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 2024
Institutional positions in Certara, Inc. as of Dec 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
- 223
- +1 vs. Q3 2024
- Shares held
- 116.4M
- +719.1K (+0.6%) vs. Q3 2024
- Total value
- $1.24B
- −$114.4M (−8.4%) vs. Q3 2024
- New holders
- 43
- 84 more added
- Sold out
- 42
- 73 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SEI Investments Co | 1,137,612 | $12.1M | 0.02% | +28,809+2.6% | Added |
| Morgan Stanley | 1,356,655 | $14.4M | 0.00% | +255,772+23.2% | Added |
| Royal Bank of Canada | 1,421,675 | $15.1M | 0.00% | −21,843−1.5% | Reduced |
| London Co of Virginia | 1,422,539 | $15.2M | 0.08% | −12,726−0.9% | Reduced |
| Glenmede Trust Co NA | 1,506,894 | $16.0M | 0.08% | +300,825+24.9% | Added |
| Citadel Advisors LLC | 1,611,707 | $17.2M | 0.02% | +1,295,640+409.9% | Added |
| Daventry Group, LP | 1,642,053 | $17.5M | 6.68% | +127,954+8.5% | Added |
| Mackenzie Financial Corp | 1,676,238 | $17.9M | 0.02% | +1,676,238 | New |
| Geode Capital Management, LLC | 1,894,819 | $20.2M | 0.00% | −10,953−0.6% | Reduced |
| Bank of New York Mellon Corp | 1,995,071 | $21.2M | 0.00% | +1,253,385+169.0% | Added |
| Riverbridge Partners LLC | 2,164,747 | $23.1M | 0.31% | −236,171−9.8% | Reduced |
| JPMorgan Chase & Co | 2,458,539 | $26.2M | 0.00% | −1,413,976−36.5% | Reduced |
| Ameriprise Financial Inc | 3,779,655 | $40.3M | 0.01% | +3,387,590+864.0% | Added |
| State Street Corp | 3,781,605 | $40.3M | 0.00% | +101,906+2.8% | Added |
| Brown Brothers Harriman & Co | 3,818,613 | $40.7M | 0.29% | +1,487,998+63.8% | Added |
| Massachusetts Financial Services Co | 4,083,940 | $43.5M | 0.01% | +182,042+4.7% | Added |
| Teacher Retirement System of Texas | 4,557,951 | $48.5M | 0.18% | +557,348+13.9% | Added |
| Geneva Capital Management LLC | 5,458,600 | $58.1M | 1.01% | −51,609−0.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 6,213,278 | $66.2M | 0.89% | +3,861,674+164.2% | Added |
| Dimensional Fund Advisors LP | 7,877,507 | $83.9M | 0.02% | −134,401−1.7% | Reduced |
| Wasatch Advisors Inc | 8,935,998 | $95.2M | 0.47% | −79,943−0.9% | Reduced |
| Vanguard Group Inc | 12,437,089 | $132.5M | 0.00% | +38,068+0.3% | Added |
| BlackRock, Inc. | 13,825,594 | $147.2M | 0.00% | +573,415+4.3% | Added |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −9,615,384−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −2,775,859−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −956,655−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −730,586−100.0% | Sold out |
| Boone Capital Management LLC | 0 | $0 | 0.00% | −541,830−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −160,156−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −149,834−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −113,500−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −85,248−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −40,767−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −39,097−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −35,291−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −35,045−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −31,337−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −29,719−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,159−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −17,104−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −15,370−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,227−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −14,910−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −14,641−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −13,783−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −13,013−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,538−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,758−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Quaker Wealth Management, LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |