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, Q3 2025
Institutional positions in Certara, Inc. as of Sep 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
- 242
- +8 vs. Q2 2025
- Shares held
- 141.2M
- +12.8M (+10.0%) vs. Q2 2025
- Total value
- $1.72B
- +$222.8M (+14.8%) vs. Q2 2025
- New holders
- 43
- 88 more added
- Sold out
- 35
- 87 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 577,501 | $7.06M | 0.00% | +53,536+10.2% | Added |
| Principal Financial Group Inc | 577,936 | $7.06M | 0.00% | +33,420+6.1% | Added |
| Kopion Asset Management, LLC | 655,646 | $8.01M | 5.19% | +66,756+11.3% | Added |
| Silvercrest Asset Management Group LLC | 669,933 | $8.19M | 0.05% | −17,230−2.5% | Reduced |
| Bank of America Corp | 701,473 | $8.57M | 0.00% | −65,122−8.5% | Reduced |
| Charles Schwab Investment Management Inc | 702,424 | $8.58M | 0.00% | −46,940−6.3% | Reduced |
| Alyeska Investment Group, L.P. | 709,611 | $8.67M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 732,101 | $8.95M | 0.00% | +407,510+125.5% | Added |
| Marshall Wace, LLP | 734,029 | $8.97M | 0.01% | −778,314−51.5% | Reduced |
| Pier Capital, LLC | 754,600 | $9.22M | 1.44% | +87,178+13.1% | Added |
| Rathbone Brothers plc | 756,990 | $9.25M | 0.04% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 866,380 | $10.6M | 0.38% | +866,380 | New |
| Northern Trust Corp | 867,993 | $10.6M | 0.00% | −16,581−1.9% | Reduced |
| Fort Washington Investment Advisors Inc | 973,714 | $11.9M | 0.06% | +973,714 | New |
| Kayne Anderson Rudnick Investment Management LLC | 980,845 | $12.0M | 0.03% | −27,665−2.7% | Reduced |
| SEI Investments Co | 988,389 | $12.1M | 0.01% | −5,683−0.6% | Reduced |
| Glenmede Investment Management, LP | 1,089,136 | $13.3M | 0.06% | −33,983−3.0% | Reduced |
| Select Equity Group, L.P. | 1,120,096 | $13.7M | 0.06% | +293,452+35.5% | Added |
| Citadel Advisors LLC | 1,154,811 | $14.1M | 0.01% | +495,918+75.3% | Added |
| Bank of New York Mellon Corp | 1,170,024 | $14.3M | 0.00% | −40,737−3.4% | Reduced |
| Massachusetts Financial Services Co | 1,347,658 | $16.5M | 0.01% | −252,862−15.8% | Reduced |
| Royal Bank of Canada | 1,434,720 | $17.5M | 0.00% | −351,761−19.7% | Reduced |
| London Co of Virginia | 1,554,991 | $19.0M | 0.10% | +82,283+5.6% | Added |
| UBS Group AG | 1,651,955 | $20.2M | 0.00% | +851,249+106.3% | Added |
| Capital World Investors | 2,160,079 | $26.4M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,273,031 | $27.8M | 0.00% | +255,212+12.6% | Added |
| Mackenzie Financial Corp | 2,670,540 | $32.6M | 0.04% | +21,991+0.8% | Added |
| Millennium Management LLC | 2,915,672 | $35.6M | 0.03% | +1,903,026+187.9% | Added |
| Morgan Stanley | 3,173,682 | $38.8M | 0.00% | +112,066+3.7% | Added |
| Brown Brothers Harriman & Co | 3,764,034 | $46.0M | 0.28% | +972,669+34.8% | Added |
| State Street Corp | 3,835,086 | $46.9M | 0.00% | +174,589+4.8% | Added |
| Ameriprise Financial Inc | 4,969,412 | $60.7M | 0.01% | −491,218−9.0% | Reduced |
| Teacher Retirement System of Texas | 5,663,499 | $69.2M | 0.28% | −10,986−0.2% | Reduced |
| Geneva Capital Management LLC | 6,160,754 | $75.3M | 1.29% | +45,859+0.7% | Added |
| Deerfield Management Company, L.P. (Series C) | 6,739,537 | $82.4M | 1.26% | +2,813,438+71.7% | Added |
| ArrowMark Colorado Holdings LLC | 7,378,543 | $90.2M | 1.67% | −510,886−6.5% | Reduced |
| Dimensional Fund Advisors LP | 8,352,281 | $102.1M | 0.02% | +499,523+6.4% | Added |
| Vanguard Group Inc | 12,407,380 | $151.6M | 0.00% | −27,221−0.2% | Reduced |
| BlackRock, Inc. | 13,908,025 | $170.0M | 0.00% | +571,575+4.3% | Added |
| Wasatch Advisors Inc | 17,398,337 | $212.6M | 1.14% | +3,865,455+28.6% | Added |
| Colony Group, LLC | 893 | – | – | +893 | New |
| Summit Wealth Group LLC | 27,868 | – | – | +27,868 | New |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −266,600−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −218,544−100.0% | Sold out |
| Samjo Management, LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −89,346−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −82,317−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −69,889−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −43,741−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −43,531−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −17,623−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,634−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −15,374−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,832−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −12,624−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −12,299−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −12,243−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −12,482−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,986−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,655−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,653−100.0% | Sold out |
| Gibbs Wealth Management | 0 | $0 | 0.00% | −10,632−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −10,551−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −5,387−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −5,081−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |