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, Q1 2024
Institutional positions in Certara, Inc. as of Mar 31, 2024. 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
- 220
- +7 vs. Q4 2023
- Shares held
- 120.0M
- +1.87M (+1.6%) vs. Q4 2023
- Total value
- $2.15B
- +$68.2M (+3.3%) vs. Q4 2023
- New holders
- 27
- 80 more added
- Sold out
- 20
- 73 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 1,377,165 | $24.6M | 0.01% | −31,905−2.3% | Reduced |
| London Co of Virginia | 1,626,716 | $29.1M | 0.15% | +1,626,716 | New |
| Franklin Resources Inc | 1,778,934 | $31.8M | 0.01% | −41,930−2.3% | Reduced |
| Geode Capital Management, LLC | 1,869,034 | $33.4M | 0.00% | +70,259+3.9% | Added |
| Ameriprise Financial Inc | 2,200,135 | $39.3M | 0.01% | −5,491−0.2% | Reduced |
| Massachusetts Financial Services Co | 2,525,444 | $45.2M | 0.01% | −59,711−2.3% | Reduced |
| Dimensional Fund Advisors LP | 2,805,928 | $50.2M | 0.01% | +264,932+10.4% | Added |
| Riverbridge Partners LLC | 2,818,511 | $50.4M | 0.61% | +2,133+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,202,298 | $57.3M | 0.04% | +712,902+28.6% | Added |
| ArrowMark Colorado Holdings LLC | 3,527,926 | $63.1M | 0.72% | −674,996−16.1% | Reduced |
| State Street Corp | 3,557,641 | $63.6M | 0.00% | +69,212+2.0% | Added |
| Clearbridge Investments, LLC | 4,173,195 | $74.6M | 0.06% | +32,846+0.8% | Added |
| JPMorgan Chase & Co | 4,359,145 | $77.9M | 0.01% | +350,876+8.8% | Added |
| Geneva Capital Management LLC | 4,404,199 | $78.7M | 1.38% | +579,349+15.1% | Added |
| Wasatch Advisors Inc | 4,924,845 | $88.1M | 0.46% | +932,598+23.4% | Added |
| William Blair Investment Management, LLC | 5,719,790 | $102.3M | 0.26% | −1,322,526−18.8% | Reduced |
| Baillie Gifford & Co | 8,537,544 | $152.7M | 0.12% | −383,919−4.3% | Reduced |
| Mubadala Investment Co PJSC | 9,615,384 | $171.9M | 0.67% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,555,380 | $224.5M | 0.00% | +10,820+0.1% | Added |
| BlackRock Inc. | 13,988,826 | $250.1M | 0.01% | +32,215+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −769,300−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −139,395−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −43,238−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,830−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −23,264−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −12,954−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −12,030−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,778−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,735−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,607−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −10,072−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,839−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | – | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |