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, Q2 2024
Institutional positions in Certara, Inc. as of Jun 30, 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
- 216
- −1 vs. Q1 2024
- Shares held
- 119.8M
- +56.0K (0.0%) vs. Q1 2024
- Total value
- $1.66B
- −$482.5M (−22.5%) vs. Q1 2024
- New holders
- 27
- 69 more added
- Sold out
- 28
- 87 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,221 | $321.6K | 0.00% | +93+0.4% | Added |
| David Loasby | 23,300 | $323.4K | 0.03% | +8,982+62.7% | Added |
| Barclays PLC | 23,645 | $327.5K | 0.00% | −16,949−41.8% | Reduced |
| Citadel Advisors LLC | 24,824 | $343.8K | 0.00% | −28,044−53.0% | Reduced |
| RSM US Wealth Management LLC | 25,513 | $348.0K | 0.01% | +25,513 | New |
| Campbell & CO Investment Adviser LLC | 25,874 | $358.4K | 0.03% | −3,526−12.0% | Reduced |
| Oregon Public Employees Retirement Fund | 26,131 | $361.9K | 0.01% | −2,500−8.7% | Reduced |
| Trust Point Inc. | 26,149 | $362.2K | 0.03% | +899+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,012 | $374.1K | 0.00% | +7,158+36.1% | Added |
| HighTower Advisors, LLC | 28,316 | $387.0K | 0.00% | −2,986−9.5% | Reduced |
| Voya Investment Management LLC | 28,106 | $389.3K | 0.00% | −10,534−27.3% | Reduced |
| Stifel Financial Corp | 30,353 | $420.4K | 0.00% | +1,650+5.7% | Added |
| UBS Group AG | 30,832 | $427.0K | 0.00% | +9,790+46.5% | Added |
| Arizona State Retirement System | 31,327 | $433.9K | 0.00% | +577+1.9% | Added |
| Commerce Bank | 31,347 | $434.2K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 34,581 | $478.9K | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 35,157 | $487.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 35,804 | $496.0K | 0.00% | −1,130−3.1% | Reduced |
| Millennium Management LLC | 37,056 | $513.2K | 0.00% | +5,891+18.9% | Added |
| Mariner, LLC | 40,400 | $559.5K | 0.00% | −821−2.0% | Reduced |
| Ensign Peak Advisors, Inc | 43,477 | $602.2K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 43,918 | $608.3K | 0.01% | −4,886−10.0% | Reduced |
| Public Employees Retirement System of Ohio | 45,854 | $635.1K | 0.00% | +156+0.3% | Added |
| Maryland State Retirement & Pension System | 46,379 | $642.3K | 0.01% | −1,018−2.1% | Reduced |
| TownSquare Capital, LLC | 46,582 | $645.2K | 0.01% | +3,725+8.7% | Added |
| Comerica Bank | 48,413 | $670.5K | 0.00% | −4,485−8.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 52,340 | $724.9K | 0.00% | −5,527−9.6% | Reduced |
| Treasurer of the State of North Carolina | 52,331 | $725.0K | 0.00% | −993−1.9% | Reduced |
| Louisiana State Employees Retirement System | 54,200 | $750.7K | 0.01% | +1,200+2.3% | Added |
| Alliancebernstein L.P. | 54,449 | $754.1K | 0.00% | −96,135−63.8% | Reduced |
| State of Tennessee, Treasury Department | 55,089 | $763.0K | 0.00% | +362+0.7% | Added |
| Avantax Advisory Services, Inc. | 56,456 | $781.9K | 0.01% | +56,456 | New |
| Goldman Sachs Group Inc | 59,510 | $824.2K | 0.00% | +22,967+62.8% | Added |
| Eisler Capital (US) LLC | 60,355 | $835.9K | 0.16% | +19,711+48.5% | Added |
| Price T Rowe Associates Inc | 63,297 | $877.0K | 0.00% | +4,398+7.5% | Added |
| Illinois Municipal Retirement Fund | 63,556 | $880.3K | 0.01% | +9,603+17.8% | Added |
| Zions Bancorporation, N.A. | 64,816 | $897.7K | 0.07% | −2,236−3.3% | Reduced |
| New York State Teachers Retirement System | 71,471 | $990.0K | 0.00% | −3,202−4.3% | Reduced |
| Russell Investments Group, Ltd. | 77,753 | $1.07M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 77,053 | $1.07M | 0.00% | +3,397+4.6% | Added |
| Gotham Asset Management, LLC | 79,578 | $1.10M | 0.01% | −119,751−60.1% | Reduced |
| Deutsche Bank AG | 81,073 | $1.12M | 0.00% | −7,608−8.6% | Reduced |
| LPL Financial LLC | 81,476 | $1.13M | 0.00% | −10,963−11.9% | Reduced |
| Raymond James & Associates | 82,127 | $1.14M | 0.00% | −643−0.8% | Reduced |
| Motley Fool Asset Management LLC | 87,024 | $1.19M | 0.08% | −11,542−11.7% | Reduced |
| Thrivent Financial for Lutherans | 89,459 | $1.24M | 0.00% | −70,954−44.2% | Reduced |
| Bellevue Group AG | 95,924 | $1.33M | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 101,728 | $1.41M | 0.00% | +10,036+10.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 106,219 | $1.47M | 0.02% | +31,533+42.2% | Added |
