | 165 | $1.85B |
| Q4 2021 | 162 | $2.37B |
| Q3 2021 | 141 | $2.36B |
| Q2 2021 | 93 | $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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 31,331 | $551.1K | 0.01% | −500−1.6% | Reduced |
| Commerce Bank | 31,498 | $554.0K | 0.00% | +538+1.7% | Added |
| Barclays PLC | 33,057 | $581.5K | 0.00% | −21,110−39.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,157 | $619.0K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 37,858 | $665.9K | 0.00% | +37,858 | New |
| TownSquare Capital, LLC | 39,444 | $693.8K | 0.01% | +7,335+22.8% | Added |
| Wells Fargo & Company | 39,626 | $697.0K | 0.00% | +35,528+867.0% | Added |
| Victory Capital Management Inc | 41,474 | $729.5K | 0.00% | +3,199+8.4% | Added |
| Marshall Wace, LLP | 43,238 | $760.6K | 0.00% | −418,889−90.6% | Reduced |
| Zions Bancorporation, N.A. | 43,511 | $765.4K | 0.05% | +6,794+18.5% | Added |
| Ensign Peak Advisors, Inc | 45,670 | $803.3K | 0.00% | +6,750+17.3% | Added |
| Voya Investment Management LLC | 45,832 | $806.2K | 0.00% | −8,745−16.0% | Reduced |
| Two Sigma Advisers, LP | 45,900 | $807.4K | 0.00% | −3,400−6.9% | Reduced |
| Maryland State Retirement & Pension System | 47,729 | $839.6K | 0.02% | −507−1.1% | Reduced |
| Amalgamated Bank | 49,223 | $866.0K | 0.01% | −1,615−3.2% | Reduced |
| Motley Fool Asset Management LLC | 49,895 | $877.7K | 0.07% | +4,005+8.7% | Added |
| Public Employees Retirement System of Ohio | 50,007 | $879.6K | 0.00% | +1,367+2.8% | Added |
| Alliancebernstein L.P. | 52,218 | $918.5K | 0.00% | +40+0.1% | Added |
| Treasurer of the State of North Carolina | 52,964 | $932.0K | 0.00% | +520+1.0% | Added |
| Louisiana State Employees Retirement System | 53,600 | $942.8K | 0.02% | −900−1.7% | Reduced |
| Yousif Capital Management, LLC | 53,646 | $943.6K | 0.01% | −75−0.1% | Reduced |
| Citadel Advisors LLC | 54,715 | $962.4K | 0.00% | −27,457−33.4% | Reduced |
| Price T Rowe Associates Inc | 55,260 | $973.0K | 0.00% | −2,514−4.4% | Reduced |
| Comerica Bank | 55,469 | $975.7K | 0.00% | +929+1.7% | Added |
| Goldman Sachs Group Inc | 57,720 | $1.02M | 0.00% | −3,554−5.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 57,867 | $1.02M | 0.01% | +200.0% | Added |
| Illinois Municipal Retirement Fund | 58,305 | $1.03M | 0.02% | −6,380−9.9% | Reduced |
| Raymond James & Associates | 58,374 | $1.03M | 0.00% | −17,773−23.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 63,963 | $1.13M | 0.01% | +14,181+28.5% | Added |
| LPL Financial LLC | 64,255 | $1.13M | 0.00% | +15,181+30.9% | Added |
| State of Tennessee, Treasury Department | 64,814 | $1.14M | 0.00% | +2,513+4.0% | Added |
| Citigroup Inc | 66,645 | $1.17M | 0.00% | −11,288−14.5% | Reduced |
| TD Asset Management Inc | 68,492 | $1.20M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 75,973 | $1.34M | 0.00% | −64−0.1% | Reduced |
| Russell Investments Group, Ltd. | 76,562 | $1.36M | 0.00% | −75,263−49.6% | Reduced |
| Deutsche Bank AG | 87,196 | $1.53M | 0.00% | −590−0.7% | Reduced |
| Bellevue Group AG | 91,215 | $1.60M | 0.02% | −391−0.4% | Reduced |
| Texas Permanent School Fund | 92,516 | $1.63M | 0.01% | +1,600+1.8% | Added |
| Jane Street Group, LLC | 99,793 | $1.76M | 0.00% | +99,793 | New |
| EFG Asset Management (North America) Corp. | 103,326 | $1.82M | 0.34% | −4,606−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 108,147 | $1.90M | 0.00% | +190.0% | Added |
| California State Teachers Retirement System | 119,433 | $2.10M | 0.00% | −13,083−9.9% | Reduced |
| Prudential Financial Inc | 121,144 | $2.13M | 0.00% | −1,594−1.3% | Reduced |
| Janus Henderson Group PLC | 123,821 | $2.18M | 0.00% | +2,992+2.5% | Added |
| Blair William & Co | 126,140 | $2.22M | 0.01% | −21,688−14.7% | Reduced |
| AQR Capital Management LLC | 131,993 | $2.32M | 0.00% | −64,914−33.0% | Reduced |
| M&T Bank Corp | 135,007 | $2.38M | 0.01% | −6,361−4.5% | Reduced |
| Select Equity Group, L.P. | 137,329 | $2.42M | 0.01% | +26,613+24.0% | Added |
| Advisors Preferred, LLC | 139,395 | $2.42M | 0.40% | +139,395 | New |
| Oppenheimer Asset Management Inc. | 137,903 | $2.43M | 0.03% | +4,806+3.6% | Added |
