Certara, Inc. (CERT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

3,929,777Shares held by institutions

$22,360,431Value of institutional holdings

78.89%Institutional ownership %

7.46%Shares Changed QoQ

234No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Certara, Inc. (NASDAQ:CERT) is held by 247 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 92.0% of outstanding shares in December 2025, up from 88.5% in September 2025.
They increased total shares held in CERT by 7.47% quarter over quarter, and investors in Certara increased 12.27% from a year ago.
Of these 247 holders, 124 added to their stakes in Certara, 93 trimmed positions, and 30 made no changes.
In total, institutional investors held 147.74Mn shares in Certara as of December 2025, up by 10.26Mn shares quarter on quarter, and up 29.25Mn shares year over year.
WASATCH ADVISORS LP holds the largest position in CERT at 17.22Mn shares as of December 31, 2025, or 10.72% of shares outstanding.
The largest buyers of Certara for the quarter ending December 2025 were Jefferies Financial Group Inc. (3.03Mn), CITADEL ADVISORS LLC (2.04Mn), Morgan Stanley (1.88Mn), Topline Capital Management, LLC (1.44Mn), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ (1.3Mn).
The biggest sellers of Certara for the quarter ending December 2025 included Ameriprise Financial Inc (3.39Mn), ArrowMark Colorado Holdings LLC (1.89Mn), Bank Of America Corp /De/ (882.03K), GENEVA CAPITAL MANAGEMENT LLC (749.04K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (494.12K).
According to Business Quant data, leading holders of CERT for December 2025 are WASATCH ADVISORS LP (17.22Mn), BlackRock, Inc. (13.93Mn), VANGUARD GROUP INC (11.92Mn), DIMENSIONAL FUND ADVISORS LP (8.39Mn), DEERFIELD MANAGEMENT COMPANY, L.P. (7.81Mn), TEACHER RETIREMENT SYSTEM OF TEXAS (5.6Mn), ArrowMark Colorado Holdings LLC (5.49Mn), GENEVA CAPITAL MANAGEMENT LLC (5.41Mn), Morgan Stanley (5.06Mn), State Street Corp (3.92Mn).

247 Institutional Holders

3,929,777 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	18,838	0.14%	$0.00
WASATCH ADVISORS LP	31 Dec, 2025	-175,256	-1.01%	$0.00
UBS Group AG	31 Dec, 2025	837,648	50.71%	$0.00
Barclays Plc	31 Dec, 2025	-61,813	-61.43%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-491,281	-3.96%	$0.00
Topline Capital Management, LLC	31 Dec, 2025	1,444,456	264.32%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	2,369	1,155.61%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	35,203	0.42%	$0.00
Dixon Mitchell Investment Counsel Inc.	31 Dec, 2025	679,919	78.48%	$0.00
DEERFIELD MANAGEMENT COMPANY, L.P.	31 Dec, 2025	1,069,068	15.86%	$0.00
Woodline Partners LP	31 Dec, 2025	1,157,286	0.00%	$0.00
TEACHER RETIREMENT SYSTEM OF TEXAS	31 Dec, 2025	-60,722	-1.07%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	1,143,069	799,348.95%	$0.00
ArrowMark Colorado Holdings LLC	31 Dec, 2025	-1,892,844	-25.65%	$0.00
Kopion Asset Management, LLC	31 Dec, 2025	327,064	49.88%	$0.00
GENEVA CAPITAL MANAGEMENT LLC	31 Dec, 2025	-749,042	-12.16%	$0.00
Nuveen, LLC	31 Dec, 2025	581,662	265.64%	$0.00
Morgan Stanley	31 Dec, 2025	1,882,136	59.30%	$0.00
Roubaix Capital, LLC	31 Dec, 2025	43,288	8.33%	$0.00
State Street Corp	31 Dec, 2025	83,698	2.18%	$0.00

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