Certara, Inc. - Common Stock (CERT) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CERT on Nasdaq
Shares outstanding
159,359,286
Price per share
$8.81
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
141,109,579
Total reported value
$1,724,345,944
% of total 13F portfolios
0%
Share change
+12,415,648
Value change
+$152,396,779
Number of holders
232
Price from insider filings
$8.81
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Certara, Inc. - Common Stock (CERT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ARSENAL CAPITAL PARTNERS III LP 23% $381,994,726 36,345,835 Terry M. Mullen 14 Apr 2025
WASATCH ADVISORS LP 11% +31% $212,607,678 +$47,235,860 17,398,337 +29% Wasatch Advisors LP 30 Sep 2025
DIMENSIONAL FUND ADVISORS LP 5.2% $102,064,874 8,352,281 Dimensional Fund Advisors LP 30 Sep 2025
Flynn James E 4.9% -23% $88,705,753 -$25,019,207 7,808,605 -22% Deerfield Mgmt, L.P. 25 Nov 2025

As of 30 Sep 2025, 232 institutional investors reported holding 141,109,579 shares of Certara, Inc. - Common Stock (CERT). This represents 89% of the company’s total 159,359,286 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Certara, Inc. - Common Stock (CERT) together control 72% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WASATCH ADVISORS LP 11% 17,398,337 +29% 1.1% $212,607,678
BlackRock, Inc. 8.7% 13,908,025 +4.3% 0% $169,956,065
VANGUARD GROUP INC 7.8% 12,407,380 -0.22% 0% $151,618,184
DIMENSIONAL FUND ADVISORS LP 5.2% 8,352,281 +6.4% 0.02% $102,064,348
ArrowMark Colorado Holdings LLC 4.6% 7,378,543 -6.5% 1.7% $90,165,795
DEERFIELD MANAGEMENT COMPANY, L.P. 4.2% 6,739,537 +72% 1.3% $82,357,142
GENEVA CAPITAL MANAGEMENT LLC 3.9% 6,160,754 +0.75% 1.3% $75,284,420
TEACHER RETIREMENT SYSTEM OF TEXAS 3.6% 5,663,499 -0.19% 0.28% $69,207,957
AMERIPRISE FINANCIAL INC 3.1% 4,969,412 -9% 0.01% $60,726,215
STATE STREET CORP 2.4% 3,835,086 +4.8% 0% $46,864,751
BROWN BROTHERS HARRIMAN & CO 2.4% 3,764,034 +35% 0.28% $45,996,495
MORGAN STANLEY 2% 3,173,682 +3.7% 0% $38,782,425
MILLENNIUM MANAGEMENT LLC 1.8% 2,915,672 +188% 0.03% $35,629,512
MACKENZIE FINANCIAL CORP 1.7% 2,670,540 +0.83% 0.04% $32,633,999
GEODE CAPITAL MANAGEMENT, LLC 1.4% 2,273,031 +13% 0% $27,781,786
Capital World Investors 1.4% 2,160,079 0% 0% $26,396,165
UBS Group AG 1% 1,651,955 +106% 0% $20,186,890
LONDON CO OF VIRGINIA 0.98% 1,554,991 +5.6% 0.1% $19,002,001
ROYAL BANK OF CANADA 0.9% 1,434,705 -20% 0% $17,533,000
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.85% 1,347,658 -16% 0.01% $16,468,381
Bank of New York Mellon Corp 0.73% 1,170,024 -3.4% 0% $14,297,691
CITADEL ADVISORS LLC 0.72% 1,154,811 +75% 0.01% $14,111,790
Select Equity Group, L.P. 0.7% 1,120,096 +35% 0.06% $13,687,573
Glenmede Investment Management, LP 0.68% 1,089,136 -3% 0.06% $13,309,241
SEI INVESTMENTS CO 0.62% 988,389 -0.57% 0.01% $12,078,145

Institutional Holders of Certara, Inc. - Common Stock (CERT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,389,573 $29,861,645 +$14,777,755 $8.81 14
2025 Q3 141,109,579 $1,724,345,944 +$152,396,779 $12.22 232
2025 Q2 128,542,217 $1,503,649,191 +$89,515,016 $11.70 232
2025 Q1 121,969,105 $1,207,494,494 +$55,000,130 $9.90 236
2024 Q4 116,337,511 $1,239,109,585 -$12,025,048 $10.65 218
2024 Q3 115,732,205 $1,354,741,697 -$79,722,197 $11.71 223
2024 Q2 119,911,287 $1,660,794,111 +$6,323,061 $13.85 213
2024 Q1 119,370,754 $2,134,290,197 +$22,362,946 $17.88 214
2023 Q4 82,692 $1,454,553 +$291,062 $17.59 3
2023 Q3 105,927,693 $1,540,080,478 -$8,473,981 $14.54 194
2023 Q2 106,901,249 $1,947,037,035 -$44,473,728 $18.21 201
2023 Q1 108,775,922 $2,622,345,754 +$373,425,163 $24.11 209
2022 Q4 95,148,191 $1,529,085,998 +$65,927,989 $16.07 186
2022 Q3 119,700,886 $1,589,589,188 -$47,157,599 $13.28 168
2022 Q2 123,087,430 $2,641,322,961 +$45,072,642 $21.46 152
2022 Q1 85,292,448 $1,832,169,331 +$26,647,321 $21.48 154
2021 Q4 81,143,433 $2,305,712,178 +$319,142,307 $28.42 153
2021 Q3 71,219,378 $2,357,540,997 +$834,870,727 $33.10 137
2021 Q2 46,012,934 $1,301,526,795 +$66,767,969 $28.33 92
2021 Q1 43,729,858 $1,191,654,409 +$265,890,082 $27.30 98
2020 Q4 33,198,986 $1,119,481,000 +$1,119,480,510 $33.72 100