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 2025
Institutional positions in Certara, Inc. as of Jun 30, 2025. 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
- 237
- −3 vs. Q1 2025
- Shares held
- 128.5M
- +7.87M (+6.5%) vs. Q1 2025
- Total value
- $1.50B
- +$309.0M (+25.9%) vs. Q1 2025
- New holders
- 44
- 74 more added
- Sold out
- 47
- 92 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nicholas Company, Inc. | 558,888 | $6.54M | 0.11% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 562,706 | $6.58M | 0.00% | +263,178+87.9% | Added |
| Kopion Asset Management, LLC | 588,890 | $6.89M | 4.65% | −11,269−1.9% | Reduced |
| Citadel Advisors LLC | 658,893 | $7.71M | 0.01% | +167,259+34.0% | Added |
| Pier Capital, LLC | 667,422 | $7.81M | 1.19% | +667,422 | New |
| Silvercrest Asset Management Group LLC | 687,163 | $8.04M | 0.05% | +169,943+32.9% | Added |
| Alyeska Investment Group, L.P. | 709,611 | $8.30M | 0.03% | +209,611+41.9% | Added |
| Charles Schwab Investment Management Inc | 749,364 | $8.77M | 0.00% | −48,246−6.0% | Reduced |
| Rathbone Brothers plc | 756,990 | $8.86M | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 766,595 | $8.97M | 0.00% | −332,229−30.2% | Reduced |
| UBS Group AG | 800,706 | $9.37M | 0.00% | +331,430+70.6% | Added |
| Select Equity Group, L.P. | 826,644 | $9.67M | 0.04% | −267,851−24.5% | Reduced |
| Northern Trust Corp | 884,574 | $10.3M | 0.00% | −31,725−3.5% | Reduced |
| SEI Investments Co | 994,072 | $11.6M | 0.01% | −126,941−11.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,008,510 | $11.8M | 0.03% | −2,961−0.3% | Reduced |
| Millennium Management LLC | 1,012,646 | $11.8M | 0.01% | +309,813+44.1% | Added |
| Glenmede Investment Management, LP | 1,123,119 | $13.1M | 0.07% | +1,123,119 | New |
| Bank of New York Mellon Corp | 1,210,761 | $14.2M | 0.00% | −236,983−16.4% | Reduced |
| London Co of Virginia | 1,472,708 | $17.2M | 0.10% | +2,032+0.1% | Added |
| Marshall Wace, LLP | 1,512,343 | $17.7M | 0.02% | +1,413,538+1,430.6% | Added |
| Massachusetts Financial Services Co | 1,600,520 | $18.7M | 0.01% | −214,825−11.8% | Reduced |
| Royal Bank of Canada | 1,786,481 | $20.9M | 0.00% | +412,402+30.0% | Added |
| Geode Capital Management, LLC | 2,017,819 | $23.6M | 0.00% | −2,792−0.1% | Reduced |
| Capital World Investors | 2,160,079 | $25.3M | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,648,549 | $31.0M | 0.04% | +855,222+47.7% | Added |
| Brown Brothers Harriman & Co | 2,791,365 | $32.7M | 0.21% | −1,027,248−26.9% | Reduced |
| Morgan Stanley | 3,061,616 | $35.8M | 0.00% | +485,656+18.9% | Added |
| State Street Corp | 3,660,497 | $42.8M | 0.00% | +28,909+0.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 3,926,099 | $45.9M | 0.83% | +1,903,483+94.1% | Added |
| Ameriprise Financial Inc | 5,460,630 | $63.9M | 0.02% | +1,165,064+27.1% | Added |
| Teacher Retirement System of Texas | 5,674,485 | $66.4M | 0.28% | +1,145,554+25.3% | Added |
| Geneva Capital Management LLC | 6,114,895 | $71.5M | 1.20% | +443,206+7.8% | Added |
| Dimensional Fund Advisors LP | 7,852,758 | $91.9M | 0.02% | −70,889−0.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,889,429 | $92.3M | 1.66% | +387,768+5.2% | Added |
| Vanguard Group Inc | 12,434,601 | $145.5M | 0.00% | −14,450−0.1% | Reduced |
| BlackRock, Inc. | 13,336,450 | $156.0M | 0.00% | −17,855−0.1% | Reduced |
| Wasatch Advisors Inc | 13,532,882 | $158.3M | 0.83% | +4,244,230+45.7% | Added |
| Daventry Group, LP | 0 | $0 | 0.00% | −1,802,527−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −367,322−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −315,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −277,054−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −119,388−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −99,377−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −95,984−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −89,351−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −62,710−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −60,436−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −60,294−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −58,951−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −48,065−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −44,416−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −37,622−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,021−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −24,085−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −23,797−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −19,733−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −19,069−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −15,507−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −14,951−100.0% | Sold out |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −14,022−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,679−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −13,078−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,597−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,270−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −10,202−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −9,928−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −4,403−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −4,343−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,918−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,487−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,191−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |