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
$9.68
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
147,320,118
Total reported value
$1,298,084,583
% of total 13F portfolios
0%
Share change
+6,213,082
Value change
+$46,290,951
Number of holders
250
Price from insider filings
$9.68
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% $504,843,648 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 31 Dec 2025, 250 institutional investors reported holding 147,320,118 shares of Certara, Inc. - Common Stock (CERT). This represents 92% 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 74% 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% 17,223,081 -1% 0.9% $151,735,344
BlackRock, Inc. 8.7% 13,926,863 +0.14% 0% $122,695,663
VANGUARD GROUP INC 7.5% 11,916,099 -4% 0% $104,980,832
DIMENSIONAL FUND ADVISORS LP 5.3% 8,387,484 +0.42% 0.02% $73,894,392
DEERFIELD MANAGEMENT COMPANY, L.P. 4.9% 7,808,605 +16% 0.88% $68,793,810
TEACHER RETIREMENT SYSTEM OF TEXAS 3.5% 5,602,777 -1.1% 0.17% $49,360,465
ArrowMark Colorado Holdings LLC 3.4% 5,485,699 -26% 1.1% $48,329,008
GENEVA CAPITAL MANAGEMENT LLC 3.4% 5,411,712 -12% 0.9% $47,677,184
MORGAN STANLEY 3.2% 5,055,818 +59% 0% $44,541,790
STATE STREET CORP 2.5% 3,918,784 +2.2% 0% $34,524,487
BROWN BROTHERS HARRIMAN & CO 2.4% 3,764,034 0% 0.18% $33,161,140
CITADEL ADVISORS LLC 2% 3,190,612 +176% 0.02% $28,109,292
Jefferies Financial Group Inc. 1.9% 3,031,374 0.22% $26,706,405
MACKENZIE FINANCIAL CORP 1.7% 2,670,540 0% 0.03% $23,614,435
MILLENNIUM MANAGEMENT LLC 1.7% 2,653,047 -9% 0.02% $23,373,344
UBS Group AG 1.6% 2,489,603 +51% 0% $21,933,403
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1.4% 2,272,823 +133% 0.11% $20,023,571
GEODE CAPITAL MANAGEMENT, LLC 1.4% 2,166,624 -4.7% 0% $19,092,606
Capital World Investors 1.4% 2,160,079 0% 0% $19,030,296
Topline Capital Management, LLC 1.2% 1,990,927 +264% 1.6% $17,540,067
AMERIPRISE FINANCIAL INC 0.99% 1,582,655 -68% 0% $13,943,191
Dixon Mitchell Investment Counsel Inc. 0.97% 1,546,299 +78% 0.45% $13,622,894
Select Equity Group, L.P. 0.94% 1,491,161 +33% 0.06% $13,137,128
ROYAL BANK OF CANADA 0.79% 1,254,259 -13% 0% $11,050,000
LONDON CO OF VIRGINIA 0.78% 1,249,237 -20% 0.06% $11,005,787

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 147,320,118 $1,298,084,583 +$46,290,951 $8.81 250
2025 Q3 141,134,296 $1,724,647,990 +$153,641,261 $12.22 235
2025 Q2 128,542,217 $1,503,649,191 +$89,515,110 $11.70 232
2025 Q1 121,969,105 $1,207,494,428 +$55,000,140 $9.90 236
2024 Q4 116,336,265 $1,239,093,974 -$16,037,670 $10.65 218
2024 Q3 116,107,697 $1,359,139,074 -$74,352,419 $11.71 224
2024 Q2 119,900,346 $1,660,639,239 -$1,179,740 $13.85 212
2024 Q1 119,902,312 $2,143,794,007 +$33,815,605 $17.88 215
2023 Q4 118,138,473 $2,078,047,714 -$1,319,638 $17.59 210
2023 Q3 107,873,610 $1,568,374,077 +$1,487,961 $14.54 199
2023 Q2 107,813,762 $1,963,654,328 -$35,987,419 $18.21 205
2023 Q1 109,984,230 $2,651,444,392 +$374,406,929 $24.11 211
2022 Q4 95,291,247 $1,531,384,226 -$333,302,330 $16.07 191
2022 Q3 121,815,995 $1,617,678,245 -$54,336,795 $13.28 177
2022 Q2 123,935,741 $2,659,529,704 +$48,409,928 $21.46 158
2022 Q1 85,910,280 $1,845,440,874 +$35,796,258 $21.48 159
2021 Q4 83,169,931 $2,363,304,547 +$325,137,686 $28.42 155
2021 Q3 71,314,103 $2,360,623,044 +$837,945,035 $33.10 135
2021 Q2 46,012,934 $1,301,526,795 +$66,767,974 $28.33 89
2021 Q1 43,729,806 $1,191,653,409 +$265,888,767 $27.30 94
2020 Q4 33,198,986 $1,119,481,000 +$1,119,481,001 $33.72 100