Certara, Inc.

CERT

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001827090

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Certara, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of CERT: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	227	5	223	+1
Shares	116.1M	486.1K	116.4M	+719.1K (+0.6%)
Value	$1.36B	$5.62M	$1.24B	−$114.4M (−8.4%)

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Certara, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CERT in Q4 2024
Institution	Shares	Value	% of portfolio
Mackenzie Financial Corp	1,676,238	$17.9M	0.02%
ExodusPoint Capital Management, LP	1,083,786	$11.5M	0.12%
Norwood Investment Partners, LP	774,102	$8.24M	5.88%
Raymond James Financial Inc	340,649	$3.63M	0.00%
BNP Paribas Arbitrage, SA	279,061	$2.97M	0.00%
CIBC Private Wealth Group, LLC	206,717	$2.28M	0.00%
Samjo Management, LLC	190,000	$2.02M	0.76%
Quantinno Capital Management LP	146,938	$1.56M	0.02%
Vontobel Holding Ltd.	121,550	$1.29M	0.00%
Dark Forest Capital Management LP	76,776	$817.7K	0.12%
Algert Global LLC	62,129	$661.7K	0.02%
Mendel Money Management	48,700	$518.7K	0.23%
Police & Firemen's Retirement System of New Jersey	44,609	$475.1K	0.00%
Man Group plc	27,520	$293.1K	0.00%
KLP Kapitalforvaltning AS	25,900	$275.8K	0.00%
Jain Global LLC	25,595	$272.6K	0.01%
Private Advisor Group, LLC	23,568	$251.0K	0.00%
Verition Fund Management LLC	16,528	$176.0K	0.00%
Gsa Capital Partners LLP	16,414	$175.0K	0.01%
Bridgefront Capital, LLC	15,103	$160.8K	0.05%
First Trust Advisors LP	13,130	$139.8K	0.00%
Summit Trail Advisors, LLC	12,971	$138.1K	0.01%
Gamco Investors, Inc. Et Al	12,500	$133.1K	0.00%
CIBC Asset Management Inc	12,422	$132.3K	0.00%
Moloney Securities Asset Management, LLC	12,000	$127.8K	0.02%
Summitry LLC	11,653	$124.1K	0.01%
State of Wisconsin Investment Board	11,300	$120.3K	0.00%
NorthRock Partners, LLC	10,420	$111.0K	0.00%
Johnson Financial Group, Inc.	4,403	$62.7K	0.00%
Assetmark, Inc	500	$5.33K	0.00%
SBI Securities Co., Ltd.	323	$3.44K	0.00%
MAI Capital Management	180	$1.92K	0.00%
Golden State Wealth Management, LLC	109	$1.16K	0.00%
Sachetta, LLC	100	$1.06K	0.00%
IFP Advisors, Inc	39	$1.03K	0.00%
Creative Planning	58	$618	0.00%
Massmutual Trust Co FSB	39	$415	0.00%
Signaturefd, LLC	29	$309	0.00%
Bruce G. Allen Investments, LLC	28	$298	0.00%
CoreCap Advisors, LLC	26	$277	0.00%
Grove Bank & Trust	4	$43	0.00%
Skopos Labs, Inc.	2	$22	0.00%
Global Financial Private Client, LLC	2	$21	0.00%

Sold out (42)

Institutions that held Certara, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CERT in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Mubadala Investment Co PJSC	9,615,384	$112.6M
Clearbridge Investments, LLC	2,775,859	$32.5M
TimesSquare Capital Management, LLC	956,655	$11.2M
Franklin Resources Inc	730,586	$8.21M
Boone Capital Management LLC	541,830	$6.34M
Advantage Alpha Capital Partners LP	160,156	$1.88M
Jefferies Financial Group Inc.	149,834	$1.75M
Renaissance Technologies LLC	113,500	$1.33M
Motley Fool Asset Management LLC	85,248	$967.6K
B. Riley Asset Management, LLC	50,000	$585.5K
Balyasny Asset Management LLC	40,767	$477.4K
Sherbrooke Park Advisers LLC	39,097	$457.8K
Paloma Partners Management Co	35,291	$413.3K
Boothbay Fund Management, LLC	35,045	$410.4K
Quest Partners LLC	31,337	$367.0K
Commerce Bank	29,719	$348.0K
Aquatic Capital Management LLC	28,300	$331.4K
Bayesian Capital Management, LP	22,159	$259.5K
Brevan Howard Capital Management LP	17,104	$200.3K
Captrust Financial Advisors	15,370	$180.0K
Axq Capital, LP	15,227	$178.3K
Everence Capital Management Inc	14,910	$175.0K
Baldwin Brothers Inc	14,641	$171.4K
Versor Investments LP	13,800	$161.6K
Oxford Asset Management LLP	13,783	$161.4K
Corton Capital Inc.	13,013	$152.4K
Cambridge Investment Research Advisors, Inc.	10,538	$123.0K
Pacer Advisors, Inc.	5,758	$67.4K
Advisors Asset Management, Inc.	1,475	$17.3K
Steward Partners Investment Advisory, LLC	1,319	$15.4K
Group One Trading, L.P.	300	$3.51K
Northwestern Mutual Wealth Management Co	246	$2.88K
Smartleaf Asset Management LLC	183	$2.15K
DT Investment Partners, LLC	166	$1.94K
Financial Network Wealth Advisors LLC	136	$1.59K
Private Wealth Management Group, LLC	99	$1.16K
Quadrant Capital Group LLC	38	$445
Federation des caisses Desjardins du Quebec	20	$234
Rothschild Investment LLC	10	$117
Mendota Financial Group, LLC	8	$94
SJS Investment Consulting Inc.	4	$47
Claris Advisors, LLC	2	$23

Not filed for Q4 2024 yet (5)

Institutions that held Certara, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CERT in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Scout Investments, Inc.	272,361	$3.12M
B. Metzler seel. Sohn & Co. Holding AG	129,198	$1.51M
Raymond James & Associates	71,328	$835.3K
Quaker Wealth Management, LLC	12,535	$146.8K
Planning Capital Management Corp	650	$7.61K