| Gotham Asset Management, LLC | 149,595 | $2.63M | 0.05% | +20,117+15.5% | Added |
| UBS Asset Management Americas Inc | 159,821 | $2.81M | 0.00% | −703−0.4% | Reduced |
| Advantage Alpha Capital Partners LP | 161,601 | $2.84M | 0.54% | +5,098+3.3% | Added |
| Thrivent Financial for Lutherans | 161,791 | $2.85M | 0.01% | +63,862+65.2% | Added |
| State of New Jersey Common Pension Fund D | 168,633 | $2.97M | 0.01% | +16,848+11.1% | Added |
| State of Alaska, Department of Revenue | 200,916 | $3.53M | 0.04% | −765−0.4% | Reduced |
| Guggenheim Capital LLC | 215,911 | $3.80M | 0.03% | +5,833+2.8% | Added |
| Bridgewater Associates, LP | 218,624 | $3.85M | 0.02% | −24,952−10.2% | Reduced |
| Swiss National Bank | 220,400 | $3.88M | 0.00% | −43,200−16.4% | Reduced |
| Public Sector Pension Investment Board | 222,240 | $3.91M | 0.03% | +89,928+68.0% | Added |
| New York State Common Retirement Fund | 239,853 | $4.22M | 0.01% | +15,277+6.8% | Added |
| Granahan Investment Management Inc | 243,554 | $4.28M | 0.14% | +243,554 | New |
| Polar Asset Management Partners Inc. | 255,786 | $4.50M | 0.12% | +255,786 | New |
| AXA S.A. | 260,000 | $4.57M | 0.01% | −49,800−16.1% | Reduced |
| Credit Suisse AG | 268,258 | $4.72M | 0.00% | +50,050+22.9% | Added |
| FMR LLC | 294,171 | $5.17M | 0.00% | −582,378−66.4% | Reduced |
| Rhumbline Advisers | 294,618 | $5.18M | 0.01% | −4,392−1.5% | Reduced |
| Legal & General Group Plc | 304,128 | $5.35M | 0.00% | −3,397−1.1% | Reduced |
| Envestnet Asset Management Inc | 310,718 | $5.47M | 0.00% | −24,722−7.4% | Reduced |
| Nuveen Asset Management, LLC | 314,281 | $5.53M | 0.00% | −1,593−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 316,882 | $5.57M | 0.20% | +6,282+2.0% | Added |
| First Trust Advisors LP | 337,141 | $5.93M | 0.01% | +337,141 | New |
| Scout Investments, Inc. | 368,790 | $6.49M | 0.16% | +58,746+18.9% | Added |
| Silvercrest Asset Management Group LLC | 405,664 | $7.14M | 0.05% | −254−0.1% | Reduced |
| Invesco Ltd. | 417,154 | $7.34M | 0.00% | −53,399−11.3% | Reduced |
| Pembroke Management, LTD | 456,394 | $8.03M | 1.00% | −9,351−2.0% | Reduced |
| Bank of America Corp | 472,421 | $8.31M | 0.00% | −236,903−33.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 480,720 | $8.46M | 0.02% | −29,490−5.8% | Reduced |
| TimesSquare Capital Management, LLC | 509,185 | $8.96M | 0.13% | −9,890−1.9% | Reduced |
| Daventry Group, LP | 517,167 | $9.10M | 3.91% | +239,767+86.4% | Added |
| Principal Financial Group Inc | 554,558 | $9.75M | 0.01% | −19,646−3.4% | Reduced |
| Glenmede Trust Co NA | 616,902 | $10.9M | 0.06% | −17,978−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 635,991 | $11.2M | 0.00% | +28,961+4.8% | Added |
| SEI Investments Co | 636,501 | $11.2M | 0.02% | +60,038+10.4% | Added |
| 2Xideas AG | 743,511 | $13.1M | 1.40% | +743,511 | New |
| Kayne Anderson Rudnick Investment Management LLC | 748,569 | $13.2M | 0.03% | +21,329+2.9% | Added |
| Morgan Stanley | 750,966 | $13.2M | 0.00% | +137,550+22.4% | Added |
| Rathbone Brothers plc | 757,390 | $13.3M | 0.09% | +400+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 769,300 | $13.5M | 0.24% | +370,820+93.1% | Added |
| Norges Bank | 810,796 | $14.3M | 0.00% | −59,632−6.9% | Reduced |
| Bank of New York Mellon Corp | 894,364 | $15.7M | 0.00% | −67,970−7.1% | Reduced |
| Bamco Inc | 1,070,950 | $18.8M | 0.05% | +1,847+0.2% | Added |
| Granite Investment Partners, LLC | 1,221,243 | $21.5M | 0.84% | +165,825+15.7% | Added |
| Northern Trust Corp | 1,268,381 | $22.3M | 0.00% | +54,344+4.5% | Added |
| Royal Bank of Canada | 1,409,070 | $24.8M | 0.01% | +391,397+38.5% | Added |
| Geode Capital Management, LLC | 1,798,775 | $31.6M | 0.00% | +63,326+3.6% | Added |
| Franklin Resources Inc | 1,820,864 | $32.0M | 0.01% | +138,682+8.2% | Added |
| Ameriprise Financial Inc | 2,205,626 | $38.8M | 0.01% | +662,687+42.9% | Added |
| T. Rowe Price Investment Management, Inc. | 2,489,396 | $43.8M | 0.03% | −742,562−23.0% | Reduced |
| Dimensional Fund Advisors LP | 2,540,996 | $44.7M | 0.01% | +94,220+3.9% | Added |