| State Board of Administration of Florida Retirement System | 108,147 | $1.50M | 0.00% | +3,274+3.1% | Added |
| California State Teachers Retirement System | 109,879 | $1.52M | 0.00% | −2,883−2.6% | Reduced |
| Prudential Financial Inc | 112,731 | $1.56M | 0.00% | −5,274−4.5% | Reduced |
| State of New Jersey Common Pension Fund D | 114,037 | $1.58M | 0.01% | −54,596−32.4% | Reduced |
| EFG Asset Management (North America) Corp. | 118,419 | $1.64M | 0.28% | −9,888−7.7% | Reduced |
| Polar Asset Management Partners Inc. | 122,900 | $1.70M | 0.04% | −220,934−64.3% | Reduced |
| M&T Bank Corp | 128,926 | $1.79M | 0.01% | −3,696−2.8% | Reduced |
| Jane Street Group, LLC | 143,661 | $1.99M | 0.00% | +9,001+6.7% | Added |
| Select Equity Group, L.P. | 159,008 | $2.20M | 0.01% | +26,095+19.6% | Added |
| Bridgewater Associates, LP | 166,286 | $2.30M | 0.01% | −27,265−14.1% | Reduced |
| Janus Henderson Group PLC | 189,870 | $2.63M | 0.00% | +62,471+49.0% | Added |
| Oppenheimer Asset Management Inc. | 197,724 | $2.74M | 0.03% | +61,980+45.7% | Added |
| State of Alaska, Department of Revenue | 198,300 | $2.75M | 0.03% | −1,972−1.0% | Reduced |
| New York State Common Retirement Fund | 201,646 | $2.79M | 0.00% | +974+0.5% | Added |
| Guggenheim Capital LLC | 209,182 | $2.90M | 0.02% | −8,417−3.9% | Reduced |
| AXA S.A. | 216,776 | $3.00M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 220,400 | $3.05M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 237,075 | $3.28M | 0.02% | +17,555+8.0% | Added |
| Bamco Inc | 240,000 | $3.32M | 0.01% | −845,950−77.9% | Reduced |
| Granahan Investment Management Inc | 243,873 | $3.38M | 0.14% | +14,723+6.4% | Added |
| UBS Asset Management Americas Inc | 257,106 | $3.56M | 0.00% | +97,285+60.9% | Added |
| Rhumbline Advisers | 259,690 | $3.60M | 0.00% | −22,799−8.1% | Reduced |
| Nuveen Asset Management, LLC | 282,017 | $3.91M | 0.00% | −29,576−9.5% | Reduced |
| FMR LLC | 291,299 | $4.03M | 0.00% | −3,048−1.0% | Reduced |
| Legal & General Group Plc | 298,670 | $4.14M | 0.00% | −4,472−1.5% | Reduced |
| Scout Investments, Inc. | 316,438 | $4.38M | 0.12% | −30,312−8.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 338,760 | $4.69M | 0.01% | −71,710−17.5% | Reduced |
| Norges Bank | 399,541 | $5.53M | 0.00% | −132,103−24.8% | Reduced |
| Invesco Ltd. | 404,578 | $5.60M | 0.00% | −11,435−2.7% | Reduced |
| Pembroke Management, LTD | 406,324 | $5.63M | 0.76% | −35,276−8.0% | Reduced |
| Ameriprise Financial Inc | 445,192 | $6.17M | 0.00% | −1,754,943−79.8% | Reduced |
| Silvercrest Asset Management Group LLC | 523,439 | $7.25M | 0.05% | +7,139+1.4% | Added |
| Principal Financial Group Inc | 529,950 | $7.34M | 0.00% | −24,669−4.4% | Reduced |
| Envestnet Asset Management Inc | 573,660 | $7.95M | 0.00% | +43,403+8.2% | Added |
| 2Xideas AG | 644,328 | $8.92M | 1.11% | +41,644+6.9% | Added |
| Glenmede Trust Co NA | 675,471 | $9.36M | 0.05% | +7,024+1.1% | Added |
| Charles Schwab Investment Management Inc | 686,855 | $9.51M | 0.00% | −365−0.1% | Reduced |
| Boone Capital Management LLC | 718,983 | $9.96M | 2.60% | +718,983 | New |
| Rathbone Brothers plc | 757,290 | $10.5M | 0.06% | −3000.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 810,206 | $11.2M | 0.03% | +62,912+8.4% | Added |
| Bank of New York Mellon Corp | 814,599 | $11.3M | 0.00% | −10,040−1.2% | Reduced |
| Bank of America Corp | 820,017 | $11.4M | 0.00% | +78,052+10.5% | Added |
| TimesSquare Capital Management, LLC | 927,565 | $12.8M | 0.20% | +407,175+78.2% | Added |
| Morgan Stanley | 938,354 | $13.0M | 0.00% | −4,913−0.5% | Reduced |
| SEI Investments Co | 997,871 | $13.8M | 0.02% | +282,357+39.5% | Added |
| Granite Investment Partners, LLC | 1,079,969 | $15.0M | 0.62% | −133,253−11.0% | Reduced |
| Northern Trust Corp | 1,238,853 | $17.2M | 0.00% | −45,491−3.5% | Reduced |
| Daventry Group, LP | 1,308,572 | $18.1M | 8.09% | +791,405+153.0% | Added |
| London Co of Virginia | 1,395,579 | $19.3M | 0.11% | −231,137−14.2% | Reduced |
| Royal Bank of Canada | 1,477,253 | $20.5M | 0.00% | +100,088+7.3% | Added |
| Franklin Resources Inc | 1,745,471 | $24.2M | 0.01% | −33,463−1.9% | Reduced |